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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
VVisa Inc
Recent Activity
Increased 1.7%
0.4%
$2.955M
9,350 shares@ $316.05 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
Increased 80.02%
0.4%
$2.905M
57,127 shares@ $50.86 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 18.32%
0.38%
$2.787M
23,066 shares@ $120.81 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 105.04%
0.32%
$2.325M
112,582 shares@ $20.66 avg price
ITOTIshares Tr
Recent Activity
Increased 1.99%
0.32%
$2.297M
17,863 shares@ $128.62 avg price
IWMIshares Tr
Recent Activity
Increased 9.95%
0.31%
$2.244M
10,156 shares@ $220.96 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 3.23%
0.31%
$2.239M
37,826 shares@ $59.21 avg price
ETHWBitwise Ethereum Etf
Recent Activity
Increased 15.35%
0.3%
$2.19M
91,357 shares@ $23.98 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 0.26%
0.27%
$1.964M
27,489 shares@ $71.44 avg price
CALFPacer Fds Tr
Recent Activity
Increased 6.92%
0.27%
$1.933M
43,925 shares@ $44.02 avg price