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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 % |
Clear Point Advisors Inc. Top Holdings of 2025-06-30
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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
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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)
Clear Point Advisors Inc.'s Asset Allocation
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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Clear Point Advisors Inc.'s Holdings Heat Map
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Clear Point Advisors Inc.'s Holdings Bubble Chart
Clear Point Advisors Inc. News
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