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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, SPY, and represent 23.14% of Clear Point Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND, FMAY, VGIT, SMH, VGSH, BAR, SCHO, First Tr Exchng Traded Fd Vi, CGCB, QDEF.
Started 20 new stock positions in ANF, NLY, SMH, ETHE, Sirius XM Holdings, Grayscale Ethereum Mini Tr E, CGCB, SCHO, ARE, KRE. TBF, NYCB, Grayscale Bitcoin Mini Trust BTC, ASTS, First Tr Exchng Traded Fd Vi, EMO, XLU, PDX, TBIL, VGSH.
Reduced shares in these 10 stocks: MINT, VOO, GLD, JMST, Blackstone Private Credit Fund, QQQ, COWZ, RSP, FTSM, GOOGL.
Sold out of its positions in BLW, Blackstone Private Credit Fund, CHTR, CEM, CRON, SPDN, SUPP, GM, JEPQ, JBLU. Listed Fd Tr, New York Community Ban, EBND, SIRI, UBER, VTIP, WEN.
Clear Point Advisors was a net buyer of stock by $1.6M.
Clear Point Advisors has $129M in assets under management (AUM), dropping by 6.23%.
Central Index Key (CIK): 0002010474

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Positions held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 572 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Clear Point Advisors has 572 total positions. Only the first 250 positions are shown.

Sign up to view all of the Clear Point Advisors Sept. 30, 2024 positions
Download the Clear Point Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.3	$11M		104k	104.18	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	5.0	$6.4M		217k	29.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$4.6M	-2%	9.4k	488.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.2	$4.2M		63k	66.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.0	$3.9M		6.8k	573.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	2.8	$3.6M		98k	36.88	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.7	$3.5M		6.2k	569.66	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.7	$3.5M	-6%	35k	100.69	View chart
Apple (AAPL)	2.2	$2.8M		12k	233.01	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	2.0	$2.6M	+71%	47k	54.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	2.0	$2.5M	+20%	55k	46.51	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.8	$2.3M	+6%	87k	25.97	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.7	$2.2M	-2%	37k	59.87	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.7	$2.2M		43k	50.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$2.0M		29k	67.85	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.3	$1.7M	-2%	36k	45.89	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$1.6M	-7%	32k	50.94	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$1.5M	+3%	41k	36.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.1	$1.5M	+3%	21k	71.76	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	1.1	$1.4M		44k	32.94	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$1.4M		21k	67.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.0	$1.3M		36k	35.24	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.9	$1.2M	+5%	24k	51.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$1.2M	+2%	6.0k	198.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.2M	-3%	5.9k	200.78	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$1.1M		17k	67.51	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.9	$1.1M		9.5k	119.67	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.9	$1.1M		26k	43.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.1M	-17%	2.1k	527.65	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.8	$1.1M		33k	32.24	View chart
Consolidated Edison (ED)	0.8	$1.0M		10k	104.13	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.8	$1.0M		2.4k	423.14	View chart
Amazon (AMZN)	0.8	$997k	+3%	5.4k	186.33	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$947k		11k	83.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$931k		18k	51.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$908k		2.0k	460.27	View chart
Ishares Tr Msci India Etf (INDA)	0.7	$881k		15k	58.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.6	$838k		22k	38.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$830k		9.8k	84.53	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.6	$819k		68k	12.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$761k		9.1k	83.64	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.6	$745k	-4%	13k	55.70	View chart
Microsoft Corporation (MSFT)	0.6	$744k		1.7k	430.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$744k	+4%	9.4k	79.42	View chart
Vanguard World Health Car Etf (VHT)	0.6	$727k		2.6k	282.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$717k	+6%	5.7k	125.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.5	$708k		15k	47.18	View chart
NVIDIA Corporation (NVDA)	0.5	$705k		5.8k	121.46	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.5	$687k		23k	29.41	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.5	$661k		22k	30.36	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.5	$658k	+2%	16k	41.66	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$651k		18k	36.38	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.5	$640k		19k	34.54	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$640k	+68%	11k	60.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$630k		6.9k	91.31	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.5	$627k		8.4k	74.38	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$624k		9.7k	64.07	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.5	$607k	+17%	8.5k	71.51	View chart
Meta Platforms Cl A (META)	0.5	$601k		1.1k	572.36	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.5	$596k		12k	48.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$579k	-2%	16k	36.92	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.4	$576k		14k	42.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$549k		4.7k	116.98	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.4	$532k		14k	37.07	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.4	$508k		5.8k	87.74	View chart
Visa Com Cl A (V)	0.4	$494k		1.8k	275.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.4	$490k		20k	24.25	View chart
Mastercard Incorporated Cl A (MA)	0.4	$485k		982.00	493.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$476k	-11%	7.6k	62.32	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$476k		15k	32.46	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$468k	-7%	10k	46.16	View chart
Johnson & Johnson (JNJ)	0.3	$435k		2.7k	162.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$433k		9.5k	45.75	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.3	$415k		5.2k	79.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$407k		10k	40.48	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$391k	+4%	7.4k	52.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$366k	-28%	1.5k	243.06	View chart
Verizon Communications (VZ)	0.3	$356k		7.9k	44.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.3	$354k		11k	32.11	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.3	$352k		5.8k	60.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.3	$342k		9.4k	36.24	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$335k		11k	31.34	View chart
Netflix (NFLX)	0.3	$331k	+3%	466.00	709.27	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$320k		6.9k	46.46	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$319k	+6%	5.4k	59.24	View chart
Tesla Motors (TSLA)	0.2	$313k	+2%	1.2k	261.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$303k	-16%	3.0k	101.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$294k		13k	22.88	View chart
At&t (T)	0.2	$289k		13k	22.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$288k	-22%	1.6k	179.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$282k	-14%	5.6k	50.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$278k	-2%	7.2k	38.53	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$274k		6.9k	39.46	View chart
Wisdomtree Tr 1 3 Yr Laddered (USSH)	0.2	$272k	+33%	5.4k	50.76	View chart
McKesson Corporation (MCK)	0.2	$271k		549.00	494.44	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$271k		9.4k	28.98	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$271k	+21%	4.6k	59.51	View chart
JPMorgan Chase & Co. (JPM)	0.2	$261k		1.2k	210.94	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$260k		5.8k	45.02	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$256k		7.3k	35.10	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$247k		6.1k	40.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$238k	NEW	971.00	245.45	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.2	$233k	+7%	2.1k	109.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$228k		395.00	576.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$201k		2.6k	78.68	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$196k	NEW	3.3k	59.03	View chart
International Business Machines (IBM)	0.1	$194k		876.00	221.08	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$193k		6.2k	31.08	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$189k		5.3k	35.94	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$188k		885.00	211.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$185k		1.1k	174.64	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	0.1	$185k		4.9k	37.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$180k	+47%	682.00	263.79	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$178k	-21%	3.5k	50.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$176k		468.00	375.74	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$174k		5.3k	32.97	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$172k		4.6k	37.86	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$168k		3.5k	48.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$156k		3.8k	41.32	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$153k		5.4k	28.41	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$151k	-16%	1.8k	82.93	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$149k		2.5k	59.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$147k		3.8k	38.95	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$141k		7.8k	18.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$140k		3.6k	39.25	View chart
Home Depot (HD)	0.1	$138k		339.00	405.94	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$137k		1.8k	76.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$135k		5.0k	26.75	View chart
Honeywell International (HON)	0.1	$135k		651.00	206.84	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$134k	+6%	2.7k	49.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$129k		3.1k	41.13	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$128k	+132%	3.0k	42.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$127k		1.6k	78.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$125k		3.5k	36.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$125k		4.7k	26.67	View chart
Applied Materials (AMAT)	0.1	$118k		582.00	202.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$117k	NEW	2.4k	48.97	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$115k		5.3k	21.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$114k		680.00	167.19	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100	0.1	$112k	NEW	5.5k	20.29	View chart
Aim Etf Products Trust Us Lrgcp B10 Nov (NVBT)	0.1	$111k		3.5k	31.76	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$111k		2.3k	48.64	View chart
Wal-Mart Stores (WMT)	0.1	$110k	+4%	1.4k	80.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$110k		1.1k	95.92	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$106k		4.2k	25.53	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$104k	-19%	451.00	230.97	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$102k	NEW	3.8k	26.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$101k		3.7k	27.01	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.1	$99k		872.00	113.62	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.1	$97k		3.2k	30.26	View chart
Abbvie (ABBV)	0.1	$97k		489.00	197.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$96k		406.00	237.27	View chart
Oracle Corporation (ORCL)	0.1	$95k		559.00	170.55	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$93k		2.1k	43.68	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.1	$91k	-21%	1.9k	48.59	View chart
Eli Lilly & Co. (LLY)	0.1	$89k		100.00	885.94	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$88k		1.9k	45.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$88k		2.1k	41.77	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$88k	+2%	3.0k	29.29	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	0.1	$84k	+22%	1.1k	76.95	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$81k		1.7k	46.52	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$81k		1.9k	41.96	View chart
Costco Wholesale Corporation (COST)	0.1	$77k		87.00	885.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$77k		1.7k	46.56	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$74k		5.5k	13.43	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$74k		1.1k	68.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$72k		1.4k	52.81	View chart
Broadcom (AVGO)	0.1	$71k	+909%	414.00	172.33	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$70k		1.8k	39.83	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$69k		1.5k	45.51	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$68k		395.00	171.93	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$68k		465.00	145.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$67k		868.00	76.73	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$66k		564.00	117.63	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$66k		712.00	93.09	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.0	$64k		1.9k	33.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$64k	-42%	415.00	153.26	View chart
Super Micro Computer (SMCI)	0.0	$63k	+88%	151.00	416.40	View chart
Exelixis (EXEL)	0.0	$63k		2.4k	25.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$63k		1.7k	36.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$61k		1.4k	43.78	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$61k	+11%	353.00	173.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$61k		1.6k	37.85	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$61k		2.3k	27.00	View chart
Advanced Micro Devices (AMD)	0.0	$60k	+68%	368.00	164.08	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$59k		2.1k	28.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$59k		1.2k	50.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$58k		304.00	189.96	View chart
Reddit Cl A (RDDT)	0.0	$57k	+86700%	868.00	65.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$55k		1.9k	29.18	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$54k		1.9k	29.13	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$54k	+23%	2.8k	19.19	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.0	$53k		1.4k	37.78	View chart
Abbott Laboratories (ABT)	0.0	$51k		443.00	114.10	View chart
Skyworks Solutions (SWKS)	0.0	$50k		509.00	98.72	View chart
Hess Midstream Cl A Shs (HESM)	0.0	$50k		1.4k	35.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$49k	-63%	852.00	57.83	View chart
Bank of America Corporation (BAC)	0.0	$49k		1.2k	39.69	View chart
Nio Spon Ads (NIO)	0.0	$49k		7.3k	6.68	View chart
Marathon Petroleum Corp (MPC)	0.0	$49k		300.00	162.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$48k		1.0k	47.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$48k		1.3k	36.72	View chart
Analog Devices (ADI)	0.0	$47k		202.00	230.34	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$46k		586.00	78.56	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$45k		1.8k	25.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$44k		1.1k	41.16	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$44k	+96%	442.00	99.52	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$44k		859.00	51.03	View chart
Walt Disney Company (DIS)	0.0	$43k		446.00	96.19	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.0	$43k		542.00	79.10	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$43k		1.9k	22.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$43k	-59%	256.00	166.12	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$42k	-26%	415.00	101.91	View chart
Howmet Aerospace (HWM)	0.0	$42k		416.00	100.33	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$41k		470.00	87.85	View chart
Hess (HES)	0.0	$41k		302.00	135.93	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$41k		657.00	62.34	View chart
Bristol Myers Squibb (BMY)	0.0	$41k		790.00	51.77	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$40k		1.0k	38.53	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$40k		545.00	72.84	View chart
Fiserv (FI)	0.0	$40k		220.00	179.65	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.0	$39k		414.00	93.36	View chart
Cigna Corp (CI)	0.0	$38k		110.00	346.44	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$38k		432.00	88.14	View chart
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP)	0.0	$38k	+2%	1.7k	22.83	View chart
Nuveen Mtg opportunity term (JLS)	0.0	$38k	+2%	2.0k	18.43	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$37k	NEW	453.00	80.79	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$36k		1.9k	19.37	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$35k		308.00	115.07	View chart
McDonald's Corporation (MCD)	0.0	$35k		117.00	302.15	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$35k		384.00	91.85	View chart
Danaher Corporation (DHR)	0.0	$35k		124.00	278.02	View chart
Merck & Co (MRK)	0.0	$34k		300.00	113.68	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$34k	+43%	756.00	44.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$33k	+93%	311.00	106.97	View chart
Entergy Corporation (ETR)	0.0	$33k		250.00	131.61	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$33k		307.00	106.63	View chart
Capital One Financial (COF)	0.0	$33k		218.00	149.52	View chart
Sherwin-Williams Company (SHW)	0.0	$32k		84.00	381.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$32k		209.00	151.62	View chart
Kimberly-Clark Corporation (KMB)	0.0	$31k		221.00	142.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$31k		1.0k	29.89	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$31k		228.00	135.28	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$31k		1.0k	30.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$31k		608.00	50.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$30k		203.00	149.42	View chart
RBB Us Treas 3 Mnth (TBIL)	0.0	$30k	NEW	604.00	50.04	View chart
Kkr & Co (KKR)	0.0	$30k	+119%	230.00	130.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$30k		513.00	57.52	View chart
Booking Holdings (BKNG)	0.0	$30k		7.00	4212.14	View chart

Past Filings by Clear Point Advisors

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

Clear Point Advisors 2024 Q3 filed Nov. 12, 2024
Clear Point Advisors 2024 Q2 filed Aug. 14, 2024
Clear Point Advisors 2023 Q4 filed May 16, 2024
Clear Point Advisors 2024 Q1 filed May 16, 2024

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