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)

StockValue
WRBBERKLEY W R CORP
$696K
NTRSNORTHERN TR CORP
$694K
AXPAMERICAN EXPRESS CO
$693K
QFLRINNOVATOR ETFS TRUST
$689K
ESSESSEX PPTY TR INC
$688K
RMERESMED INC
$681K
APHAMPHENOL CORP NEW
$673K
MASMASCO CORP
$664K
AMDADVANCED MICRO DEVICES INC
$664K
GMGENERAL MTRS CO
$655K
SCHXSCHWAB STRATEGIC TR
$653K
AWCAMERICAN WTR WKS CO INC NEW
$651K
JMSTJ P MORGAN EXCHANGE TRADED F
$648K
RWJINVESCO EXCH TRADED FD TR II
$646K
SCHQSCHWAB STRATEGIC TR
$645K
SRESEMPRA
$635K
COPCONOCOPHILLIPS
$634K
ELVELEVANCE HEALTH INC
$634K
BDXBECTON DICKINSON & CO
$630K
EXPDEXPEDITORS INTL WASH INC
$630K
BSCQINVESCO EXCH TRD SLF IDX FD
$613K
TMUST-MOBILE US INC
$609K
TTTRANE TECHNOLOGIES PLC
$609K
NADNUVEEN QUALITY MUNCP INCOME
$602K
DKNGDRAFTKINGS INC NEW
$598K
AVSCAMERICAN CENTY ETF TR
$597K
SHOPSHOPIFY INC
$597K
TRVCCITIGROUP INC
$595K
ISRGINTUITIVE SURGICAL INC
$589K
ZTSZOETIS INC
$587K
ADPAUTOMATIC DATA PROCESSING IN
$587K
UFPIUFP INDUSTRIES INC
$586K
ESEVERSOURCE ENERGY
$580K
SCHFSCHWAB STRATEGIC TR
$579K
DONSPDR DOW JONES INDL AVERAGE
$579K
RINGISHARES INC
$560K
DCIDONALDSON INC
$558K
CVSCVS HEALTH CORP
$557K
MTZMASTEC INC
$544K
NJRNEW JERSEY RES CORP
$543K
DGRWWISDOMTREE TR
$539K
TFISPDR SER TR
$535K
YMARFIRST TR EXCHNG TRADED FD VI
$534K
VXUSVANGUARD STAR FDS
$534K
GGGGRACO INC
$534K
IVEISHARES TR
$532K
XLUSELECT SECTOR SPDR TR
$532K
MOALTRIA GROUP INC
$530K
ETWEATON VANCE TAX-MANAGED GLOB
$525K
GGALGRUPO FINANCIERO GALICIA S.A
$525K
ADSKAUTODESK INC
$524K
CGNGCAPITAL GROUP NEW GEOGRAPHY
$522K
ULTAULTA BEAUTY INC
$517K
LAZLAZARD INC
$517K
XLCSELECT SECTOR SPDR TR
$515K
EWJISHARES INC
$515K
EMBJEMBRAER S.A.
$510K
BCCCGLOBAL X FDS
$510K
VFLOVICTORY PORTFOLIOS II
$510K
TMOTHERMO FISHER SCIENTIFIC INC
$508K
IWBISHARES TR
$506K
BBLUEA SERIES TRUST
$504K
SPSMSPDR SER TR
$504K
LOWLOWES COS INC
$502K
AGGISHARES TR
$502K
HSYHERSHEY CO
$500K
VRNAVERONA PHARMA PLC
$499K
THROBLACKROCK ETF TRUST
$499K
VOVANGUARD INDEX FDS
$491K
PYPLPAYPAL HLDGS INC
$488K
VLOVALERO ENERGY CORP
$485K
UPSUNITED PARCEL SERVICE INC
$483K
FDVFEDERATED HERMES ETF TRUST
$481K
VEUVANGUARD INTL EQUITY INDEX F
$479K
NVDLGRANITESHARES ETF TR
$477K
QXOQXO INC
$476K
BCSBARCLAYS PLC
$473K
AMTAMERICAN TOWER CORP NEW
$470K
ACWXISHARES TR
$469K
CITHE CIGNA GROUP
$469K
BBVABANCO BILBAO VIZCAYA ARGENTA
$469K
SDGISHARES TR
$469K
ADBEADOBE INC
$463K
APPAPPLOVIN CORP
$460K
QLTAISHARES TR
$459K
MMM3M CO
$458K
CPSDCALAMOS ETF TR
$457K
CATCATERPILLAR INC
$453K
QFINQIFU TECHNOLOGY INC
$450K
FTRBFEDERATED HERMES ETF TRUST
$450K
YPFYPF SOCIEDAD ANONIMA
$445K
DALDELTA AIR LINES INC DEL
$445K
UNPUNION PAC CORP
$443K
MUFGMITSUBISHI UFJ FINL GROUP IN
$439K
ITMVANECK ETF TRUST
$437K
FISVFISERV INC
$436K
BILSPDR SER TR
$435K
BMABANCO MACRO SA
$433K
SNOWSNOWFLAKE INC
$431K
VNQVANGUARD INDEX FDS
$428K
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