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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Claro Advisors LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001764386-23-000001

Total Value
$306.3M
Positions
326
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (326)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY49,917$19.1M6.23%
2APPLE INCAAPL105,218$13.7M4.46%
3MICROSOFT CORPMSFT41,133$9.9M3.22%
4VANGUARD INDEX FDS92290836319,402$6.8M2.23%
5INVESCO QQQ TRIVZ22,806$6.1M1.98%
6FIRST TR VALUE LINE DIVID IN33734H106138,027$5.5M1.80%
7PROCTER AND GAMBLE CO74271810935,090$5.3M1.74%
8AMAZON COM INCAMZN60,207$5.1M1.65%
9JPMORGAN CHASE & COVYLD37,557$5.0M1.64%
10ISHARES TR46428720011,923$4.6M1.50%
11FIRST TR EXCHANGE-TRADED FD33738R60596,975$4.5M1.47%
12VANGUARD INDEX FDS92290876923,315$4.5M1.46%
13SCHWAB CHARLES FAMILY FDSCHW-PJ3,505,676$3.5M1.14%
14PEPSICO INCPEP19,202$3.5M1.13%
15JOHNSON & JOHNSONJNJ18,368$3.2M1.06%
16US BANCORP DELUSB-PS72,479$3.2M1.03%
17EXXON MOBIL CORPXOM28,154$3.1M1.01%
18MCDONALDS CORPMCD11,467$3.0M0.99%
19ISHARES TR46428765517,072$3.0M0.97%
20PFIZER INCPFE58,021$3.0M0.97%
21ABBVIE INCABBV16,730$2.7M0.88%
22VANGUARD INDEX FDS92290875114,439$2.6M0.87%
23ISHARES TR46428748130,250$2.5M0.83%
24RAYTHEON TECHNOLOGIES CORPRTX23,292$2.4M0.77%
25ACCENTURE PLC IRELANDACN8,738$2.3M0.76%
26J P MORGAN EXCHANGE TRADED F46641Q33242,133$2.3M0.75%
27HOME DEPOT INCHD7,000$2.2M0.72%
28UNITEDHEALTH GROUP INCUNH4,129$2.2M0.71%
29WISDOMTREE TRWT35,865$2.2M0.71%
30HONEYWELL INTL INC4385161069,970$2.1M0.70%
31ALPHABET INCGOOG23,757$2.1M0.69%
32XCEL ENERGY INCXELLL30,021$2.1M0.69%
33TORONTO DOMINION BK ONTTORO32,067$2.1M0.68%
34ISHARES TR4642875077,621$1.8M0.60%
35FIRST TR MORNINGSTAR DIVID L33691710949,192$1.8M0.59%
36FIRST TR EXCHANGE-TRADED FD33738R50640,853$1.8M0.59%
37SELECT SECTOR SPDR TR81369Y50620,140$1.8M0.58%
38VERIZON COMMUNICATIONS INCVZ44,473$1.8M0.57%
39VICTORY PORTFOLIOS II92647N82427,066$1.7M0.55%
40ISHARES TR46432F84227,223$1.7M0.55%
41ALPHABET INCGOOG18,983$1.7M0.55%
42NEXTERA ENERGY INCNEE-PW19,647$1.6M0.54%
43COCA COLA COKO25,520$1.6M0.53%
44BANK AMERICA CORP06050510448,801$1.6M0.53%
45CISCO SYS INCCSCO33,328$1.6M0.52%
46LOCKHEED MARTIN CORPLMT3,194$1.6M0.51%
47NOVO-NORDISK A SNONOF11,325$1.5M0.50%
48CHEVRON CORP NEWCVX8,373$1.5M0.49%
49SOUTHERN COSOMN20,574$1.5M0.48%
50CHUBB LIMITEDCB6,621$1.5M0.48%
51META PLATFORMS INCMETA11,766$1.4M0.46%
52SPDR S&P MIDCAP 400 ETF TRMDY3,193$1.4M0.46%
53SCHWAB STRATEGIC TR80852430024,796$1.4M0.45%
54WALMART INCWMT9,662$1.4M0.45%
55CVS HEALTH CORPCVS14,243$1.3M0.43%
56BRISTOL-MYERS SQUIBB COCELG-RI18,251$1.3M0.43%
57COLGATE PALMOLIVE COCL16,240$1.3M0.42%
58BLACKROCK SCIENCE & TECHNOLOBLK78,848$1.2M0.40%
59AMERICAN CENTY ETF TR02507279420,788$1.2M0.40%
60MERCK & CO INCMRK10,746$1.2M0.39%
61TESLA INCTSLA9,602$1.2M0.39%
62AMERICAN ELEC PWR CO INC02553710112,244$1.2M0.38%
63NVIDIA CORPORATIONNVDA7,947$1.2M0.38%
64BERKSHIRE HATHAWAY INC DELBRK-A3,653$1.1M0.37%
65FIRST TR EXCHNG TRADED FD VI33740U70357,219$1.1M0.37%
66ISHARES TR46428780411,775$1.1M0.36%
67VANGUARD TAX-MANAGED FDS92194385826,294$1.1M0.36%
68EVERSOURCE ENERGYES13,066$1.1M0.36%
69FIRST TR EXCH TRADED FD III33739E10864,760$1.1M0.36%
70BROADCOM INCAVGO1,941$1.1M0.35%
71SPDR SER TR78468R85329,193$1.1M0.35%
72INDEXIQ ACTIVE ETF TR45409F84345,443$1.1M0.35%
73ORACLE CORPORCL-PD13,092$1.1M0.35%
74STARBUCKS CORPSBUX10,766$1.1M0.35%
75YUM BRANDS INCYUM8,299$1.1M0.35%
76VISA INCV5,059$1.1M0.34%
77GENERAL DYNAMICS CORPGD4,213$1.0M0.34%
78IDEXX LABS INC45168D1042,498$1.0M0.33%
79DISNEY WALT CO25468710611,549$1.0M0.33%
80NIKE INCNKE8,562$1.0M0.33%
81INTERNATIONAL BUSINESS MACHSINTR6,925$976,0000.32%
82ISHARES TR46436E88239,020$964,0000.31%
83GLOBAL X FDS37954Y85516,228$951,0000.31%
84ISHARES INC46434G10320,252$946,0000.31%
85TJX COS INC NEW87254010911,822$941,0000.31%
86MASTERCARD INCORPORATEDMA2,705$941,0000.31%
87ADVISORSHARES TR00768Y20619,594$936,0000.31%
88SELECT SECTOR SPDR TR81369Y88612,687$894,0000.29%
89ISHARES TR46435G53211,038$871,0000.28%
90VANGUARD INTL EQUITY INDEX F92204277517,326$869,0000.28%
91VANGUARD INDEX FDS9229086374,946$862,0000.28%
92PAYCHEX INCPAYX7,265$840,0000.27%
93ISHARES TR46428730914,179$829,0000.27%
94SCHWAB CHARLES CORPSCHW-PJ9,662$804,0000.26%
95PHILIP MORRIS INTL INC7181721097,920$802,0000.26%
96ISHARES TR46428822440,258$799,0000.26%
97STRYKER CORPORATIONSYK3,236$791,0000.26%
98COMCAST CORP NEWCCZ22,372$782,0000.26%
99ISHARES TR46428746511,618$763,0000.25%
100MCKESSON CORPMCK1,985$745,0000.24%
101ISHARES TR4642878798,101$740,0000.24%
102NETFLIX INCNFLX2,501$738,0000.24%
103COSTCO WHSL CORP NEW22160K1051,613$736,0000.24%
104BLACKSTONE INCBX9,620$714,0000.23%
105LOWES COS INC5486611073,586$714,0000.23%
106ISHARES TR46434V62114,062$703,0000.23%
107ISHARES TR4642872267,165$695,0000.23%
108SPDR SER TR78464A80514,683$694,0000.23%
109AIR PRODS & CHEMS INCAIIR2,227$687,0000.22%
110QUALCOMM INCQCOM6,205$682,0000.22%
111ANALOG DEVICES INCADI4,091$671,0000.22%
112ISHARES TR4642871507,843$665,0000.22%
113HERSHEY COHSY2,857$662,0000.22%
114INVESCO EXCH TRD SLF IDX FDIVZ27,157$660,0000.22%
115MEDTRONIC PLCMDT8,368$650,0000.21%
116ISHARES TR4642871766,104$650,0000.21%
117ISHARES TR46428824013,969$636,0000.21%
118UNITED PARCEL SERVICE INCUPS3,628$631,0000.21%
119FIRST TR EXCHNG TRADED FD VI33740F75528,270$628,0000.21%
120ILLINOIS TOOL WKS INC4523081092,823$622,0000.20%
121WELLS FARGO CO NEW94974610115,026$620,0000.20%
122HANOVER INS GROUP INC4108671054,592$620,0000.20%
123SPDR DOW JONES INDL AVERAGE78467X1091,864$617,0000.20%
124BLACKROCK INCBLK868$615,0000.20%
125INVESCO EXCH TRADED FD TR IIIVZ7,090$609,0000.20%
126SCHWAB STRATEGIC TR8085244099,220$609,0000.20%
127EMERSON ELEC COEMR6,331$608,0000.20%
128VANGUARD INDEX FDS9229087362,818$601,0000.20%
129SNAP ON INCSNA2,630$601,0000.20%
130LINDE PLCLIN1,841$601,0000.20%
131CLOROX CO DELCLX4,272$600,0000.20%
132ABBOTT LABSABLZF5,372$590,0000.19%
133BLACKROCK SCIENCE & TECHNOLOBLK20,504$582,0000.19%
134FIRST TR EXCHANGE-TRADED FD33738D10121,753$581,0000.19%
135AT&T INCT-PC31,180$574,0000.19%
136INVESCO EXCH TRADED FD TR IIIVZ5,212$566,0000.18%
137INTUITINTU1,451$565,0000.18%
138INVESCO EXCH TRADED FD TR IIIVZ7,744$565,0000.18%
139WISDOMTREE TRWT9,126$553,0000.18%
140ESSEX PPTY TR INC2971781052,580$547,0000.18%
141VANGUARD BD INDEX FDS9219378357,605$546,0000.18%
142SALESFORCE INCCRM4,034$535,0000.17%
143BLACKROCK RES & COMMODITIESBLK53,086$529,0000.17%
144AMERICAN WTR WKS CO INC NEW0304201033,447$525,0000.17%
145DUKE ENERGY CORP NEWDUKB5,039$519,0000.17%
146SHERWIN WILLIAMS COSHW2,187$519,0000.17%
147VMWARE INC9285634024,191$514,0000.17%
148SELECT SECTOR SPDR TR81369Y2093,785$514,0000.17%
149SCHWAB STRATEGIC TR80852420111,213$506,0000.17%
150VANGUARD INDEX FDS9229085536,119$505,0000.16%
151ISHARES TR46429B6976,949$501,0000.16%
152POLARIS INCPII4,946$500,0000.16%
153MORGAN STANLEYMS-PQ5,842$497,0000.16%
154INTERDIGITAL INCIDCC10,000$495,0000.16%
155VIRTUS ARTIFICIAL INTELLIGENAIO30,003$486,0000.16%
156NEW JERSEY RES CORPNJR9,773$485,0000.16%
157PRICE T ROWE GROUP INCTROW4,434$484,0000.16%
158INVESCO EXCH TRD SLF IDX FDIVZ20,562$483,0000.16%
159VANGUARD WHITEHALL FDS9219464064,461$483,0000.16%
160SELECT SECTOR SPDR TR81369Y3086,470$482,0000.16%
161EA SERIES TRUST02072L71459,771$481,0000.16%
162APPLIED MATLS INC0382221054,931$480,0000.16%
163LILLY ELI & COLLY1,310$479,0000.16%
164GRACO INCGGG7,094$477,0000.16%
165BECTON DICKINSON & COBDX1,863$474,0000.15%
166VANGUARD INDEX FDS9229087443,359$472,0000.15%
167INVESCO EXCH TRD SLF IDX FDIVZ19,079$472,0000.15%
168FIRST TR EXCH TRD ALPHDX FD33737J18222,335$470,0000.15%
169CULLEN FROST BANKERS INCCFR-PB3,462$463,0000.15%
170MASCO CORPMAS9,916$463,0000.15%
171S&P GLOBAL INCSPGI1,376$461,0000.15%
172ROCKWELL AUTOMATION INCROK1,782$459,0000.15%
173SELECT SECTOR SPDR TR81369Y60513,376$457,0000.15%
174NORTHERN TR CORPNTRSO5,152$456,0000.15%
175ETF SER SOLUTIONS26922A28915,234$455,0000.15%
176AMPHENOL CORP NEW0320951015,915$450,0000.15%
177GILEAD SCIENCES INCGILD5,186$445,0000.15%
178FIRST TR EXCHANGE-TRADED FD33739Q2009,250$439,0000.14%
179NORDSON CORPNDSN1,848$439,0000.14%
180GLOBAL X FDS37954Y67316,527$438,0000.14%
181DONALDSON INCDCI7,417$437,0000.14%
182ISHARES TR4642874082,998$435,0000.14%
183ADOBE SYSTEMS INCORPORATEDADBE1,284$432,0000.14%
184AMGEN INCAMGN1,629$428,0000.14%
185FIRST TR EXCHNG TRADED FD VI33740F57322,413$426,0000.14%
186BROWN & BROWN INCBRO7,453$425,0000.14%
187COMMERCE BANCSHARES INCCBSH6,250$425,0000.14%
188SPDR GOLD TRGLD2,498$424,0000.14%
189SPDR INDEX SHS FDS78463X20210,881$421,0000.14%
190FIRST TR EXCHNG TRADED FD VI33740F69813,340$412,0000.13%
191GENERAL MLS INC3703341044,912$412,0000.13%
192DEERE & CODE956$410,0000.13%
193YUM CHINA HLDGS INCYUMC7,472$408,0000.13%
194ISHARES TR46432F3393,560$406,0000.13%
195EDWARDS LIFESCIENCES CORPEW5,429$405,0000.13%
196EXPEDITORS INTL WASH INC3021301093,894$405,0000.13%
197M & T BK CORP55261F1042,708$393,0000.13%
198WISDOMTREE TRWT9,136$389,0000.13%
199UBER TECHNOLOGIES INCUBER15,713$389,0000.13%
200EATON VANCE TAX-MANAGED GLOBETN51,378$388,0000.13%
201ISHARES TR4642876635,410$382,0000.12%
202MODERNA INCMRNA2,116$380,0000.12%
203FIDELITY NATL INFORMATION SV31620M1065,581$379,0000.12%
204FIRST TR EXCHANGE-TRADED FD33738R84513,494$377,0000.12%
205GLOBAL X FDS37954Y37616,500$371,0000.12%
206INVESCO EXCH TRD SLF IDX FDIVZ15,500$365,0000.12%
207ADVANCED MICRO DEVICES INCAMD5,586$362,0000.12%
208DUPONT DE NEMOURS INCDD5,180$356,0000.12%
209ISHARES TR4642872423,374$356,0000.12%
210ARK ETF TR00214Q10411,344$354,0000.12%
211ALTRIA GROUP INCMO7,743$354,0000.12%
212NUVEEN AMT FREE QLTY MUN INCNU30,872$351,0000.11%
213SPOTIFY TECHNOLOGY S ASPOT4,362$344,0000.11%
214FIRST TR EXCHANGE TRAD FD VI33739H10113,902$340,0000.11%
215DIAGEO PLCDGEAF1,887$336,0000.11%
216WISDOMTREE TRWT11,467$335,0000.11%
217WISDOMTREE TRWT7,758$331,0000.11%
218ISHARES TR4642876141,541$330,0000.11%
219VANGUARD SPECIALIZED FUNDS9219088442,140$325,0000.11%
220SPDR INDEX SHS FDS78463X5099,764$322,0000.11%
221ISHARES TR4642888853,790$317,0000.10%
222ISHARES TR4642871011,850$316,0000.10%
223VANGUARD STAR FDS9219097686,017$311,0000.10%
224TRAVELERS COMPANIES INCTRV1,652$310,0000.10%
225VANGUARD INDEX FDS9229086291,511$308,0000.10%
226CONSTELLATION BRANDS INCSTZ1,283$297,0000.10%
227PROSPECT CAP CORPPSEC-PA42,390$296,0000.10%
228FIDELITY COVINGTON TRUST3160928083,121$295,0000.10%
229MONDELEZ INTL INC6092071054,412$294,0000.10%
230TENARIS S A88031M1098,193$288,0000.09%
2313M COMMM2,405$288,0000.09%
232TEXAS INSTRS INC8825081041,744$288,0000.09%
233WISDOMTREE TRWT18,745$285,0000.09%
234WASTE MGMT INC DEL94106L1091,803$283,0000.09%
235ISHARES INC46428614510,941$279,0000.09%
236NXP SEMICONDUCTORS N VNXPI1,759$278,0000.09%
237GLOBAL X FDS37954Y48317,220$274,0000.09%
238VANECK ETF TRUST92189H607900$274,0000.09%
239NUVEEN QUALITY MUNCP INCOMENU23,050$272,0000.09%
240ICICI BANK LIMITEDIBN12,388$271,0000.09%
241EATON VANCE TAX-MANAGED GLOBETN34,741$270,0000.09%
242FIRST TR EXCHANGE TRADED FD33734X1505,159$266,0000.09%
243REMITLY GLOBAL INCRELY23,136$265,0000.09%
244ELECTRONIC ARTS INCEA2,171$265,0000.09%
245ISHARES TR46434V64711,196$254,0000.08%
246D R HORTON INC23331A1092,815$251,0000.08%
247GENERAL ELECTRIC CO3696043012,963$248,0000.08%
248ISHARES TR4642888692,284$246,0000.08%
249DOW INCDOW4,855$245,0000.08%
250WISDOMTREE TRWT9,657$242,0000.08%
251MICROCHIP TECHNOLOGY INC.MCHPP3,427$241,0000.08%
252SCHWAB STRATEGIC TR8085247973,170$239,0000.08%
253CATERPILLAR INCCAT989$237,0000.08%
254SHOPIFY INCSHOP6,820$237,0000.08%
255FIRST TR EXCHANGE-TRADED FD33738R8528,762$237,0000.08%
256EQUINOR ASASTOHF6,529$234,0000.08%
257GLOBAL PMTS INC37940X1022,340$232,0000.08%
258CITIGROUP INCC-PR4,956$224,0000.07%
259QUEST DIAGNOSTICS INCDGX1,432$224,0000.07%
260GENUINE PARTS COGPC1,288$224,0000.07%
261AMERICAN TOWER CORP NEW03027X1001,049$222,0000.07%
262MAINSTAY CBRE GBL INFRSTR ME56064Q10716,220$221,0000.07%
263PROSHARES TR74347G4164,801$221,0000.07%
264WISDOMTREE TRWT3,773$219,0000.07%
265TATA MTRS LTD8765685029,478$219,0000.07%
266AMERISOURCEBERGEN CORPCOR1,315$218,0000.07%
267ISHARES INC4642865334,114$218,0000.07%
268DOLLAR GEN CORP NEW256677105884$218,0000.07%
269ISHARES TR4642878872,013$217,0000.07%
270ABB LTDABLZF7,136$217,0000.07%
271FREEPORT-MCMORAN INCFCX5,709$217,0000.07%
272FIRST TR EXCHNG TRADED FD VI33740F8396,580$215,0000.07%
273CARRIER GLOBAL CORPORATIONCARR5,222$215,0000.07%
274CSX CORPCSX6,910$214,0000.07%
275ISHARES TR4642874993,146$212,0000.07%
276PIMCO DYNAMIC INCOME FD72201Y10111,496$212,0000.07%
277WISDOMTREE TRWT5,902$210,0000.07%
278ISHARES TR4642876712,571$210,0000.07%
279ONEOK INC NEWOKE3,146$207,0000.07%
280WISDOMTREE TRWT2,396$206,0000.07%
281BOEING COBA-PA1,073$204,0000.07%
282SELECT SECTOR SPDR TR81369Y8031,637$204,0000.07%
283VANGUARD BD INDEX FDS9219378192,707$201,0000.07%
284SERVICENOW INCNOW518$201,0000.07%
285FIRST TR EXCHANGE TRADED FD33734X8465,201$201,0000.07%
286FISERV INCFISV1,985$201,0000.07%
287BLACKROCK ENHANCED EQUITY DIBLK22,200$200,0000.07%
288ISHARES TR4642871681,657$200,0000.07%
289HEALTHCARE RLTY TR42226K10510,335$199,0000.06%
290GLOBAL X FDS37954Y65710,051$195,0000.06%
291UBS GROUP AGUBS10,196$190,0000.06%
292MITSUBISHI UFJ FINL GROUP IN60682210427,222$182,0000.06%
293BLACKROCK HEALTH SCIENCS TRBLK11,657$180,0000.06%
294KT CORPKT12,708$172,0000.06%
295FIRST TR EXCHANGE-TRADED FD33738R88610,138$170,0000.06%
296INVESCO SR INCOME TRIVZ44,195$169,0000.06%
297FORD MTR CO DEL34537086014,028$163,0000.05%
298AEGON N VAEFC32,397$163,0000.05%
299YPF SOCIEDAD ANONIMAYPF16,842$155,0000.05%
300NUVEEN PFD & INCOME SECS FDNU22,500$153,0000.05%
301GERDAU SAGGB27,580$153,0000.05%
302INVESCO TR INVT GRADE MUNSIVZ15,140$152,0000.05%
303NU HLDGS LTDNU36,612$149,0000.05%
304ITAU UNIBANCO HLDG S A46556210630,929$146,0000.05%
305COMPANHIA PARANAENSE ENERG C20441B60520,138$145,0000.05%
306BANCO BILBAO VIZCAYA ARGENTABBVXF23,802$143,0000.05%
307ING GROEP N.V.INGVF11,778$143,0000.05%
308CENTRAIS ELETRICAS BRASILEIR15234Q20717,654$140,0000.05%
309DIANA SHIPPING INCDSX-WT28,111$110,0000.04%
310EATON VANCE LTD DURATION INCETN11,027$104,0000.03%
311POINT BIOPHARMA GLOBAL INC73054110911,820$86,0000.03%
312PALANTIR TECHNOLOGIES INCPLTR12,733$82,0000.03%
313LUCID GROUP INCLCID11,132$76,0000.02%
314ALGONQUIN PWR UTILS CORP01585710511,241$73,0000.02%
315SOFI TECHNOLOGIES INCSOFI14,196$65,0000.02%
316EXCHANGE TRADED CONCEPTS TR30150562417,401$59,0000.02%
317IMMUNITYBIO INCIBRX10,000$51,0000.02%
318WESTERN DIGITAL CORP.WDC47,000$45,0000.01%
319MIZUHO FINANCIAL GROUP INCMZHOF12,986$37,0000.01%
320LLOYDS BANKING GROUP PLCLLOBF16,394$36,0000.01%
321ISPECIMEN INCISPC17,305$24,0000.01%
322GREENBRIER COS INC393657AK722,000$21,0000.01%
323DENISON MINES CORPDNN12,000$14,0000.00%
324MULLEN AUTOMOTIVE INC62526P10933,500$10,0000.00%
325TELLURIAN INC NEW87968A10410,000$1,0000.00%
326PALANTIR TECHNOLOGIES INCPLTR10,000$00.00%