Clear Point Advisors

Clear Point Advisors as of June 30, 2025

Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 108 positions in its portfolio as reported in the June 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) 9.5 $11M 386k 29.21
Doubleline Etf Trust Shiller Cape U S (CAPE) 4.6 $5.4M 171k 31.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $5.1M 9.2k 551.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.7 $4.4M 185k 23.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $4.3M 6.9k 617.84
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.3 $3.9M 39k 100.54
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 3.0 $3.6M 90k 39.76
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.9 $3.5M 6.1k 563.18
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.8 $3.3M 65k 50.68
Graniteshares Gold Tr Shs Ben Int (BAR) 2.6 $3.1M 97k 32.02
Wisdomtree Tr Floatng Rat Trea (USFR) 2.1 $2.5M 50k 50.31
Apple (AAPL) 2.0 $2.3M 11k 205.16
First Tr Exchange-traded First Tr Enh New (FTSM) 1.9 $2.2M 37k 59.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.8 $2.1M 88k 24.44
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.8 $2.1M 54k 39.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 1.5 $1.8M 36k 50.03
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.4 $1.7M 36k 45.89
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.3 $1.5M 20k 74.01
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $1.4M 28k 50.92
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 1.1 $1.3M 38k 34.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.3M 2.3k 567.97
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.1 $1.3M 34k 37.79
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.2M 6.0k 204.66
Spdr Series Trust Portfolio S&p500 (SPLG) 1.0 $1.2M 17k 72.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $1.2M 15k 79.50
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.9 $1.1M 25k 45.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $1.1M 5.6k 195.00
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.9 $1.1M 32k 33.36
Amazon (AMZN) 0.9 $1.1M 4.9k 219.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $1.0M 2.3k 440.73
Tcw Etf Trust High Yield Bond (HYBX) 0.9 $1.0M 33k 30.64
Consolidated Edison (ED) 0.8 $1.0M 10k 100.35
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.8 $999k 8.5k 118.20
Schwab Strategic Tr Fundamental Us L (FNDX) 0.8 $973k 40k 24.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $883k 32k 28.05
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.7 $879k 22k 40.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $873k 35k 25.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $861k 1.8k 485.78
Ishares Tr Msci Eafe Etf (EFA) 0.7 $826k 9.2k 89.39
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.7 $798k 16k 49.64
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.6 $757k 15k 50.75
Flexshares Tr Qlt Div Def Idx (QDEF) 0.6 $752k 10k 74.05
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.6 $739k 68k 10.95
Microsoft Corporation (MSFT) 0.6 $728k 1.4k 507.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.6 $724k 15k 50.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $721k 27k 26.50
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.6 $712k 22k 31.94
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.6 $703k 22k 31.95
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.6 $698k 17k 41.03
NVIDIA Corporation (NVDA) 0.6 $669k 4.2k 158.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $667k 4.9k 135.03
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $651k 6.9k 93.87
Vanguard World Health Car Etf (VHT) 0.5 $640k 2.6k 248.37
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.5 $639k 17k 37.17
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.5 $625k 7.9k 79.58
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $625k 18k 35.28
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $616k 14k 45.16
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.5 $608k 13k 48.62
Visa Com Cl A (V) 0.5 $608k 1.7k 355.14
Meta Platforms Cl A (META) 0.5 $608k 823.00 738.41
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.5 $584k 11k 54.31
Netflix (NFLX) 0.5 $573k 428.00 1339.13
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $572k 8.7k 65.50
Mastercard Incorporated Cl A (MA) 0.5 $552k 982.00 561.94
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.5 $540k 14k 39.52
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.4 $504k 5.8k 86.87
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.4 $503k 20k 25.51
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.4 $501k 16k 32.39
Putnam Etf Trust Focused Lar Cap (PVAL) 0.4 $487k 12k 40.23
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $482k 4.4k 109.29
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.4 $482k 13k 37.48
Spdr Gold Tr Gold Shs (GLD) 0.4 $457k 1.5k 304.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $441k 7.4k 59.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $424k 2.3k 181.78
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.4 $418k 5.1k 82.44
Johnson & Johnson (JNJ) 0.3 $414k 2.7k 152.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $413k 6.7k 62.02
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.3 $405k 9.2k 43.85
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $389k 7.8k 50.17
At&t (T) 0.3 $382k 13k 28.94
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB) 0.3 $374k 11k 33.92
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.3 $369k 5.4k 68.06
McKesson Corporation (MCK) 0.3 $365k 498.00 732.88
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.3 $362k 3.1k 118.44
Tesla Motors (TSLA) 0.3 $361k 1.1k 317.66
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.3 $360k 7.4k 49.03
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.3 $343k 11k 32.04
JPMorgan Chase & Co. (JPM) 0.3 $340k 1.2k 289.97
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.3 $328k 13k 24.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $327k 6.4k 51.36
Verizon Communications (VZ) 0.3 $323k 7.5k 43.27
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.3 $318k 7.3k 43.76
Wisdomtree Tr 1 3 Yr Laddered (USSH) 0.3 $306k 6.0k 50.67
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $293k 6.9k 42.20
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $285k 5.0k 56.85
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $280k 4.8k 58.77
Innovator Etfs Trust Innovator Inter (ISEP) 0.2 $277k 9.0k 30.91
International Business Machines (IBM) 0.2 $275k 933.00 294.78
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $270k 7.3k 37.01
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.2 $255k 6.5k 39.15
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $254k 6.2k 40.89
Ishares Tr Core S&p500 Etf (IVV) 0.2 $247k 398.00 621.46
Ishares Tr Core 60/40 Balan (AOR) 0.2 $228k 3.7k 61.57
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.2 $223k 4.5k 49.04
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $218k 808.00 269.33
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $211k 6.5k 32.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $204k 2.6k 78.69
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.2 $196k 12k 15.91