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Jennifer Street

@Claro Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$740.171MTotal holdings487
Assets growth rate-4.36%Assets growth rate (2-Q avg)8.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Claro Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 487 positions.

Assets under management

The assets under management (AUM) of Claro Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 740.171M in assets, with a quarterly growth rate of -4.36% and a 2-quarter average growth rate of 8.23%. The portfolio is managed by Jennifer Street, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USBUs Bancorp Del
Recent Activity
Exited
0%
$2.927M
64,004 shares@ $45.74 avg price
RDDTReddit Inc
Recent Activity
Exited
0%
$1.879M
28,500 shares@ $65.92 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.728M
1,820 shares@ $949.36 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$937,032
44,367 shares@ $21.13 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
Exited
0%
$603,824
107,251 shares@ $5.64 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$602,214
1,569 shares@ $383.83 avg price
SCHQSchwab Strategic Tr
Recent Activity
Exited
0%
$589,053
16,835 shares@ $34.99 avg price
ROSTRoss Stores Inc
Recent Activity
Exited
0%
$457,454
3,039 shares@ $150.53 avg price
HQHAbrdn Healthcare Investors
Recent Activity
Exited
0%
$453,778
24,370 shares@ $18.63 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$430,164
527 shares@ $816.26 avg price