Claro Advisors LLC Top Holdings and 13F Report (2024) → “Crash Insurance” For Your Retirement (From Unstoppable Prosperity) (Ad) About Claro Advisors LLCInvestment ActivityClaro Advisors LLC has $575.92 million in total holdings as of March 31, 2024.Claro Advisors LLC owns shares of 419 different stocks, but just 149 companies or ETFs make up 80% of its holdings.Approximately 20.14% of the portfolio was purchased this quarter.About 5.96% of the portfolio was sold this quarter.This quarter, Claro Advisors LLC has purchased 387 new stocks and bought additional shares in 240 stocks.Claro Advisors LLC sold shares of 118 stocks and completely divested from 23 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $26,423,583KLAVIYO INC $23,509,887Microsoft $20,816,421Apple $19,728,862Vanguard S&P 500 ETF $19,431,353 Largest New Holdings this Quarter KLAVIYO INC $23,509,887 HoldingGRAYSCALE BITCOIN TR BTC $7,070,445 HoldingBlackRock U.S. Equity Factor Rotation ETF $2,266,884 HoldingKLA $1,740,873 HoldingVanguard Mortgage-Backed Securities ETF $1,627,913 Holding Largest Purchases this Quarter KLAVIYO INC 922,680 shares (about $23.51M)GRAYSCALE BITCOIN TR BTC 111,927 shares (about $7.07M)iShares Core Total USD Bond Market ETF 126,107 shares (about $5.75M)iShares Russell 1000 Growth ETF 16,799 shares (about $5.66M)Vanguard S&P 500 ETF 10,052 shares (about $4.83M) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 28,877 shares (about $2.68M)First Trust Value Line Dividend Index Fund 47,273 shares (about $2.00M)iShares Core S&P U.S. Value ETF 21,254 shares (about $1.92M)SPDR S&P 500 ETF Trust 3,164 shares (about $1.66M)iShares MBS ETF 15,671 shares (about $1.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClaro Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$26,423,583$1,655,005 ▼-5.9%50,5164.6%FinanceKLAVIYO INC$23,509,887$23,509,887 ▲New Holding922,6804.1%COM SER AMSFTMicrosoft$20,816,421$609,204 ▲3.0%49,4783.6%Computer and TechnologyAAPLApple$19,728,862$128,438 ▼-0.6%115,0513.4%Computer and TechnologyVOOVanguard S&P 500 ETF$19,431,353$4,832,001 ▲33.1%40,4233.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,594,722$2,677,474 ▼-18.8%125,0512.0%ETFAMZNAmazon.com$11,488,494$1,073,613 ▲10.3%63,6912.0%Retail/WholesaleQQQInvesco QQQ$10,984,063$1,132,684 ▲11.5%24,7381.9%FinanceNVDANVIDIA$9,173,313$304,512 ▲3.4%10,1521.6%Computer and TechnologyJPMJPMorgan Chase & Co.$8,280,226$114,973 ▲1.4%41,3391.4%FinanceQUALiShares MSCI USA Quality Factor ETF$7,120,222$2,944,627 ▲70.5%43,3241.2%ETFGRAYSCALE BITCOIN TR BTC$7,070,445$7,070,445 ▲New Holding111,9271.2%SHS REP COM UTIDXXIDEXX Laboratories$7,050,406$488,637 ▼-6.5%13,0581.2%MedicalIEFAiShares Core MSCI EAFE ETF$6,914,428$556,800 ▼-7.5%93,1611.2%ETFVTIVanguard Total Stock Market ETF$6,587,203$143,726 ▼-2.1%25,3451.1%ETFMETAMeta Platforms$6,486,872$719,631 ▲12.5%13,3591.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,151,123$5,662,067 ▲1,157.8%18,2501.1%ETFIVViShares Core S&P 500 ETF$6,039,789$243,421 ▲4.2%11,4881.0%ETFIUSBiShares Core Total USD Bond Market ETF$5,994,361$5,749,223 ▲2,345.3%131,4841.0%ManufacturingPGProcter & Gamble$5,629,894$636,342 ▼-10.2%34,6991.0%Consumer StaplesUNHUnitedHealth Group$5,191,019$2,087,192 ▲67.2%10,4930.9%MedicalAVGOBroadcom$4,903,892$1,391,645 ▲39.6%3,7000.9%Computer and TechnologyGOOGAlphabet$4,887,805$228,388 ▲4.9%32,1020.8%Computer and TechnologyXOMExxon Mobil$4,886,072$318,268 ▲7.0%42,0340.8%Oils/EnergyIWDiShares Russell 1000 Value ETF$4,731,944$4,392,170 ▲1,292.7%26,4190.8%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$4,696,282$33,422 ▼-0.7%82,0600.8%ManufacturingHDHome Depot$4,681,940$231,699 ▲5.2%12,2050.8%Retail/WholesaleGOOGLAlphabet$4,578,844$225,637 ▲5.2%30,3380.8%Computer and TechnologyABBVAbbVie$4,363,457$66,102 ▲1.5%23,9620.8%MedicalMCDMcDonald's$3,907,567$127,442 ▲3.4%13,8590.7%Retail/WholesaleACNAccenture$3,735,178$31,889 ▼-0.8%10,7760.6%Business ServicesPEPPepsiCo$3,702,477$228,036 ▲6.6%21,1560.6%Consumer StaplesJNJJohnson & Johnson$3,698,287$244,401 ▲7.1%23,3790.6%MedicalSPGPInvesco S&P 500 GARP ETF$3,489,053$204,888 ▼-5.5%32,7640.6%ETFVBVanguard Small-Cap ETF$3,423,276$244,585 ▼-6.7%14,9760.6%ETFHONHoneywell International$3,158,707$1,035,046 ▲48.7%15,3900.5%Multi-Sector ConglomeratesIWPiShares Russell Mid-Cap Growth ETF$3,005,483$747,490 ▼-19.9%26,3320.5%ETFIWMiShares Russell 2000 ETF$2,990,364$666,208 ▼-18.2%14,2200.5%FinanceNVONovo Nordisk A/S$2,983,766$95,401 ▲3.3%23,2380.5%MedicalFVDFirst Trust Value Line Dividend Index Fund$2,934,007$1,996,334 ▼-40.5%69,4770.5%ETFUSBU.S. Bancorp$2,884,766$172,319 ▼-5.6%64,5360.5%FinanceLLYEli Lilly and Company$2,811,173$1,767,290 ▲169.3%3,6140.5%MedicalJEPIJPMorgan Equity Premium Income ETF$2,749,577$65,324 ▼-2.3%47,5210.5%ETFIJHiShares Core S&P Mid-Cap ETF$2,663,060$2,145,196 ▲414.2%43,8440.5%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$2,589,184$29,714 ▲1.2%46,0950.4%ManufacturingDYNFBlackRock U.S. Equity Factor Rotation ETF$2,266,884$2,266,884 ▲New Holding51,0560.4%ETFBRK.BBerkshire Hathaway$2,221,187$340,201 ▲18.1%5,2820.4%FinanceBACBank of America$2,178,204$105,911 ▲5.1%57,4420.4%FinanceWMTWalmart$2,136,771$1,441,683 ▲207.4%35,5120.4%Retail/WholesaleORCLOracle$2,111,343$160,150 ▲8.2%16,8090.4%Computer and TechnologyTJXTJX Companies$1,963,639$248,992 ▲14.5%19,3610.3%Retail/WholesaleTDToronto-Dominion Bank$1,941,566$3,079 ▼-0.2%32,1560.3%FinanceMRKMerck & Co., Inc.$1,931,327$83,787 ▲4.5%14,6370.3%MedicalVVVanguard Large-Cap ETF$1,917,121$151,768 ▲8.6%7,9960.3%ETFCBChubb$1,872,499$25,395 ▲1.4%7,2260.3%FinanceBINCBlackRock Flexible Income ETF$1,855,146$789,052 ▲74.0%35,3630.3%ETFCLColgate-Palmolive$1,831,073$62,765 ▲3.5%20,3340.3%Consumer StaplesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,830,097$1,245,952 ▼-40.5%16,8020.3%FinanceDISWalt Disney$1,795,478$68,887 ▲4.0%14,6740.3%Consumer DiscretionaryCSCOCisco Systems$1,756,687$68,527 ▲4.1%35,1970.3%Computer and TechnologyLMTLockheed Martin$1,755,072$76,426 ▲4.6%3,8580.3%AerospaceITOTiShares Core S&P Total U.S. Stock Market ETF$1,754,007$20,407 ▼-1.2%15,2130.3%ETFKLACKLA$1,740,873$1,740,873 ▲New Holding2,4920.3%Computer and TechnologyBSTZBlackRock Science and Technology Term Trust$1,728,453$127,108 ▼-6.9%89,0960.3%Financial ServicesXLEEnergy Select Sector SPDR Fund$1,727,093$678,980 ▼-28.2%18,2940.3%ETFSOSouthern$1,726,341$61,983 ▲3.7%24,0640.3%UtilitiesMAMastercard$1,695,857$76,078 ▲4.7%3,5220.3%Business ServicesETNEaton$1,682,673$64,730 ▲4.0%5,3810.3%Industrial ProductsTSLATesla$1,645,892$109,339 ▼-6.2%9,3630.3%Auto/Tires/TrucksSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,644,377$73,082 ▲4.7%38,2060.3%ETFVVisa$1,640,892$66,975 ▼-3.9%5,8800.3%Business ServicesCVXChevron$1,629,826$292,618 ▲21.9%10,3320.3%Oils/EnergyVMBSVanguard Mortgage-Backed Securities ETF$1,627,913$1,627,913 ▲New Holding35,6920.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,568,790$9,430 ▲0.6%24,4550.3%ETFXLVHealth Care Select Sector SPDR Fund$1,558,898$548,687 ▲54.3%10,5520.3%ETFXLKTechnology Select Sector SPDR Fund$1,555,447$855,829 ▲122.3%7,4680.3%ETFEMREmerson Electric$1,530,643$30,511 ▲2.0%13,4950.3%Industrial ProductsCOSTCostco Wholesale$1,487,718$65,193 ▲4.6%2,0310.3%Retail/WholesaleGDGeneral Dynamics$1,476,147$28,252 ▲2.0%5,2250.3%AerospaceXLYConsumer Discretionary Select Sector SPDR Fund$1,472,516$618,023 ▲72.3%8,0080.3%FinanceXLIIndustrial Select Sector SPDR Fund$1,469,870$463,420 ▲46.0%11,6690.3%ETFKOCoca-Cola$1,461,307$57,082 ▲4.1%23,8850.3%Consumer StaplesNFLXNetflix$1,453,403$123,901 ▲9.3%2,3930.3%Consumer DiscretionaryXELXcel Energy$1,447,933$93,365 ▼-6.1%26,9380.3%UtilitiesIRMIron Mountain$1,445,298$1,445,298 ▲New Holding18,0190.3%FinanceFTECFidelity MSCI Information Technology Index ETF$1,437,293$1,437,293 ▲New Holding9,2230.2%ETFBLKBlackRock$1,406,708$816,341 ▲138.3%1,6870.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,375,708$77,916 ▲6.0%26,6610.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,371,538$215,519 ▲18.6%11,5950.2%ETFSPDR S&P 500 ETF TR$1,359,982$313,842 ▲30.0%2,6000.2%PUTNKENIKE$1,352,289$203,186 ▲17.7%14,3890.2%Consumer DiscretionarySYKStryker$1,343,696$358 ▼0.0%3,7550.2%MedicalAMGNAmgen$1,333,878$723,666 ▲118.6%4,6910.2%MedicalVEAVanguard FTSE Developed Markets ETF$1,295,708$145,997 ▼-10.1%25,8260.2%ETFVZVerizon Communications$1,290,987$82,787 ▲6.9%30,7670.2%Computer and TechnologyNEENextEra Energy$1,280,391$56,945 ▲4.7%20,0340.2%UtilitiesEFAiShares MSCI EAFE ETF$1,269,376$224,327 ▼-15.0%15,8950.2%FinanceTRVTravelers Companies$1,268,880$41,191 ▲3.4%5,5140.2%FinanceSBUXStarbucks$1,240,884$65,709 ▼-5.0%13,5780.2%Retail/WholesaleYUMYum! Brands$1,239,856$13,172 ▲1.1%8,9420.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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