StockDrifts LogoStockDrifts

Claro Advisors Inc.

Portfolio Manager
Claro Advisors Inc.
Performance
-6.57% (2026 Q1)
AUM (13F)
$830.12M
# of Holdings
506
Performance Rank
Allocation (Top 20)
42.69%

Claro Advisors Inc. Holdings Map

Top 50 Claro Advisors Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
5.44%75.6K$45.2M
+20.49%(+12.86K)
2025-Q1: 58.4K shares2025-Q2: 54.5K shares2025-Q3: 58.7K shares2025-Q4: 62.8K shares2026-Q1: 75.6K shares
$478.32(+42.67%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
3.3%427.6K$27.4M
+3198.13%(+414.67K)
2025-Q1: 14.2K shares2025-Q2: 13.5K shares2025-Q3: 13.4K shares2025-Q4: 13.0K shares2026-Q1: 427.6K shares
$62.75(+12.55%)
2026-03-31
IWD
ISHARES TR
3.28%127.5K$27.2M
-1.93%(-2.51K)
2025-Q1: 85.8K shares2025-Q2: 83.9K shares2025-Q3: 101.7K shares2025-Q4: 130.0K shares2026-Q1: 127.5K shares
$186.82(+25.62%)
2026-03-31
IWF
ISHARES TR
3.11%60.6K$25.8M
+0.34%(+206)
2025-Q1: 60.5K shares2025-Q2: 48.5K shares2025-Q3: 54.2K shares2025-Q4: 60.4K shares2026-Q1: 60.6K shares
$365.79(-66.02%)
2026-03-31
AAPL
APPLE INC
2.98%97.6K$24.8M
+9.93%(+8.82K)
2025-Q1: 125.7K shares2025-Q2: 98.9K shares2025-Q3: 90.0K shares2025-Q4: 88.8K shares2026-Q1: 97.6K shares
$99.46(+200.50%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.5%118.9K$20.7M
+14.51%(+15.06K)
2025-Q1: 124.7K shares2025-Q2: 101.6K shares2025-Q3: 102.2K shares2025-Q4: 103.8K shares2026-Q1: 118.9K shares
$62.57(+260.95%)
2026-03-31
MSFT
MICROSOFT CORP
2.36%52.8K$19.6M
+25.73%(+10.82K)
2025-Q1: 54.0K shares2025-Q2: 41.8K shares2025-Q3: 40.8K shares2025-Q4: 42.0K shares2026-Q1: 52.8K shares
$274.11(+47.83%)
2026-03-31
AMZN
AMAZON COM INC
2.2%87.7K$18.3M
+35.43%(+22.94K)
2025-Q1: 75.9K shares2025-Q2: 63.0K shares2025-Q3: 62.2K shares2025-Q4: 64.7K shares2026-Q1: 87.7K shares
$152.20(+77.48%)
2026-03-31
IUSB
ISHARES TR
1.9%341.1K$15.8M
+11.54%(+35.28K)
2025-Q1: 298.2K shares2025-Q2: 246.1K shares2025-Q3: 263.8K shares2025-Q4: 305.8K shares2026-Q1: 341.1K shares
$46.02(-0.07%)
2026-03-31
CORO
BLACKROCK ETF TRUST
1.83%472.9K$15.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 472.9K shares
$31.61(+13.43%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Claro Advisors Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all