Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 20 | Q3 2023 | 7.0% |
APPLE INC | 20 | Q3 2023 | 6.7% |
MICROSOFT CORP | 20 | Q3 2023 | 4.3% |
AMAZON COM INC | 20 | Q3 2023 | 4.8% |
FIRST TR EXCHANGE-TRADED FD | 20 | Q3 2023 | 3.9% |
FIRST TR VALUE LINE DIVID IN | 20 | Q3 2023 | 3.1% |
JPMORGAN CHASE & CO | 20 | Q3 2023 | 2.3% |
META PLATFORMS INC | 20 | Q3 2023 | 2.0% |
VERIZON COMMUNICATIONS INC | 20 | Q3 2023 | 2.1% |
PFIZER INC | 20 | Q3 2023 | 2.4% |
View Claro Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-10 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-17 |
13F-HR/A | 2023-03-13 |
13F-HR | 2023-02-14 |
13F-HR/A | 2022-11-18 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
View Claro Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.