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  Name: Claro Advisors LLC
  City: BOSTON
  State: MA
  Zip: 02116
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $574,563,000
  Total Value Change : $113,682,000
  Securities Held Change : 32
   
All Securities Held : 418
  New Positions : 50
  Closed Positions : 18
  Increased Positions : 243
  Unchanged Positions : 7
  Decreased Positions : 118

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UFPI)1 Year Chart         UFPI Ufp Industries inc 123 - $40.21 $1,035,000 8,411 0.18% -21,000 0 0.014    Lumber,Wood Production
   (LAZ)1 Year Chart         LAZ Lazard Ltd 239 - $34.80 $497,000 11,875 0.09% 84,000 0 0.011    Asset Management
   (RELY)1 Year Chart         RELY Remitly Global, Inc. 304 - $14.33 $324,000 15,618 0.06% 21,000 0 0.01    N/A
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US 309 - $36.69 $316,000 8,210 0.05% 27,000 0 0.005    Closed - End Fund - E...
   (NU)1 Year Chart         NU Nu Holdings Ord Shs Class A 317 - $0.00 $299,000 25,099 0.05% 90,000 0 0.001    N/A
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 338 - $35.97 $270,000 7,522 0.05% 14,000 0 0    Closed - End Fund - E...
   (PSEC)1 Year Chart         PSEC Prospect Capital Corp 364 - $5.47 $234,000 42,390 0.04% -20,000 0 0.011    Asset Management

      7 Records Found
  1    
Page 1 of 1
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