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CIK: 0002010474
Total reported value
$112.8M
$112.8M
106 檔
24.2%
According to the latest 13F quarterly dataset, Clear Point Advisors Inc. managed an equity portfolio of $112.8M at the end of Q1 2025, spanning 106 distinct U.S. exchange-listed positions.
During Q1 2025, Clear Point Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.84% | +2.65% | -5.24% | |
| 2 | CAPE | Doubleline Shiller Cape US | ETF-Other | 4.57% | +3.54% | NEW | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.87% | +1.81% | -1.67% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.69% | -2.04% | EXIT | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.63% | +1.10% | -0.16% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.43% | +4.58% | NEW | |
| 7 | PJUN | Innovator U.s. Equity Power | ETF-Other | 3.09% | — | -2.46% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.00% | +3.75% | NEW | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.85% | +1.32% | NEW | |
| 10 | BAR | Graniteshares Gold Trust | ETF-Commodities | 2.68% | -0.21% | +9.65% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.91% | -3.31% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.22% | +1.50% | NEW | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.99% | +1.38% | NEW | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.75% | +0.49% | +0.23% | |
| 15 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 1.50% | -1.13% | EXIT | |
| 16 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.48% | — | -0.19% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.40% | +0.78% | -1.24% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.28% | +0.21% | -4.09% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.26% | +0.95% | NEW | |
| 20 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.13% | -0.96% | EXIT | |
| 21 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.09% | — | -2.93% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 1.06% | +0.30% | -12.75% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.05% | +1.57% | NEW | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.04% | +1.21% | NEW | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | +0.66% | NEW | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +1.34% | NEW | |
| 27 | ED | Consolidated Edison Inc | Stock-Utilities | 0.99% | -0.87% | EXIT | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +1.57% | NEW | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.95% | +1.27% | NEW | |
| 30 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.95% | — | -2.24% | |
| 31 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.95% | -0.66% | EXIT | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.92% | +1.01% | NEW | |
| 33 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.91% | +0.48% | NEW | |
| 34 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.89% | +0.56% | NEW | |
| 35 | HYBX | Tcw High Yield Bond ETF | ETF-High Yield | 0.88% | +0.12% | -1.18% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.80% | +0.36% | +0.07% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.18% | -11.23% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | +0.31% | -1.04% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | +0.27% | +1.36% | |
| 40 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.75% | -0.70% | EXIT | |
| 41 | MUJ | Blackrock Munihold Nj Qlty | Stock-Other | 0.68% | +0.74% | NEW | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | +0.88% | NEW | |
| 43 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.62% | — | +101.75% | |
| 44 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.61% | +1.15% | NEW | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.61% | +0.61% | NEW | |
| 46 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.61% | -0.55% | EXIT | |
| 47 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.60% | +0.46% | NEW | |
| 48 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 0.60% | -0.57% | EXIT | |
| 49 | IJUL | Innovator International Deve | ETF-Other | 0.58% | — | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | +0.52% | NEW |
According to official SEC Form 13F filings, Clear Point Advisors Inc. reported a total U.S. public equity portfolio value of $112.8M across 106 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, CAPE, QQQ) accounted for 24.2% of total reported equity market value during Q1 2025.
During Q1 2025, Clear Point Advisors Inc.'s top holdings by market value included SCHG (8.8%)、CAPE (4.6%)、QQQ (3.9%). The largest single position, SCHG, represented 8.8% of total portfolio value.
In Q1 2025, 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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