Claro Advisors Inc.
CIK
1764386
City
BOSTON
State / Country
MA
Top Portfolio Positions
306 positions ·
$392,674,496 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
97,621 | $24,775,233 | 6.31% | |
| NVDA |
Nvidia Corp
Technology
|
118,854 | $20,728,137 | 5.28% | |
| MSFT |
Microsoft Corp
Technology
|
52,848 | $19,562,744 | 4.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,685 | $18,262,154 | 4.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,121 | $15,076,518 | 3.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,427 | $13,934,835 | 3.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,463 | $11,902,596 | 3.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,751 | $9,583,749 | 2.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,119 | $9,523,699 | 2.43% | |
| AVGO |
Broadcom Inc.
Technology
|
28,996 | $8,974,551 | 2.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NBXG
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $613,899 | 47,700 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $765,377 | 53,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $826,521 | 53,740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $798,897 | 54,719 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $790,970 | 64,569 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $846,381 | 66,435 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $904,925 | 70,532 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $906,010 | 70,179 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $639,000 | 54,383 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $566,436 | 51,824 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $274,441 | 26,338 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $224,909 | 20,615 | Shares | Sole | 2023-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||