HoldingsChannel.com
Claro Advisors LLC Top Holdings
As of  06/30/2023, below is a summary of the Claro Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Claro Advisors LLC. In the Claro Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Claro Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Claro Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 54,278 +2,682 $24,060
     SPY54,278+2,682$24,060
APPLE INC 113,502 -633 $22,016
     AAPL113,502-633$22,016
MICROSOFT CORP 45,452 -96 $15,478
     MSFT45,452-96$15,478
VANGUARD INDEX FDS (VOO) 24,935 +6,401 $10,156
     VOO24,935+6,401$10,156
SCHWAB STRATEGIC TR 111,150 +61,808 $8,331
     SCHG111,150+61,808$8,331
AMAZON COM INC 55,459 +814 $7,230
     AMZN55,459+814$7,230
IDEXX LABS INC 14,389 +11,691 $7,227
     IDXX14,389+11,691$7,227
INVESCO QQQ TR 18,409 -60 $6,801
     QQQ18,409-60$6,801
PROCTER AND GAMBLE CO 36,576 +704 $5,550
     PG36,576+704$5,550
JPMORGAN CHASE & CO 38,076 +26 $5,538
     JPM38,076+26$5,538
FIRST TR VALUE LINE DIVID IN (FVD) 133,684 -9,904 $5,359
     FVD133,684-9,904$5,359
ISHARES TR (IVV) 11,180 -122 $4,983
     IVV11,180-122$4,983
VANGUARD INDEX FDS (VTI) 22,373 +348 $4,928
     VTI22,373+348$4,928
EXXON MOBIL CORP 39,681 -39 $4,256
     XOM39,681-39$4,256
FIRST TR EXCHANGE TRADED FD (FV) 90,679 -2,662 $4,254
     FV90,679-2,662$4,254
JOHNSON & JOHNSON 24,853 +6,772 $4,114
     JNJ24,853+6,772$4,114
ISHARES TR (IEFA) 56,010 +23,098 $3,781
     IEFA56,010+23,098$3,781
PEPSICO INC 20,158 +561 $3,734
     PEP20,158+561$3,734
MCDONALDS CORP 12,250 +689 $3,656
     MCD12,250+689$3,656
META PLATFORMS INC 11,696 -664 $3,356
     META11,696-664$3,356
HOME DEPOT INC 10,596 +3,685 $3,292
     HD10,596+3,685$3,292
ISHARES TR (IWP) 33,734 +4,406 $3,260
     IWP33,734+4,406$3,260
NVIDIA CORPORATION 7,594 -852 $3,212
     NVDA7,594-852$3,212
ABBVIE INC 23,818 +7,357 $3,209
     ABBV23,818+7,357$3,209
ISHARES TR (IWM) 16,350 +125 $3,062
     IWM16,350+125$3,062
VANGUARD INDEX FDS (VB) 15,014 +1,716 $2,986
     VB15,014+1,716$2,986
ALPHABET INC 23,515 -723 $2,845
     GOOG23,515-723$2,845
ACCENTURE PLC IRELAND 9,088 +288 $2,804
     ACN9,088+288$2,804
ALPHABET INC 22,722 +858 $2,720
     GOOGL22,722+858$2,720
TESLA INC 10,160 +396 $2,660
     TSLA10,160+396$2,660
UNITEDHEALTH GROUP INC 5,128 +843 $2,465
     UNH5,128+843$2,465
RAYTHEON TECHNOLOGIES CORP 25,141 +987 $2,463
     RTX25,141+987$2,463
J P MORGAN EXCHANGE TRADED F (JEPI) 44,371 +874 $2,455
     JEPI44,371+874$2,455
US BANCORP DEL 68,451 -1,910 $2,262
     USB68,451-1,910$2,262
ISHARES TR (IJH) 8,392 +624 $2,194
     IJH8,392+624$2,194
PFIZER INC 58,758 -976 $2,155
     PFE58,758-976$2,155
HONEYWELL INTL INC 10,097 +213 $2,095
     HON10,097+213$2,095
TORONTO DOMINION BK ONT 33,048 +728 $2,049
     TD33,048+728$2,049
FIRST TR EXCHANGE TRADED FD (RDVY) 42,771 +2,999 $2,014
     RDVY42,771+2,999$2,014
SCHWAB STRATEGIC TR 28,305 +18,594 $1,899
     SCHV28,305+18,594$1,899
ISHARES TR (MBB) 19,962 +16,850 $1,862
     MBB19,962+16,850$1,862
SCHWAB CHARLES FAMILY FD      $1,849
     AMT TAX FREE MNY1,848,801-1,174,530$1,849
NOVO NORDISK A S 11,396 +90 $1,844
     NVO11,396+90$1,844
ISHARES TR (QUAL) 13,090 +7,249 $1,766
     QUAL13,090+7,249$1,766
XCEL ENERGY INC 27,799 -1,907 $1,728
     XEL27,799-1,907$1,728
VERIZON COMMUNICATIONS INC 45,256 -743 $1,683
     VZ45,256-743$1,683
CISCO SYS INC 32,325 +1,247 $1,672
     CSCO32,325+1,247$1,672
ORACLE CORP 13,773 -551 $1,640
     ORCL13,773-551$1,640
BROADCOM INC 1,884 -84 $1,634
     AVGO1,884-84$1,634
BANK AMERICA CORP 55,969 -163 $1,606
     BAC55,969-163$1,606

See Full List: All Stocks Held By Claro Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Claro Advisors LLC

Size ($ in 1000's)
At 06/30/2023: $402,512
At 03/31/2023: $340,570

Claro Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Claro Advisors LLC 13F filings. Link to 13F filings: SEC filings

Claro Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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