HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
23,940 | -400 | $6,088 |
| AAPL | 23,940 | -400 | $6,088 |
| SPDR S&P 500 ETF TR (SPY) |
20,791 | -2,180 | $5,359 |
| SPY | 20,791 | -2,180 | $5,359 |
| MICROSOFT CORP |
29,559 | +4,025 | $4,662 |
| MSFT | 29,559 | +4,025 | $4,662 |
| AMAZON COM INC |
2,074 | +64 | $4,044 |
| AMZN | 2,074 | +64 | $4,044 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
120,684 | +36,730 | $3,341 |
| FVD | 120,684 | +36,730 | $3,341 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
64,514 | +22,919 | $3,290 |
| LMBS | 64,514 | +22,919 | $3,290 |
| FIRST TR EXCHANGE TRADED FD (FV) |
105,450 | +378 | $2,711 |
| FV | 105,450 | +378 | $2,711 |
| VERIZON COMMUNICATIONS INC |
41,145 | +2,334 | $2,211 |
| VZ | 41,145 | +2,334 | $2,211 |
| JPMORGAN CHASE & CO |
22,418 | +683 | $2,018 |
| JPM | 22,418 | +683 | $2,018 |
| FACEBOOK INC |
11,446 | +1,563 | $1,909 |
| FB | 11,446 | +1,563 | $1,909 |
| PFIZER INC |
57,877 | +1,004 | $1,889 |
| PFE | 57,877 | +1,004 | $1,889 |
| JOHNSON & JOHNSON |
13,445 | -268 | $1,763 |
| JNJ | 13,445 | -268 | $1,763 |
| ACCENTURE PLC IRELAND |
8,726 | -302 | $1,425 |
| ACN | 8,726 | -302 | $1,425 |
| TORONTO DOMINION BK ONT |
30,853 | +3 | $1,308 |
| TD | 30,853 | +3 | $1,308 |
| PEPSICO INC |
10,659 | -109 | $1,280 |
| PEP | 10,659 | -109 | $1,280 |
| VANGUARD INDEX FDS (VUG) |
7,683 | -716 | $1,204 |
| VUG | 7,683 | -716 | $1,204 |
| ISHARES TR (USMV) |
21,246 | -526 | $1,148 |
| USMV | 21,246 | -526 | $1,148 |
| PROCTER & GAMBLE CO |
10,271 | -1,454 | $1,130 |
| PG | 10,271 | -1,454 | $1,130 |
| MCDONALDS CORP |
6,647 | -1,996 | $1,099 |
| MCD | 6,647 | -1,996 | $1,099 |
| EVERSOURCE ENERGY |
13,970 | +3,852 | $1,093 |
| ES | 13,970 | +3,852 | $1,093 |
| HONEYWELL INTL INC |
7,910 | +46 | $1,058 |
| HON | 7,910 | +46 | $1,058 |
| AT&T INC |
33,307 | -75 | $971 |
| T | 33,307 | -75 | $971 |
| CISCO SYS INC |
24,482 | -160 | $962 |
| CSCO | 24,482 | -160 | $962 |
| VICTORY PORTFOLIOS II |
27,228 | -439 | $959 |
| CDL | 27,228 | -439 | $959 |
| AMERICAN ELEC PWR CO INC |
11,436 | -398 | $915 |
| AEP | 11,436 | -398 | $915 |
| ISHARES TR (IWM) |
7,977 | -2,332 | $913 |
| IWM | 7,977 | -2,332 | $913 |
| SPOTIFY TECHNOLOGY S A |
7,485 | +8 | $909 |
| SPOT | 7,485 | +8 | $909 |
| NETFLIX INC |
2,368 | +594 | $889 |
| NFLX | 2,368 | +594 | $889 |
| BK OF AMERICA CORP |
39,448 | +15 | $837 |
| BAC | 39,448 | +15 | $837 |
| BRISTOL MYERS SQUIBB CO |
14,409 | -48 | $803 |
| BMY | 14,409 | -48 | $803 |
| ALPHABET INC |
665 | +83 | $773 |
| GOOGL | 665 | +83 | $773 |
| HANOVER INS GROUP INC |
8,266 | +60 | $749 |
| THG | 8,266 | +60 | $749 |
| ALPHABET INC |
634 | +133 | $737 |
| GOOG | 634 | +133 | $737 |
| INTEL CORP |
13,509 | -748 | $731 |
| INTC | 13,509 | -748 | $731 |
| VANGUARD INDEX FDS (VNQ) |
10,375 | -664 | $725 |
| VNQ | 10,375 | -664 | $725 |
| COLGATE PALMOLIVE CO |
10,899 | +142 | $723 |
| CL | 10,899 | +142 | $723 |
| ALIBABA GROUP HLDG LTD |
3,706 | +515 | $721 |
| BABA | 3,706 | +515 | $721 |
| VANGUARD INDEX FDS (VTV) |
8,017 | -502 | $714 |
| VTV | 8,017 | -502 | $714 |
| DISNEY WALT CO |
7,283 | -220 | $704 |
| DIS | 7,283 | -220 | $704 |
| CHEVRON CORP NEW |
9,536 | +465 | $691 |
| CVX | 9,536 | +465 | $691 |
| ADVISORSHARES TR (AADR) |
17,099 | +1,525 | $690 |
| AADR | 17,099 | +1,525 | $690 |
| VANGUARD INDEX FDS (VTI) |
5,087 | +543 | $656 |
| VTI | 5,087 | +543 | $656 |
| PHILIP MORRIS INTL INC |
8,945 | +321 | $653 |
| PM | 8,945 | +321 | $653 |
| LOCKHEED MARTIN CORP |
1,900 | -370 | $644 |
| LMT | 1,900 | -370 | $644 |
| MERCK & CO. INC |
8,292 | -1,419 | $638 |
| MRK | 8,292 | -1,419 | $638 |
| SELECT SECTOR SPDR TR (XLU) |
11,213 | +1,561 | $621 |
| XLU | 11,213 | +1,561 | $621 |
| RAYTHEON CO |
4,670 | -103 | $613 |
| RTN | 4,670 | -103 | $613 |
| NOVO NORDISK A S |
10,171 | +292 | $612 |
| NVO | 10,171 | +292 | $612 |
| WALMART INC |
5,249 | +2,071 | $596 |
| WMT | 5,249 | +2,071 | $596 |
| ISHARES TR (ITOT) |
10,368 | +1,365 | $593 |
| ITOT | 10,368 | +1,365 | $593 |
See Full List: All Stocks Held By Claro Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Claro Advisors LLC
|
Size ($ in 1000's)
At 03/31/2020: $107,277 At 12/31/2019: $129,904 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 |
