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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
GILDGilead Sciences Inc
Recent Activity
Increased 30.6%
0.14%
$1.032M
11,172 shares@ $92.38 avg price
SFLRInnovator Etfs Trust
Recent Activity
Increased 8.59%
0.14%
$1.03M
31,561 shares@ $32.65 avg price
COWZPacer Fds Tr
Recent Activity
Increased 14.41%
0.14%
$977,311
17,304 shares@ $56.48 avg price
SPYINeos Etf Trust
Recent Activity
Increased 18.78%
0.14%
$962,384
18,937 shares@ $50.83 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 43.39%
0.13%
$924,985
4,584 shares@ $201.79 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 28.49%
0.13%
$921,147
30,231 shares@ $30.48 avg price
BABoeing Co
Recent Activity
Increased 12.85%
0.13%
$915,805
5,174 shares@ $177.01 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 6.43%
0.13%
$914,456
7,598 shares@ $120.36 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 1.77%
0.12%
$884,950
9,168 shares@ $96.53 avg price
IUSVIshares Tr
Recent Activity
Increased 61.06%
0.12%
$878,758
9,491 shares@ $92.59 avg price