Claro Advisors LLC Top Holdings and 13F Report (2025) About Claro Advisors LLCInvestment ActivityClaro Advisors LLC has $747.26 million in total holdings as of March 31, 2025.Claro Advisors LLC owns shares of 510 different stocks, but just 154 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 3.90% of the portfolio was sold this quarter.This quarter, Claro Advisors LLC has purchased 487 new stocks and bought additional shares in 235 stocks.Claro Advisors LLC sold shares of 191 stocks and completely divested from 47 stocks this quarter.Largest Holdings KLAVIYO INC $49,894,897Vanguard S&P 500 ETF $30,033,366Apple $27,922,500SPDR S&P 500 ETF Trust $25,378,319iShares Russell 1000 Growth ETF $21,863,780 Largest New Holdings this Quarter 773122106 - Rocket Lab USA $1,164,489 Holding013872106 - Alcoa $819,400 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $748,624 Holding09257W100 - Blackstone Mortgage Trust $715,005 Holding92647N535 - VictoryShares Short-Term Bond ETF $699,398 Holding Largest Purchases this Quarter KLAVIYO INC 470,543 shares (about $14.24M)SPDR S&P 500 ETF Trust 6,593 shares (about $3.69M)iShares Russell 1000 Value ETF 18,233 shares (about $3.43M)Vanguard Mega Cap ETF 9,514 shares (about $1.92M)iShares 10-20 Year Treasury Bond ETF 17,211 shares (about $1.79M) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 11,632 shares (about $1.16M)Energy Select Sector SPDR Fund 7,262 shares (about $678.61K)iShares MSCI EAFE ETF 7,289 shares (about $595.79K)iShares 20+ Year Treasury Bond ETF 5,758 shares (about $524.16K)iShares MSCI EAFE Value ETF 8,574 shares (about $505.35K) 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 PortfolioSectorKLAVIYO INC$49,894,897$14,238,631 ▲39.9%1,648,8736.7%COM SER AVOOVanguard S&P 500 ETF$30,033,366$1,239,549 ▲4.3%58,4414.0%ETFAAPLApple$27,922,500$329,642 ▲1.2%125,7033.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$25,378,319$3,688,046 ▲17.0%45,3683.4%FinanceIWFiShares Russell 1000 Growth ETF$21,863,780$504,807 ▲2.4%60,5492.9%ETFMSFTMicrosoft$20,289,807$16,142 ▲0.1%54,0502.7%Computer and TechnologyIWDiShares Russell 1000 Value ETF$16,138,119$3,430,724 ▲27.0%85,7682.2%ETFAMZNAmazon.com$14,433,104$235,351 ▼-1.6%75,8601.9%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$13,742,310$827,874 ▲6.4%298,2271.8%ManufacturingNVDANVIDIA$13,519,181$488,684 ▲3.8%124,7391.8%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$13,409,977$1,687,547 ▲14.4%78,4711.8%ETFQQQInvesco QQQ$11,948,767$285,109 ▲2.4%25,4811.6%FinanceJPMJPMorgan Chase & Co.$10,635,130$157,726 ▲1.5%43,3561.4%FinanceMETAMeta Platforms$10,018,928$152,160 ▲1.5%17,3831.3%Computer and TechnologyIVViShares Core S&P 500 ETF$9,715,260$1,060,868 ▲12.3%17,2901.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$9,071,052$795,421 ▲9.6%186,0351.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,309,708$183,568 ▲2.3%331,8571.1%ETFGRAYSCALE BITCOIN TRUST ETF$6,821,296$141,615 ▼-2.0%104,6690.9%SHS REP COM UTAVGOBroadcom$6,650,099$131,097 ▲2.0%39,7190.9%Computer and TechnologyPGProcter & Gamble$5,710,176$198,031 ▼-3.4%33,5060.8%Consumer StaplesGOOGLAlphabet$5,434,921$117,834 ▲2.2%35,1460.7%Computer and TechnologyUNHUnitedHealth Group$5,265,144$894,546 ▲20.5%10,0530.7%MedicalXOMExxon Mobil$5,148,905$137,006 ▲2.7%43,2940.7%EnergyGOOGAlphabet$4,995,198$66,086 ▼-1.3%31,9730.7%Computer and TechnologyABBVAbbVie$4,739,414$100,571 ▼-2.1%22,6200.6%MedicalVTIVanguard Total Stock Market ETF$4,664,919$73,933 ▲1.6%16,9730.6%ETFHDHome Depot$4,534,471$98,583 ▼-2.1%12,3730.6%Retail/WholesaleVBVanguard Small-Cap ETF$4,443,293$136,822 ▲3.2%20,0370.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,329,778$337,950 ▲8.5%73,9630.6%ManufacturingTSLATesla$4,316,964$327,569 ▲8.2%16,6580.6%Auto/Tires/TrucksFTECFidelity MSCI Information Technology Index ETF$4,267,715$330,767 ▲8.4%26,4630.6%ETFMCDMcDonald's$4,245,649$20,304 ▲0.5%13,5920.6%Retail/WholesaleFVFirst Trust Dorsey Wright Focus 5 ETF$4,195,907$3,292 ▼-0.1%76,4840.6%ManufacturingJNJJohnson & Johnson$3,978,536$389,230 ▲10.8%23,9900.5%MedicalJEPIJPMorgan Equity Premium Income ETF$3,768,485$500,373 ▲15.3%65,9520.5%ETFWMTWalmart$3,711,778$2,370 ▲0.1%42,2800.5%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$3,542,596$175,571 ▲5.2%64,3060.5%ManufacturingNFLXNetflix$3,541,844$6,528 ▼-0.2%3,7980.5%Consumer DiscretionaryEFGiShares MSCI EAFE Growth ETF$3,500,998$1,163,199 ▼-24.9%35,0100.5%ETFEFViShares MSCI EAFE Value ETF$3,474,858$505,350 ▼-12.7%58,9560.5%ETFVVisa$3,408,355$131,428 ▲4.0%9,7250.5%Business ServicesBRK.BBerkshire Hathaway$3,221,044$139,003 ▲4.5%6,0480.4%FinanceIEFAiShares Core MSCI EAFE ETF$3,170,621$339,212 ▼-9.7%41,9120.4%ETFACNAccenture$3,107,401$12,482 ▲0.4%9,9580.4%Computer and TechnologyLLYEli Lilly and Company$3,081,203$166,819 ▲5.7%3,7310.4%MedicalPEPPepsiCo$3,071,935$64,623 ▲2.1%20,4880.4%Consumer StaplesHONHoneywell International$3,021,913$60,773 ▼-2.0%14,2710.4%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$2,959,658$95,637 ▼-3.1%50,7220.4%ETFXLFFinancial Select Sector SPDR Fund$2,932,372$119,893 ▲4.3%58,8710.4%ETFTJXTJX Companies$2,783,717$25,700 ▼-0.9%22,8550.4%Retail/WholesaleVMBSVanguard Mortgage-Backed Securities ETF$2,710,705$317,547 ▼-10.5%58,5340.4%ETFCOSTCostco Wholesale$2,586,524$93,626 ▲3.8%2,7350.3%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$2,530,578$2,765 ▲0.1%56,7520.3%ETFBITWISE BITCOIN ETF TR$2,523,872$39,988 ▼-1.6%56,2360.3%SHS BEN INTMGCVanguard Mega Cap ETF$2,520,558$1,915,995 ▲316.9%12,5160.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,482,419$302,951 ▲13.9%20,3460.3%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,423,485$95,293 ▲4.1%117,1900.3%ETFCSCOCisco Systems$2,413,060$78,804 ▲3.4%39,1030.3%Computer and TechnologyORCLOracle$2,387,277$298,916 ▲14.3%17,0750.3%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,245,793$376,294 ▲20.1%33,0220.3%ETFCBChubb$2,225,327$72,778 ▼-3.2%7,3690.3%FinanceTLHiShares 10-20 Year Treasury Bond ETF$2,220,221$1,785,618 ▲410.9%21,4000.3%ETFBINCiShares Flexible Income Active ETF$2,174,686$39,338 ▼-1.8%41,5170.3%ETFIWMiShares Russell 2000 ETF$2,144,628$118,692 ▲5.9%10,7510.3%FinanceMAMastercard$2,104,813$43,302 ▼-2.0%3,8400.3%Business ServicesMTUMiShares MSCI USA Momentum Factor ETF$2,044,468$13,542 ▲0.7%10,1150.3%ETFSOSouthern$1,990,937$64,550 ▼-3.1%21,6520.3%UtilitiesBACBank of America$1,917,426$68,521 ▼-3.5%45,9480.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,903,172$50,989 ▼-2.6%16,1990.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,901,602$1,682,639 ▲768.5%18,8890.3%ETFTDToronto-Dominion Bank$1,891,848$11,988 ▼-0.6%31,5620.3%FinanceKLACKLA$1,826,039$28,553 ▲1.6%2,6860.2%Computer and TechnologyPANWPalo Alto Networks$1,763,565$15,358 ▼-0.9%10,3350.2%Computer and TechnologyKOCoca-Cola$1,759,080$51,495 ▼-2.8%24,5610.2%Consumer StaplesBLACKROCK INC$1,712,374$12,306 ▲0.7%1,8090.2%COMDISWalt Disney$1,702,477$24,872 ▲1.5%17,2490.2%Consumer DiscretionaryVZVerizon Communications$1,701,119$181,710 ▲12.0%37,5030.2%Computer and TechnologySMHVanEck Semiconductor ETF$1,686,176$65,129 ▲4.0%7,9740.2%ManufacturingIAUiShares Gold Trust$1,683,073$808,873 ▲92.5%28,5460.2%FinanceTRVTravelers Companies$1,675,084$30,942 ▲1.9%6,3340.2%FinanceMBBiShares MBS ETF$1,674,403$40,324 ▲2.5%17,8550.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,658,726$101,950 ▼-5.8%30,7340.2%ETFCLColgate-Palmolive$1,653,767$56,593 ▼-3.3%17,6500.2%Consumer StaplesGRAYSCALE BITCOIN MINI TR ET$1,637,745$88,196 ▲5.7%44,8820.2%SHS NEWMCKMcKesson$1,635,497$94,899 ▼-5.5%2,4300.2%MedicalLMTLockheed Martin$1,615,200$137,578 ▼-7.8%3,6160.2%AerospaceCVXChevron$1,614,590$10,707 ▼-0.7%9,6510.2%EnergyIEURiShares Core MSCI Europe ETF$1,584,683$528,408 ▲50.0%26,3460.2%ETFETNEaton$1,583,493$72,039 ▲4.8%5,8250.2%IndustrialsCALFPacer US Small Cap Cash Cows ETF$1,572,047$75,150 ▼-4.6%41,9210.2%ETFYUMYum! Brands$1,524,004$11,172 ▲0.7%9,6850.2%Retail/WholesaleDUKDuke Energy$1,523,159$25,614 ▲1.7%12,4880.2%UtilitiesMUBiShares National Muni Bond ETF$1,497,046$77,815 ▲5.5%14,1980.2%ETFCRMSalesforce$1,485,956$16,370 ▼-1.1%5,5370.2%Computer and TechnologyNVONovo Nordisk A/S$1,484,986$7,847 ▲0.5%21,3850.2%MedicalPFEPfizer$1,471,335$168,536 ▲12.9%58,0640.2%MedicalVRTXVertex Pharmaceuticals$1,424,402$66,420 ▼-4.5%2,9380.2%MedicalIRMIron Mountain$1,423,848$4,216 ▼-0.3%16,5490.2%Business ServicesEMREmerson Electric$1,390,137$17,981 ▼-1.3%12,6790.2%IndustrialsXLKTechnology Select Sector SPDR Fund$1,387,219$456,349 ▼-24.8%6,7180.2%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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