Claro Advisors Inc. Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$747.3M
Holdings
510
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (510 positions)
| Stock | Value |
|---|---|
KVYOKLAVIYO INC | $49.9M |
VOOVANGUARD INDEX FDS | $30.0M |
AAPLAPPLE INC | $27.9M |
SPYSPDR S&P 500 ETF TR | $25.4M |
IWFISHARES TR | $21.9M |
MSFTMICROSOFT CORP | $20.3M |
IWDISHARES TR | $16.1M |
AMZNAMAZON COM INC | $14.4M |
IUSBISHARES TR | $13.7M |
NVDANVIDIA CORPORATION | $13.5M |
QUALISHARES TR | $13.4M |
NDQINVESCO QQQ TR | $11.9M |
JPMJPMORGAN CHASE & CO. | $10.6M |
METAMETA PLATFORMS INC | $10.0M |
IVVISHARES TR | $9.7M |
DYNFBLACKROCK ETF TRUST | $9.1M |
SCHGSCHWAB STRATEGIC TR | $8.3M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $6.8M |
AVGOBROADCOM INC | $6.7M |
PGPROCTER AND GAMBLE CO | $5.7M |
GOOGLALPHABET INC | $5.4M |
UNHUNITEDHEALTH GROUP INC | $5.3M |
XOMEXXON MOBIL CORP | $5.1M |
GOOGALPHABET INC | $5.0M |
ABBVABBVIE INC | $4.7M |
VTIVANGUARD INDEX FDS | $4.7M |
HDHOME DEPOT INC | $4.5M |
VBVANGUARD INDEX FDS | $4.4M |
RDVYFIRST TR EXCHANGE TRADED FD | $4.3M |
TSLATESLA INC | $4.3M |
FTECFIDELITY COVINGTON TRUST | $4.3M |
MCDMCDONALDS CORP | $4.2M |
FAIFIRST TR EXCHANGE TRADED FD | $4.2M |
JNJJOHNSON & JOHNSON | $4.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $3.8M |
WMTWALMART INC | $3.7M |
EMXCISHARES INC | $3.5M |
NFLXNETFLIX INC | $3.5M |
EFGISHARES TR | $3.5M |
EFVISHARES TR | $3.5M |
VVISA INC | $3.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.2M |
AQLTISHARES TR | $3.2M |
ACNACCENTURE PLC IRELAND | $3.1M |
LLYELI LILLY & CO | $3.1M |
PEPPEPSICO INC | $3.1M |
HONHONEYWELL INTL INC | $3.0M |
IJHISHARES TR | $3.0M |
XLFSELECT SECTOR SPDR TR | $2.9M |
TJXTJX COS INC NEW | $2.8M |
VMBSVANGUARD SCOTTSDALE FDS | $2.7M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
FVDFIRST TR VALUE LINE DIVID IN | $2.5M |
BITBBITWISE BITCOIN ETF TR | $2.5M |
MGCVANGUARD WORLD FD | $2.5M |
ITOTISHARES TR | $2.5M |
BSCPINVESCO EXCH TRD SLF IDX FD | $2.4M |
CSCOCISCO SYS INC | $2.4M |
ORCLORACLE CORP | $2.4M |
SPTMSPDR SER TR | $2.2M |
CBCHUBB LIMITED | $2.2M |
TLHISHARES TR | $2.2M |
BINCBLACKROCK ETF TRUST II | $2.2M |
IWMISHARES TR | $2.1M |
MAMASTERCARD INCORPORATED | $2.1M |
MTUMISHARES TR | $2.0M |
SOSOUTHERN CO | $2.0M |
BACBANK AMERICA CORP | $1.9M |
IWPISHARES TR | $1.9M |
SGOVISHARES TR | $1.9M |
TDTORONTO DOMINION BK ONT | $1.9M |
KLACKLA CORP | $1.8M |
PANWPALO ALTO NETWORKS INC | $1.8M |
KOCOCA COLA CO | $1.8M |
BLKBLACKROCK INC | $1.7M |
DISDISNEY WALT CO | $1.7M |
BACVERIZON COMMUNICATIONS INC | $1.7M |
SMHVANECK ETF TRUST | $1.7M |
IAU*ISHARES GOLD TR | $1.7M |
TRVTRAVELERS COMPANIES INC | $1.7M |
MBBISHARES TR | $1.7M |
IEMGISHARES INC | $1.7M |
CLCOLGATE PALMOLIVE CO | $1.7M |
BTCGRAYSCALE BITCOIN MINI TR ET | $1.6M |
MCKMCKESSON CORP | $1.6M |
LMTLOCKHEED MARTIN CORP | $1.6M |
CVXCHEVRON CORP NEW | $1.6M |
IEURISHARES TR | $1.6M |
ETNEATON CORP PLC | $1.6M |
CALFPACER FDS TR | $1.6M |
YUMYUM BRANDS INC | $1.5M |
DUKDUKE ENERGY CORP NEW | $1.5M |
MUBISHARES TR | $1.5M |
CRMSALESFORCE INC | $1.5M |
NVONOVO-NORDISK A S | $1.5M |
PFEPFIZER INC | $1.5M |
VRTXVERTEX PHARMACEUTICALS INC | $1.4M |
IRMIRON MTN INC DEL | $1.4M |
EMREMERSON ELEC CO | $1.4M |
XLKSELECT SECTOR SPDR TR | $1.4M |
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