Clear Point Advisors

Clear Point Advisors as of March 31, 2025

Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 106 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.8 $9.8M 393k 25.04
Doubleline Etf Trust Shiller Cape U S (CAPE) 4.6 $5.1M 167k 30.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $4.3M 9.2k 468.93
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.7 $4.1M 41k 100.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.6 $4.0M 188k 21.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $3.8M 6.8k 559.39
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 3.1 $3.4M 93k 37.01
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.0 $3.3M 6.3k 533.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.9 $3.2M 63k 50.63
Graniteshares Gold Tr Shs Ben Int (BAR) 2.7 $3.0M 97k 30.84
Apple (AAPL) 2.3 $2.5M 11k 222.12
Wisdomtree Tr Floatng Rat Trea (USFR) 2.2 $2.5M 49k 50.33
First Tr Exchange-traded First Tr Enh New (FTSM) 2.0 $2.2M 37k 59.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $1.9M 88k 22.08
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 1.5 $1.7M 36k 46.18
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.5 $1.6M 36k 45.65
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.4 $1.6M 44k 35.64
Schwab Strategic Tr Fundamental Us L (FNDX) 1.3 $1.4M 60k 23.61
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $1.4M 28k 50.85
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 1.1 $1.3M 38k 33.21
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.1 $1.2M 34k 35.80
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $1.2M 18k 66.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.2M 15k 78.94
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.2M 6.0k 193.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.1M 2.2k 532.59
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.1M 17k 65.76
Consolidated Edison (ED) 1.0 $1.1M 10k 110.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.1M 2.1k 513.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.1M 5.7k 186.28
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.0 $1.1M 25k 42.47
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.9 $1.1M 33k 32.09
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $1.0M 2.4k 419.93
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $1.0M 20k 50.00
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.9 $986k 8.6k 114.47
Tcw Etf Trust High Yield Bond (HYBX) 0.9 $978k 32k 30.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $887k 34k 26.04
Amazon (AMZN) 0.8 $886k 4.7k 190.26
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $840k 36k 23.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $839k 30k 27.96
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.8 $837k 22k 38.67
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.7 $759k 68k 11.25
Ishares Tr Msci Eafe Etf (EFA) 0.7 $743k 9.1k 81.73
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.6 $691k 15k 46.37
Flexshares Tr Qlt Div Def Idx (QDEF) 0.6 $682k 9.8k 69.89
Vanguard World Health Car Etf (VHT) 0.6 $682k 2.6k 264.68
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.6 $675k 15k 46.67
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.6 $672k 13k 53.01
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.6 $669k 22k 30.39
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.6 $649k 22k 29.12
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $648k 6.9k 93.66
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.6 $644k 16k 40.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $614k 5.0k 122.00
Visa Com Cl A (V) 0.5 $600k 1.7k 350.56
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $599k 18k 33.50
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.5 $595k 12k 47.89
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.5 $593k 17k 34.47
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $570k 14k 41.77
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $553k 8.7k 63.54
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.5 $543k 7.9k 68.80
Mastercard Incorporated Cl A (MA) 0.5 $538k 982.00 548.12
Microsoft Corporation (MSFT) 0.5 $527k 1.4k 375.36
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.5 $509k 14k 35.74
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.5 $509k 14k 37.22
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.4 $480k 15k 32.76
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.4 $479k 20k 23.97
Spdr Gold Tr Gold Shs (GLD) 0.4 $475k 1.6k 288.14
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $470k 4.5k 104.56
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.4 $461k 5.8k 79.46
Meta Platforms Cl A (META) 0.4 $454k 787.00 576.58
NVIDIA Corporation (NVDA) 0.4 $451k 4.2k 108.38
Johnson & Johnson (JNJ) 0.4 $450k 2.7k 165.82
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $431k 7.3k 59.40
Netflix (NFLX) 0.4 $403k 432.00 932.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $399k 6.8k 58.35
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $385k 7.7k 50.02
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.3 $383k 5.1k 74.88
At&t (T) 0.3 $373k 13k 28.28
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.3 $372k 9.2k 40.19
McKesson Corporation (MCK) 0.3 $371k 550.00 673.59
Verizon Communications (VZ) 0.3 $363k 8.0k 45.36
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $357k 6.9k 51.55
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB) 0.3 $355k 11k 32.20
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.3 $336k 5.6k 60.03
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.3 $334k 7.4k 45.49
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.3 $323k 11k 30.24
Tesla Motors (TSLA) 0.3 $293k 1.1k 259.16
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.3 $289k 2.7k 106.33
JPMorgan Chase & Co. (JPM) 0.3 $287k 1.2k 245.38
Wisdomtree Tr 1 3 Yr Laddered (USSH) 0.3 $286k 5.7k 50.57
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $284k 6.4k 44.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $280k 4.9k 57.14
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $276k 6.9k 39.67
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.2 $263k 5.8k 45.54
Innovator Etfs Trust Innovator Inter (ISEP) 0.2 $258k 9.0k 28.76
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $257k 7.3k 35.12
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.2 $242k 11k 22.68
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $238k 6.2k 38.41
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.2 $237k 6.5k 36.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $234k 1.4k 173.29
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.2 $234k 5.8k 40.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $227k 3.9k 58.69
Ishares Tr Core S&p500 Etf (IVV) 0.2 $223k 397.00 562.34
International Business Machines (IBM) 0.2 $221k 888.00 248.66
Ishares Tr Core 60/40 Balan (AOR) 0.2 $213k 3.7k 57.57
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $206k 6.4k 32.37
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.2 $175k 12k 14.14