HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
22,005 | +4,709 | $6,530 |
| SPY | 22,005 | +4,709 | $6,530 |
| APPLE INC |
21,485 | -886 | $4,812 |
| AAPL | 21,485 | -886 | $4,812 |
| FIRST TR EXCHANGE TRADED FD (FV) |
128,535 | -9,719 | $3,803 |
| FV | 128,535 | -9,719 | $3,803 |
| MICROSOFT CORP |
23,963 | -279 | $3,332 |
| MSFT | 23,963 | -279 | $3,332 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
43,079 | -2,446 | $2,588 |
| FTSM | 43,079 | -2,446 | $2,588 |
| VERIZON COMMUNICATIONS INC |
38,121 | -511 | $2,301 |
| VZ | 38,121 | -511 | $2,301 |
| AMAZON COM INC |
1,246 | +19 | $2,163 |
| AMZN | 1,246 | +19 | $2,163 |
| PFIZER INC |
56,891 | -113 | $2,044 |
| PFE | 56,891 | -113 | $2,044 |
| JPMORGAN CHASE & CO |
15,551 | +22 | $1,830 |
| JPM | 15,551 | +22 | $1,830 |
| MCDONALDS CORP |
8,387 | -82 | $1,801 |
| MCD | 8,387 | -82 | $1,801 |
| TORONTO DOMINION BK ONT |
30,845 | +196 | $1,797 |
| TD | 30,845 | +196 | $1,797 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
50,484 | +7,409 | $1,760 |
| FVD | 50,484 | +7,409 | $1,760 |
| JOHNSON & JOHNSON |
13,540 | +129 | $1,752 |
| JNJ | 13,540 | +129 | $1,752 |
| ACCENTURE PLC IRELAND |
8,989 | +72 | $1,729 |
| ACN | 8,989 | +72 | $1,729 |
| FACEBOOK INC |
9,630 | -57 | $1,715 |
| FB | 9,630 | -57 | $1,715 |
| PEPSICO INC |
10,513 | +346 | $1,441 |
| PEP | 10,513 | +346 | $1,441 |
| PROCTER & GAMBLE CO |
11,429 | +155 | $1,422 |
| PG | 11,429 | +155 | $1,422 |
| ISHARES TR (IWM) |
9,390 | +2,822 | $1,421 |
| IWM | 9,390 | +2,822 | $1,421 |
| VANGUARD INDEX FDS (VUG) |
8,174 | -5 | $1,359 |
| VUG | 8,174 | -5 | $1,359 |
| HONEYWELL INTL INC |
7,828 | +34 | $1,324 |
| HON | 7,828 | +34 | $1,324 |
| AT&T INC |
33,380 | +1,428 | $1,263 |
| T | 33,380 | +1,428 | $1,263 |
| CISCO SYS INC |
25,142 | +21 | $1,242 |
| CSCO | 25,142 | +21 | $1,242 |
| ISHARES TR (USMV) |
18,513 | +138 | $1,187 |
| USMV | 18,513 | +138 | $1,187 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
21,921 | -472 | $1,140 |
| LMBS | 21,921 | -472 | $1,140 |
| VICTORY PORTFOLIOS II |
23,719 | -395 | $1,139 |
| CDL | 23,719 | -395 | $1,139 |
| BANK AMER CORP |
38,997 | -578 | $1,138 |
| BAC | 38,997 | -578 | $1,138 |
| AMERICAN ELEC PWR CO INC |
11,764 | +55 | $1,102 |
| AEP | 11,764 | +55 | $1,102 |
| HANOVER INS GROUP INC |
8,023 | +35 | $1,087 |
| THG | 8,023 | +35 | $1,087 |
| CHEVRON CORP NEW |
9,039 | +98 | $1,072 |
| CVX | 9,039 | +98 | $1,072 |
| EXXON MOBIL CORP |
13,554 | -505 | $957 |
| XOM | 13,554 | -505 | $957 |
| DISNEY WALT CO |
7,298 | -58 | $951 |
| DIS | 7,298 | -58 | $951 |
| VANGUARD INDEX FDS (VNQ) |
10,098 | +1,079 | $942 |
| VNQ | 10,098 | +1,079 | $942 |
| RAYTHEON CO |
4,795 | -66 | $941 |
| RTN | 4,795 | -66 | $941 |
| VANGUARD INDEX FDS (VTV) |
7,988 | +11 | $892 |
| VTV | 7,988 | +11 | $892 |
| LOCKHEED MARTIN CORP |
2,254 | -26 | $879 |
| LMT | 2,254 | -26 | $879 |
| EVERSOURCE ENERGY |
10,100 | +31 | $863 |
| ES | 10,100 | +31 | $863 |
| SPOTIFY TECHNOLOGY S A |
7,475 | -14 | $852 |
| SPOT | 7,475 | -14 | $852 |
| MERCK & CO INC |
9,549 | +28 | $804 |
| MRK | 9,549 | +28 | $804 |
| YUM BRANDS INC |
7,065 | +29 | $801 |
| YUM | 7,065 | +29 | $801 |
| COLGATE PALMOLIVE CO |
10,663 | +230 | $784 |
| CL | 10,663 | +230 | $784 |
| ADVISORSHARES TR (AADR) |
16,417 | -351 | $783 |
| AADR | 16,417 | -351 | $783 |
| ESSEX PPTY TR INC |
2,330 | +14 | $761 |
| ESS | 2,330 | +14 | $761 |
| ISHARES TR (EFA) |
11,617 | +4,541 | $758 |
| EFA | 11,617 | +4,541 | $758 |
| CHUBB LIMITED |
4,541 | +55 | $733 |
| CB | 4,541 | +55 | $733 |
| INTEL CORP |
14,157 | +174 | $729 |
| INTC | 14,157 | +174 | $729 |
| COMCAST CORP NEW |
15,875 | +490 | $716 |
| CMCSA | 15,875 | +490 | $716 |
| ISHARES TR (IJH) |
3,530 | +49 | $682 |
| IJH | 3,530 | +49 | $682 |
| BRISTOL MYERS SQUIBB CO |
13,354 | -812 | $677 |
| BMY | 13,354 | -812 | $677 |
| LOWES COS INC |
5,998 | -1,019 | $659 |
| LOW | 5,998 | -1,019 | $659 |
| ISHARES TR (ACWX) |
14,235 | +6,392 | $656 |
| ACWX | 14,235 | +6,392 | $656 |
See Full List: All Stocks Held By Claro Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Claro Advisors LLC
|
Size ($ in 1000's)
At 09/30/2019: $112,723 At 06/30/2019: $108,339 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 |
