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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
DKNGDraftkings Inc New
Recent Activity
Increased 1.49%
0.1%
$673,060
18,093 shares@ $37.21 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.73%
0.09%
$660,999
18,541 shares@ $35.66 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 3.06%
0.09%
$652,450
1,250 shares@ $521.96 avg price
MGCVanguard World Fd
Recent Activity
Increased 5.23%
0.09%
$638,495
3,002 shares@ $212.69 avg price
ESSEssex Ppty Tr Inc
Recent Activity
Increased 0.92%
0.09%
$628,368
2,201 shares@ $285.5 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 63.05%
0.09%
$627,566
2,144 shares@ $292.71 avg price
LAZLazard Inc
Recent Activity
Increased 0.01%
0.09%
$612,561
11,899 shares@ $51.49 avg price
UFPIUfp Industries Inc
Recent Activity
Increased 0.12%
0.09%
$610,791
5,422 shares@ $112.66 avg price
NADNuveen Quality Muncp Income
Recent Activity
Increased 0.8%
0.09%
$609,780
52,297 shares@ $11.66 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.87%
0.09%
$606,725
1,364 shares@ $444.82 avg price