
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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54,278 | +2,682 | $24,060 |
SPY | 54,278 | +2,682 | $24,060 |
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113,502 | -633 | $22,016 |
AAPL | 113,502 | -633 | $22,016 |
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45,452 | -96 | $15,478 |
MSFT | 45,452 | -96 | $15,478 |
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24,935 | +6,401 | $10,156 |
VOO | 24,935 | +6,401 | $10,156 |
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111,150 | +61,808 | $8,331 |
SCHG | 111,150 | +61,808 | $8,331 |
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55,459 | +814 | $7,230 |
AMZN | 55,459 | +814 | $7,230 |
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14,389 | +11,691 | $7,227 |
IDXX | 14,389 | +11,691 | $7,227 |
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18,409 | -60 | $6,801 |
QQQ | 18,409 | -60 | $6,801 |
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36,576 | +704 | $5,550 |
PG | 36,576 | +704 | $5,550 |
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38,076 | +26 | $5,538 |
JPM | 38,076 | +26 | $5,538 |
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133,684 | -9,904 | $5,359 |
FVD | 133,684 | -9,904 | $5,359 |
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11,180 | -122 | $4,983 |
IVV | 11,180 | -122 | $4,983 |
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22,373 | +348 | $4,928 |
VTI | 22,373 | +348 | $4,928 |
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39,681 | -39 | $4,256 |
XOM | 39,681 | -39 | $4,256 |
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90,679 | -2,662 | $4,254 |
FV | 90,679 | -2,662 | $4,254 |
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24,853 | +6,772 | $4,114 |
JNJ | 24,853 | +6,772 | $4,114 |
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56,010 | +23,098 | $3,781 |
IEFA | 56,010 | +23,098 | $3,781 |
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20,158 | +561 | $3,734 |
PEP | 20,158 | +561 | $3,734 |
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12,250 | +689 | $3,656 |
MCD | 12,250 | +689 | $3,656 |
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11,696 | -664 | $3,356 |
META | 11,696 | -664 | $3,356 |
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10,596 | +3,685 | $3,292 |
HD | 10,596 | +3,685 | $3,292 |
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33,734 | +4,406 | $3,260 |
IWP | 33,734 | +4,406 | $3,260 |
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7,594 | -852 | $3,212 |
NVDA | 7,594 | -852 | $3,212 |
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23,818 | +7,357 | $3,209 |
ABBV | 23,818 | +7,357 | $3,209 |
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16,350 | +125 | $3,062 |
IWM | 16,350 | +125 | $3,062 |
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15,014 | +1,716 | $2,986 |
VB | 15,014 | +1,716 | $2,986 |
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23,515 | -723 | $2,845 |
GOOG | 23,515 | -723 | $2,845 |
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9,088 | +288 | $2,804 |
ACN | 9,088 | +288 | $2,804 |
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22,722 | +858 | $2,720 |
GOOGL | 22,722 | +858 | $2,720 |
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10,160 | +396 | $2,660 |
TSLA | 10,160 | +396 | $2,660 |
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5,128 | +843 | $2,465 |
UNH | 5,128 | +843 | $2,465 |
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25,141 | +987 | $2,463 |
RTX | 25,141 | +987 | $2,463 |
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44,371 | +874 | $2,455 |
JEPI | 44,371 | +874 | $2,455 |
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68,451 | -1,910 | $2,262 |
USB | 68,451 | -1,910 | $2,262 |
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8,392 | +624 | $2,194 |
IJH | 8,392 | +624 | $2,194 |
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58,758 | -976 | $2,155 |
PFE | 58,758 | -976 | $2,155 |
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10,097 | +213 | $2,095 |
HON | 10,097 | +213 | $2,095 |
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33,048 | +728 | $2,049 |
TD | 33,048 | +728 | $2,049 |
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42,771 | +2,999 | $2,014 |
RDVY | 42,771 | +2,999 | $2,014 |
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28,305 | +18,594 | $1,899 |
SCHV | 28,305 | +18,594 | $1,899 |
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19,962 | +16,850 | $1,862 |
MBB | 19,962 | +16,850 | $1,862 |
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$1,849 | ||
AMT TAX FREE MNY | 1,848,801 | -1,174,530 | $1,849 |
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11,396 | +90 | $1,844 |
NVO | 11,396 | +90 | $1,844 |
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13,090 | +7,249 | $1,766 |
QUAL | 13,090 | +7,249 | $1,766 |
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27,799 | -1,907 | $1,728 |
XEL | 27,799 | -1,907 | $1,728 |
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45,256 | -743 | $1,683 |
VZ | 45,256 | -743 | $1,683 |
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32,325 | +1,247 | $1,672 |
CSCO | 32,325 | +1,247 | $1,672 |
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13,773 | -551 | $1,640 |
ORCL | 13,773 | -551 | $1,640 |
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1,884 | -84 | $1,634 |
AVGO | 1,884 | -84 | $1,634 |
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55,969 | -163 | $1,606 |
BAC | 55,969 | -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
![]() 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 |