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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
BUFDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 22.95%
0.12%
$873,157
34,215 shares@ $25.52 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 6.75%
0.12%
$864,580
174 shares@ $4968.86 avg price
AMATApplied Matls Inc
Recent Activity
Increased 13.46%
0.11%
$797,876
4,906 shares@ $162.64 avg price
NVDLGraniteshares Etf Tr
Recent Activity
Increased 31.59%
0.11%
$791,303
11,919 shares@ $66.4 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
Increased 6.97%
0.11%
$789,606
14,525 shares@ $54.37 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 39.24%
0.11%
$787,839
3,989 shares@ $197.51 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 4.41%
0.11%
$779,161
9,129 shares@ $85.36 avg price
QFLRInnovator Etfs Trust
Recent Activity
Increased 16.48%
0.1%
$738,077
25,241 shares@ $29.25 avg price
OKEOneok Inc New
Recent Activity
Increased 2.47%
0.1%
$733,681
7,308 shares@ $100.4 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 110.36%
0.1%
$683,952
29,506 shares@ $23.19 avg price