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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
GOOGAlphabet Inc
Recent Activity
Decreased -11.51%
0.84%
$6.169M
32,396 shares@ $190.44 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -7.59%
0.79%
$5.812M
34,668 shares@ $167.66 avg price
HDHome Depot Inc
Recent Activity
Decreased -6.63%
0.67%
$4.918M
12,642 shares@ $389.01 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -18.54%
0.66%
$4.841M
16,704 shares@ $289.82 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -14%
0.62%
$4.533M
42,142 shares@ $107.57 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.09%
0.62%
$4.521M
76,544 shares@ $59.07 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -13.36%
0.58%
$4.221M
8,345 shares@ $505.88 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -6.58%
0.56%
$4.105M
23,100 shares@ $177.71 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -7.47%
0.53%
$3.921M
13,527 shares@ $289.89 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.16%
0.52%
$3.818M
42,253 shares@ $90.36 avg price