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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 $747,257,071
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Klaviyo Inc
 1,648,873 $49,894,897 6.68%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 58,441 $30,033,366 4.02%
3.
Apple Inc.
 AAPL 125,703 $27,922,500 3.74%
4.
Spdr S & P 500 Etf Trust
 SPY 45,368 $25,378,319 3.4%
5.
Ishares Trust
 IEF 60,549 $21,863,780 2.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)