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Clear Point Advisors

Latest statistics and disclosures from Clear Point Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, CAPE, QQQ, SCHB, PJUN, and represent 23.68% of Clear Point Advisors's stock portfolio.
Added to shares of these 10 stocks: MINT, FTSM, INDA, FEBW, IJH, NVDA, First Tr Exchng Traded Fd Vi, VOO, JPST, KJAN.
Started 41 new stock positions in First Tr Exchng Traded Fd Vi, WSC, INO, ADM, Brederode Sa Ordf, BSTP, RBLX, EPD, FLJH, MELI.
Reduced shares in these 10 stocks: USFR, AGG, CALF, Innovator Etfs Tr, EEMV, JBND, MDY, JPUS, JMUB, SCHM.
Sold out of its positions in AXTI, BCH, CM, Etf Managers Tr purefunds ise cy, Etf Managers Tr tierra xp latin, Hemp, Inovio Pharmaceuticals, Innovator Etfs Tr, Innovator Etfs Tr, UFEB. Investment Managers Ser Tr I, EEM, NRIM, EDIV, HYBL, REAL, VTWG, VOE, SPCE.
Clear Point Advisors was a net buyer of stock by $2.9M.
Clear Point Advisors has $122M in assets under management (AUM), dropping by 7.54%.
Central Index Key (CIK): 0002010474

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Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 577 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Clear Point Advisors has 577 total positions. Only the first 250 positions are shown.

Sign up to view all of the Clear Point Advisors March 31, 2024 positions
Download the Clear Point Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Us Large Cap Growth Etf Uie (SCHG)	7.8	$9.5M		102k	92.72	View chart
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)	6.1	$7.4M		265k	28.00	View chart
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)	3.5	$4.3M		9.7k	444.01	View chart
Schwab Us Broad Market Etf Uie (SCHB)	3.4	$4.1M		67k	60.84	View chart
Innovator Us Equity Power Buffer Etf Uie (PJUN)	2.9	$3.5M		102k	34.52	View chart
Spdr S&p 500 Etf Uie (SPY)	2.9	$3.5M		6.6k	523.03	View chart
Spdr S&p Midcap 400 Etf Uie (MDY)	2.8	$3.5M	-3%	6.2k	556.40	View chart
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)	2.7	$3.2M	+89358%	32k	100.54	View chart
First Trust Enhanced Short Mtrty Etf Uie (FTSM)	1.8	$2.1M	+82%	36k	59.62	View chart
Apple (AAPL)	1.7	$2.0M		12k	171.47	View chart
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)	1.6	$1.9M	-2%	38k	50.74	View chart
Schwab Us Large Cap Etf Uie (SCHX)	1.5	$1.8M		30k	62.06	View chart
Jpmorgan Active Bond Etf Iv Uie (JBND)	1.5	$1.8M	-7%	35k	52.53	View chart
Graniteshares Gold Etf Uie (BAR)	1.5	$1.8M		81k	21.96	View chart
First Trust Senior Loan Etf Uie (FTSL)	1.4	$1.7M		36k	46.21	View chart
Allianzim Us Large Cap Buffer20 Etf Uie (JANW)	1.1	$1.4M	+5%	44k	31.44	View chart
Spdr Dow Jones Industrial Avrg Etf Uie (DIA)	1.1	$1.4M	-2%	3.4k	397.80	View chart
Schwab Fundamental Us Large Co Etf Uie (FNDX)	1.1	$1.3M	+4%	20k	67.39	View chart
Avantis International Equity Etf Uie (AVDE)	1.1	$1.3M	+6%	20k	63.74	View chart
Innovator Us Equity Power Buffer Etf Uie (PMAY)	1.0	$1.2M		38k	32.47	View chart
Ishares Floating Rate Bond Etf Uie (FLOT)	1.0	$1.2M		24k	51.06	View chart
Wisdomtree Floating Ratetreasry Etf Uie (USFR)	1.0	$1.2M	-75%	24k	50.29	View chart
Capital Group Dividend Value Etf Uie (CGDV)	1.0	$1.2M		37k	32.50	View chart
Vanguard S&p 500 Etf Uie (VOO)	1.0	$1.2M	+25%	2.3k	525.48	View chart
Vanguard Small Cap Valueetf Uie (VBR)	0.9	$1.1M	+6%	6.0k	191.90	View chart
Jpmorgan Municipal Etf Uie (JMUB)	0.9	$1.1M	-9%	23k	49.44	View chart
Jpmorgan Divrsifd Rtrn Us Eqy Etf Uie (JPUS)	0.9	$1.1M	-10%	10k	112.00	View chart
Allianzim Us Lrg Cap Bufer20 Apr Etf Uie (APRW)	0.9	$1.1M		36k	30.26	View chart
Vanguard Dividend Appreciation Etf Uie (VIG)	0.9	$1.1M		5.9k	182.61	View chart
Blackstone Real Estate Income Trust Class I Ret (BSTT)	0.9	$1.1M		75k	14.15	View chart
Innovator Us Equity Buffer Etf Uie (BAPR)	0.9	$1.0M		26k	40.04	View chart
Spdr Portfolio S&p 500 Etf Uie (SPLG)	0.9	$1.0M		17k	61.53	View chart
Ft Vest Us Eqt Mdrt Bfr Etf Uie (GJUL)	0.8	$994k		29k	33.87	View chart
Charles Schwab Us Mc Etf Uie (SCHM)	0.8	$968k	-10%	12k	81.43	View chart
Amazon (AMZN)	0.7	$905k	-5%	5.0k	180.38	View chart
Consolidated Edison (ED)	0.7	$904k		10k	90.81	View chart
Schwab Us Small Cap Etf Uie (SCHA)	0.7	$904k	-2%	18k	49.24	View chart
Berkshire Hathaway (BRK.B)	0.7	$823k		2.0k	420.52	View chart
Ft Vest Us Eqt Enc Md Bf Etf Uie (XSEP)	0.7	$810k		22k	37.05	View chart
Ishares Msci India Etf Uie (INDA)	0.6	$788k	+2836%	15k	51.59	View chart
Blackrock Muniholdings N Cem (MUJ)	0.6	$785k		68k	11.63	View chart
Schwab Us Dividend Equity Etf Uie (SCHD)	0.6	$784k		9.7k	80.63	View chart
Ft Vest Us Eqt Enhc Mdrtetf Uie (XJUL)	0.6	$765k		23k	33.25	View chart
Ft Vest Us Equity Buff Etf Uie (FNOV)	0.6	$764k		17k	44.74	View chart
Microsoft Corporation (MSFT)	0.6	$724k	+11%	1.7k	420.88	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.6	$714k		8.9k	79.86	View chart
Vanguard Health Care Etf Uie (VHT)	0.6	$693k		2.6k	270.54	View chart
Franklin Us Md Cp Multifct Index Etf Uie (FLQM)	0.6	$689k	+3%	13k	53.46	View chart
Vgrd Stc Etf Dv Uie (VCSH)	0.6	$685k		8.9k	77.31	View chart
Ishares Core S&p Total Us Stock Mark Uie (ITOT)	0.5	$668k		5.8k	115.30	View chart
Innovator Intnl Dlp Pwr Bfr Jul Etf Uie (IJUL)	0.5	$659k		23k	28.21	View chart
Allianzim Us Lrg Buffer20 Feb Etf Uie (FEBW)	0.5	$631k	NEW	22k	28.96	View chart
First Trust Smid Cap Rising Divi Etf Uie (SDVY)	0.5	$623k	-8%	18k	34.82	View chart
Allianzim Us Large Cap Buffer20 Etf Uie (JULW)	0.5	$604k		19k	32.61	View chart
Ishares Msci Usa Min Volfctr Etf Uie (USMV)	0.5	$603k		7.2k	83.58	View chart
Jpmorgan Active Value Etf Uie (JAVA)	0.5	$598k		10k	59.89	View chart
Jpmorgan Internatinal Bnd Opport Etf Uie (JPIB)	0.5	$577k		12k	47.62	View chart
Innovator Us Eqy Buffer Etf Uie (BSEP)	0.5	$576k		15k	39.28	View chart
Innovator Us Eqy Power Buffer Etf Uie (PNOV)	0.5	$571k		16k	35.55	View chart
First Tr Small Cap Grow Alphadex Etf Uie (FYC)	0.5	$551k		8.4k	65.69	View chart
Flexshar Hg Yld Vlu Scorbd Indx Etf Uie (HYGV)	0.4	$544k	+2%	13k	41.11	View chart
Ishares Core S&p Small-cap Etf Uie (IJR)	0.4	$525k		4.7k	110.53	View chart
Innovator Us Small Cap Pwr Bffr Etf Uie (KJAN)	0.4	$508k	+56%	14k	35.37	View chart
Spdr S&p 400 Mid Cap Growth Etf Uie (MDYG)	0.4	$504k		5.8k	87.29	View chart
Facebook Inc cl a (META)	0.4	$503k	+7%	1.0k	485.70	View chart
Ishares Core S&p Mid-capetf Uie (IJH)	0.4	$502k	+395%	8.3k	60.74	View chart
Visa (V)	0.4	$500k	+5%	1.8k	279.21	View chart
MasterCard Incorporated (MA)	0.4	$473k		982.00	481.57	View chart
Ft Vest Interntnl Eqy Mod Buff Etf Uie (YMAR)	0.4	$468k		20k	23.17	View chart
Innovator Us Small Cap Pwr Bffr Etf Uie (KAPR)	0.4	$457k		15k	31.16	View chart
Spdr Gold Shares Etf Uie (GLD)	0.4	$435k	-6%	2.1k	205.72	View chart
Johnson & Johnson (JNJ)	0.3	$424k		2.7k	158.21	View chart
NVIDIA Corporation (NVDA)	0.3	$419k	+601%	463.00	903.79	View chart
Pimco Intrmediate Muni Bond Actv Etf Uie (MUNI)	0.3	$415k	-2%	7.9k	52.47	View chart
Ft Vest Us Equ Buf Etf Uie (FAUG)	0.3	$406k		9.5k	42.88	View chart
First Tr Mid Cap Growth Alphadex Etf Uie (FNY)	0.3	$392k	-2%	5.2k	75.61	View chart
Flexshares Def Qual Div Etf Uie (QDEF)	0.3	$391k	+56%	6.1k	64.21	View chart
Ishares Core Us Aggregate Bond Etf Uie (AGG)	0.3	$388k	-36%	4.0k	97.94	View chart
Innovator Us Equity Power Buffer Etf Uie (PJUL)	0.3	$382k		10k	37.98	View chart
Vanguard Intrmdiat Trm Trsry Etf Uie (VGIT)	0.3	$367k	+2%	6.3k	58.55	View chart
Jpmorgan Ultra Short Income Etf Uie (JPST)	0.3	$350k	+130%	6.9k	50.45	View chart
Ft Vest Us Equity Enhance Mod Etf Uie	0.3	$337k	NEW	11k	30.56	View chart
Innovator Grow 100 Powerbuffer Etf Uie (NJUL)	0.3	$334k		5.8k	57.65	View chart
Verizon Communications (VZ)	0.3	$326k		7.8k	41.96	View chart
Innovator Emrg Mrk Pwr Bfr Etf Uie (EJAN)	0.3	$317k		11k	28.94	View chart
Innovator Grow 100 Powerbuffer Etf Uie (NJAN)	0.2	$302k		6.9k	43.58	View chart
McKesson Corporation (MCK)	0.2	$294k		548.00	536.66	View chart
Ft Vest Internatnl Eqy Buff Etf Uie (YJUN)	0.2	$284k		13k	22.16	View chart
Invsc S P 500 Equal Weight Etf Uie (RSP)	0.2	$280k	-19%	1.7k	169.40	View chart
Ishrs Core Grw Allo Uie (AOR)	0.2	$275k		4.9k	55.67	View chart
Innovator Us Eqy Power Buffer Etf Uie (PSEP)	0.2	$270k		7.4k	36.50	View chart
Ishares Core S&p 500 Etf Uie (IVV)	0.2	$269k		511.00	525.51	View chart
Netflix (NFLX)	0.2	$262k		432.00	607.33	View chart
Innovator Intrnl Dev Pwrbfr Etf Uie (ISEP)	0.2	$255k		9.4k	27.23	View chart
Allianzim Us Lrge Cap Buff20 Oct Etf Uie (OCTW)	0.2	$247k		7.3k	33.86	View chart
Innovator Us Equity Buffer Etf Uie (BMAY)	0.2	$247k		6.9k	35.60	View chart
JPMorgan Chase & Co. (JPM)	0.2	$246k		1.2k	200.31	View chart
Innovator Us Equity Buffer Etf Uie (BMAR)	0.2	$241k		5.8k	41.67	View chart
At&t (T)	0.2	$229k		13k	17.60	View chart
Innovator Us Equity Buffer Etf Uie (BJUN)	0.2	$228k		6.1k	37.60	View chart
Pimco Short Term Muni Bond Actv Etf Uie (SMMU)	0.2	$224k	-5%	4.9k	45.82	View chart
Vanguard Short Term Treasury Etf Uie (VGSH)	0.2	$218k		3.8k	58.07	View chart
Jpmorgan Equity Premium Income Etf Uie (JEPI)	0.2	$214k		3.7k	57.87	View chart
Ishares Russell 1000 Growth Etf Uie (IWF)	0.2	$203k		603.00	337.00	View chart
Tesla Motors (TSLA)	0.2	$200k	-16%	1.1k	175.79	View chart
Vanguard Short-term Bondetf Uie (BSV)	0.2	$193k		2.5k	76.67	View chart
First Trust Internet Index Cf Etf Uie (FDN)	0.1	$182k		885.00	205.09	View chart
Innovator Us Equity Power Buffer Etf Uie (PAPR)	0.1	$176k		5.3k	33.59	View chart
Spdr S&p 500 Growth Etf Uie (SPYG)	0.1	$176k		2.4k	73.16	View chart
First Trust Intl Delp Captl Sgth Etf Uie (FICS)	0.1	$172k		4.9k	34.98	View chart
Vanguard Value Etf Uie (VTV)	0.1	$172k		1.1k	162.85	View chart
International Business Machines (IBM)	0.1	$167k		876.00	190.96	View chart
Innovator Intrl Dvlp Pwrbfr Jan Etf Uie (IJAN)	0.1	$165k	+45%	5.3k	31.29	View chart
Innovator Us Equity Power Buffer Etf Uie (PAUG)	0.1	$161k		4.6k	35.38	View chart
Pimco Municipal Incm Oppatv Etf Uie (MINO)	0.1	$161k	NEW	2.9k	56.12	View chart
Frkln Intl Lw Vlty Hg Div Indx Etf Uie (LVHI)	0.1	$160k		5.4k	29.78	View chart
First Trust International Oppo Etf Uie (FPXI)	0.1	$160k		3.5k	46.18	View chart
Ishares Msci Eaf Min Volfct Etf Uie (EFAV)	0.1	$153k		2.2k	70.88	View chart
Innovator Us Equity Power Buffer Etf Uie (PJAN)	0.1	$148k		3.8k	39.11	View chart
Bny Mellon Us Large Cap Cr Eq Etf Uie (BKLC)	0.1	$148k	+2981%	1.5k	99.81	View chart
Innovator Intrtl Dpd Pwrbfr Apr Etf Uie (IAPR)	0.1	$147k		5.4k	27.16	View chart
Innovator Us Eqy Power Buffer Etf Uie (POCT)	0.1	$141k		3.8k	37.49	View chart
Ft Rising Dividend Achievers Etf Iv Uie (RDVY)	0.1	$141k	+4%	2.5k	56.17	View chart
Pacer Us Cash Cows 100 Etf Uie (COWZ)	0.1	$135k	-18%	2.3k	58.11	View chart
First Trust Preferred Sec Income Etf Uie (FPE)	0.1	$134k		7.8k	17.32	View chart
Honeywell International (HON)	0.1	$132k		645.00	205.13	View chart
Innovator Us Equity Power Buffer Etf Uie (PMAR)	0.1	$132k	-10%	3.6k	36.81	View chart
Ishares Morningstar Mid Cap Etf Uie (IMCB)	0.1	$131k	-9%	1.8k	72.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$130k		988.00	131.42	View chart
Home Depot (HD)	0.1	$130k		338.00	383.06	View chart
Ft Vest Nasdaq 100 Buffer Etf Uie (QSPT)	0.1	$126k		5.0k	24.96	View chart
Ft Vst Us Eqty Bufer Etf Uie (FJUN)	0.1	$125k		2.7k	47.02	View chart
Frst Trt Low Dtn Opnts Etf Iv Uie (LMBS)	0.1	$122k		2.5k	48.24	View chart
Schwab International Equity Etf Uie (SCHF)	0.1	$122k		3.1k	39.03	View chart
Applied Materials (AMAT)	0.1	$120k		582.00	206.23	View chart
Ishares Core Msci Eafe Etf Uie (IEFA)	0.1	$120k	-17%	1.6k	74.22	View chart
Innovator Us Equity Power Buffer Etf Uie (PFEB)	0.1	$119k		3.5k	34.16	View chart
Schwab Short Term Us Treasury Etf Uie (SCHO)	0.1	$118k	-23%	2.4k	48.21	View chart
Blackstone Private Credit Fund Class I Cem	0.1	$118k	+2%	4.6k	25.43	View chart
Ft Vest Nasdaq 100 Buffer Etf Uie (QDEC)	0.1	$116k		4.7k	24.85	View chart
Vanguard Mid Cap Etf Uie (VO)	0.1	$116k		463.00	250.06	View chart
Ft Vst Us Eqt Enc Mdt Bf Etf Uie (XAUG)	0.1	$113k		3.5k	32.30	View chart
First Trust Cre Invsmnt Grd Etf Uie (FTCB)	0.1	$111k		5.3k	20.91	View chart
Avantis Us Small Cap Value Etf Uie (AVUV)	0.1	$107k	-4%	1.1k	93.72	View chart
Victoryshares Us Multi-factor Min Vol Etf Uie (VSMV)	0.1	$107k		2.4k	45.23	View chart
Allianzm U S Lrg Cap Buffer10 Etf Uie (NVBT)	0.1	$107k		3.5k	30.43	View chart
Alphabet Inc Class C cs (GOOG)	0.1	$104k	-43%	680.00	152.26	View chart
Innovator Emrg Mk Pwr Bfr July Etf Uie (EJUL)	0.1	$99k		4.2k	23.80	View chart
Ft Vest Nasdaq 100 Buffer Etf Uie (QJUN)	0.1	$95k		3.7k	25.51	View chart
Comcast Corporation (CMCSA)	0.1	$95k		2.2k	43.35	View chart
Vanguard Small Cap Etf Iv Uie (VB)	0.1	$93k		405.00	228.32	View chart
Ft Vest Us Equity Bufferetf Uie (FOCT)	0.1	$89k		2.2k	40.57	View chart
Abbvie (ABBV)	0.1	$89k		487.00	182.13	View chart
Innovator Us Equity Buffer Etf Uie (BJUL)	0.1	$86k		2.1k	40.33	View chart
Spdr Msci Usa Gender Divrsty Etf Uie (SHE)	0.1	$85k		800.00	105.86	View chart
Brederode Sa Ordf Ufo	0.1	$85k	NEW	750.00	112.86	View chart
Select Str Financial Select Spdr Etf Uie (XLF)	0.1	$82k		1.9k	42.12	View chart
Blackstone Secd Lending (BXSL)	0.1	$78k	+9%	2.5k	31.14	View chart
Eli Lilly & Co. (LLY)	0.1	$78k		100.00	777.96	View chart
Invsc Actvly Mng Optm Yddvrs Etf Iv Uie (PDBC)	0.1	$77k	-3%	5.5k	13.87	View chart
Vaneck Gold Miners Etf Uie (GDX)	0.1	$76k		2.4k	31.62	View chart
Innovator Us Equity Buffer Etf Uie (BFEB)	0.1	$76k		1.9k	39.28	View chart
Ft Vest Us Eqt Mdrt Bfr Etf Uie (GMAY)	0.1	$74k		2.2k	34.00	View chart
Wal-Mart Stores (WMT)	0.1	$72k	+302%	1.2k	60.19	View chart
Innovator Us Equity Buffer Etf Uie (BJAN)	0.1	$72k		1.7k	43.54	View chart
Amplify Cybersecurity Etf Uie (HACK)	0.1	$69k	NEW	1.1k	64.11	View chart
Vanguard Ftse Developed Markets Etf Uie (VEA)	0.1	$68k		1.4k	50.16	View chart
Ishares Total Usd Bond Market Etf Uie (IUSB)	0.1	$67k	-6%	1.5k	45.59	View chart
Spdr Bloombg Emg Mrkt Lcl Bnd Etf Uie (EBND)	0.1	$67k		3.3k	20.50	View chart
Ishares Interst Rate Hdgcor Bnd Etf Uie (LQDH)	0.1	$66k		705.00	94.07	View chart
Spdr Portfolio S&p 600 Small Cap Etf Uie (SPSM)	0.1	$65k		1.5k	43.04	View chart
Pacer Us Small Cap Cash Cows 100 Etf Uie (CALF)	0.1	$64k	-77%	1.3k	49.14	View chart
Ishares Semiconductor Etf Iv Uie (SOXX)	0.1	$64k	NEW	282.00	225.92	View chart
Ishares Biotechnology Etf Uie (IBB)	0.1	$64k		464.00	137.25	View chart
Costco Wholesale Corporation (COST)	0.1	$64k	+6%	87.00	730.47	View chart
Proshares Bitcoin Strategy Etf Uie (BITO)	0.1	$62k	+3%	1.9k	32.30	View chart
Exelixis (EXEL)	0.1	$62k		2.6k	23.73	View chart
Ishares Core High Dividend Etf Uie (HDV)	0.1	$61k		553.00	110.28	View chart
First Trust Nyse Arca Biotech Id Etf Uie (FBT)	0.0	$61k		395.00	153.77	View chart
Marathon Petroleum Corp (MPC)	0.0	$61k		300.00	201.50	View chart
Innovator Us Eqy Acclrtd9 Buff Etf Uie (XBJL)	0.0	$60k		1.9k	31.70	View chart
Ft Vest Us Equity Bufferetf Uie (FSEP)	0.0	$60k		1.4k	42.49	View chart
Ft Vest Us Eqty Mod Bufretf Uie (GJAN)	0.0	$58k	+50%	1.6k	35.88	View chart
Ft Vest Us Equity Bufferetf Uie (FDEC)	0.0	$58k		1.4k	41.21	View chart
Alphabet Inc Class A cs (GOOGL)	0.0	$57k	+65%	375.00	150.93	View chart
Innovator Emeg Mrk Pr Bfr April Etf Uie (EAPR)	0.0	$57k		2.3k	25.11	View chart
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO)	0.0	$56k		1.0k	55.96	View chart
Spdr Doubleline Ttl Rtrnttcl Etf Uie (TOTL)	0.0	$56k		1.4k	40.04	View chart
Skyworks Solutions (SWKS)	0.0	$55k		507.00	108.36	View chart
Innovator Us Eqy Buffer Etf Uie (BNOV)	0.0	$55k		1.5k	36.49	View chart
Walt Disney Company (DIS)	0.0	$55k		446.00	122.36	View chart
Broadcom (AVGO)	0.0	$54k	+310%	41.00	1326.95	View chart
Ishares Bitcoin Etf Uie	0.0	$54k	NEW	1.1k	49.73	View chart
Spdr S&p 500 High Dividend Etf Uie (SPYD)	0.0	$54k		1.3k	40.72	View chart
Ishares Russell 1000 Value Etf Uie (IWD)	0.0	$54k		301.00	179.35	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.0	$54k		2.1k	25.25	View chart
Ishares Russell 2000 Etf Uie (IWM)	0.0	$54k		256.00	210.30	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$53k		1.9k	28.60	View chart
Innovator Us Small Cap Pwr Bffr Etf Uie (KJUL)	0.0	$52k		1.9k	28.08	View chart
Wisdomtree Interest Ratehdg Us Etf Uie (AGZD)	0.0	$52k		2.3k	22.08	View chart
Ishares Us Real Estate Etf Uie (IYR)	0.0	$50k	-37%	559.00	89.86	View chart
Innovator Us Equity Buffer Etf Uie (BAUG)	0.0	$50k		1.3k	38.87	View chart
Abbott Laboratories (ABT)	0.0	$50k		439.00	113.68	View chart
Hess Midstream MLP (HESM)	0.0	$49k	NEW	1.4k	36.14	View chart
Oracle Corporation (ORCL)	0.0	$49k		389.00	125.62	View chart
Brookfield Renew Part MLP (BEP)	0.0	$49k	NEW	2.1k	23.23	View chart
Bank of America Corporation (BAC)	0.0	$47k		1.2k	37.91	View chart
Proshares Ether Strategyetf Uie (EETH)	0.0	$47k	NEW	458.00	101.82	View chart
Hess (HES)	0.0	$46k		300.00	152.78	View chart
Spdr S&p Regional Banking Etf Uie (KRE)	0.0	$44k		875.00	50.28	View chart
Energy Select Sector Spdr Etf Uie (XLE)	0.0	$44k		463.00	94.36	View chart
Bristol Myers Squibb (BMY)	0.0	$43k		789.00	54.21	View chart
Wisdomtree Us Largecap Dividend Etf Uie (DLN)	0.0	$42k		586.00	72.19	View chart
Vanguard Ftse Emerging Markets Etf Uie (VWO)	0.0	$42k		1.0k	41.76	View chart
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.0	$42k	+41%	306.00	136.05	View chart
First Tr Lrg Cp Val Alphadex Etf Uie (FTA)	0.0	$41k		536.00	76.42	View chart
Analog Devices (ADI)	0.0	$40k		202.00	197.92	View chart
Cigna Corp (CI)	0.0	$40k		110.00	363.19	View chart
Wisdomtree Us Midcap Etf Uie (EZM)	0.0	$40k	-21%	653.00	61.02	View chart
Merck & Co (MRK)	0.0	$40k		300.00	132.04	View chart
Advanced Micro Devices (AMD)	0.0	$39k	+45%	218.00	180.49	View chart
Abrdn Physical Gold Shares Etf Uie (SGOL)	0.0	$38k		1.8k	21.24	View chart
Fidelity Msci Health Care Indx Etf Uie (FHLC)	0.0	$38k	+10%	542.00	69.75	View chart
Schwab Internatnal Smallcap Eqy Etf Uie (SCHC)	0.0	$38k		1.0k	35.79	View chart
First Trust Nasdaq Semiconductor Etf Uie (FTXL)	0.0	$37k		413.00	90.62	View chart
Ishares Russell Mid Cap Etf Uie (IWR)	0.0	$36k		432.00	84.09	View chart
Invesco S&p 500 Buywriteetf Uie (PBP)	0.0	$36k	+2%	1.6k	22.48	View chart
Fiserv (FI)	0.0	$35k	+19%	220.00	159.82	View chart
Nuveen Mtg opportunity term (JLS)	0.0	$35k	NEW	1.9k	17.76	View chart
Spdr Bloomberg 1 3 Mnth T Bll Etf Uie (BIL)	0.0	$34k		374.00	91.88	View chart
Grayscale Bitcoin Etf Uie (GBTC)	0.0	$34k	-53%	532.00	63.17	View chart
Nio Spon Adr (NIO)	0.0	$33k		7.3k	4.50	View chart
Brookfield Infrastruc MLP (BIP)	0.0	$33k	NEW	1.1k	31.21	View chart
McDonald's Corporation (MCD)	0.0	$33k		116.00	282.16	View chart
Capital One Financial (COF)	0.0	$32k		216.00	148.78	View chart
Invesco Aerospace & Defense Etf Uie (PPA)	0.0	$31k		308.00	101.41	View chart
Danaher Corporation (DHR)	0.0	$31k		124.00	249.72	View chart
Vanguard Total Internatlbnd Etf Iv Uie (BNDX)	0.0	$30k	+22%	605.00	49.21	View chart
Us Treasury 3 Month Billetf Uie (TBIL)	0.0	$29k		588.00	50.06	View chart
Innovator Defined Wealthshield Etf Uie (BALT)	0.0	$29k		1.0k	29.26	View chart
Sherwin-Williams Company (SHW)	0.0	$29k		84.00	347.33	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Iv Uie (JEPQ)	0.0	$29k	+2%	537.00	54.23	View chart
Ft Vest Fund Of Buffer Etf Uie (BUFR)	0.0	$29k		1.0k	27.96	View chart
Select Sector Industrialspdr Etf Uie (XLI)	0.0	$29k		226.00	126.08	View chart
Howmet Aerospace (HWM)	0.0	$29k		416.00	68.45	View chart
Spdr Dow Jones Reit Etf Uie (RWR)	0.0	$28k		301.00	94.36	View chart
Ishares Us Technology Etf Uie (IYW)	0.0	$28k		209.00	135.06	View chart
Kimberly-Clark Corporation (KMB)	0.0	$28k		217.00	129.21	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uie (IGSB)	0.0	$28k		544.00	51.32	View chart
W.W. Grainger (GWW)	0.0	$28k		27.00	1017.30	View chart

Past Filings by Clear Point Advisors

SEC 13F filings are viewable for Clear Point Advisors going back to 2024

Clear Point Advisors 2023 Q4 filed May 16, 2024
Clear Point Advisors 2024 Q1 filed May 16, 2024

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