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CIK: 0002010474
Total reported value
$112.8M
$112.8M
572 檔
26.5%
The Q3 2024 SEC filing reveals that Clear Point Advisors Inc. held a total portfolio value of $112.8M, covering 572 public equity positions.
During Q3 2024, Clear Point Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 572 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.35% | +2.65% | -0.04% | |
| 2 | CAPE | Doubleline Shiller Cape US | ETF-Other | 4.97% | +3.54% | NEW | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.56% | +1.81% | -2.43% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.23% | +1.10% | -1.43% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.03% | +4.58% | NEW | |
| 6 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.80% | — | -0.63% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.74% | +3.75% | NEW | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.72% | -2.04% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.91% | +0.92% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.00% | — | +71.09% | |
| 11 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.97% | -1.13% | EXIT | |
| 12 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.76% | -0.21% | +6.98% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.70% | +1.38% | NEW | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.68% | +1.50% | NEW | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.54% | +0.49% | +0.72% | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.28% | — | -2.41% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.25% | +0.95% | NEW | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 1.16% | +0.78% | +3.15% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.15% | +0.21% | +3.71% | |
| 20 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.11% | -0.96% | EXIT | |
| 21 | AVDE | Avantis International Equity | ETF-Other | 1.10% | +0.30% | +0.24% | |
| 22 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.98% | — | -1.03% | |
| 23 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.94% | +0.48% | NEW | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | +1.21% | NEW | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.92% | +1.27% | NEW | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +1.34% | NEW | |
| 27 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.87% | +0.56% | NEW | |
| 28 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.86% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +1.57% | NEW | |
| 30 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.83% | -0.66% | EXIT | |
| 31 | ED | Consolidated Edison Inc | Stock-Utilities | 0.80% | -0.87% | EXIT | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.79% | +1.01% | NEW | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.18% | +3.38% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.73% | +0.36% | -0.34% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | +0.31% | -1.54% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +0.66% | NEW | |
| 37 | INDA | Ishares Msci India ETF | ETF-Other | 0.68% | — | +0.12% | |
| 38 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.65% | -0.70% | EXIT | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | +0.27% | +1.06% | |
| 40 | MUJ | Blackrock Munihold Nj Qlty | Stock-Other | 0.63% | +0.74% | NEW | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | +0.88% | NEW | |
| 42 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.58% | +0.46% | NEW | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.07% | +0.41% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | +1.57% | NEW | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.56% | +0.61% | NEW | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | +0.61% | NEW | |
| 47 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.55% | -0.55% | EXIT | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.12% | -0.62% | |
| 49 | IJUL | Innovator International Deve | ETF-Other | 0.53% | — | — | |
| 50 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 0.51% | -0.57% | EXIT |
According to official SEC Form 13F filings, Clear Point Advisors Inc. reported a total U.S. public equity portfolio value of $112.8M across 572 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, CAPE, QQQ) accounted for 26.5% of total reported equity market value during Q3 2024.
During Q3 2024, Clear Point Advisors Inc.'s top holdings by market value included SCHG (8.3%)、CAPE (5.0%)、QQQ (3.6%). The largest single position, SCHG, represented 8.3% of total portfolio value.
In Q3 2024, Clear Point Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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