Claro Advisors Inc.
CIK
1764386
City
BOSTON
State / Country
MA
Top Portfolio Positions
306 positions ·
$393,443,994 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
97,621 | $24,775,233 | 6.30% | |
| NVDA |
Nvidia Corp
Technology
|
118,854 | $20,728,137 | 5.27% | |
| MSFT |
Microsoft Corp
Technology
|
52,848 | $19,562,744 | 4.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,685 | $18,262,154 | 4.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,121 | $15,076,518 | 3.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,427 | $13,934,835 | 3.54% | |
| 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 | 2.42% | |
| AVGO |
Broadcom Inc.
Technology
|
28,996 | $8,974,551 | 2.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VGM
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,110,671 | 112,530 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,176,237 | 113,427 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $868,670 | 85,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $981,247 | 103,398 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,031,039 | 103,518 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,055,864 | 104,541 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,131,662 | 107,165 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $954,000 | 92,892 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $909,466 | 92,238 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $929,749 | 94,009 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $389,640 | 45,840 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $410,150 | 42,240 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $459,625 | 46,240 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $152,157 | 15,140 | Shares | Sole | 2023-03-13 | |
| 2022-03-31 | $565,150 | 48,636 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $679,444 | 48,636 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $671,521 | 49,052 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $672,539 | 47,970 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $456,298 | 33,850 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $350,197 | 26,510 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $322,559 | 25,971 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $312,690 | 25,971 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $321,642 | 26,604 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||