All Stocks Held By Claro Advisors LLC

As of 03/31/2024, we find all stocks held by Claro Advisors LLC to be as follows, presented in the table below with each row detailing each Claro Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Claro Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Claro Advisors LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)			$25,064
SPY	50,516	-3,164	$26,424
Put	2,600	+600	$1,360
KLAVIYO INC	922,680	+922,680	$23,510
KVYO	922,680	+922,680	$23,510
MICROSOFT CORP	49,478	+1,448	$20,816
MSFT	49,478	+1,448	$20,816
APPLE INC	115,051	-749	$19,729
AAPL	115,051	-749	$19,729
VANGUARD INDEX FDS (VOO)	40,423	+10,052	$19,431
VOO	40,423	+10,052	$19,431
SCHWAB STRATEGIC TR	125,051	-28,877	$11,595
SCHG	125,051	-28,877	$11,595
AMAZON COM INC	63,691	+5,952	$11,488
AMZN	63,691	+5,952	$11,488
INVESCO QQQ TR	24,738	+2,551	$10,984
QQQ	24,738	+2,551	$10,984
NVIDIA CORPORATION	10,152	+337	$9,173
NVDA	10,152	+337	$9,173
JPMORGAN CHASE & CO	41,339	+574	$8,280
JPM	41,339	+574	$8,280
ISHARES TR (QUAL)	43,324	+17,917	$7,120
QUAL	43,324	+17,917	$7,120
GRAYSCALE BITCOIN TR BTC	111,927	+111,927	$7,070
GBTC	111,927	+111,927	$7,070
IDEXX LABS INC	13,058	-905	$7,050
IDXX	13,058	-905	$7,050
ISHARES TR (IEFA)	93,161	-7,502	$6,914
IEFA	93,161	-7,502	$6,914
VANGUARD INDEX FDS (VTI)	25,345	-553	$6,587
VTI	25,345	-553	$6,587
META PLATFORMS INC	13,359	+1,482	$6,487
META	13,359	+1,482	$6,487
ISHARES TR (IWF)	18,250	+16,799	$6,151
IWF	18,250	+16,799	$6,151
ISHARES TR (IVV)	11,488	+463	$6,040
IVV	11,488	+463	$6,040
ISHARES TR (IUSB)	131,484	+126,107	$5,994
IUSB	131,484	+126,107	$5,994
PROCTER AND GAMBLE CO	34,699	-3,922	$5,630
PG	34,699	-3,922	$5,630
UNITEDHEALTH GROUP INC	10,493	+4,219	$5,191
UNH	10,493	+4,219	$5,191
BROADCOM INC	3,700	+1,050	$4,904
AVGO	3,700	+1,050	$4,904
ALPHABET INC	32,102	+1,500	$4,888
GOOG	32,102	+1,500	$4,888
EXXON MOBIL CORP	42,034	+2,738	$4,886
XOM	42,034	+2,738	$4,886
ISHARES TR (IWD)	26,419	+24,522	$4,732
IWD	26,419	+24,522	$4,732
FIRST TR EXCHANGE TRADED FD (FV)	82,060	-584	$4,696
FV	82,060	-584	$4,696
HOME DEPOT INC	12,205	+604	$4,682
HD	12,205	+604	$4,682
ALPHABET INC	30,338	+1,495	$4,579
GOOGL	30,338	+1,495	$4,579
ABBVIE INC	23,962	+363	$4,363
ABBV	23,962	+363	$4,363
MCDONALDS CORP	13,859	+452	$3,908
MCD	13,859	+452	$3,908
ACCENTURE PLC IRELAND	10,776	-92	$3,735
ACN	10,776	-92	$3,735
PEPSICO INC	21,156	+1,303	$3,702
PEP	21,156	+1,303	$3,702
JOHNSON & JOHNSON	23,379	+1,545	$3,698
JNJ	23,379	+1,545	$3,698
INVESCO EXCHANGE TRADED FD T (SPGP)	32,764	-1,924	$3,489
SPGP	32,764	-1,924	$3,489
VANGUARD INDEX FDS (VB)	14,976	-1,070	$3,423
VB	14,976	-1,070	$3,423
HONEYWELL INTL INC	15,390	+5,043	$3,159
HON	15,390	+5,043	$3,159
ISHARES TR (IWP)	26,332	-6,549	$3,005
IWP	26,332	-6,549	$3,005
ISHARES TR (IWM)	14,220	-3,168	$2,990
IWM	14,220	-3,168	$2,990
NOVO NORDISK A S	23,238	+743	$2,984
NVO	23,238	+743	$2,984
FIRST TR VALUE LINE DIVID IN (FVD)	69,477	-47,273	$2,934
FVD	69,477	-47,273	$2,934
US BANCORP DEL	64,536	-3,855	$2,885
USB	64,536	-3,855	$2,885
ELI LILLY & CO	3,614	+2,272	$2,811
LLY	3,614	+2,272	$2,811
J P MORGAN EXCHANGE TRADED F (JEPI)	47,521	-1,129	$2,750
JEPI	47,521	-1,129	$2,750
ISHARES TR (IJH)	43,844	+35,318	$2,663
IJH	43,844	+35,318	$2,663
FIRST TR EXCHANGE TRADED FD (RDVY)	46,095	+529	$2,589
RDVY	46,095	+529	$2,589
BLACKROCK ETF TRUST (DYNF)	51,056	+51,056	$2,267
DYNF	51,056	+51,056	$2,267
BERKSHIRE HATHAWAY INC DEL			$2,221
BRK.B	5,282	+809	$2,221
BANK AMERICA CORP	57,442	+2,793	$2,178
BAC	57,442	+2,793	$2,178
WALMART INC	35,512	+23,960	$2,137
WMT	35,512	+23,960	$2,137
ORACLE CORP	16,809	+1,275	$2,111
ORCL	16,809	+1,275	$2,111
TJX COS INC NEW	19,361	+2,455	$1,964
TJX	19,361	+2,455	$1,964
TORONTO DOMINION BK ONT	32,156	-51	$1,942
TD	32,156	-51	$1,942
MERCK & CO INC	14,637	+635	$1,931
MRK	14,637	+635	$1,931
VANGUARD INDEX FDS (VV)	7,996	+633	$1,917
VV	7,996	+633	$1,917
CHUBB LIMITED	7,226	+98	$1,872
CB	7,226	+98	$1,872
BLACKROCK ETF TRUST II (BINC)	35,363	+15,041	$1,855
BINC	35,363	+15,041	$1,855
COLGATE PALMOLIVE CO	20,334	+697	$1,831
CL	20,334	+697	$1,831
ISHARES TR (LQD)	16,802	-11,439	$1,830
LQD	16,802	-11,439	$1,830
DISNEY WALT CO	14,674	+563	$1,795
DIS	14,674	+563	$1,795
CISCO SYS INC	35,197	+1,373	$1,757
CSCO	35,197	+1,373	$1,757
LOCKHEED MARTIN CORP	3,858	+168	$1,755
LMT	3,858	+168	$1,755
ISHARES TR (ITOT)	15,213	-177	$1,754
ITOT	15,213	-177	$1,754
KLA CORP	2,492	+2,492	$1,741
KLAC	2,492	+2,492	$1,741
BLACKROCK SCIENCE & TECHNOLO	89,096	-6,552	$1,728
BSTZ	89,096	-6,552	$1,728
SELECT SECTOR SPDR TR (XLE)	18,294	-7,192	$1,727
XLE	18,294	-7,192	$1,727
SOUTHERN CO	24,064	+864	$1,726
SO	24,064	+864	$1,726
MASTERCARD INCORPORATED	3,522	+158	$1,696
MA	3,522	+158	$1,696
EATON CORP PLC	5,381	+207	$1,683
ETN	5,381	+207	$1,683
TESLA INC	9,363	-622	$1,646
TSLA	9,363	-622	$1,646
SPDR SER TR (SPSM)	38,206	+1,698	$1,644
SPSM	38,206	+1,698	$1,644
VISA INC	5,880	-240	$1,641
V	5,880	-240	$1,641
CHEVRON CORP NEW	10,332	+1,855	$1,630
CVX	10,332	+1,855	$1,630
VANGUARD SCOTTSDALE FDS (VMBS)	35,692	+35,692	$1,628
VMBS	35,692	+35,692	$1,628
SPDR SER TR (SPTM)	24,455	+147	$1,569
SPTM	24,455	+147	$1,569
SELECT SECTOR SPDR TR (XLV)	10,552	+3,714	$1,559
XLV	10,552	+3,714	$1,559
SELECT SECTOR SPDR TR (XLK)	7,468	+4,109	$1,555
XLK	7,468	+4,109	$1,555
EMERSON ELEC CO	13,495	+269	$1,531
EMR	13,495	+269	$1,531
COSTCO WHSL CORP NEW	2,031	+89	$1,488
COST	2,031	+89	$1,488
GENERAL DYNAMICS CORP	5,225	+100	$1,476
GD	5,225	+100	$1,476
SELECT SECTOR SPDR TR (XLY)	8,008	+3,361	$1,473
XLY	8,008	+3,361	$1,473
SELECT SECTOR SPDR TR (XLI)	11,669	+3,679	$1,470
XLI	11,669	+3,679	$1,470
COCA COLA CO	23,885	+933	$1,461
KO	23,885	+933	$1,461
NETFLIX INC	2,393	+204	$1,453
NFLX	2,393	+204	$1,453
XCEL ENERGY INC	26,938	-1,737	$1,448
XEL	26,938	-1,737	$1,448
IRON MTN INC DEL	18,019	+18,019	$1,445
IRM	18,019	+18,019	$1,445
FIDELITY COVINGTON TRUST	9,223	+9,223	$1,437
FTEC	9,223	+9,223	$1,437
BLACKROCK INC	1,687	+979	$1,407
BLK	1,687	+979	$1,407
ISHARES INC (IEMG)	26,661	+1,510	$1,376
IEMG	26,661	+1,510	$1,376
ISHARES TR (IJJ)	11,595	+1,822	$1,372
IJJ	11,595	+1,822	$1,372
NIKE INC	14,389	+2,162	$1,352
NKE	14,389	+2,162	$1,352
STRYKER CORPORATION	3,755	-1	$1,344
SYK	3,755	-1	$1,344
AMGEN INC	4,691	+2,545	$1,334
AMGN	4,691	+2,545	$1,334
VANGUARD TAX MANAGED FDS (VEA)	25,826	-2,910	$1,296
VEA	25,826	-2,910	$1,296
VERIZON COMMUNICATIONS INC	30,767	+1,973	$1,291
VZ	30,767	+1,973	$1,291
NEXTERA ENERGY INC	20,034	+891	$1,280
NEE	20,034	+891	$1,280
ISHARES TR (EFA)	15,895	-2,809	$1,269
EFA	15,895	-2,809	$1,269
TRAVELERS COMPANIES INC	5,514	+179	$1,269
TRV	5,514	+179	$1,269
STARBUCKS CORP	13,578	-719	$1,241
SBUX	13,578	-719	$1,241
YUM BRANDS INC	8,942	+95	$1,240
YUM	8,942	+95	$1,240
PAYCHEX INC	10,055	+270	$1,235
PAYX	10,055	+270	$1,235
SALESFORCE INC	4,092	+192	$1,232
CRM	4,092	+192	$1,232
ISHARES TR (EFG)	11,783	+7,733	$1,223
EFG	11,783	+7,733	$1,223
APPLIED MATLS INC	5,910	-162	$1,219
AMAT	5,910	-162	$1,219
DUKE ENERGY CORP NEW	12,581	+169	$1,217
DUK	12,581	+169	$1,217
MEDTRONIC PLC	13,627	+3,520	$1,188
MDT	13,627	+3,520	$1,188
ROCKWELL AUTOMATION INC	4,058	+179	$1,182
ROK	4,058	+179	$1,182
BRISTOL MYERS SQUIBB CO	21,779	+2,923	$1,181
BMY	21,779	+2,923	$1,181
ANALOG DEVICES INC	5,850	+245	$1,157
ADI	5,850	+245	$1,157
VANECK ETF TRUST (SMH)	5,138	+3,075	$1,156
SMH	5,138	+3,075	$1,156
BLACKROCK ENHANCED EQUITY DI	139,611	-3,983	$1,152
BDJ	139,611	-3,983	$1,152
ISHARES TR (EFV)	21,116	+21,116	$1,149
EFV	21,116	+21,116	$1,149
MCKESSON CORP	2,065	+55	$1,108
MCK	2,065	+55	$1,108
ISHARES INC (EWJ)	15,430	+4,473	$1,101
EWJ	15,430	+4,473	$1,101
LINDE PLC	2,367	+51	$1,099
LIN	2,367	+51	$1,099
RTX CORPORATION	11,259	+685	$1,098
RTX	11,259	+685	$1,098
PFIZER INC	39,528	+456	$1,097
PFE	39,528	+456	$1,097
ISHARES TR (IVW)	12,882	+2,756	$1,088
IVW	12,882	+2,756	$1,088
ISHARES TR (IJR)	9,839	-1,356	$1,087
IJR	9,839	-1,356	$1,087
ISHARES TR (AGG)	10,924	+193	$1,070
AGG	10,924	+193	$1,070
ISHARES TR (ACWX)	20,015	-7,164	$1,069
ACWX	20,015	-7,164	$1,069
HERSHEY CO	5,389	+1,252	$1,048
HSY	5,389	+1,252	$1,048
SHERWIN WILLIAMS CO	3,009	+106	$1,045
SHW	3,009	+106	$1,045
UFP INDUSTRIES INC	8,411	UNCH	$1,035
UFPI	8,411	UNCH	$1,035
BITWISE BITCOIN ETF TR (BITB)	26,644	+26,644	$1,031
BITB	26,644	+26,644	$1,031
FIRST TR EXCHNG TRADED FD VI (DJUL)	26,387	-1,594	$1,021
DJUL	26,387	-1,594	$1,021
MONDELEZ INTL INC	14,524	+436	$1,017
MDLZ	14,524	+436	$1,017
MASCO CORP	12,793	-89	$1,009
MAS	12,793	-89	$1,009
VANGUARD BD INDEX FDS (BND)	13,873	+1,874	$1,008
BND	13,873	+1,874	$1,008
SNAP ON INC	3,372	+193	$999
SNA	3,372	+193	$999
UBER TECHNOLOGIES INC	12,970	+514	$999
UBER	12,970	+514	$999
METLIFE INC	13,279	+13,279	$984
MET	13,279	+13,279	$984
ILLINOIS TOOL WKS INC	3,622	+187	$972
ITW	3,622	+187	$972
ABBOTT LABS	8,544	+297	$971
ABT	8,544	+297	$971
QUALCOMM INC	5,735	+1,054	$971
QCOM	5,735	+1,054	$971
EATON VANCE TAX MANAGED GLOB	118,107	-7,742	$968
ETW	118,107	-7,742	$968
INTERNATIONAL BUSINESS MACHS	5,049	+307	$964
IBM	5,049	+307	$964
NORTHROP GRUMMAN CORP	2,009	+51	$962
NOC	2,009	+51	$962
AMERICAN ELEC PWR CO INC	11,026	+163	$949
AEP	11,026	+163	$949
INVESCO EXCH TRD SLF IDX FD	45,202	+887	$948
BSCO	45,202	+887	$948
SCHWAB STRATEGIC TR	19,196	+1,009	$945
SCHA	19,196	+1,009	$945
PALO ALTO NETWORKS INC	3,324	+1,517	$944
PANW	3,324	+1,517	$944
ISHARES TR (TLT)	9,871	+9,871	$934
TLT	9,871	+9,871	$934
ISHARES TR (HDV)	8,435	+149	$930
HDV	8,435	+149	$930
CLOROX CO DEL	6,006	+567	$920
CLX	6,006	+567	$920
WISDOMTREE TR	12,993	-3,397	$919
DTD	12,993	-3,397	$919
S&P GLOBAL INC	2,160	+192	$919
SPGI	2,160	+192	$919
ISHARES TR (IJS)	8,924	-14	$917
IJS	8,924	-14	$917
ECOLAB INC	3,959	+256	$914
ECL	3,959	+256	$914
BROWN & BROWN INC	10,389	+56	$909
BRO	10,389	+56	$909
INVESCO TR INVT GRADE MUNS	92,238	-1,771	$909
VGM	92,238	-1,771	$909
VANGUARD INDEX FDS (VUG)	2,600	+1	$895
VUG	2,600	+1	$895
VANGUARD WHITEHALL FDS (VYM)	7,364	+6	$891
VYM	7,364	+6	$891
MICROSTRATEGY INC	515	+515	$877
MSTR	515	+515	$877
PRICE T ROWE GROUP INC	7,165	+2,029	$874
TROW	7,165	+2,029	$874
AMPHENOL CORP NEW	7,548	-311	$871
APH	7,548	-311	$871
BERKLEY W R CORP	9,744	-88	$862
WRB	9,744	-88	$862
ISHARES TR (SDG)	10,932	-82	$860
SDG	10,932	-82	$860
SPDR GOLD TR (GLD)	4,159	+618	$856
GLD	4,159	+618	$856
SCHWAB STRATEGIC TR	13,698	+23	$850
SCHX	13,698	+23	$850
GRACO INC	9,021	+224	$843
GGG	9,021	+224	$843
NORTHERN TR CORP	9,439	+1,460	$839
NTRS	9,439	+1,460	$839
INVESCO EXCH TRADED FD TR II (RWK)	7,171	+16	$825
RWK	7,171	+16	$825
VANGUARD INTL EQUITY INDEX F (VEU)	14,071	-2,523	$825
VEU	14,071	-2,523	$825
EOG RES INC	6,424	+449	$821
EOG	6,424	+449	$821
COMCAST CORP NEW	18,868	+2,870	$818
CMCSA	18,868	+2,870	$818
WISDOMTREE TR	10,649	-3,185	$811
DGRW	10,649	-3,185	$811
ISHARES TR (MBB)	8,644	-15,671	$799
MBB	8,644	-15,671	$799
ADVANCED MICRO DEVICES INC	4,420	-690	$798
AMD	4,420	-690	$798
ENTERPRISE PRODS PARTNERS L	27,278	-827	$796
EPD	27,278	-827	$796
AIR PRODS & CHEMS INC	3,267	+401	$791
APD	3,267	+401	$791
RESMED INC	3,994	+3,994	$791
RMD	3,994	+3,994	$791
DONALDSON INC	10,461	+235	$781
DCI	10,461	+235	$781
BLACKSTONE INC	5,875	+459	$772
BX	5,875	+459	$772
FIRST TR EXCHANGE TRADED FD (EMLP)	26,106	+231	$771
EMLP	26,106	+231	$771
POLARIS INC	7,609	+2,690	$762
PII	7,609	+2,690	$762
NEOS ETF TRUST (SPYI)	15,106	+15,106	$761
SPYI	15,106	+15,106	$761
AMERICAN CENTY ETF TR (AVSC)	14,336	+222	$751
AVSC	14,336	+222	$751
NORDSON CORP	2,724	+94	$748
NDSN	2,724	+94	$748
WEC ENERGY GROUP INC	9,115	+3,730	$748
WEC	9,115	+3,730	$748
GENERAL ELECTRIC CO	4,202	+216	$738
GE	4,202	+216	$738
SCHWAB STRATEGIC TR	21,746	-24,526	$733
SCHQ	21,746	-24,526	$733
CVS HEALTH CORP	9,172	+1,000	$732
CVS	9,172	+1,000	$732
AMERICAN CENTY ETF TR (AVUV)	7,757	+963	$727
AVUV	7,757	+963	$727
BECTON DICKINSON & CO	2,852	+597	$706
BDX	2,852	+597	$706
AMERICAN WTR WKS CO INC NEW	5,712	+1,907	$698
AWK	5,712	+1,907	$698
WELLS FARGO CO NEW	11,968	-994	$694
WFC	11,968	-994	$694
DRAFTKINGS INC NEW	15,212	-30	$691
DKNG	15,212	-30	$691
EXPEDITORS INTL WASH INC	5,680	-99	$691
EXPD	5,680	-99	$691
PACER FDS TR	13,867	+269	$682
CALF	13,867	+269	$682
ISHARES TR (MUB)	6,333	+4,226	$681
MUB	6,333	+4,226	$681
NEW JERSEY RES CORP	15,838	+2,701	$680
NJR	15,838	+2,701	$680
INVESCO EXCH TRADED FD TR II (RWJ)	15,831	+35	$678
RWJ	15,831	+35	$678
TORO CO	7,394	+347	$677
TTC	7,394	+347	$677
PHILIP MORRIS INTL INC	7,336	+142	$672
PM	7,336	+142	$672
EATON VANCE TAX MNGED BUY WR	48,668	+6,080	$664
ETB	48,668	+6,080	$664
MORGAN STANLEY	7,000	+286	$659
MS	7,000	+286	$659
SPDR SER TR (TFI)	14,085	-1,654	$655
TFI	14,085	-1,654	$655
HANOVER INS GROUP INC	4,761	+30	$648
THG	4,761	+30	$648
EA SERIES TRUST	54,726	+3,286	$639
BBLU	54,726	+3,286	$639
NEUBERGER BERMAN NEXT GENERA	54,383	+2,559	$639
NBXG	54,383	+2,559	$639
SELECT SECTOR SPDR TR (XLF)	15,176	+2,864	$639
XLF	15,176	+2,864	$639
SEMPRA	8,709	-69	$626
SRE	8,709	-69	$626
NUVEEN QUALITY MUNCP INCOME	53,734	-411	$616
NAD	53,734	-411	$616
WISDOMTREE TR	17,817	+738	$609
DDWM	17,817	+738	$609
CITIGROUP INC	9,565	-138	$605
C	9,565	-138	$605
ISHARES TR (DGRO)	10,359	+340	$601
DGRO	10,359	+340	$601
EVERSOURCE ENERGY	10,053	-457	$601
ES	10,053	-457	$601
CATERPILLAR INC	1,616	+312	$592
CAT	1,616	+312	$592
SERVICENOW INC	777	+349	$592
NOW	777	+349	$592
SCHWAB STRATEGIC TR	11,251	+11,251	$587
SCHP	11,251	+11,251	$587
MODERNA INC	5,438	-174	$579
MRNA	5,438	-174	$579
ISHARES TR (IXC)	13,451	+13,451	$578
IXC	13,451	+13,451	$578
FIRST TR EXCHNG TRADED FD VI (BUFD)	24,304	+150	$573
BUFD	24,304	+150	$573
VERTEX PHARMACEUTICALS INC	1,363	+98	$570
VRTX	1,363	+98	$570
GLOBAL X FDS	14,265	+102	$568
PAVE	14,265	+102	$568
ISHARES TR (IVE)	3,033	+60	$567
IVE	3,033	+60	$567
ONEOK INC NEW	7,053	+93	$565
OKE	7,053	+93	$565
INVESCO EXCH TRD SLF IDX FD	27,556	+6,201	$563
BSCP	27,556	+6,201	$563
FIRST TR EXCHNG TRADED FD VI (YMAR)	24,172	-3,600	$560
YMAR	24,172	-3,600	$560
VANGUARD SPECIALIZED FUNDS (VIG)	3,037	+796	$555
VIG	3,037	+796	$555
WISDOMTREE TR	12,749	+225	$553
AGGY	12,749	+225	$553
BITWISE FUNDS TRUST (BTOP)	10,283	+1,500	$544
BTOP	10,283	+1,500	$544
SPDR SER TR (XAR)	3,863	-202	$543
XAR	3,863	-202	$543
VALERO ENERGY CORP	3,154	+93	$538
VLO	3,154	+93	$538
FEDERATED HERMES ETF TRUST (FDV)	21,230	+11	$537
FDV	21,230	+11	$537
ADOBE INC	1,050	-56	$530
ADBE	1,050	-56	$530
VANGUARD STAR FDS (VXUS)	8,764	+884	$528
VXUS	8,764	+884	$528
ESSEX PPTY TR INC	2,134	+19	$522
ESS	2,134	+19	$522
VIRTUS GLOBAL MULTI SECTOR I	68,085	-17,743	$522
VGI	68,085	-17,743	$522
FIRST TR EXCHNG TRADED FD VI (BUFR)	18,586	+18,586	$520
BUFR	18,586	+18,586	$520
ISHARES TR (USMV)	6,227	+780	$520
USMV	6,227	+780	$520
SCHWAB STRATEGIC TR	13,274	+578	$518
SCHF	13,274	+578	$518
GILEAD SCIENCES INC	6,994	-676	$512
GILD	6,994	-676	$512
ISHARES INC (EMXC)	8,860	+8,860	$510
EMXC	8,860	+8,860	$510
BLACKROCK SCIENCE & TECHNOLO	13,765	-1,119	$508
BST	13,765	-1,119	$508
THE CIGNA GROUP	1,395	+119	$507
CI	1,395	+119	$507
WISDOMTREE TR	13,329	+224	$507
IQDG	13,329	+224	$507
INVESCO SR INCOME TR	117,549	+3,052	$503
VVR	117,549	+3,052	$503
WISDOMTREE TR	5,774	+225	$500
DHS	5,774	+225	$500
WASTE MGMT INC DEL	2,343	+285	$499
WM	2,343	+285	$499
LAZARD INC	11,875	UNCH	$497
LAZ	11,875	UNCH	$497
SPOTIFY TECHNOLOGY S A	1,841	-935	$486
SPOT	1,841	-935	$486
VANGUARD INDEX FDS (VO)	1,942	+306	$485
VO	1,942	+306	$485
ISHARES TR (HYDB)	10,231	+10,231	$478
HYDB	10,231	+10,231	$478
D R HORTON INC	2,873	+589	$473
DHI	2,873	+589	$473
ISHARES TR (IUSV)	5,235	-21,254	$473
IUSV	5,235	-21,254	$473
AT&T INC	26,711	+1,474	$470
T	26,711	+1,474	$470
NEOS ETF TRUST (CSHI)	9,303	-2,664	$463
CSHI	9,303	-2,664	$463
ISHARES TR (OEF)	1,850	-43	$458
OEF	1,850	-43	$458
BITWISE FUNDS TRUST (AETH)	9,519	+2,546	$455
AETH	9,519	+2,546	$455
INNOVATOR ETFS TRUST (UAUG)	13,894	-1,100	$454
UAUG	13,894	-1,100	$454
INTEL CORP	10,078	+958	$445
INTC	10,078	+958	$445
LOWES COS INC	1,739	+243	$443
LOW	1,739	+243	$443
GLOBAL X FDS	9,155	+9,155	$441
MLPA	9,155	+9,155	$441
SKYWORKS SOLUTIONS INC	4,072	+57	$441
SWKS	4,072	+57	$441
MICRON TECHNOLOGY INC	3,712	-20	$438
MU	3,712	-20	$438
FIRST TR EXCHANGE TRADED FD (FXD)	6,730	-78	$434
FXD	6,730	-78	$434
FIRST TR EXCHANGE TRADED FD (LMBS)	8,943	-120	$432
LMBS	8,943	-120	$432
VANGUARD INDEX FDS (VNQ)	4,974	-325	$430
VNQ	4,974	-325	$430
MICROCHIP TECHNOLOGY INC.	4,699	+920	$422
MCHP	4,699	+920	$422
INVESCO EXCH TRD SLF IDX FD	16,829	-5,092	$417
BSMO	16,829	-5,092	$417
ASE TECHNOLOGY HLDG CO LTD	37,798	+1,529	$415
ASX	37,798	+1,529	$415
WISDOMTREE TR	8,259	-2,101	$414
EES	8,259	-2,101	$414
ABRDN HEALTHCARE INVESTORS	24,584	-830	$414
HQH	24,584	-830	$414
SPDR DOW JONES INDL AVERAGE (DIA)	1,020	-29	$406
DIA	1,020	-29	$406
TEMA ETF TRUST (LUX)	15,686	-1,429	$403
LUX	15,686	-1,429	$403
UNITED PARCEL SERVICE INC	2,711	+267	$403
UPS	2,711	+267	$403
BANCO BILBAO VIZCAYA ARGENTA	33,452	+8,987	$396
BBVA	33,452	+8,987	$396
FIRST TR EXCHANGE TRADED FD (CIBR)	7,028	-961	$396
CIBR	7,028	-961	$396
PACER FDS TR	6,772	-592	$394
COWZ	6,772	-592	$394
VANGUARD MUN BD FDS (VTEB)	7,774	+7,774	$393
VTEB	7,774	+7,774	$393
ISHARES INC (FM)	13,654	+46	$391
FM	13,654	+46	$391
NXP SEMICONDUCTORS N V	1,580	+78	$391
NXPI	1,580	+78	$391
SCHWAB CHARLES CORP	5,345	+5,345	$387
SCHW	5,345	+5,345	$387
CROWDSTRIKE HLDGS INC	1,199	-73	$384
CRWD	1,199	-73	$384
FIRST TR EXCHANGE TRADED FD (FXR)	5,230	-56	$382
FXR	5,230	-56	$382
ARK ETF TR (ARKK)	7,502	-256	$376
ARKK	7,502	-256	$376
INNOVATOR ETFS TRUST (IOCT)	12,923	-1,540	$374
IOCT	12,923	-1,540	$374
PAYPAL HLDGS INC	5,581	+904	$374
PYPL	5,581	+904	$374
TARGET CORP	2,093	+38	$371
TGT	2,093	+38	$371
DEERE & CO	902	+138	$370
DE	902	+138	$370
TEXAS INSTRS INC	2,125	+201	$370
TXN	2,125	+201	$370
WISDOMTREE TR	14,360	+678	$368
WCBR	14,360	+678	$368
YPF SOCIEDAD ANONIMA	18,555	+1,226	$367
YPF	18,555	+1,226	$367
DUPONT DE NEMOURS INC	4,759	+36	$365
DD	4,759	+36	$365
UBS GROUP AG	11,682	+1,823	$359
UBS	11,682	+1,823	$359
FIRST TR MORNINGSTAR DIVID L (FDL)	9,228	-3,222	$355
FDL	9,228	-3,222	$355
BLACKROCK ETF TRUST (LCTU)	6,182	+6,182	$355
LCTU	6,182	+6,182	$355
PALANTIR TECHNOLOGIES INC	15,398	+2,346	$354
PLTR	15,398	+2,346	$354
ETF SER SOLUTIONS (FIVG)	8,863	-532	$346
FIVG	8,863	-532	$346
VIRTUS ARTIFICIAL INTELLIGEN	17,210	-14,346	$345
AIO	17,210	-14,346	$345
AMERICAN EXPRESS CO	1,517	+161	$345
AXP	1,517	+161	$345
FIRST TR EXCHANGE TRADED FD (FDN)	1,683	-15	$345
FDN	1,683	-15	$345
FIRST TR EXCH TRADED FD III (FPE)	19,911	-3,182	$345
FPE	19,911	-3,182	$345
THERMO FISHER SCIENTIFIC INC	593	+593	$345
TMO	593	+593	$345
TAIWAN SEMICONDUCTOR MFG LTD	2,515	+225	$342
TSM	2,515	+225	$342
CONOCOPHILLIPS	2,646	+155	$337
COP	2,646	+155	$337
WISDOMTREE TR	7,372	+164	$334
WFHY	7,372	+164	$334
FISERV INC	2,076	+92	$332
FI	2,076	+92	$332
UNILEVER PLC	6,605	+40	$332
UL	6,605	+40	$332
SPDR INDEX SHS FDS (SPEM)	9,141	-104	$331
SPEM	9,141	-104	$331
TENABLE HLDGS INC	6,687	+6,687	$331
TENB	6,687	+6,687	$331
NEW ORIENTAL ED & TECHNOLOGY	3,797	+191	$330
EDU	3,797	+191	$330
INVESCO ACTIVELY MANAGED ETF (ISDB)	13,266	+61	$329
ISDB	13,266	+61	$329
ANGI INC	124,659	+56,074	$327
ANGI	124,659	+56,074	$327
INTUITIVE SURGICAL INC	819	+164	$327
ISRG	819	+164	$327
GENERAL MTRS CO	7,184	+1,057	$326
GM	7,184	+1,057	$326
REMITLY GLOBAL INC	15,618	UNCH	$324
RELY	15,618	UNCH	$324
UNITED RENTALS INC	445	+3	$321
URI	445	+3	$321
VANGUARD INDEX FDS (VTV)	1,964	-133	$320
VTV	1,964	-133	$320
BOOKING HOLDINGS INC	88	+18	$319
BKNG	88	+18	$319
INNOVATOR ETFS TRUST (SFLR)	10,555	+10,555	$317
SFLR	10,555	+10,555	$317
INVESCO EXCHANGE TRADED FD T (PRF)	8,210	UNCH	$316
PRF	8,210	UNCH	$316
FASTENAL CO	4,079	+11	$315
FAST	4,079	+11	$315
WISDOMTREE TR	7,193	+1,351	$312
MTGP	7,193	+1,351	$312
COCA COLA FEMSA SAB DE CV	3,169	+172	$308
KOF	3,169	+172	$308
MITSUBISHI UFJ FINL GROUP IN	30,033	+2,331	$307
MUFG	30,033	+2,331	$307
SCHWAB STRATEGIC TR	4,029	-4,353	$306
SCHV	4,029	-4,353	$306
ELEVANCE HEALTH INC	584	+112	$303
ELV	584	+112	$303
SAP SE	1,543	+98	$301
SAP	1,543	+98	$301
NU HLDGS LTD	25,099	UNCH	$299
NU	25,099	UNCH	$299
UNION PAC CORP	1,214	+217	$299
UNP	1,214	+217	$299
MERCADOLIBRE INC	197	+12	$298
MELI	197	+12	$298
ISHARES TR (IUSG)	2,527	+238	$296
IUSG	2,527	+238	$296
SPDR SER TR (SPMD)	5,548	+18	$296
SPMD	5,548	+18	$296
ISHARES TR (HYG)	3,738	-106	$291
HYG	3,738	-106	$291
RELX PLC	6,713	+491	$291
RELX	6,713	+491	$291
PROGRESSIVE CORP	1,395	+33	$288
PGR	1,395	+33	$288
BOEING CO	1,481	-187	$286
BA	1,481	-187	$286
FREEPORT MCMORAN INC	6,065	+501	$285
FCX	6,065	+501	$285
PHILLIPS 66	1,738	+75	$284
PSX	1,738	+75	$284
FIRST TR EXCHANGE TRADED FD (FTXL)	3,128	-27	$283
FTXL	3,128	-27	$283
EMBRAER S.A.	10,508	+10,508	$280
ERJ	10,508	+10,508	$280
FOMENTO ECONOMICO MEXICANO S	2,149	+318	$280
FMX	2,149	+318	$280
ISHARES TR (IBTE)	11,690	-168	$280
IBTE	11,690	-168	$280
INNOVATOR ETFS TRUST (BSEP)	7,084	-967	$278
BSEP	7,084	-967	$278
CENCORA INC	1,144	+1,144	$278
COR	1,144	+1,144	$278
CEMEX SAB DE CV	30,842	+1,998	$278
CX	30,842	+1,998	$278
GLOBAL X FDS	15,335	+275	$275
QYLD	15,335	+275	$275
WISDOMTREE TR	5,619	-38	$274
DON	5,619	-38	$274
ALTRIA GROUP INC	6,178	+442	$270
MO	6,178	+442	$270
SPDR INDEX SHS FDS (SPDW)	7,522	UNCH	$270
SPDW	7,522	UNCH	$270
DOW INC	4,646	+414	$269
DOW	4,646	+414	$269
GENERAL MLS INC	3,813	+204	$267
GIS	3,813	+204	$267
ISHARES TR (SGOV)	2,656	-6,811	$267
SGOV	2,656	-6,811	$267
VANGUARD SCOTTSDALE FDS (VCIT)	3,299	-9	$266
VCIT	3,299	-9	$266
BLACKROCK CAP ALLOCATION TER	15,802	-1,934	$263
BCAT	15,802	-1,934	$263
SCHWAB STRATEGIC TR	5,422	-354	$261
SCHO	5,422	-354	$261
BANCO MACRO SA	5,390	+5,390	$260
BMA	5,390	+5,390	$260
ISHARES TR (REET)	10,933	-1,075	$259
REET	10,933	-1,075	$259
HOLOGIC INC	3,294	+43	$257
HOLX	3,294	+43	$257
DANAHER CORPORATION	1,022	+1,022	$255
DHR	1,022	+1,022	$255
VICTORY PORTFOLIOS II	4,270	-2,261	$254
CDC	4,270	-2,261	$254
ISHARES TR (DSI)	2,512	+2,512	$253
DSI	2,512	+2,512	$253
YUM CHINA HLDGS INC	6,352	+22	$253
YUMC	6,352	+22	$253
WISDOMTREE TR	3,841	+13	$250
DLS	3,841	+13	$250
ELECTRONIC ARTS INC	1,881	+100	$250
EA	1,881	+100	$250
INNOVATOR ETFS TRUST (QFLR)	9,495	+9,495	$248
QFLR	9,495	+9,495	$248
CORNING INC	7,490	+541	$247
GLW	7,490	+541	$247
STAG INDL INC	6,433	+352	$247
STAG	6,433	+352	$247
AMERICAN TOWER CORP NEW	1,241	+176	$245
AMT	1,241	+176	$245
VANECK ETF TRUST (HYD)	4,668	+4,668	$244
HYD	4,668	+4,668	$244
WISDOMTREE TR	5,764	+53	$241
DEM	5,764	+53	$241
VANGUARD INDEX FDS (VBR)	1,258	-113	$241
VBR	1,258	-113	$241
MAINSTAY CBRE GBL INFRA MEG	19,016	-31,399	$239
MEGI	19,016	-31,399	$239
WISDOMTREE TR	4,681	+26	$238
DGS	4,681	+26	$238
AZZ INC	3,062	+3,062	$237
AZZ	3,062	+3,062	$237
GRUPO FINANCIERO GALICIA S.A	9,253	+9,253	$235
GGAL	9,253	+9,253	$235
PROSPECT CAP CORP	42,390	UNCH	$234
PSEC	42,390	UNCH	$234
GLOBAL X FDS	11,570	-5,281	$233
PFFD	11,570	-5,281	$233
ISHARES TR (USXF)	5,151	+5,151	$233
USXF	5,151	+5,151	$233
FIRST TR EXCHANGE TRADED FD (FTSM)	3,883	+3,883	$232
FTSM	3,883	+3,883	$232
GOLDMAN SACHS GROUP INC	548	+548	$229
GS	548	+548	$229
VANGUARD WORLD FD (MGC)	1,209	+1,209	$226
MGC	1,209	+1,209	$226
HARMONY GOLD MINING CO LTD	27,503	+27,503	$225
HMY	27,503	+27,503	$225
WISDOMTREE TR	4,780	-1,966	$225
SHAG	4,780	-1,966	$225
BROADRIDGE FINL SOLUTIONS IN	1,095	+10	$224
BR	1,095	+10	$224
ING GROEP N.V.	13,438	+696	$222
ING	13,438	+696	$222
NOMURA HLDGS INC	34,385	+34,385	$221
NMR	34,385	+34,385	$221
GLOBAL X FDS	7,383	-130	$220
BUG	7,383	-130	$220
PAMPA ENERGIA S A	5,075	+286	$219
PAM	5,075	+286	$219
WISDOMTREE TR	7,947	+54	$218
ELD	7,947	+54	$218
MPLX LP	5,253	-629	$218
MPLX	5,253	-629	$218
INVESCO EXCH TRD SLF IDX FD	8,854	-3,492	$216
BSMP	8,854	-3,492	$216
EXCHANGE TRADED CONCEPTS TRU (BITQ)	16,311	-1	$215
BITQ	16,311	-1	$215
ROSS STORES INC	1,468	+19	$215
ROST	1,468	+19	$215
TSAKOS ENERGY NAVIGATION LTD	8,421	+8,421	$214
TNP	8,421	+8,421	$214
SHOPIFY INC	2,765	-750	$213
SHOP	2,765	-750	$213
AUTOMATIC DATA PROCESSING IN	846	+846	$211
ADP	846	+846	$211
CSX CORP	5,688	+5,688	$211
CSX	5,688	+5,688	$211
APOLLO GLOBAL MGMT INC	1,869	+1,869	$210
APO	1,869	+1,869	$210
CANADA GOOSE HLDGS INC	17,407	+17,407	$210
GOOS	17,407	+17,407	$210
ARK ETF TR (ARKG)	7,228	-609	$208
ARKG	7,228	-609	$208
GAP INC	7,532	+7,532	$208
GPS	7,532	+7,532	$208
INTUIT	319	-911	$207
INTU	319	-911	$207
GLOBAL X FDS	4,579	-4,524	$207
LIT	4,579	-4,524	$207
ISHARES TR (TLH)	1,967	+1,967	$207
TLH	1,967	+1,967	$207
SYSCO CORP	2,536	+2,536	$206
SYY	2,536	+2,536	$206
ISHARES TR (IWR)	2,440	-554	$205
IWR	2,440	-554	$205
ARM HOLDINGS PLC	1,607	+1,607	$201
ARM	1,607	+1,607	$201
CADENCE DESIGN SYSTEM INC	646	+646	$201
CDNS	646	+646	$201
FIRST TR EXCHANGE TRADED FD (FIW)	1,967	-323	$201
FIW	1,967	-323	$201
3M CO	1,896	+1,896	$201
MMM	1,896	+1,896	$201
LOGITECH INTL S A	2,241	+131	$200
LOGI	2,241	+131	$200
AIR TRANSPORT SERVICES GRP I	14,288	+14,288	$197
ATSG	14,288	+14,288	$197
SUMITOMO MITSUI FINL GROUP I	16,712	+943	$197
SMFG	16,712	+943	$197
FORD MTR CO DEL	14,686	+1,626	$195
F	14,686	+1,626	$195
PETROLEO BRASILEIRO SA PETRO	12,731	+2,100	$194
PBR	12,731	+2,100	$194
VIPSHOP HLDGS LTD	11,402	+11,402	$189
VIPS	11,402	+11,402	$189
AVADEL PHARMACEUTICALS PLC	10,165	+10,165	$172
AVDL	10,165	+10,165	$172
TELEFONICA BRASIL SA	16,109	+874	$162
VIV	16,109	+874	$162
BLACKROCK INNOVATION AND GRW	17,608	-2,774	$143
BIGZ	17,608	-2,774	$143
SOFI TECHNOLOGIES INC	18,746	+297	$137
SOFI	18,746	+297	$137
LLOYDS BANKING GROUP PLC	50,737	+1,206	$131
LYG	50,737	+1,206	$131
BARCLAYS PLC	10,532	+357	$100
BCS	10,532	+357	$100
NATWEST GROUP PLC	13,806	+572	$94
NWG	13,806	+572	$94
EATON VANCE TAX MANAGED GLOB	10,066	-10,173	$82
EXG	10,066	-10,173	$82
CIA ENERGETICA DE MINAS GERA	28,275	+756	$70
CIG	28,275	+756	$70
CENCORA INC			$0 (exited)
ABC	0	-1,080	$0
BLACKROCK RES & COMMODITIES			$0 (exited)
BCX	0	-61,906	$0
BLACKROCK HEALTH SCIENCES TE			$0 (exited)
BMEZ	0	-10,710	$0
ISHARES TR			$0 (exited)
EMB	0	-7,202	$0
FIRST TR EXCHNG TRADED FD VI			$0 (exited)
GJUL	0	-7,350	$0
GREENBRIER COS INC			$0 (exited)
NOTE 2	0	-22,000	$0
HUMANA INC			$0 (exited)
HUM	0	-554	$0
INTERDIGITAL INC			$0 (exited)
IDCC	0	-11,030	$0
ISHARES TR			$0 (exited)
IEUR	0	-12,722	$0
HARBOR ETF TRUST			$0 (exited)
LSEQ	0	-11,675	$0
LYFT INC			$0 (exited)
NOTE 1	0	-10,000	$0
INDEXIQ ACTIVE ETF TR			$0 (exited)
MMIT	0	-45,335	$0
SPROTT PHYSICAL GOLD TR			$0 (exited)
PHYS	0	-49,604	$0
POSCO HOLDINGS INC			$0 (exited)
PKX	0	-2,627	$0
FIRST TR EXCHANGE TRADED FD			$0 (exited)
QCLN	0	-5,794	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
RSP	0	-7,894	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHR	0	-5,208	$0
CONSTELLATION BRANDS INC			$0 (exited)
STZ	0	-1,059	$0
ABRDN HEALTHCARE OPPORTUNITI			$0 (exited)
THQ	0	-26,941	$0
WISDOMTREE TR			$0 (exited)
WCLD	0	-9,502	$0
WESTERN DIGITAL CORP.			$0 (exited)
NOTE 1	0	-47,000	$0
WESTERN ASSET DIVERSIFIED IN			$0 (exited)
WDI	0	-17,140	$0
SELECT SECTOR SPDR TR	0	-6,233	$0 (exited)
XLP	0	-6,233	$0

See Summary: Claro Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Claro Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
KVYO	+922,680	+$23,510
GBTC	+111,927	+$7,070
DYNF	+51,056	+$2,267
KLAC	+2,492	+$1,741
VMBS	+35,692	+$1,628
IRM	+18,019	+$1,445
FTEC	+9,223	+$1,437
EFV	+21,116	+$1,149
BITB	+26,644	+$1,031
MET	+13,279	+$984

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
RSP	-7,894	-$1,246
IDCC	-11,030	-$1,197
MMIT	-45,335	-$1,113
PHYS	-49,604	-$790
IEUR	-12,722	-$700
EMB	-7,202	-$641
BCX	-61,906	-$550
THQ	-26,941	-$488
XLP	-6,233	-$449
WCLD	-9,502	-$332

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IUSB	+126,107	+$5,746
ANGI	+56,074	+$156
IJH	+35,318	+$300
IWD	+24,522	+$4,419
WMT	+23,960	+$316
QUAL	+17,917	+$3,382
IWF	+16,799	+$5,711
BINC	+15,041	+$793
VOO	+10,052	+$6,165
BBVA	+8,987	+$173

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FVD	-47,273	-$1,801
MEGI	-31,399	-$415
SCHG	-28,877	-$1,175
SCHQ	-24,526	-$890
IUSV	-21,254	-$1,761
VGI	-17,743	-$150
MBB	-15,671	-$1,489
AIO	-14,346	-$204
LQD	-11,439	-$1,295

Claro Advisors LLC Info

Size ($ in 1000's)
At 03/31/2024: $575,923
At 12/31/2023: $461,804

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

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