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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
TSLATesla Inc
Recent Activity
Increased 4.32%
0.84%
$6.217M
15,394 shares@ $403.84 avg price
VBVanguard Index Fds
Recent Activity
Increased 4.39%
0.64%
$4.666M
19,420 shares@ $240.29 avg price
EFGIshares Tr
Recent Activity
Increased 22.54%
0.62%
$4.516M
46,642 shares@ $96.84 avg price
FTECFidelity Covington Trust
Recent Activity
Increased 5.7%
0.61%
$4.513M
24,412 shares@ $184.88 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 8.64%
0.55%
$4.033M
68,190 shares@ $59.15 avg price
EFVIshares Tr
Recent Activity
Increased 4.92%
0.48%
$3.543M
67,530 shares@ $52.47 avg price
NFLXNetflix Inc
Recent Activity
Increased 3.43%
0.46%
$3.392M
3,805 shares@ $891.35 avg price
EMXCIshares Inc
Recent Activity
Increased 16.68%
0.46%
$3.389M
61,119 shares@ $55.46 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 7.89%
0.45%
$3.29M
57,195 shares@ $57.54 avg price
IJHIshares Tr
Recent Activity
Increased 4.44%
0.45%
$3.263M
52,361 shares@ $62.31 avg price