0001764386-20-000001.txt : 20200214
0001764386-20-000001.hdr.sgml : 20200214
20200214092908
ACCESSION NUMBER: 0001764386-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200214
EFFECTIVENESS DATE: 20200214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Claro Advisors LLC
CENTRAL INDEX KEY: 0001764386
IRS NUMBER: 454146877
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19280
FILM NUMBER: 20614601
BUSINESS ADDRESS:
STREET 1: 185 DARTMOUTH STREET, 6TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 8006042838
MAIL ADDRESS:
STREET 1: 185 DARTMOUTH STREET, 6TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001764386
XXXXXXXX
12-31-2019
12-31-2019
Claro Advisors LLC
185 DARTMOUTH STREET, 6TH FLOOR
BOSTON
MA
02116
13F HOLDINGS REPORT
028-19280
N
Jennifer Street
CHIEF COMPLIANCE OFFICER
(800) 604-2838
Jennifer Street
Boston
MA
02-14-2020
0
172
129904
false
INFORMATION TABLE
2
13F_Claro_2019Q4.xml
3M CO
COM
88579Y101
301
1707
SH
SOLE
0
0
1707
ABBOTT LABS
COM
002824100
341
3925
SH
SOLE
0
0
3925
ABBVIE INC
COM
00287Y109
302
3412
SH
SOLE
0
0
3412
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1901
9028
SH
SOLE
0
0
9028
ADOBE INC
COM
00724F101
386
1169
SH
SOLE
0
0
1169
ADVISORSHARES TR
ADVISORSHS ETF
00768Y206
839
15574
SH
SOLE
0
0
15574
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
677
3191
SH
SOLE
0
0
3191
ALPHABET INC
CAP STK CL C
02079K107
670
501
SH
SOLE
0
0
501
ALPHABET INC
CAP STK CL A
02079K305
780
582
SH
SOLE
0
0
582
ALTRIA GROUP INC
COM
02209S103
410
8220
SH
SOLE
0
0
8220
AMAZON COM INC
COM
023135106
3714
2010
SH
SOLE
0
0
2010
AMERICAN ELEC PWR CO INC
COM
025537101
1118
11834
SH
SOLE
0
0
11834
AMGEN INC
COM
031162100
254
1053
SH
SOLE
0
0
1053
APPLE INC
COM
037833100
7147
24340
SH
SOLE
0
0
24340
AT&T INC
COM
00206R102
1305
33382
SH
SOLE
0
0
33382
AVITA MED LTD
SPONSORED ADS
053792107
114
12500
SH
SOLE
0
0
12500
BANK AMER CORP
COM
060505104
1389
39433
SH
SOLE
0
0
39433
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
576
2542
SH
SOLE
0
0
2542
BLACKROCK INC
COM
09247X101
401
798
SH
SOLE
0
0
798
BLACKSTONE GROUP INC
COM CL A
09260D107
489
8739
SH
SOLE
0
0
8739
BOEING CO
COM
097023105
349
1071
SH
SOLE
0
0
1071
BRISTOL MYERS SQUIBB CO
COM
110122108
928
14457
SH
SOLE
0
0
14457
CARDINAL HEALTH INC
COM
14149Y108
419
8276
SH
SOLE
0
0
8276
CATERPILLAR INC DEL
COM
149123101
239
1621
SH
SOLE
0
0
1621
CHEVRON CORP NEW
COM
166764100
1093
9071
SH
SOLE
0
0
9071
CHUBB LIMITED
COM
H1467J104
714
4587
SH
SOLE
0
0
4587
CISCO SYS INC
COM
17275R102
1182
24642
SH
SOLE
0
0
24642
CITIGROUP INC
COM NEW
172967424
211
2636
SH
SOLE
0
0
2636
CLOROX CO DEL
COM
189054109
501
3264
SH
SOLE
0
0
3264
COCA COLA CO
COM
191216100
626
11318
SH
SOLE
0
0
11318
COLGATE PALMOLIVE CO
COM
194162103
741
10757
SH
SOLE
0
0
10757
COMCAST CORP NEW
CL A
20030N101
724
16090
SH
SOLE
0
0
16090
CVS HEALTH CORP
COM
126650100
280
3774
SH
SOLE
0
0
3774
DIAGEO P L C
SPON ADR NEW
25243Q205
219
1299
SH
SOLE
0
0
1299
DICERNA PHARMACEUTICALS INC
COM
253031108
217
9829
SH
SOLE
0
0
9829
DISNEY WALT CO
COM DISNEY
254687106
1085
7503
SH
SOLE
0
0
7503
DOMINION ENERGY INC
COM
25746U109
326
3936
SH
SOLE
0
0
3936
DOW INC
COM
260557103
228
4159
SH
SOLE
0
0
4159
DUKE ENERGY CORP NEW
COM NEW
26441C204
338
3705
SH
SOLE
0
0
3705
DUNKIN BRANDS GROUP INC
COM
265504100
249
3293
SH
SOLE
0
0
3293
EATON VANCE LTD DUR INCOME F
COM
27828H105
168
12672
SH
SOLE
0
0
12672
EDWARDS LIFESCIENCES CORP
COM
28176E108
489
2097
SH
SOLE
0
0
2097
EMERSON ELEC CO
COM
291011104
295
3872
SH
SOLE
0
0
3872
ENBRIDGE INC
COM
29250N105
206
5179
SH
SOLE
0
0
5179
ENTERGY CORP NEW
COM
29364G103
203
1697
SH
SOLE
0
0
1697
ESSEX PPTY TR INC
COM
297178105
705
2344
SH
SOLE
0
0
2344
EVERSOURCE ENERGY
COM
30040W108
861
10118
SH
SOLE
0
0
10118
EXXON MOBIL CORP
COM
30231G102
1057
15145
SH
SOLE
0
0
15145
FACEBOOK INC
CL A
30303M102
2028
9883
SH
SOLE
0
0
9883
FASTENAL CO
COM
311900104
211
5707
SH
SOLE
0
0
5707
FIRST TR EXCH TRD ALPHA FD I
EMERG MKT ALPH
33737J182
536
20211
SH
SOLE
0
0
20211
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
359
2579
SH
SOLE
0
0
2579
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
260
3588
SH
SOLE
0
0
3588
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
497
19512
SH
SOLE
0
0
19512
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
33738R506
241
6710
SH
SOLE
0
0
6710
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
3316
105072
SH
SOLE
0
0
105072
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
33738R886
493
23109
SH
SOLE
0
0
23109
FIRST TR EXCHANGE TRADED FD
FST LOW OPPT EFT
33739Q200
2155
41595
SH
SOLE
0
0
41595
FIRST TR EXCHANGE TRADED FD
FIRST TR ENH NEW
33739Q408
2484
41342
SH
SOLE
0
0
41342
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33739E108
240
11940
SH
SOLE
0
0
11940
FIRST TR MORNINGSTAR DIV LEA
SHS
336917109
338
10361
SH
SOLE
0
0
10361
FIRST TR NASDAQ100 TECH INDE
SHS
337345102
279
2789
SH
SOLE
0
0
2789
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
3025
83954
SH
SOLE
0
0
83954
FLEXION THERAPEUTICS INC
COM
33938J106
467
22550
SH
SOLE
0
0
22550
FORD MTR CO DEL
COM
345370860
422
45337
SH
SOLE
0
0
45337
GENERAL DYNAMICS CORP
COM
369550108
397
2249
SH
SOLE
0
0
2249
GENERAL ELECTRIC CO
COM
369604103
214
19149
SH
SOLE
0
0
19149
GENERAL MLS INC
COM
370334104
220
4100
SH
SOLE
0
0
4100
GENERAL MTRS CO
COM
37045V100
214
5853
SH
SOLE
0
0
5853
GILEAD SCIENCES INC
COM
375558103
381
5859
SH
SOLE
0
0
5859
GOLD FIELDS LTD NEW
SPONSORED ADR
38059T106
82
12410
SH
SOLE
0
0
12410
HANOVER INS GROUP INC
COM
410867105
1122
8206
SH
SOLE
0
0
8206
HEALTHCARE TR AMER INC
CL A NEW
42225P501
255
8409
SH
SOLE
0
0
8409
HOME DEPOT INC
COM
437076102
610
2793
SH
SOLE
0
0
2793
HONEYWELL INTL INC
COM
438516106
1392
7864
SH
SOLE
0
0
7864
ILLINOIS TOOL WKS INC
COM
452308109
286
1594
SH
SOLE
0
0
1594
INTEL CORP
COM
458140100
853
14257
SH
SOLE
0
0
14257
INTERDIGITAL INC
COM
45867G101
545
10000
SH
SOLE
0
0
10000
INTERNATIONAL BUSINESS MACHS
COM
459200101
497
3708
SH
SOLE
0
0
3708
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
663
5226
SH
SOLE
0
0
5226
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
305
2639
SH
SOLE
0
0
2639
INVESCO EXCHNG TRADED FD TR
S&P INTL LOW
46138E230
282
8278
SH
SOLE
0
0
8278
INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
46138E362
212
4822
SH
SOLE
0
0
4822
INVESCO EXCHNG TRADED FD TR
S&P SMALLCAP 600
46138G664
478
7016
SH
SOLE
0
0
7016
INVESCO EXCHNG TRADED FD TR
S&P MDCP 400 REV
46138G672
679
10457
SH
SOLE
0
0
10457
INVESCO SR INCOME TR
COM
46131H107
92
21461
SH
SOLE
0
0
21461
ISHARES INC
MIN VOL EMRG MKT
464286533
383
6529
SH
SOLE
0
0
6529
ISHARES TR
S&P 100 ETF
464287101
267
1850
SH
SOLE
0
0
1850
ISHARES TR
CORE S&P TTL STK
464287150
654
9003
SH
SOLE
0
0
9003
ISHARES TR
TIPS BD ETF
464287176
374
3210
SH
SOLE
0
0
3210
ISHARES TR
CORE US AGGBD ET
464287226
371
3305
SH
SOLE
0
0
3305
ISHARES TR
S&P 500 GRWT ETF
464287309
412
2130
SH
SOLE
0
0
2130
ISHARES TR
S&P 500 VAL ETF
464287408
314
2411
SH
SOLE
0
0
2411
ISHARES TR
MSCI EAFE ETF
464287465
879
12655
SH
SOLE
0
0
12655
ISHARES TR
RUS MID CAP ETF
464287499
223
3747
SH
SOLE
0
0
3747
ISHARES TR
CORE S&P MCP ETF
464287507
746
3625
SH
SOLE
0
0
3625
ISHARES TR
RUS 1000 GRW ETF
464287614
476
2708
SH
SOLE
0
0
2708
ISHARES TR
RUS 1000 ETF
464287622
221
1240
SH
SOLE
0
0
1240
ISHARES TR
RUSSELL 2000 ETF
464287655
1708
10309
SH
SOLE
0
0
10309
ISHARES TR
CORE S&P US GWT
464287671
229
3383
SH
SOLE
0
0
3383
ISHARES TR
CORE S&P SCP ETF
464287804
543
6481
SH
SOLE
0
0
6481
ISHARES TR
SP SMCP600VL ETF
464287879
592
3679
SH
SOLE
0
0
3679
ISHARES TR
S&P SML 600 GWT
464287887
370
1912
SH
SOLE
0
0
1912
ISHARES TR
MSCI ACWI EX US
464288240
776
15792
SH
SOLE
0
0
15792
ISHARES TR
MSCI MIN VOL ETF
46429B697
1428
21772
SH
SOLE
0
0
21772
ISHARES TR
CORE MSCI EAFE
46432F842
261
4003
SH
SOLE
0
0
4003
JETBLUE AWYS CORP
COM
477143101
229
12250
SH
SOLE
0
0
12250
JOHNSON & JOHNSON
COM
478160104
2000
13713
SH
SOLE
0
0
13713
JPMORGAN CHASE & CO
COM
46625H100
3030
21735
SH
SOLE
0
0
21735
LINDE PLC
SHS
G5494J103
236
1107
SH
SOLE
0
0
1107
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
49
14919
SH
SOLE
0
0
14919
LOCKHEED MARTIN CORP
COM
539830109
884
2270
SH
SOLE
0
0
2270
LOWES COS INC
COM
548661107
706
5898
SH
SOLE
0
0
5898
MASTERCARD INC
CL A
57636Q104
328
1100
SH
SOLE
0
0
1100
MCDONALDS CORP
COM
580135101
1708
8643
SH
SOLE
0
0
8643
MEDTRONIC PLC
SHS
G5960L103
271
2385
SH
SOLE
0
0
2385
MERCK & CO INC
COM
58933Y105
883
9711
SH
SOLE
0
0
9711
MICROSOFT CORP
COM
594918104
4027
25534
SH
SOLE
0
0
25534
NETFLIX INC
COM
64110L106
574
1774
SH
SOLE
0
0
1774
NEXTERA ENERGY INC
COM
65339F101
203
839
SH
SOLE
0
0
839
NIKE INC
CL B
654106103
540
5328
SH
SOLE
0
0
5328
NOVARTIS A G
SPONSORED ADR
66987V109
235
2483
SH
SOLE
0
0
2483
NOVO-NORDISK A S
ADR
670100205
572
9879
SH
SOLE
0
0
9879
NXP SEMICONDUCTORS N V
COM
N6596X109
330
2592
SH
SOLE
0
0
2592
ONEOK INC NEW
COM
682680103
228
3018
SH
SOLE
0
0
3018
PAYCHEX INC
COM
704326107
313
3684
SH
SOLE
0
0
3684
PEPSICO INC
COM
713448108
1472
10768
SH
SOLE
0
0
10768
PFIZER INC
COM
717081103
2228
56873
SH
SOLE
0
0
56873
PHILIP MORRIS INTL INC
COM
718172109
734
8624
SH
SOLE
0
0
8624
PHILLIPS 66
COM
718546104
249
2235
SH
SOLE
0
0
2235
POLARIS INC
COM
731068102
205
2014
SH
SOLE
0
0
2014
PROCTER & GAMBLE CO
COM
742718109
1464
11725
SH
SOLE
0
0
11725
PROGRESSIVE CORP OHIO
COM
743315103
210
2901
SH
SOLE
0
0
2901
PURE STORAGE INC
CL A
74624M102
0
13500
SH
Call
SOLE
0
0
13500
QUALCOMM INC
COM
747525103
289
3274
SH
SOLE
0
0
3274
RAYTHEON CO
COM NEW
755111507
1049
4773
SH
SOLE
0
0
4773
SALIENT MIDSTREAM & MLP FD
SH BEN INT
79471V105
168
21516
SH
SOLE
0
0
21516
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
214
7821
SH
SOLE
0
0
7821
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
624
9652
SH
SOLE
0
0
9652
SOUTH JERSEY INDS INC
COM
838518108
208
6321
SH
SOLE
0
0
6321
SOUTHERN CO
COM
842587107
528
8283
SH
SOLE
0
0
8283
SPDR GOLD TRUST
GOLD SHS
78463V107
388
2712
SH
SOLE
0
0
2712
SPDR S&P 500 ETF TR
TR UNIT
78462F103
7393
22971
SH
SOLE
0
0
22971
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
1118
7477
SH
SOLE
0
0
7477
STRYKER CORP
COM
863667101
336
1602
SH
SOLE
0
0
1602
TESLA INC
COM
88160R101
255
610
SH
SOLE
0
0
610
TJX COS INC NEW
COM
872540109
359
5884
SH
SOLE
0
0
5884
TORONTO DOMINION BK ONT
COM NEW
891160509
1732
30850
SH
SOLE
0
0
30850
TOTAL S A
SPONSORED ADS
89151E109
383
6933
SH
SOLE
0
0
6933
UNILEVER PLC
SPON ADR NEW
904767704
204
3566
SH
SOLE
0
0
3566
UNITED PARCEL SERVICE INC
CL B
911312106
350
2988
SH
SOLE
0
0
2988
UNITED TECHNOLOGIES CORP
COM
913017109
485
3237
SH
SOLE
0
0
3237
UNITEDHEALTH GROUP INC
COM
91324P102
510
1735
SH
SOLE
0
0
1735
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
481
5736
SH
SOLE
0
0
5736
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1024
11039
SH
SOLE
0
0
11039
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
684
4625
SH
SOLE
0
0
4625
VANGUARD INDEX FDS
GROWTH ETF
922908736
1530
8399
SH
SOLE
0
0
8399
VANGUARD INDEX FDS
VALUE ETF
922908744
1021
8519
SH
SOLE
0
0
8519
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
743
4544
SH
SOLE
0
0
4544
VANGUARD STAR FD
VG TL INTL STK F
921909768
508
9125
SH
SOLE
0
0
9125
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
291
6605
SH
SOLE
0
0
6605
VENTAS INC
COM
92276F100
247
4272
SH
SOLE
0
0
4272
VERIZON COMMUNICATIONS INC
COM
92343V104
2383
38811
SH
SOLE
0
0
38811
VICTORY PORTFOLIOS II
VCSHS US LRG CAP
92647N865
1400
27667
SH
SOLE
0
0
27667
VISA INC
COM CL A
92826C839
332
1765
SH
SOLE
0
0
1765
VMWARE INC
CL A COM
928563402
230
1518
SH
SOLE
0
0
1518
WALMART INC
COM
931142103
378
3178
SH
SOLE
0
0
3178
WASTE MGMT INC DEL
COM
94106L109
223
1953
SH
SOLE
0
0
1953
WELLS FARGO CO NEW
COM
949746101
471
8763
SH
SOLE
0
0
8763
XCEL ENERGY INC
COM
98389B100
290
4565
SH
SOLE
0
0
4565
YUM BRANDS INC
COM
988498101
714
7086
SH
SOLE
0
0
7086
YUM CHINA HLDGS INC
COM
98850P109
329
6855
SH
SOLE
0
0
6855