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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
XLESelect Sector Spdr Tr
Recent Activity
Decreased -22.96%
0.22%
$1.586M
18,513 shares@ $85.66 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -13.77%
0.22%
$1.577M
15,853 shares@ $99.48 avg price
TRVTravelers Companies Inc
Recent Activity
Decreased -3.46%
0.21%
$1.498M
6,217 shares@ $240.9 avg price
DGROIshares Tr
Recent Activity
Decreased -41.02%
0.2%
$1.476M
24,057 shares@ $61.35 avg price
MSTRMicrostrategy Inc
Recent Activity
Decreased -0.63%
0.2%
$1.456M
5,028 shares@ $289.64 avg price
MUBIshares Tr
Recent Activity
Decreased -3.43%
0.2%
$1.434M
13,460 shares@ $106.56 avg price
CVXChevron Corp New
Recent Activity
Decreased -12.79%
0.2%
$1.407M
9,715 shares@ $144.84 avg price
IJJIshares Tr
Recent Activity
Decreased -5.16%
0.19%
$1.37M
10,961 shares@ $124.97 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -5.08%
0.19%
$1.357M
6,385 shares@ $212.47 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -3.56%
0.19%
$1.34M
33,497 shares@ $40.0 avg price