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Home > Institutional Investor > Claro Advisors Llc > Profile

Instuitional Investor - Claro Advisors Llc

Fund Profile
Filing Period:
Fund Name: Claro Advisors Llc
Portfolio Value $605,719,898
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 54,470 $30,940,564 5.11%
2.
Microsoft Corp
 MSFT 41,804 $20,793,931 3.43%
3.
Ishares Trust
 IEF 48,493 $20,589,208 3.4%
4.
Apple Inc.
 AAPL 98,875 $20,286,101 3.35%
5.
Ishares Trust
 IEF 83,949 $16,305,438 2.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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