Claro Advisors Inc. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$734.1M

Holdings

418

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (418 positions)

#StockSharesValue% PortfolioType
201
ESSESSEX PPTY TR INC
2,274$594K0.08%
202
BOXXEA SERIES TRUST
5,074$583K0.08%
203
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,916$582K0.08%
204
AMDADVANCED MICRO DEVICES INC
2,704$579K0.08%
205
LAZLAZARD INC
11,878$576K0.08%
206
QCOMQUALCOMM INC
3,288$562K0.08%
207
BCCCGLOBAL X FDS
11,717$559K0.08%
208
YMARFIRST TR EXCHNG TRADED FD VI
20,632$557K0.08%
209
TRVCCITIGROUP INC
4,745$553K0.08%
210
BUFHFIRST TR EXCHNG TRADED FD VI
26,008$542K0.07%
211
YETHROUNDHILL ETF TRUST
30,932$541K0.07%
212
IWBISHARES TR
1,449$541K0.07%
213
CFAVICTORY PORTFOLIOS II
5,936$540K0.07%
214
WMWASTE MGMT INC DEL
2,377$522K0.07%
215
BXBLACKSTONE INC
3,310$510K0.07%
216
BKBANK NEW YORK MELLON CORP
4,386$509K0.07%
217
HIMUBLACKROCK ETF TRUST II
10,416$507K0.07%
218
XARSPDR SERIES TRUST
2,091$504K0.07%
219
PSECPROSPECT CAP CORP
192,405$498K0.07%
220
FDNFIRST TR EXCHANGE-TRADED FD
1,823$490K0.07%
221
IEURISHARES TR
6,890$489K0.07%
222
NADNUVEEN QUALITY MUNCP INCOME
40,747$489K0.07%
223
SYKSTRYKER CORPORATION
1,388$487K0.07%
224
OKEONEOK INC NEW
6,597$484K0.07%
225
ABTABBOTT LABS
3,858$483K0.07%
226
SBUXSTARBUCKS CORP
5,746$483K0.07%
227
UPSUNITED PARCEL SERVICE INC
4,858$481K0.07%
228
BSCRINVESCO EXCH TRD SLF IDX FD
24,395$481K0.07%
229
SPMDSPDR SERIES TRUST
8,300$480K0.07%
230
VVVANGUARD INDEX FDS
1,526$480K0.07%
231
GMGENERAL MTRS CO
5,885$478K0.07%
232
MNSTMONSTER BEVERAGE CORP NEW
6,233$477K0.06%
233
FBTCFIDELITY WISE ORIGIN BITCOIN
6,120$466K0.06%
234
TTTRANE TECHNOLOGIES PLC
1,188$462K0.06%
235
SPSMSPDR SERIES TRUST
9,846$461K0.06%
236
IGMISHARES TR
3,559$459K0.06%
237
ADSKAUTODESK INC
1,550$458K0.06%
238
SPEMSPDR INDEX SHS FDS
9,794$458K0.06%
239
DGRWWISDOMTREE TR
5,122$458K0.06%
240
FTRBFEDERATED HERMES ETF TRUST
18,000$457K0.06%
241
YBTCROUNDHILL ETF TRUST
16,057$456K0.06%
242
PNCPNC FINL SVCS GROUP INC
2,186$456K0.06%
243
UFPIUFP INDUSTRIES INC
5,017$456K0.06%
244
LMBSFIRST TR EXCHANGE-TRADED FD
9,078$453K0.06%
245
MDLZMONDELEZ INTL INC
8,390$451K0.06%
246
YEARAB ACTIVE ETFS INC
8,903$449K0.06%
247
TMOTHERMO FISHER SCIENTIFIC INC
771$446K0.06%
248
ENVXENOVIX CORPORATION
60,678$443K0.06%
249
SCHDSCHWAB STRATEGIC TR
16,084$441K0.06%
250
SPDWSPDR INDEX SHS FDS
9,834$436K0.06%
251
AXPAMERICAN EXPRESS CO
1,168$432K0.06%
252
TDIVFIRST TR EXCHANGE TRADED FD
4,462$432K0.06%
253
CPSDCALAMOS ETF TR
16,586$431K0.06%
254
REGNREGENERON PHARMACEUTICALS
557$429K0.06%
255
APPAPPLOVIN CORP
638$429K0.06%
256
CIBRFIRST TR EXCHANGE TRADED FD
5,935$424K0.06%
257
IUSVISHARES TR
4,132$423K0.06%
258
VFLOVICTORY PORTFOLIOS II
10,686$420K0.06%
259
VEUVANGUARD INTL EQUITY INDEX F
5,689$418K0.06%
260
ETHGRAYSCALE ETHEREUM MINI TR E
14,820$415K0.06%
261
SDGISHARES TR
4,929$415K0.06%
262
BUFSFIRST TR EXCHNG TRADED FD VI
18,086$413K0.06%
263
GSGOLDMAN SACHS GROUP INC
469$412K0.06%
264
VXUSVANGUARD STAR FDS
5,441$410K0.06%
265
MOATVANECK ETF TRUST
3,941$408K0.06%
266
NKENIKE INC
6,413$408K0.06%
267
ISRGINTUITIVE SURGICAL INC
718$406K0.06%
268
EESWISDOMTREE TR
7,049$401K0.05%
269
BDJBLACKROCK ENHANCED EQUITY DI
42,088$398K0.05%
270
GELGENESIS ENERGY L P
25,500$397K0.05%
271
CPNQCALAMOS ETF TR
14,945$396K0.05%
272
BABAALIBABA GROUP HLDG LTD
2,680$392K0.05%
273
GDLCGRAYSCALE COINDESK CRYPTO
9,403$388K0.05%
274
LRCXLAM RESEARCH CORP
2,254$385K0.05%
275
PRFINVESCO EXCHANGE TRADED FD T
8,210$385K0.05%
276
NUNU HLDGS LTD
22,685$379K0.05%
277
ANETARISTA NETWORKS INC
2,875$376K0.05%
278
AGGISHARES TR
3,731$372K0.05%
279
BUFYFIRST TR EXCHNG TRADED FD VI
16,602$369K0.05%
280
SPYMSPDR SERIES TRUST
4,602$369K0.05%
281
BSXBOSTON SCIENTIFIC CORP
3,848$366K0.05%
282
FTCSFIRST TR EXCHANGE-TRADED FD
3,941$364K0.05%
283
FXUFIRST TR EXCHANGE TRADED FD
8,088$364K0.05%
284
ELVELEVANCE HEALTH INC FORMERLY
1,039$364K0.05%
285
VOVANGUARD INDEX FDS
1,256$364K0.05%
286
CHWYCHEWY INC
11,000$363K0.05%Call
287
AZZAZZ INC
3,381$362K0.05%
288
LINLINDE PLC
844$359K0.05%
289
MDYSPDR S&P MIDCAP 400 ETF TR
592$357K0.05%
290
PHPARKER-HANNIFIN CORP
407$357K0.05%
291
XLVSELECT SECTOR SPDR TR
2,287$354K0.05%
292
EFAISHARES TR
3,680$353K0.05%
293
LQDISHARES TR
3,204$353K0.05%
294
YUMCYUM CHINA HLDGS INC
7,391$352K0.05%
295
CMECME GROUP INC
1,281$349K0.05%
296
JIVEJ P MORGAN EXCHANGE TRADED F
4,304$345K0.05%
297
RSSTTIDAL TRUST II
12,178$345K0.05%
298
VNQVANGUARD INDEX FDS
3,903$345K0.05%
299
SSOPROSHARES TR
5,944$344K0.05%
300
SYSBISHARES TR
3,836$344K0.05%
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