Clear Point Advisors

Clear Point Advisors as of Sept. 30, 2025

Portfolio Holdings for Clear Point Advisors

Clear Point Advisors holds 114 positions in its portfolio as reported in the September 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 $12M 383k 31.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $5.4M 9.0k 600.38
Doubleline Etf Trust Shiller Cape U S (CAPE) 4.0 $5.1M 158k 32.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.7 $4.7M 183k 25.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $4.6M 6.8k 666.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.2 $4.2M 41k 100.69
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 2.9 $3.7M 90k 41.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.8 $3.6M 6.1k 596.03
Graniteshares Gold Tr Shs Ben Int (BAR) 2.8 $3.6M 94k 38.06
Apple (AAPL) 2.6 $3.4M 13k 254.63
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.9 $2.4M 57k 42.03
First Tr Exchange-traded First Tr Enh New (FTSM) 1.7 $2.3M 38k 59.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $2.2M 85k 26.34
Wisdomtree Tr Floatng Rat Trea (USFR) 1.5 $2.0M 39k 50.27
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 1.4 $1.9M 36k 52.25
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.4 $1.8M 38k 47.61
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.3 $1.7M 36k 45.84
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $1.6M 21k 79.93
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.3 $1.6M 21k 78.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.2 $1.6M 31k 50.73
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 1.0 $1.3M 37k 36.14
Spdr Series Trust Portfolio S&p500 (SPYM) 1.0 $1.3M 17k 78.34
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.0 $1.3M 34k 38.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.0 $1.3M 26k 51.04
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.3M 6.1k 215.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.3M 2.1k 612.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $1.2M 5.8k 208.70
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.9 $1.1M 25k 46.91
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.9 $1.1M 32k 34.23
Amazon (AMZN) 0.8 $1.1M 5.0k 219.57
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $1.1M 2.3k 463.76
Schwab Strategic Tr Fundamental Us L (FNDX) 0.8 $1.0M 39k 26.30
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.8 $1.0M 8.1k 123.91
Consolidated Edison (ED) 0.8 $993k 9.9k 100.52
Wisdomtree Tr 1 3 Yr Laddered (USSH) 0.8 $992k 17k 56.93
Microsoft Corporation (MSFT) 0.8 $988k 1.9k 517.99
Tcw Etf Trust High Yield Bond (HYBX) 0.8 $983k 32k 30.69
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $939k 34k 27.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $927k 31k 29.64
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.7 $900k 22k 41.59
Flexshares Tr Qlt Div Def Idx (QDEF) 0.7 $896k 11k 79.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $890k 1.8k 502.75
Ishares Tr Msci Eafe Etf (EFA) 0.7 $863k 9.2k 93.37
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.7 $861k 29k 29.30
NVIDIA Corporation (NVDA) 0.6 $816k 4.4k 186.56
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.6 $790k 15k 53.19
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.6 $782k 68k 11.59
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.6 $764k 15k 52.89
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.6 $749k 15k 49.03
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.6 $746k 15k 50.47
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.6 $735k 18k 41.20
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.6 $729k 22k 33.14
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.6 $728k 22k 32.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $713k 4.9k 145.66
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.5 $703k 7.8k 90.72
Innovator Etfs Trust Equity Dual Dirt (DDFL) 0.5 $699k 35k 20.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $678k 25k 27.30
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $674k 18k 38.02
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $661k 6.9k 95.14
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $659k 14k 48.28
Meta Platforms Cl A (META) 0.5 $658k 896.00 734.75
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.5 $652k 17k 38.41
Putnam Etf Trust Focused Lar Cap (PVAL) 0.5 $647k 15k 42.72
Vanguard World Health Car Etf (VHT) 0.5 $632k 2.4k 259.63
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.5 $613k 11k 56.45
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $605k 8.8k 68.96
Visa Com Cl A (V) 0.5 $600k 1.8k 341.30
Mastercard Incorporated Cl A (MA) 0.5 $581k 1.0k 568.81
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.4 $561k 14k 41.06
Spdr Gold Tr Gold Shs (GLD) 0.4 $533k 1.5k 355.47
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.4 $531k 5.8k 91.57
Netflix (NFLX) 0.4 $530k 442.00 1198.92
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.4 $529k 16k 34.20
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.4 $524k 3.9k 134.81
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $522k 4.4k 118.84
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.4 $519k 13k 40.35
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.4 $510k 19k 26.26
Johnson & Johnson (JNJ) 0.4 $503k 2.7k 185.44
Tesla Motors (TSLA) 0.4 $496k 1.1k 444.72
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $480k 8.0k 60.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $458k 7.0k 65.26
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.4 $452k 4.9k 91.61
JPMorgan Chase & Co. (JPM) 0.3 $417k 1.3k 315.32
McKesson Corporation (MCK) 0.3 $385k 499.00 771.90
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.3 $385k 5.4k 71.11
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB) 0.3 $385k 11k 34.95
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $384k 7.6k 50.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.3 $382k 7.4k 51.91
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.3 $377k 8.3k 45.60
At&t (T) 0.3 $372k 13k 28.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $372k 2.0k 189.74
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.3 $355k 11k 33.21
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.3 $336k 13k 25.07
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.3 $324k 7.1k 45.74
Verizon Communications (VZ) 0.3 $323k 7.4k 43.95
Ishares Tr Core S&p500 Etf (IVV) 0.2 $315k 470.00 669.83
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $309k 5.4k 57.10
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $296k 5.7k 52.28
Innovator Etfs Trust Innovator Inter (ISEP) 0.2 $293k 9.2k 31.87
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $287k 6.6k 43.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $283k 4.8k 58.85
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $280k 7.3k 38.33
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $266k 6.2k 42.95
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.2 $264k 6.5k 40.47
Ishares Tr Core 60/40 Balan (AOR) 0.2 $245k 3.8k 64.37
International Business Machines (IBM) 0.2 $242k 858.00 282.22
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.2 $235k 4.5k 51.59
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $227k 6.5k 34.75
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $226k 808.00 279.84
Vanguard Index Fds Value Etf (VTV) 0.2 $217k 1.2k 186.48
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $212k 3.5k 59.92
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $209k 3.1k 67.26
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.2 $208k 12k 16.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $207k 2.6k 78.92