test

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
IWDIshares Tr
Recent Activity
Decreased -2.74%
1.69%
$12.503M
67,535 shares@ $185.13 avg price
QUALIshares Tr
Recent Activity
Decreased -10.67%
1.66%
$12.216M
68,596 shares@ $178.08 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.11%
1.39%
$10.239M
42,713 shares@ $239.71 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.91%
1.36%
$10.023M
17,119 shares@ $585.5 avg price
IVVIshares Tr
Recent Activity
Increased 5.48%
1.23%
$9.067M
15,402 shares@ $588.67 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 196.5%
1.23%
$9.045M
324,526 shares@ $27.87 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -15.11%
1.22%
$9.027M
38,936 shares@ $231.84 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 9.92%
1.18%
$8.698M
169,722 shares@ $51.25 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -0.88%
1.07%
$7.908M
106,842 shares@ $74.03 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -7.83%
0.88%
$6.509M
34,384 shares@ $189.3 avg price