CA

Claro Advisors LLC

13F
Claro Advisors LLC
Last update 2025-05-12 510 Stocks (70 new)
Value $747.00 Mil Turnover 10 %
Countries:
Top Holdings: KVYO(6.68%)VOO(4.02%)AAPL(3.74%)SPY(3.40%)IWF(2.93%)
Summary Stock Picks Current Portfolio
Claro Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KVYO
Klaviyo Inc
1,648,873
49,894.9
+39.93%
6.680
+1.91%
0.600
+25.76%
-19.98%
9,815.2
Software
VOO
Vanguard S&P 500 ETF
58,441
30,033.4
+4.30%
4.020
+0.17%
0.000
+18.82%
+8.89%
663,622.4
 
AAPL
Apple Inc
125,703
27,922.5
+1.19%
3.740
+0.04%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
SPY
SPDR S&P 500 ETF Trust
45,368
25,378.3
+17.00%
3.400
+0.49%
0.000
+18.80%
+8.86%
654,366.5
 
IWF
iShares Russell 1000 Growth ETF
60,549
21,863.8
+2.36%
2.930
+0.07%
0.020
+25.04%
+8.94%
113,994.5
 
MSFT
Microsoft Corp
54,050
20,289.8
+0.08%
2.720
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
IWD
iShares Russell 1000 Value ETF
85,768
16,138.1
+27.00%
2.160
+0.46%
0.030
+12.00%
+8.45%
63,002.5
 
AMZN
Amazon.com Inc
75,860
14,433.1
-1.60%
1.930
-0.04%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
298,227
13,742.3
+6.41%
1.840
+0.11%
0.040
+1.98%
+3.69%
32,857.1
 
NVDA
NVIDIA Corp
124,739
13,519.2
+3.75%
1.810
+0.07%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors

Claro Advisors LLC's Historical Top Holdings Breakdowns

Claro Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KVYO
Klaviyo Inc
2025-03-31
Add
Add
+1.91%
●
30.26 ($40.34) 49.19
$33.00
-18.20%
Add 39.93%
1,648,873
470,543
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.49%
●
551.42 ($587.78) 612.93
$634.21
7.90%
Add 17%
45,368
6,593
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.46%
●
182.82 ($190.45) 196.21
$199.03
4.51%
Add 27%
85,768
18,233
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Add
Add
+0.26%
●
199.2 ($212.96) 222.69
$230.50
8.24%
Add 316.92%
12,516
9,514
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.24%
●
97.25 ($101.36) 104.79
$99.71
-1.63%
Add 410.86%
21,400
17,211
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.23%
●
168.16 ($179.03) 186.21
$186.25
4.03%
Add 14.4%
78,471
9,875
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.22%
●
100.34 ($100.51) 100.68
$100.63
0.12%
Add 768.46%
18,889
16,714
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.17%
●
507.05 ($540.58) 563.67
$582.86
7.82%
Add 4.3%
58,441
2,412
RKLB
Rocket Lab USA Inc
2025-03-31
New Buy
New Buy
+0.16%
●
17.12 ($23.96) 31.57
$49.15
105.13%
New holding
65,128
65,128
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.15%
●
96.1 ($101.94) 106.32
$113.14
10.99%
Reduce -24.94%
35,010
-11,632

Claro Advisors LLC Total Holding History ($B)

To

Claro Advisors LLC's Asset Allocation

To

Claro Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Claro Advisors LLC's Hypothetical Growth since 2025-03-31

Claro Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Claro Advisors LLC's Holdings Heat Map

Size field:

Claro Advisors LLC's Holdings Bubble Chart

Claro Advisors LLC News

  • 1

Discussions on Claro Advisors LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.