Clear Point Advisors Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Clear Point Advisors Inc. | Institutional Filer | ▲ 0.14% | $129.0M | 75 |
Current Portfolio Holdings
Showing all 75 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FFTY | INNOVATOR ETFS TRUST | — | 419K | $15.0M | 11.61% |
| 2 | STT | State Street Corporation | Financial Services | 38K | $11.2M | 8.71% |
| 3 | SCHG | SCHWAB STRATEGIC TR | — | 365K | $10.6M | 8.23% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 146K | $8.2M | 6.37% |
| 5 | VOX | VANGUARD WORLD FD | — | 45K | $6.8M | 5.29% |
| 6 | QQQ | Invesco QQQ Trust | — | 9K | $5.1M | 3.95% |
| 7 | SCHB | SCHWAB STRATEGIC TR | — | 179K | $4.5M | 3.48% |
| 8 | DCRE | DOUBLELINE ETF TRUST | — | 144K | $4.4M | 3.43% |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | — | 61K | $4.4M | 3.37% |
| 10 | BAR | GRANITESHARES GOLD TR | — | 94K | $4.3M | 3.36% |
| 11 | AAPL | Apple Inc. | Technology | 15K | $3.7M | 2.88% |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 63K | $2.7M | 2.09% |
| 13 | WT | WisdomTree, Inc. | Financial Services | 53K | $2.7M | 2.07% |
| 14 | MINT | PIMCO ETF TR | — | 26K | $2.6M | 2.04% |
| 15 | SCHX | SCHWAB STRATEGIC TR | — | 79K | $2.0M | 1.56% |
Showing 1 to 15 of 75 holdings