Claro Advisors LLC Top Holdings and 13F Report (2025) About Claro Advisors LLCInvestment ActivityClaro Advisors LLC has $740.17 million in total holdings as of December 31, 2024.Claro Advisors LLC owns shares of 487 different stocks, but just 142 companies or ETFs make up 80% of its holdings.Approximately 6.49% of the portfolio was purchased this quarter.About 12.04% of the portfolio was sold this quarter.This quarter, Claro Advisors LLC has purchased 512 new stocks and bought additional shares in 128 stocks.Claro Advisors LLC sold shares of 292 stocks and completely divested from 78 stocks this quarter.Largest Holdings KLAVIYO INC $48,594,330Apple $31,106,934Vanguard S&P 500 ETF $30,189,245iShares Russell 1000 Growth ETF $23,753,947Microsoft $22,763,846 Largest New Holdings this Quarter iShares MSCI USA Momentum Factor ETF $2,079,234 HoldingBLACKROCK INC $1,841,581 HoldingGRAYSCALE BITCOIN MINI TR ET $1,778,010 HoldingPGIM Active High Yield Bond ETF $962,562 HoldingARISTA NETWORKS INC $916,184 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 215,071 shares (about $5.99M)iShares Russell 1000 Growth ETF 5,315 shares (about $2.13M)iShares MSCI USA Momentum Factor ETF 10,048 shares (about $2.08M)BLACKROCK INC 1,796 shares (about $1.84M)GRAYSCALE BITCOIN MINI TR ET 42,465 shares (about $1.78M) Largest Sales this Quarter IDEXX Laboratories 9,144 shares (about $3.78M)iShares Core MSCI EAFE ETF 42,021 shares (about $2.95M)SPDR S&P 500 ETF Trust 4,564 shares (about $2.67M)iShares Core Total USD Bond Market ETF 54,840 shares (about $2.48M)KLAVIYO INC 57,463 shares (about $2.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClaro Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKLAVIYO INC$48,594,330$2,369,774 ▼-4.6%1,178,3306.6%COM SER AAAPLApple$31,106,934$238,650 ▲0.8%124,2194.2%Computer and TechnologyVOOVanguard S&P 500 ETF$30,189,245$1,008,122 ▲3.5%56,0294.1%ETFIWFiShares Russell 1000 Growth ETF$23,753,947$2,134,406 ▲9.9%59,1513.2%ETFMSFTMicrosoft$22,763,846$1,450,796 ▼-6.0%54,0073.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$22,725,528$2,674,902 ▼-10.5%38,7753.1%FinanceAMZNAmazon.com$16,914,203$292,006 ▲1.8%77,0972.3%Retail/WholesaleNVDANVIDIA$16,145,650$21,755 ▲0.1%120,2302.2%Computer and TechnologyQQQInvesco QQQ$12,716,051$194,782 ▲1.6%24,8731.7%FinanceIUSBiShares Core Total USD Bond Market ETF$12,667,797$2,478,768 ▼-16.4%280,2611.7%ManufacturingIWDiShares Russell 1000 Value ETF$12,502,680$353,041 ▼-2.7%67,5351.7%ETFQUALiShares MSCI USA Quality Factor ETF$12,215,561$1,460,610 ▼-10.7%68,5961.7%ETFJPMJPMorgan Chase & Co.$10,238,677$438,907 ▼-4.1%42,7131.4%FinanceMETAMeta Platforms$10,023,142$89,581 ▲0.9%17,1191.4%Computer and TechnologyIVViShares Core S&P 500 ETF$9,066,587$470,930 ▲5.5%15,4021.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$9,044,536$5,994,026 ▲196.5%324,5261.2%ETFAVGOBroadcom$9,026,828$1,607,562 ▼-15.1%38,9361.2%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$8,698,246$784,432 ▲9.9%169,7221.2%ETFGRAYSCALE BITCOIN TRUST ETF$7,908,464$70,911 ▼-0.9%106,8421.1%SHS REP COM UTGOOGLAlphabet$6,508,837$553,319 ▼-7.8%34,3840.9%Computer and TechnologyTSLATesla$6,216,643$257,243 ▲4.3%15,3940.8%Auto/Tires/TrucksGOOGAlphabet$6,169,402$803,073 ▼-11.5%32,3960.8%Computer and TechnologyPGProcter & Gamble$5,812,093$477,467 ▼-7.6%34,6680.8%Consumer StaplesHDHome Depot$4,917,787$349,714 ▼-6.6%12,6420.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$4,840,992$1,102,149 ▼-18.5%16,7040.7%ETFVBVanguard Small-Cap ETF$4,666,289$195,830 ▲4.4%19,4200.6%ETFXOMExxon Mobil$4,533,181$738,570 ▼-14.0%42,1420.6%Oils/EnergyFVFirst Trust Dorsey Wright Focus 5 ETF$4,520,690$4,311 ▼-0.1%76,5440.6%ManufacturingEFGiShares MSCI EAFE Growth ETF$4,516,375$830,516 ▲22.5%46,6420.6%ETFFTECFidelity MSCI Information Technology Index ETF$4,513,238$243,299 ▲5.7%24,4120.6%ETFUNHUnitedHealth Group$4,221,493$651,056 ▼-13.4%8,3450.6%MedicalABBVAbbVie$4,104,901$289,475 ▼-6.6%23,1000.6%MedicalRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,032,758$320,480 ▲8.6%68,1900.5%ManufacturingMCDMcDonald's$3,921,223$316,840 ▼-7.5%13,5270.5%Retail/WholesaleWMTWalmart$3,817,597$44,904 ▼-1.2%42,2530.5%Retail/WholesaleEFViShares MSCI EAFE Value ETF$3,543,296$165,858 ▲4.9%67,5300.5%ETFACNAccenture$3,489,112$559,356 ▼-13.8%9,9180.5%Computer and TechnologyNFLXNetflix$3,391,563$112,309 ▲3.4%3,8050.5%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$3,389,050$484,356 ▲16.7%61,1190.5%ManufacturingJEPIJPMorgan Equity Premium Income ETF$3,290,449$240,419 ▲7.9%57,1950.4%ETFHONHoneywell International$3,288,507$150,217 ▼-4.4%14,5580.4%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$3,262,608$138,639 ▲4.4%52,3610.4%ETFIEFAiShares Core MSCI EAFE ETF$3,260,696$2,953,222 ▼-47.5%46,3960.4%ETFJNJJohnson & Johnson$3,129,965$478,830 ▼-13.3%21,6430.4%MedicalPEPPepsiCo$3,049,813$529,007 ▼-14.8%20,0570.4%Consumer StaplesVMBSVanguard Mortgage-Backed Securities ETF$2,964,819$60,891 ▼-2.0%65,3910.4%ETFVVisa$2,955,060$49,304 ▲1.7%9,3500.4%Business ServicesBITWISE BITCOIN ETF TR$2,904,908$1,291,234 ▲80.0%57,1270.4%SHS BEN INTTJXTJX Companies$2,786,549$431,283 ▲18.3%23,0660.4%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$2,728,924$574,841 ▼-17.4%56,4640.4%ETFLLYEli Lilly and Company$2,724,685$528,878 ▼-16.3%3,5290.4%MedicalBRK.BBerkshire Hathaway$2,623,132$294,632 ▼-10.1%5,7870.4%FinanceORCLOracle$2,489,036$1,090,130 ▼-30.5%14,9370.3%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$2,473,961$108,620 ▼-4.2%56,6900.3%ETFCOSTCostco Wholesale$2,415,560$129,209 ▼-5.1%2,6360.3%Retail/WholesaleBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,324,825$1,190,951 ▲105.0%112,5820.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,297,500$44,759 ▲2.0%17,8630.3%ETFIWMiShares Russell 2000 ETF$2,244,053$203,061 ▲9.9%10,1560.3%FinanceCSCOCisco Systems$2,239,311$69,975 ▲3.2%37,8260.3%Computer and TechnologyBINCiShares Flexible Income Active ETF$2,198,766$57,690 ▼-2.6%42,2680.3%ETFBITWISE ETHEREUM ETF$2,189,828$291,260 ▲15.3%91,3570.3%SHSIWPiShares Russell Mid-Cap Growth ETF$2,108,206$2,028 ▼-0.1%16,6330.3%ETFCBChubb$2,102,538$92,556 ▼-4.2%7,6100.3%FinanceBACBank of America$2,091,597$559,136 ▼-21.1%47,5900.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,079,234$2,079,234 ▲New Holding10,0480.3%ETFXLKTechnology Select Sector SPDR Fund$2,075,983$602,240 ▼-22.5%8,9280.3%ETFMAMastercard$2,063,804$264,361 ▼-11.4%3,9190.3%Business ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,963,555$5,000 ▲0.3%27,4890.3%ETFCALFPacer US Small Cap Cash Cows 100 ETF$1,933,150$125,033 ▲6.9%43,9250.3%ETFLMTLockheed Martin$1,906,864$176,399 ▼-8.5%3,9240.3%AerospacePANWPalo Alto Networks$1,896,933$1,002,964 ▲112.2%10,4250.3%Computer and TechnologyDISWalt Disney$1,892,609$101,328 ▼-5.1%16,9970.3%Consumer DiscretionaryCRMSalesforce$1,871,707$40,791 ▲2.2%5,5980.3%Computer and TechnologySMHVanEck Semiconductor ETF$1,856,377$193,484 ▲11.6%7,6660.3%ManufacturingETNEaton$1,845,249$26,550 ▼-1.4%5,5600.2%Industrial ProductsBLACKROCK INC$1,841,581$1,841,581 ▲New Holding1,7960.2%COMSOSouthern$1,840,178$319,648 ▼-14.8%22,3540.2%UtilitiesNVONovo Nordisk A/S$1,829,832$414,276 ▼-18.5%21,2720.2%MedicalGRAYSCALE BITCOIN MINI TR ET$1,778,010$1,778,010 ▲New Holding42,4650.2%SHS NEWIRMIron Mountain$1,744,593$12,508 ▼-0.7%16,5980.2%Business ServicesVVVanguard Large-Cap ETF$1,736,059$191,217 ▼-9.9%6,4370.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,703,554$107,833 ▲6.8%32,6230.2%ETFTDToronto-Dominion Bank$1,691,003$19,486 ▼-1.1%31,7620.2%FinanceKLACKLA$1,665,884$32,133 ▼-1.9%2,6440.2%Computer and TechnologyCLColgate-Palmolive$1,659,438$356,906 ▼-17.7%18,2540.2%Consumer StaplesMBBiShares MBS ETF$1,597,551$229,571 ▼-12.6%17,4250.2%ETFEMREmerson Electric$1,591,596$10,410 ▼-0.6%12,8430.2%Industrial ProductsXLEEnergy Select Sector SPDR Fund$1,585,796$472,749 ▼-23.0%18,5130.2%ETFMRKMerck & Co., Inc.$1,577,021$251,878 ▼-13.8%15,8530.2%MedicalKOCoca-Cola$1,573,943$2,117 ▲0.1%25,2800.2%Consumer StaplesTRVTravelers Companies$1,497,671$53,721 ▼-3.5%6,2170.2%FinanceIJRiShares Core S&P Small-Cap ETF$1,495,119$98,054 ▲7.0%12,9760.2%ETFDGROiShares Core Dividend Growth ETF$1,475,674$1,026,537 ▼-41.0%24,0570.2%ETFMCKMcKesson$1,465,186$104,290 ▲7.7%2,5710.2%MedicalMSTRMicroStrategy$1,456,270$9,268 ▼-0.6%5,0280.2%Computer and TechnologyMUBiShares National Muni Bond ETF$1,434,188$51,038 ▼-3.4%13,4600.2%ETFTLTiShares 20+ Year Treasury Bond ETF$1,427,577$13,012 ▲0.9%16,3470.2%ETFCVXChevron$1,407,090$206,393 ▼-12.8%9,7150.2%Oils/EnergyIJJiShares S&P Mid-Cap 400 Value ETF$1,369,748$74,604 ▼-5.2%10,9610.2%ETFPFEPfizer$1,363,978$256,039 ▲23.1%51,4130.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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