HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
22,971 | +966 | $7,393 |
| SPY | 22,971 | +966 | $7,393 |
| APPLE INC |
24,340 | +2,855 | $7,147 |
| AAPL | 24,340 | +2,855 | $7,147 |
| MICROSOFT CORP |
25,534 | +1,571 | $4,027 |
| MSFT | 25,534 | +1,571 | $4,027 |
| AMAZON COM INC |
2,010 | +764 | $3,714 |
| AMZN | 2,010 | +764 | $3,714 |
| FIRST TR EXCHANGE TRADED FD (FV) |
105,072 | -23,463 | $3,316 |
| FV | 105,072 | -23,463 | $3,316 |
| JPMORGAN CHASE & CO |
21,735 | +6,184 | $3,030 |
| JPM | 21,735 | +6,184 | $3,030 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
83,954 | +33,470 | $3,025 |
| FVD | 83,954 | +33,470 | $3,025 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
41,342 | -1,737 | $2,484 |
| FTSM | 41,342 | -1,737 | $2,484 |
| VERIZON COMMUNICATIONS INC |
38,811 | +690 | $2,383 |
| VZ | 38,811 | +690 | $2,383 |
| PFIZER INC |
56,873 | -18 | $2,228 |
| PFE | 56,873 | -18 | $2,228 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
41,595 | +19,674 | $2,155 |
| LMBS | 41,595 | +19,674 | $2,155 |
| FACEBOOK INC |
9,883 | +253 | $2,028 |
| FB | 9,883 | +253 | $2,028 |
| JOHNSON & JOHNSON |
13,713 | +173 | $2,000 |
| JNJ | 13,713 | +173 | $2,000 |
| ACCENTURE PLC IRELAND |
9,028 | +39 | $1,901 |
| ACN | 9,028 | +39 | $1,901 |
| TORONTO DOMINION BK ONT |
30,850 | +5 | $1,732 |
| TD | 30,850 | +5 | $1,732 |
| ISHARES TR (IWM) |
10,309 | +919 | $1,708 |
| IWM | 10,309 | +919 | $1,708 |
| MCDONALDS CORP |
8,643 | +256 | $1,708 |
| MCD | 8,643 | +256 | $1,708 |
| VANGUARD INDEX FDS (VUG) |
8,399 | +225 | $1,530 |
| VUG | 8,399 | +225 | $1,530 |
| PEPSICO INC |
10,768 | +255 | $1,472 |
| PEP | 10,768 | +255 | $1,472 |
| PROCTER & GAMBLE CO |
11,725 | +296 | $1,464 |
| PG | 11,725 | +296 | $1,464 |
| ISHARES TR (USMV) |
21,772 | +3,259 | $1,428 |
| USMV | 21,772 | +3,259 | $1,428 |
| VICTORY PORTFOLIOS II |
27,667 | +3,948 | $1,400 |
| CDL | 27,667 | +3,948 | $1,400 |
| HONEYWELL INTL INC |
7,864 | +36 | $1,392 |
| HON | 7,864 | +36 | $1,392 |
| BANK AMER CORP |
39,433 | +436 | $1,389 |
| BAC | 39,433 | +436 | $1,389 |
| AT&T INC |
33,382 | +2 | $1,305 |
| T | 33,382 | +2 | $1,305 |
| CISCO SYS INC |
24,642 | -500 | $1,182 |
| CSCO | 24,642 | -500 | $1,182 |
| HANOVER INS GROUP INC |
8,206 | +183 | $1,122 |
| THG | 8,206 | +183 | $1,122 |
| AMERICAN ELEC PWR CO INC |
11,834 | +70 | $1,118 |
| AEP | 11,834 | +70 | $1,118 |
| SPOTIFY TECHNOLOGY S A |
7,477 | +2 | $1,118 |
| SPOT | 7,477 | +2 | $1,118 |
| CHEVRON CORP NEW |
9,071 | +32 | $1,093 |
| CVX | 9,071 | +32 | $1,093 |
| DISNEY WALT CO |
7,503 | +205 | $1,085 |
| DIS | 7,503 | +205 | $1,085 |
| EXXON MOBIL CORP |
15,145 | +1,591 | $1,057 |
| XOM | 15,145 | +1,591 | $1,057 |
| RAYTHEON CO |
4,773 | -22 | $1,049 |
| RTN | 4,773 | -22 | $1,049 |
| VANGUARD INDEX FDS (VNQ) |
11,039 | +941 | $1,024 |
| VNQ | 11,039 | +941 | $1,024 |
| VANGUARD INDEX FDS (VTV) |
8,519 | +531 | $1,021 |
| VTV | 8,519 | +531 | $1,021 |
| BRISTOL MYERS SQUIBB CO |
14,457 | +1,103 | $928 |
| BMY | 14,457 | +1,103 | $928 |
| LOCKHEED MARTIN CORP |
2,270 | +16 | $884 |
| LMT | 2,270 | +16 | $884 |
| MERCK & CO INC |
9,711 | +162 | $883 |
| MRK | 9,711 | +162 | $883 |
| ISHARES TR (EFA) |
12,655 | +1,038 | $879 |
| EFA | 12,655 | +1,038 | $879 |
| EVERSOURCE ENERGY |
10,118 | +18 | $861 |
| ES | 10,118 | +18 | $861 |
| INTEL CORP |
14,257 | +100 | $853 |
| INTC | 14,257 | +100 | $853 |
| ADVISORSHARES TR (AADR) |
15,574 | -843 | $839 |
| AADR | 15,574 | -843 | $839 |
| ALPHABET INC |
582 | +165 | $780 |
| GOOGL | 582 | +165 | $780 |
| ISHARES TR (ACWX) |
15,792 | +1,557 | $776 |
| ACWX | 15,792 | +1,557 | $776 |
| ISHARES TR (IJH) |
3,625 | +95 | $746 |
| IJH | 3,625 | +95 | $746 |
| VANGUARD INDEX FDS (VTI) |
4,544 | +443 | $743 |
| VTI | 4,544 | +443 | $743 |
| COLGATE PALMOLIVE CO |
10,757 | +94 | $741 |
| CL | 10,757 | +94 | $741 |
| PHILIP MORRIS INTL INC |
8,624 | +2,051 | $734 |
| PM | 8,624 | +2,051 | $734 |
| COMCAST CORP NEW |
16,090 | +215 | $724 |
| CMCSA | 16,090 | +215 | $724 |
| CHUBB LIMITED |
4,587 | +46 | $714 |
| CB | 4,587 | +46 | $714 |
See Full List: All Stocks Held By Claro Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Claro Advisors LLC
|
Size ($ in 1000's)
At 12/31/2019: $129,904 At 09/30/2019: $112,723 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 |
