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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
ETNEaton Corp Plc
Recent Activity
Decreased -1.41%
0.25%
$1.845M
5,560 shares@ $331.88 avg price
SOSouthern Co
Recent Activity
Decreased -14.79%
0.25%
$1.84M
22,354 shares@ $82.32 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -18.46%
0.25%
$1.83M
21,272 shares@ $86.03 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -0.71%
0.24%
$1.745M
16,598 shares@ $105.11 avg price
VVVanguard Index Fds
Recent Activity
Decreased -9.92%
0.24%
$1.736M
6,437 shares@ $269.71 avg price
TDToronto Dominion Bk Ont
Recent Activity
Decreased -1.13%
0.23%
$1.691M
31,762 shares@ $53.24 avg price
KLACKla Corp
Recent Activity
Decreased -1.89%
0.23%
$1.666M
2,644 shares@ $630.07 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -17.7%
0.23%
$1.659M
18,254 shares@ $90.91 avg price
MBBIshares Tr
Recent Activity
Decreased -12.56%
0.22%
$1.598M
17,425 shares@ $91.69 avg price
EMREmerson Elec Co
Recent Activity
Decreased -0.64%
0.22%
$1.592M
12,843 shares@ $123.93 avg price