Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Claro Advisors Llc > Profile

Instuitional Investor - Claro Advisors Llc

Fund Profile
Filing Period:
Fund Name: Claro Advisors Llc
Portfolio Value $740,170,582
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Klaviyo Inc
 1,178,330 $48,594,330 6.56%
2.
Apple Inc.
 AAPL 124,219 $31,106,934 4.2%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 56,029 $30,189,245 4.07%
4.
Ishares Trust
 IEF 59,151 $23,753,947 3.2%
5.
Microsoft Corp
 MSFT 54,007 $22,763,846 3.07%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)