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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
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 10.91%
0.17%
$1.205M
24,047 shares@ $50.14 avg price
ZALTInnovator Etfs Trust
Recent Activity
Increased 48.43%
0.17%
$1.198M
40,260 shares@ $29.77 avg price
GTLBGitlab Inc
Recent Activity
Increased 32.25%
0.16%
$1.172M
20,798 shares@ $56.36 avg price
ABTAbbott Labs
Recent Activity
Increased 11.73%
0.16%
$1.153M
10,195 shares@ $113.12 avg price
USMVIshares Tr
Recent Activity
Increased 2.41%
0.16%
$1.144M
12,879 shares@ $88.8 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 26.69%
0.16%
$1.138M
15,824 shares@ $71.92 avg price
QCOMQualcomm Inc
Recent Activity
Increased 3.81%
0.16%
$1.119M
7,285 shares@ $153.63 avg price
METMetlife Inc
Recent Activity
Increased 0.21%
0.15%
$1.106M
13,511 shares@ $81.89 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 102.22%
0.15%
$1.087M
42,029 shares@ $25.87 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 12.07%
0.15%
$1.063M
17,793 shares@ $59.73 avg price