Clear Point Advisors

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

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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 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.9 $12M +300% 415k 27.87
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Doubleline Etf Trust Shiller Cape U S (CAPE) 5.3 $6.2M -4% 208k 29.97
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Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $4.8M 9.3k 511.24
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.6 $4.3M +198% 188k 22.70
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $4.0M 6.8k 586.07
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 3.1 $3.6M -3% 95k 37.52
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.0 $3.6M 6.3k 569.57
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.9 $3.4M 34k 100.34
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Apple (AAPL) 2.5 $3.0M 12k 250.41
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $2.7M +867% 54k 50.37
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Wisdomtree Tr Floatng Rat Trea (USFR) 2.2 $2.6M +19% 52k 50.32
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Graniteshares Gold Tr Shs Ben Int (BAR) 1.9 $2.3M 88k 25.89
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First Tr Exchange-traded First Tr Enh New (FTSM) 1.9 $2.2M 37k 59.77
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 1.8 $2.2M -16% 45k 47.43
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $2.0M +199% 88k 23.18
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First Tr Exchange-traded Senior Ln Fd (FTSL) 1.4 $1.7M 36k 46.24
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.4 $1.6M 31k 50.71
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Capital Group Dividend Value Shs Creation Uni (CGDV) 1.3 $1.6M +7% 44k 35.26
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Schwab Strategic Tr Fundamental Us L (FNDX) 1.3 $1.5M +202% 63k 23.68
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Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 1.2 $1.4M 43k 33.63
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.1 $1.3M -2% 35k 35.91
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $1.3M -3% 21k 61.37
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Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.2M 6.1k 195.82
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.2M 5.9k 198.19
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.2M +5% 2.2k 538.77
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.2M 17k 68.94
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Amazon (AMZN) 1.0 $1.2M 5.2k 219.39
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Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.0 $1.1M 26k 44.31
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Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.9 $1.1M 33k 32.83
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.9 $1.0M -3% 9.1k 114.11
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $1.0M -13% 21k 50.15
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $1.0M 2.4k 425.51
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Tcw Etf Trust High Yield Bond 0.9 $995k NEW 33k 30.41
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $943k +198% 34k 27.71
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $936k +100% 36k 25.86
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Consolidated Edison (ED) 0.8 $889k 10k 89.23
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $888k 2.0k 453.29
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.7 $850k 22k 38.91
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $810k +10% 10k 78.01
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $809k +201% 30k 27.32
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Ishares Tr Msci India Etf (INDA) 0.7 $800k 15k 52.64
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NVIDIA Corporation (NVDA) 0.7 $766k 5.7k 134.30
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BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.6 $747k 68k 11.07
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.6 $727k 13k 54.31
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $697k 9.2k 75.61
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Microsoft Corporation (MSFT) 0.6 $695k -4% 1.6k 421.50
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.6 $691k -3% 15k 47.82
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $665k -9% 5.2k 128.62
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Flexshares Tr Qlt Div Def Idx (QDEF) 0.6 $658k +10% 9.4k 70.22
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Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.6 $657k -2% 21k 30.98
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.6 $654k 8.4k 77.43
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Flexshares Tr Hig Yld Vl Etf (HYGV) 0.6 $651k 16k 40.68
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.6 $649k 19k 35.06
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $642k 18k 35.85
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Vanguard World Health Car Etf (VHT) 0.5 $638k -2% 2.5k 253.64
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Innovator Etfs Trust Intrnl Dev July (IJUL) 0.5 $617k -4% 22k 27.70
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Ishares Tr Msci Usa Min Vol (USMV) 0.5 $614k 6.9k 88.80
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Meta Platforms Cl A (META) 0.5 $606k 1.0k 585.59
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.5 $594k 16k 37.87
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Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $586k 14k 42.90
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.5 $582k 12k 47.26
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $579k -6% 9.2k 63.30
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Visa Com Cl A (V) 0.5 $553k -2% 1.7k 315.96
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $548k 4.8k 115.21
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Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.5 $532k 14k 37.35
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Mastercard Incorporated Cl A (MA) 0.4 $517k 982.00 526.57
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Tesla Motors (TSLA) 0.4 $512k +6% 1.3k 403.84
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $505k -17% 8.7k 58.00
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.4 $503k 5.8k 86.89
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Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.4 $479k 15k 32.70
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $478k 7.7k 62.31
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First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.4 $460k 20k 22.79
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.4 $441k 9.5k 46.54
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.4 $418k 5.2k 80.00
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Netflix (NFLX) 0.4 $415k 466.00 891.32
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Johnson & Johnson (JNJ) 0.3 $389k 2.7k 144.61
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $382k +116% 7.7k 49.84
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.3 $381k -7% 9.2k 41.17
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $371k -2% 7.2k 51.73
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Spdr Gold Tr Gold Shs (GLD) 0.3 $364k 1.5k 242.13
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First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB) 0.3 $360k 11k 32.73
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Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.3 $355k +7% 7.4k 48.09
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Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.3 $351k -3% 5.6k 62.78
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.3 $349k 9.4k 36.89
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Verizon Communications (VZ) 0.3 $318k 8.0k 39.99
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Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.3 $315k 11k 29.44
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McKesson Corporation (MCK) 0.3 $313k 550.00 569.71
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Wisdomtree Tr 1 3 Yr Laddered (USSH) 0.3 $311k +15% 6.2k 50.23
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Ishares Tr Grwt Allocat Etf (AOR) 0.3 $303k 5.3k 57.32
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $302k +15% 5.3k 57.53
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At&t (T) 0.3 $299k 13k 22.77
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $294k +4% 1.7k 175.28
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JPMorgan Chase & Co. (JPM) 0.3 $293k 1.2k 239.74
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Pimco Etf Tr Muni Income Opp (MINO) 0.2 $285k -37% 6.3k 45.06
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $282k 7.2k 39.09
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Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $280k 6.9k 40.32
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First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.2 $277k 13k 21.59
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Ishares Tr Expanded Tech (IGV) 0.2 $275k NEW 2.8k 100.12
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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $273k +14% 2.4k 112.08
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Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.2 $266k 5.8k 46.14
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Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $260k 7.3k 35.56
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Innovator Etfs Trust Innovator Inter (ISEP) 0.2 $247k -4% 9.0k 27.56
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Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.2 $240k -4% 5.8k 41.52
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $233k 396.00 589.10
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $213k 877.00 243.17
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Past Filings by Clear Point Advisors

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