Notify me when Claro Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 417 | $733,728,076 | +$73,060,049 | -$26,993,802 | +$46,066,247 | VOO, IWF, IWD, AAPL, MSFT | 13F-HR | 17 Feb 2026, 10:01 |
| Q3 2025 | 396 | $685,302,039 | +$61,866,859 | -$28,751,573 | +$33,115,286 | VOO, IWF, AAPL, MSFT, IWD | 13F-HR | 12 Nov 2025, 12:58 |
| Q2 2025 | 372 | $605,719,898 | +$33,545,274 | -$241,772,766 | -$208,227,492 | VOO, MSFT, IWF, AAPL, IWD | 13F-HR | 05 Aug 2025, 16:23 |
| Q1 2025 | 510 | $747,257,071 | +$77,131,584 | -$27,945,528 | +$49,186,056 | KVYO, VOO, AAPL, SPY, IWF | 13F-HR | 12 May 2025, 10:24 |
| Q4 2024 | 485 | $738,940,543 | +$48,026,975 | -$88,808,038 | -$40,781,063 | KVYO, AAPL, VOO, IWF, MSFT | 13F-HR | 13 Jan 2025, 13:09 |
| Q3 2024 | 510 | $772,448,305 | +$111,835,658 | -$18,088,078 | +$93,747,580 | KVYO, AAPL, VOO, SPY, MSFT | Restatement | 07 Nov 2024, 08:47 |
| Q2 2024 | 426 | $639,206,084 | +$99,979,862 | -$35,406,898 | +$64,572,964 | KVYO, AAPL, VOO, SPY, MSFT | 13F-HR | 31 Jul 2024, 15:55 |
| Q1 2024 | 418 | $574,563,989 | +$115,674,033 | -$34,318,816 | +$81,355,217 | SPY, KVYO, MSFT, AAPL, VOO | 13F-HR | 18 Apr 2024, 11:37 |
| Q4 2023 | 386 | $460,890,720 | +$47,510,801 | -$27,761,088 | +$19,749,713 | SPY, AAPL, MSFT, VOO, SCHG | 13F-HR | 22 Jan 2024, 08:43 |
| Q3 2023 | 369 | $400,015,929 | +$34,661,386 | -$18,295,583 | +$16,365,803 | SPY, AAPL, MSFT, VOO, SCHG | 13F-HR | 10 Oct 2023, 10:33 |
| Q2 2023 | 374 | $402,510,184 | +$54,473,199 | -$14,397,015 | +$40,076,184 | SPY, AAPL, MSFT, VOO, SCHG | 13F-HR | 08 Aug 2023, 16:35 |
| Q1 2023 | 353 | $340,564,429 | +$37,445,413 | -$19,671,718 | +$17,773,695 | SPY, AAPL, MSFT, VOO, QQQ | 13F-HR | 17 Apr 2023, 09:04 |
| Q4 2022 | 323 | $305,688,187 | +$68,477,071 | -$14,494,312 | +$53,982,759 | SPY, AAPL, MSFT, VOO, QQQ | Restatement | 10 Mar 2023, 17:34 |
| Q3 2022 | 278 | $233,719,000 | +$246,000 | -$66,000 | +$180,000 | SPY, AAPL, MSFT, AMZN, VOO | Restatement | 18 Nov 2022, 12:27 |
| Q2 2022 | 277 | $251,382,000 | +$54,517,939 | -$17,629,090 | +$36,888,849 | SPY, AAPL, MSFT, AMZN, VOO | 13F-HR | 11 Aug 2022, 17:35 |
| Q1 2022 | 281 | $238,395,000 | +$864,775 | -$1,050,000 | -$185,225 | AAPL, SPY, MSFT, AMZN, FVD | 13F-HR | 16 May 2022, 16:00 |
| Q4 2021 | 281 | $277,831,000 | +$32,039,719 | -$9,383,442 | +$22,656,277 | AAPL, SPY, MSFT, AMZN, FVD | 13F-HR | 14 Feb 2022, 12:38 |
| Q3 2021 | 255 | $237,787,000 | +$25,263,260 | -$7,362,290 | +$17,900,970 | AAPL, SPY, MSFT, AMZN, FVD | 13F-HR | 15 Nov 2021, 15:15 |
| Q2 2021 | 237 | $222,187,000 | +$17,738,079 | -$6,426,704 | +$11,311,375 | AAPL, SPY, AMZN, MSFT, FVD | 13F-HR | 13 Aug 2021, 14:31 |
| Q1 2021 | 215 | $197,408,000 | +$16,606,775 | -$12,640,432 | +$3,966,343 | AAPL, SPY, AMZN, MSFT, LMBS | 13F-HR | 17 May 2021, 09:48 |
| Q4 2020 | 212 | $186,742,000 | +$18,387,223 | -$6,863,447 | +$11,523,776 | AAPL, SPY, AMZN, MSFT, LMBS | 13F-HR | 12 Feb 2021, 14:15 |
| Q3 2020 | 194 | $157,797,000 | +$18,626,398 | -$7,451,310 | +$11,175,088 | AAPL, SPY, AMZN, LMBS, MSFT | 13F-HR | 16 Nov 2020, 08:32 |
| Q2 2020 | 186 | $145,298,000 | +$24,507,151 | -$5,192,980 | +$19,314,171 | AAPL, SPY, AMZN, MSFT, LMBS | 13F-HR | 14 Aug 2020, 11:58 |
| Q1 2020 | 157 | $106,697,000 | +$13,532,486 | -$14,979,333 | -$1,446,847 | AAPL, SPY, MSFT, AMZN, FVD | 13F-HR | 15 May 2020, 07:38 |
| Q4 2019 | 171 | $129,904,000 | +$13,248,341 | -$4,270,961 | +$8,977,380 | SPY, AAPL, MSFT, AMZN, FV | 13F-HR | 14 Feb 2020, 09:29 |
| Q3 2019 | 163 | $112,693,000 | +$7,280,419 | -$3,820,859 | +$3,459,560 | SPY, AAPL, FV, MSFT, FTSM | 13F-HR | 29 Oct 2019, 07:57 |
| Q2 2019 | 158 | $108,339,000 | +$11,075,190 | -$6,493,481 | +$4,581,709 | SPY, AAPL, FV, MSFT, FTSM | 13F-HR | 24 Jul 2019, 11:15 |
| Q1 2019 | 150 | $100,368,000 | +$10,415,656 | -$20,385,843 | -$9,970,187 | FTSM, AAPL, FV, SPY, MSFT | 13F-HR | 09 May 2019, 19:51 |
| Q4 2018 | 1,090 | $74,361,000 | $0 | $0 | $0 | SPY, FTSM, MSFT, PFE, JPM | 13F-HR | 14 Feb 2019, 11:44 |