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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 $734,091,626
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 62,769 $39,364,535 5.36%
2.
Ishares Trust
 IEF 60,362 $28,569,310 3.89%
3.
Ishares Trust
 IEF 130,002 $27,344,591 3.72%
4.
Apple Inc.
 AAPL 88,801 $24,141,452 3.29%
5.
Microsoft Corp
 MSFT 42,032 $20,327,462 2.77%
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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