0001764386-21-000003.txt : 20210813
0001764386-21-000003.hdr.sgml : 20210813
20210813143127
ACCESSION NUMBER: 0001764386-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210813
DATE AS OF CHANGE: 20210813
EFFECTIVENESS DATE: 20210813
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: 211171512
BUSINESS ADDRESS:
STREET 1: 100 HIGH STREET
STREET 2: SUITE 950
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 8006042838
MAIL ADDRESS:
STREET 1: 100 HIGH STREET
STREET 2: SUITE 950
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
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0001764386
XXXXXXXX
06-30-2021
06-30-2021
Claro Advisors LLC
100 HIGH STREET
SUITE 950
BOSTON
MA
02110
13F HOLDINGS REPORT
028-19280
N
JENNIFER C. STREET
Chief Compliance Officer
6173793270
JENNIFER C. STREET
BOSTON
MA
08-13-2021
0
237
222187
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INFORMATION TABLE
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13F_Claro_2021Q2.xml
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COM
88579Y101
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COM
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COM
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SOLE
0
0
9399
ACCENTURE PLC IRELAND
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G1151C101
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8679
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ADOBE SYSTEMS INCORPORATED
COM
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625
1067
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SOLE
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ADVANCED MICRO DEVICES INC
COM
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219
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SOLE
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1331
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COM
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255
4235
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SOLE
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COM
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260
17461
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756
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COM
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COM
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COM
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1059
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COM
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0
53142
PHILIP MORRIS INTL INC
COM
718172109
635
6402
SH
SOLE
0
0
6402
PIMCO ETF TR
INTER MUN BD ACT
72201R866
204
3600
SH
SOLE
0
0
3600
POLARIS INC
COM
731068102
288
2102
SH
SOLE
0
0
2102
PROCTER AND GAMBLE CO
COM
742718109
1708
12662
SH
SOLE
0
0
12662
QUALCOMM INC
COM
747525103
577
4034
SH
SOLE
0
0
4034
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1501
17596
SH
SOLE
0
0
17596
SALESFORCE COM INC
COM
79466L302
756
3094
SH
SOLE
0
0
3094
SCHWAB CHARLES CORP
COM
808513105
274
3768
SH
SOLE
0
0
3768
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
238
7249
SH
SOLE
0
0
7249
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
585
5612
SH
SOLE
0
0
5612
SELECT SECTOR SPDR TR
ENERGY
81369Y506
749
13903
SH
SOLE
0
0
13903
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
243
1364
SH
SOLE
0
0
1364
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
526
7512
SH
SOLE
0
0
7512
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
221
2162
SH
SOLE
0
0
2162
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
563
8907
SH
SOLE
0
0
8907
SNAP ON INC
COM
833034101
260
1163
SH
SOLE
0
0
1163
SNOWFLAKE INC
CL A
833445109
201
833
SH
SOLE
0
0
833
SOUTHERN CO
COM
842587107
523
8651
SH
SOLE
0
0
8651
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
575
1668
SH
SOLE
0
0
1668
SPDR GOLD TR
GOLD SHS
78463V107
469
2829
SH
SOLE
0
0
2829
SPDR S&P 500 ETF TR
TR UNIT
78462F103
11363
26546
SH
SOLE
0
0
26546
SPDR SER TR
S&P BIOTECH
78464A870
651
4806
SH
SOLE
0
0
4806
SPDR SER TR
S&P RETAIL ETF
78464A714
255
2620
SH
SOLE
0
0
2620
SPDR SER TR
S&P TRANSN ETF
78464A532
334
3930
SH
SOLE
0
0
3930
SPDR SER TR
SPDR BLOOMBERG
78468R663
253
2763
SH
SOLE
0
0
2763
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
1328
4819
SH
SOLE
0
0
4819
SQUARE INC
CL A
852234103
402
1648
SH
SOLE
0
0
1648
STARBUCKS CORP
COM
855244109
1169
10455
SH
SOLE
0
0
10455
STRYKER CORPORATION
COM
863667101
492
1895
SH
SOLE
0
0
1895
TARGET CORP
COM
87612E106
372
1540
SH
SOLE
0
0
1540
TESLA INC
COM
88160R101
2099
3088
SH
SOLE
0
0
3088
TEXAS INSTRS INC
COM
882508104
214
1115
SH
SOLE
0
0
1115
THERAPEUTICS ACQUISITION COR
COM CL A
88339T103
163
15850
SH
SOLE
0
0
15850
TJX COS INC NEW
COM
872540109
340
5043
SH
SOLE
0
0
5043
TORONTO DOMINION BK ONT
COM NEW
891160509
2187
31214
SH
SOLE
0
0
31214
TWITTER INC
COM
90184L102
372
5403
SH
SOLE
0
0
5403
UBER TECHNOLOGIES INC
COM
90353T100
592
11811
SH
SOLE
0
0
11811
UNITED PARCEL SERVICE INC
CL B
911312106
766
3685
SH
SOLE
0
0
3685
UNITEDHEALTH GROUP INC
COM
91324P102
1301
3248
SH
SOLE
0
0
3248
VANECK VECTORS ETF TR
OIL SVCS ETF
92189H607
251
1145
SH
SOLE
0
0
1145
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
481
5603
SH
SOLE
0
0
5603
VANGUARD INDEX FDS
GROWTH ETF
922908736
646
2253
SH
SOLE
0
0
2253
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
874
4354
SH
SOLE
0
0
4354
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
880
8650
SH
SOLE
0
0
8650
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3092
7858
SH
SOLE
0
0
7858
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1737
7710
SH
SOLE
0
0
7710
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2284
10252
SH
SOLE
0
0
10252
VANGUARD INDEX FDS
VALUE ETF
922908744
222
1615
SH
SOLE
0
0
1615
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1307
20615
SH
SOLE
0
0
20615
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
217
1404
SH
SOLE
0
0
1404
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1240
24078
SH
SOLE
0
0
24078
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
267
2552
SH
SOLE
0
0
2552
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
366
2545
SH
SOLE
0
0
2545
VENTAS INC
COM
92276F100
235
4107
SH
SOLE
0
0
4107
VERIZON COMMUNICATIONS INC
COM
92343V104
2584
46124
SH
SOLE
0
0
46124
VICTORY PORTFOLIOS II
VCSHS US EQ INCM
92647N824
828
12820
SH
SOLE
0
0
12820
VIRTUS ALLIANZGI ARTIFICIAL
COM
92838Y100
437
15772
SH
SOLE
0
0
15772
VISA INC
COM CL A
92826C839
616
2635
SH
SOLE
0
0
2635
WALMART INC
COM
931142103
984
6977
SH
SOLE
0
0
6977
WASTE MGMT INC DEL
COM
94106L109
218
1559
SH
SOLE
0
0
1559
WELLS FARGO CO NEW
COM
949746101
597
13181
SH
SOLE
0
0
13181
WISDOMTREE TR
CLOUD COMPUTNG
97717Y691
1269
22714
SH
SOLE
0
0
22714
YUM BRANDS INC
COM
988498101
838
7282
SH
SOLE
0
0
7282
YUM CHINA HLDGS INC
COM
98850P109
450
6796
SH
SOLE
0
0
6796