Claro Advisors Inc. Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$605.7M

Holdings

372

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (372 positions)

#StockSharesValue% PortfolioType
201
TTTRANE TECHNOLOGIES PLC
1,203$526K0.09%
202
QCOMQUALCOMM INC
3,295$524K0.09%
203
VOVANGUARD INDEX FDS
1,870$523K0.09%
204
VIGVANGUARD SPECIALIZED FUNDS
2,512$514K0.08%
205
MTZMASTEC INC
3,013$513K0.08%
206
VFLOVICTORY PORTFOLIOS II
14,236$503K0.08%
207
FDNFIRST TR EXCHANGE-TRADED FD
1,857$500K0.08%
208
UFPIUFP INDUSTRIES INC
5,006$497K0.08%
209
IWBISHARES TR
1,450$492K0.08%
210
SPMDSPDR SERIES TRUST
8,868$482K0.08%
211
CMCSACOMCAST CORP NEW
13,433$479K0.08%
212
GEVGE VERNOVA INC
905$478K0.08%
213
ADSKAUTODESK INC
1,526$472K0.08%
214
LQDISHARES TR
4,232$463K0.08%
215
PAYXPAYCHEX INC
3,152$458K0.08%
216
AMDADVANCED MICRO DEVICES INC
3,234$458K0.08%
217
GDGENERAL DYNAMICS CORP
1,551$452K0.07%
218
VRTVERTIV HOLDINGS CO
3,518$451K0.07%
219
FTRBFEDERATED HERMES ETF TRUST
18,000$451K0.07%
220
BXBLACKSTONE INC
2,989$447K0.07%
221
BKNGBOOKING HOLDINGS INC
77$445K0.07%
222
CIBRFIRST TR EXCHANGE TRADED FD
5,900$445K0.07%
223
CPSDCALAMOS ETF TR
17,891$443K0.07%
224
GELGENESIS ENERGY L P
25,500$439K0.07%
225
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,934$438K0.07%
226
SDGISHARES TR
5,771$437K0.07%
227
BDJBLACKROCK ENHANCED EQUITY DI
49,011$435K0.07%
228
TDIVFIRST TR EXCHANGE TRADED FD
4,799$432K0.07%
229
MNSTMONSTER BEVERAGE CORP NEW
6,909$432K0.07%
230
SPEMSPDR INDEX SHS FDS
9,953$425K0.07%
231
SPSMSPDR SERIES TRUST
9,984$425K0.07%
232
VEUVANGUARD INTL EQUITY INDEX F
6,319$424K0.07%
233
IEURISHARES TR
6,392$423K0.07%
234
EESWISDOMTREE TR
8,199$417K0.07%
235
CFAVICTORY PORTFOLIOS II
4,652$409K0.07%
236
SCHZSCHWAB STRATEGIC TR
17,517$407K0.07%
237
SPDWSPDR INDEX SHS FDS
9,988$404K0.07%
238
CPNQCALAMOS ETF TR
15,895$404K0.07%
239
CHYMCHIME FINL INC
11,642$401K0.07%
240
ADIANALOG DEVICES INC
1,674$398K0.07%
241
TRVCCITIGROUP INC
4,670$397K0.07%
242
FXUFIRST TR EXCHANGE TRADED FD
9,359$396K0.07%
243
ISRGINTUITIVE SURGICAL INC
727$395K0.07%
244
VNQVANGUARD INDEX FDS
4,444$395K0.07%
245
FBTCFIDELITY WISE ORIGIN BITCOIN
4,186$393K0.06%
246
PNCPNC FINL SVCS GROUP INC
2,109$393K0.06%
247
UPSUNITED PARCEL SERVICE INC
3,850$388K0.06%
248
IUSVISHARES TR
4,105$388K0.06%
249
AXPAMERICAN EXPRESS CO
1,211$386K0.06%
250
AAALCOA CORP
13,066$385K0.06%
251
FXRFIRST TR EXCHANGE TRADED FD
5,096$378K0.06%
252
AVSCAMERICAN CENTY ETF TR
7,270$374K0.06%
253
LINLINDE PLC
789$370K0.06%
254
CMECME GROUP INC
1,330$366K0.06%
255
LMBSFIRST TR EXCHANGE-TRADED FD
7,409$364K0.06%
256
SPYVSPDR SERIES TRUST
6,924$362K0.06%
257
AGGISHARES TR
3,624$359K0.06%
258
FTCSFIRST TR EXCHANGE-TRADED FD
3,941$358K0.06%
259
MDYSPDR S&P MIDCAP 400 ETF TR
630$357K0.06%
260
GILDGILEAD SCIENCES INC
3,202$355K0.06%
261
GLWCORNING INC
6,629$348K0.06%
262
PRFINVESCO EXCHANGE TRADED FD T
8,210$347K0.06%
263
ETWEATON VANCE TAX-MANAGED GLOB
39,953$345K0.06%
264
ICEINTERCONTINENTAL EXCHANGE IN
1,879$344K0.06%
265
BKBANK NEW YORK MELLON CORP
3,740$340K0.06%
266
XLCSELECT SECTOR SPDR TR
3,131$339K0.06%
267
MNTNMNTN INC
15,347$335K0.06%
268
SPYMSPDR SERIES TRUST
4,615$335K0.06%
269
YUMCYUM CHINA HLDGS INC
7,474$334K0.06%
270
IOCTINNOVATOR ETFS TRUST
10,032$329K0.05%
271
BSTBLACKROCK SCIENCE & TECHNOLO
8,594$328K0.05%
272
EFAISHARES TR
3,669$328K0.05%
273
VTVVANGUARD INDEX FDS
1,848$326K0.05%
274
FXOFIRST TR EXCHANGE TRADED FD
5,773$323K0.05%
275
FDLFIRST TR EXCHANGE-TRADED FD
7,729$323K0.05%
276
GSGOLDMAN SACHS GROUP INC
457$323K0.05%
277
ELVELEVANCE HEALTH INC
828$322K0.05%
278
SNOWSNOWFLAKE INC
1,436$321K0.05%
279
IEVISHARES TR
5,062$320K0.05%
280
AZZAZZ INC
3,369$318K0.05%
281
DGRWWISDOMTREE TR
3,808$318K0.05%
282
ABGCENCORA INC
1,058$317K0.05%
283
ULUNILEVER PLC
5,161$315K0.05%
284
RSSTTIDAL TR II
13,350$311K0.05%
285
IUSGISHARES TR
2,074$311K0.05%
286
NUNU HLDGS LTD
22,550$309K0.05%
287
XELXCEL ENERGY INC
4,530$308K0.05%
288
URIUNITED RENTALS INC
407$306K0.05%
289
HIMUBLACKROCK ETF TRUST II
6,282$305K0.05%
290
ANETARISTA NETWORKS INC
2,957$302K0.05%
291
ACWXISHARES TR
4,958$302K0.05%
292
YBTCROUNDHILL ETF TRUST
6,471$301K0.05%
293
TMOTHERMO FISHER SCIENTIFIC INC
738$299K0.05%
294
BITQEXCHANGE TRADED CONCEPTS TRU
15,138$298K0.05%
295
SSOPROSHARES TR
3,047$297K0.05%
296
GMGENERAL MTRS CO
6,046$297K0.05%
297
IGMISHARES TR
2,627$295K0.05%
298
ETHGRAYSCALE ETHEREUM MINI TR E
12,439$295K0.05%
299
AMTAMERICAN TOWER CORP NEW
1,328$293K0.05%
300
ETHEGRAYSCALE ETHEREUM TRUST ETF
14,033$292K0.05%
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