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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
PANWPalo Alto Networks Inc
Recent Activity
Increased 112.2%
0.26%
$1.897M
10,425 shares@ $181.96 avg price
CRMSalesforce Inc
Recent Activity
Increased 2.23%
0.26%
$1.872M
5,598 shares@ $334.36 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 11.64%
0.26%
$1.856M
7,666 shares@ $242.16 avg price
IEMGIshares Inc
Recent Activity
Increased 6.76%
0.24%
$1.704M
32,623 shares@ $52.22 avg price
KOCoca Cola Co
Recent Activity
Increased 0.14%
0.22%
$1.574M
25,280 shares@ $62.27 avg price
IJRIshares Tr
Recent Activity
Increased 7.02%
0.21%
$1.495M
12,976 shares@ $115.23 avg price
MCKMckesson Corp
Recent Activity
Increased 7.67%
0.2%
$1.465M
2,571 shares@ $569.89 avg price
TLTIshares Tr
Recent Activity
Increased 0.92%
0.2%
$1.428M
16,347 shares@ $87.33 avg price
PFEPfizer Inc
Recent Activity
Increased 23.11%
0.19%
$1.364M
51,413 shares@ $26.53 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 26.81%
0.17%
$1.238M
3,075 shares@ $402.71 avg price