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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
BTOPBitwise Funds Trust
Recent Activity
Exited
0%
$427,464
10,273 shares@ $41.62 avg price
WDCWestern Digital Corp.
Recent Activity
Exited
0%
$413,838
6,060 shares@ $68.3 avg price
CFGCitizens Finl Group Inc
Recent Activity
Exited
0%
$362,177
8,819 shares@ $41.07 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$361,426
4,501 shares@ $80.3 avg price
GIGBGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$352,298
7,445 shares@ $47.33 avg price
DHRDanaher Corporation
Recent Activity
Exited
0%
$341,717
1,229 shares@ $278.05 avg price
CNCCentene Corp Del
Recent Activity
Exited
0%
$331,985
4,410 shares@ $75.29 avg price
DIVBIshares Tr
Recent Activity
Exited
0%
$312,918
6,459 shares@ $48.45 avg price
FTXLFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$303,540
3,254 shares@ $93.29 avg price
CPRJCalamos Etf Tr
Recent Activity
Exited
0%
$300,067
11,888 shares@ $25.25 avg price