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CIK: 0001764386
Total reported value
$952.8M
$952.8M
510 檔
16.3%
In Q1 2025, Claro Advisors Inc.'s U.S. equity holdings reached a combined market value of $952.8M, distributed across 510 disclosed stock positions.
In Q1 2025, Claro Advisors Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 510 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | Stock-Other | 6.68% | — | +39.93% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +0.83% | +4.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.01% | +1.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.40% | -0.03% | +17.00% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.93% | +0.86% | +2.36% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.28% | +0.08% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.16% | +0.23% | +27.00% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | -0.02% | -1.60% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.84% | — | +6.41% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | — | +3.75% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.79% | -0.60% | +14.40% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.17% | +2.44% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.04% | +1.51% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.12% | +1.54% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.01% | +12.26% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.21% | +0.19% | +9.61% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.11% | +0.02% | +2.26% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.91% | -0.13% | -2.03% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.09% | +2.01% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.08% | -3.35% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.10% | +2.22% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.04% | +20.47% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.84% | +2.73% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.09% | -1.31% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | — | -2.08% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.02% | +1.61% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.05% | -2.13% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | -0.01% | +3.18% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.58% | +0.07% | +8.47% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | +0.01% | +8.21% | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.57% | +0.32% | +8.40% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.11% | +0.48% | |
| 33 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.56% | +0.04% | -0.08% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.07% | +10.84% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.50% | -0.03% | +15.31% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.14% | +0.06% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.47% | +0.01% | +5.21% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.13% | -0.18% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | -0.03% | -24.94% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.03% | -12.70% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | +4.01% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | +0.01% | +4.51% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.07% | -9.66% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.09% | +0.40% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.07% | +5.72% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.06% | +2.15% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.39% | EXIT | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | +0.01% | -3.13% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | — | +4.26% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.37% | -0.05% | -0.91% |
According to official SEC Form 13F filings, Claro Advisors Inc. reported a total U.S. public equity portfolio value of $952.8M across 510 disclosed positions in Q1 2025.
During Q1 2025, Claro Advisors Inc.'s top holdings by market value included KVYO (6.7%)、VOO (4.0%)、AAPL (3.7%). The largest single position, KVYO, represented 6.7% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KVYO, VOO, AAPL) accounted for 16.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
KVYO
市值: $49.9M
In Q1 2025, Claro Advisors Inc. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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