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Clear Point Advisors Inc.

13F
Clear Point Advisors Inc.
Last update 2025-07-17 108 Stocks (3 new)
Value $119.00 Mil Turnover 2 %
Countries:
Clear Point Advisors Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
385,585
11,262.9
-1.84%
9.490
-0.16%
0.030
+23.20%
+7.18%
45,528.8
 
CAPE
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
171,108
5,442.9
+2.39%
4.590
+0.11%
1.750
+10.48%
+8.48%
316.8
 
QQQ
INVESCO QQQ Trust
9,208
5,079.5
+0.45%
4.280
+0.02%
0.000
+23.69%
+10.14%
358,088.8
 
SCHB
Schwab U.S. Broad Market ETF
184,848
4,404.9
-1.54%
3.710
-0.06%
0.010
+18.77%
+8.15%
35,198.1
 
SPY
SPDR S&P 500 ETF Trust
6,893
4,258.8
+0.98%
3.590
+0.03%
0.000
+18.45%
+8.54%
652,437.1
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
38,714
3,892.1
-5.23%
3.280
-0.19%
0.030
+1.39%
+2.59%
13,398.6
 
PJUN
Innovator U.S. Equity Power Buffer ETF - June
Innovator U.S. Equity Power Buffer ETF - June
89,850
3,572.4
-3.30%
3.010
-0.10%
0.480
+11.38%
+6.86%
757.8
 
MDY
S&P MidCap 400 ETF
6,146
3,461.3
-1.81%
2.920
-0.05%
0.020
+15.75%
+3.70%
23,427.7
 
JPST
JPMorgan Ultra-Short Income ETF
64,613
3,274.6
+3.06%
2.760
+0.08%
0.010
+1.34%
+2.77%
32,249.3
 
BAR
GraniteShares Gold Shares
97,126
3,110.0
+0.62%
2.620
+0.02%
0.280
+2.77%
+28.97%
1,138.6
 

Clear Point Advisors Inc.'s Historical Top Holdings Breakdowns

Clear Point Advisors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-06-30
Reduce
Reduce
-0.44%
20.84 ($23.27) 24.54
$25.14
8.05%
Reduce -34.09%
39,649
-20,509
PVAL
Putnam Focused Large Cap Value ETF
2025-06-30
New Buy
New Buy
+0.41%
33.6 ($37.7) 40.23
$41.29
9.52%
New holding
12,103
12,103
CGDV
Capital Group Dividend Value ETF
2025-06-30
Add
Add
+0.33%
31.93 ($36.24) 39.49
$40.90
12.86%
Add 22.83%
53,608
9,965
MINO
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
2025-06-30
Sold Out
Sold Out
-0.26%
43.42 ($44.09) 45.15
$43.66
-0.97%
Sold Out
0
-6,354
JMUB
JPMorgan Municipal ETF
2025-06-30
Reduce
Reduce
-0.19%
48.46 ($49.41) 50.2
$49.13
-0.56%
Reduce -20.99%
16,072
-4,271
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2025-06-30
Reduce
Reduce
-0.19%
100.04 ($100.31) 100.62
$100.51
0.20%
Reduce -5.23%
38,714
-2,138
BRK.B
Berkshire Hathaway Inc
2025-06-30
Reduce
Reduce
-0.18%
483.48 ($508.26) 539.8
$483.71
-4.83%
Reduce -17.58%
1,772
-378
FDN
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
2025-06-30
New Buy
New Buy
+0.18%
200.29 ($240.13) 269.33
$268.99
12.02%
New holding
808
808
BSV
Vanguard Short-Term Bond ETF
2025-06-30
New Buy
New Buy
+0.17%
77.74 ($78.19) 78.78
$78.42
0.29%
New holding
2,598
2,598
AVDE
Avantis International Equity ETF
2025-06-30
Add
Add
+0.16%
59.32 ($69.87) 74.36
$75.92
8.66%
Add 14.19%
20,376
2,532

Clear Point Advisors Inc. Total Holding History ($B)

To

Clear Point Advisors Inc.'s Asset Allocation

To

Clear Point Advisors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Clear Point Advisors Inc.'s Hypothetical Growth since 2025-06-30

Clear Point Advisors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

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