Claro Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $633 Million distributed in 397 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $35.9M, Ishares Russell 1000 Gr ETF with a value of $25.4M, Apple Inc. with a value of $22.9M, Microsoft Corp with a value of $21.1M, and Ishares Russell 1000 Val ETF with a value of $20.7M.
Examining the 13F form we can see an increase of $63.9M in the current position value, from $569M to 633M .
Claro Advisors LLC is based out at Boston, MA
Below you can find more details about Claro Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$633 Million
$347 Million
$98.7 Million
$35.6 Million
$35.3 Million
$32.1 Million
$24.3 Million
$19.6 Million
$16.3 Million
$19.5 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 4.3%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 1.23%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 1.42%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 4.09%
-
$0
0.0% of portfolio
-
Q3 2025
Added 28.06%
-
$0
0.0% of portfolio
-
Q3 2025
Added 39.03%
-
$0
0.0% of portfolio
-
Q3 2025
Added 24.18%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 5.25%
Capital Group Core Balanced
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.6%
Capital Group New Geography
-
$0
0.0% of portfolio
-
Q3 2025
Added 4.99%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 12.72%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q4 2024
Added 0.84%
Invesco Actively Managed Exc
-
$0
0.0% of portfolio
-
Q3 2025
Added 2.2%
Ishares Bitcoin Trust ETF
-
$0
0.0% of portfolio
-
Q3 2025
Added 29.43%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 38.39%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 2.75%
J P Morgan Exchange Traded F
-
$0
0.0% of portfolio
-
Q3 2025
Added 4.55%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 6.96%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 2.28%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 0.78%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 0.96%
-
$0
0.0% of portfolio
-
Q3 2025
Added 1.9%
-
$0
0.0% of portfolio
-
Q3 2025
Added 70.41%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 14.61%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 13.44%
-
$0
0.0% of portfolio
-
Q3 2025
Added 9.26%
-
$0
0.0% of portfolio
-
Q3 2025
New
Federated Hermes ETF Trust
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 63.27%
-
$0
0.0% of portfolio
-
Q3 2025
Added 12.59%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 5.03%
Fidelity Wise Origin Bitcoin
-
$0
0.0% of portfolio
-
Q3 2025
Added 43.81%
-
$0
0.0% of portfolio
-
Q3 2025
Added 2.21%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 0.47%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 0.72%
Grayscale Bitcoin Mini Tr Et
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 0.13%
Grayscale Ethereum Mini Tr E
-
$0
0.0% of portfolio
-
Q3 2025
Added 0.72%
Grayscale Ethereum Trust ETF
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 28.7%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 3.01%
-
$0
0.0% of portfolio
-
Q3 2025
Added 1.46%
-
$0
0.0% of portfolio
-
Q3 2025
Added 1.18%
