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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
7846⤦Spdr S&p 500 Etf Tr
Recent Activity
Decreased -20%
0.16%
$1.172M↓ Put
2,000 shares@ $586.08 avg price
MDTMedtronic Plc
Recent Activity
Decreased -18.45%
0.16%
$1.146M
14,341 shares@ $79.89 avg price
IVWIshares Tr
Recent Activity
Decreased -7.47%
0.16%
$1.136M
11,184 shares@ $101.54 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -12.11%
0.16%
$1.119M
2,727 shares@ $410.5 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -19.04%
0.16%
$1.113M
14,711 shares@ $75.64 avg price
IBMInternational Business Machs
Recent Activity
Decreased -25.08%
0.15%
$1.102M
5,014 shares@ $219.82 avg price
NKENike Inc
Recent Activity
Decreased -12.64%
0.15%
$1.096M
14,490 shares@ $75.67 avg price
AMGNAmgen Inc
Recent Activity
Decreased -14.78%
0.15%
$1.091M
4,186 shares@ $260.65 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -3.87%
0.15%
$1.085M
11,766 shares@ $92.23 avg price
VGMInvesco Tr Invt Grade Muns
Recent Activity
Decreased -2.44%
0.15%
$1.056M
104,541 shares@ $10.1 avg price