HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
46,869 | +15,362 | $17,681 |
| SPY | 46,869 | +15,362 | $17,681 |
| APPLE INC |
100,516 | +2,119 | $13,743 |
| AAPL | 100,516 | +2,119 | $13,743 |
| MICROSOFT CORP |
32,411 | -1,175 | $8,324 |
| MSFT | 32,411 | -1,175 | $8,324 |
| AMAZON COM INC |
57,427 | +54,621 | $6,099 |
| AMZN | 57,427 | +54,621 | $6,099 |
| VANGUARD INDEX FDS (VOO) |
15,776 | +5,791 | $5,472 |
| VOO | 15,776 | +5,791 | $5,472 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
137,717 | +6,078 | $5,345 |
| FVD | 137,717 | +6,078 | $5,345 |
| INVESCO QQQ TR |
18,852 | +13,400 | $5,284 |
| QQQ | 18,852 | +13,400 | $5,284 |
| FIRST TR EXCHANGE TRADED FD (FV) |
111,986 | +6,944 | $4,638 |
| FV | 111,986 | +6,944 | $4,638 |
| ISHARES TR (IVV) |
11,204 | +2,380 | $4,248 |
| IVV | 11,204 | +2,380 | $4,248 |
| VANGUARD INDEX FDS (VTI) |
20,391 | +7,370 | $3,846 |
| VTI | 20,391 | +7,370 | $3,846 |
| JPMORGAN CHASE & CO |
29,407 | +3,493 | $3,311 |
| JPM | 29,407 | +3,493 | $3,311 |
| VERIZON COMMUNICATIONS INC |
59,737 | +16,203 | $3,032 |
| VZ | 59,737 | +16,203 | $3,032 |
| JOHNSON & JOHNSON |
16,444 | +1,154 | $2,919 |
| JNJ | 16,444 | +1,154 | $2,919 |
| PEPSICO INC |
17,401 | +1,732 | $2,900 |
| PEP | 17,401 | +1,732 | $2,900 |
| ISHARES TR (IWM) |
17,057 | -1,822 | $2,889 |
| IWM | 17,057 | -1,822 | $2,889 |
| PFIZER INC |
54,215 | +97 | $2,842 |
| PFE | 54,215 | +97 | $2,842 |
| META PLATFORMS INC |
16,790 | +3,537 | $2,707 |
| FB | 16,790 | +3,537 | $2,707 |
| VICTORY PORTFOLIOS II |
37,200 | +16,288 | $2,459 |
| CDC | 37,200 | +16,288 | $2,459 |
| ALPHABET INC |
1,113 | +232 | $2,434 |
| GOOG | 1,113 | +232 | $2,434 |
| WISDOMTREE TR |
42,056 | +42,056 | $2,410 |
| DGRW | 42,056 | +42,056 | $2,410 |
| PROCTER AND GAMBLE CO |
16,723 | +2,770 | $2,405 |
| PG | 16,723 | +2,770 | $2,405 |
| ABBVIE INC |
15,378 | +3,642 | $2,355 |
| ABBV | 15,378 | +3,642 | $2,355 |
| ACCENTURE PLC IRELAND |
8,426 | -385 | $2,340 |
| ACN | 8,426 | -385 | $2,340 |
| MCDONALDS CORP |
9,362 | +1,092 | $2,311 |
| MCD | 9,362 | +1,092 | $2,311 |
| ISHARES TR (IWP) |
28,696 | -6,731 | $2,273 |
| IWP | 28,696 | -6,731 | $2,273 |
| TESLA INC |
3,184 | -248 | $2,144 |
| TSLA | 3,184 | -248 | $2,144 |
| TORONTO DOMINION BK ONT |
31,475 | +217 | $2,064 |
| TD | 31,475 | +217 | $2,064 |
| ALPHABET INC |
938 | +145 | $2,045 |
| GOOGL | 938 | +145 | $2,045 |
| UNITEDHEALTH GROUP INC |
3,942 | +374 | $2,025 |
| UNH | 3,942 | +374 | $2,025 |
| RAYTHEON TECHNOLOGIES CORP |
20,360 | +2,296 | $1,957 |
| RTX | 20,360 | +2,296 | $1,957 |
| VANGUARD INDEX FDS (VB) |
10,602 | +1,984 | $1,867 |
| VB | 10,602 | +1,984 | $1,867 |
| HONEYWELL INTL INC |
9,908 | +606 | $1,722 |
| HON | 9,908 | +606 | $1,722 |
| SELECT SECTOR SPDR TR (XLE) |
23,153 | +6,505 | $1,656 |
| XLE | 23,153 | +6,505 | $1,656 |
| ISHARES TR (IJH) |
7,174 | +681 | $1,623 |
| IJH | 7,174 | +681 | $1,623 |
| ADVISORSHARES TR (AADR) |
32,738 | +11,292 | $1,591 |
| AADR | 32,738 | +11,292 | $1,591 |
| HOME DEPOT INC |
5,637 | +1,414 | $1,546 |
| HD | 5,637 | +1,414 | $1,546 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
37,616 | -862 | $1,539 |
| RDVY | 37,616 | -862 | $1,539 |
| CISCO SYS INC |
33,717 | +4,567 | $1,438 |
| CSCO | 33,717 | +4,567 | $1,438 |
| AMERICAN CENTY ETF TR (FLV) |
24,987 | +4,257 | $1,417 |
| FLV | 24,987 | +4,257 | $1,417 |
| BLACKROCK SCIENCE & TECHNOLO |
70,617 | +14,298 | $1,383 |
| BSTZ | 70,617 | +14,298 | $1,383 |
| BK OF AMERICA CORP |
44,348 | +1,959 | $1,381 |
| BAC | 44,348 | +1,959 | $1,381 |
| COLGATE PALMOLIVE CO |
16,485 | +3,556 | $1,321 |
| CL | 16,485 | +3,556 | $1,321 |
| ISHARES TR (IJR) |
13,866 | +4,255 | $1,281 |
| IJR | 13,866 | +4,255 | $1,281 |
| NOVO NORDISK A S |
10,935 | +498 | $1,218 |
| NVO | 10,935 | +498 | $1,218 |
| GLOBAL X FDS |
16,581 | +1,018 | $1,204 |
| LIT | 16,581 | +1,018 | $1,204 |
| LOCKHEED MARTIN CORP |
2,798 | +295 | $1,203 |
| LMT | 2,798 | +295 | $1,203 |
| GLOBAL X FDS |
48,750 | +48,750 | $1,177 |
| PFFV | 48,750 | +48,750 | $1,177 |
| AMERICAN ELEC PWR CO INC |
12,260 | +278 | $1,176 |
| AEP | 12,260 | +278 | $1,176 |
| BRISTOL MYERS SQUIBB CO |
15,175 | +573 | $1,168 |
| BMY | 15,175 | +573 | $1,168 |
| EVERSOURCE ENERGY |
13,806 | +60 | $1,166 |
| ES | 13,806 | +60 | $1,166 |
See Full List: All Stocks Held By Claro Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Claro Advisors LLC
|
Size ($ in 1000's)
At 06/30/2022: $251,563 At 03/31/2022: $277,986 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 |
