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Clear Point Advisors Inc.13F | |
Clear Point Advisors Inc. | |
Last update 2025-04-22 | 106 Stocks (4 new) |
Value $111.00 Mil | Turnover 3 % |
Clear Point Advisors Inc. Top Holdings of 2025-03-31
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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 | 392,827 | 9,836.4 | -5.24% | 8.840 | -0.52% | 0.030 | +18.59% | +5.85% | 44,606.0 | ||
CAPE |
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
| 167,108 | 5,078.4 | -19.67% | 4.570 | -1.05% | - | +9.62% | +7.31% | 313.4 | ||
QQQ | INVESCO QQQ Trust | 9,167 | 4,298.6 | -1.67% | 3.870 | -0.07% | 0.000 | +19.50% | +9.09% | 357,251.6 | ||
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 40,852 | 4,105.4 | +19.29% | 3.690 | +0.60% | 0.030 | +1.18% | +2.35% | 13,296.8 | ||
SCHB | Schwab U.S. Broad Market ETF | 187,742 | 4,042.1 | -0.16% | 3.630 | -0.01% | 0.010 | +15.77% | +6.80% | 34,682.3 | ||
SPY | SPDR S&P 500 ETF Trust | 6,826 | 3,818.4 | +0.01% | 3.430 | 0% | 0.000 | +14.09% | +7.12% | 641,836.6 | ||
PJUN |
Innovator U.S. Equity Power Buffer ETF - June
Innovator U.S. Equity Power Buffer ETF - June
| 92,919 | 3,438.9 | -2.46% | 3.090 | -0.08% | 0.540 | +9.93% | +6.36% | 727.3 | ||
MDY | S&P MidCap 400 ETF | 6,259 | 3,339.0 | +0.11% | 3.000 | 0% | 0.020 | +13.97% | +2.70% | 23,450.4 | ||
JPST | JPMorgan Ultra-Short Income ETF | 62,693 | 3,174.1 | +16.58% | 2.850 | +0.41% | 0.010 | +1.45% | +2.58% | 31,769.5 | ||
BAR | GraniteShares Gold Shares | 96,526 | 2,976.9 | +9.65% | 2.680 | +0.24% | 0.280 | +7.11% | +26.30% | 1,115.1 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|
CAPE |
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
| 2025-03-31 | Reduce Reduce | -1.05% | 29.41 ($30.64) 31.63 | $31.97 | 4.34% | Reduce -19.67% | 167,108 | -40,907 | |
INDA | iShares MSCI India ETF | 2025-03-31 | Sold Out Sold Out | -0.68% | 47.8 ($50.38) 53.4 | $55.66 | 10.48% | Sold Out | 0 | -15,197 | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.60% | 100.32 ($100.52) 100.76 | $100.27 | -0.25% | Add 19.29% | 40,852 | 6,607 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.52% | 24.91 ($27.39) 29.02 | $29.44 | 7.48% | Reduce -5.24% | 392,827 | -21,712 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.41% | 50.39 ($50.51) 50.66 | $50.52 | 0.02% | Add 16.58% | 62,693 | 8,916 | |
FMAY |
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
| 2025-03-31 | Reduce Reduce | -0.37% | 45.66 ($47.63) 48.85 | $50.25 | 5.51% | Reduce -20.2% | 36,208 | -9,167 | |
NJAN |
Innovator Growth-100 Power Buffer ETF - January
Innovator Growth-100 Power Buffer ETF - January
| 2025-03-31 | Add Add | +0.31% | 46.12 ($48.09) 49.48 | $50.98 | 6.01% | Add 101.75% | 14,909 | 7,519 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.31% | 77.7 ($78.41) 78.94 | $79.12 | 0.91% | Add 42.73% | 14,825 | 4,438 | |
BAR | GraniteShares Gold Shares | 2025-03-31 | Add Add | +0.24% | 26.01 ($28.29) 30.84 | $32.70 | 15.59% | Add 9.65% | 96,526 | 8,493 | |
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 2025-03-31 | Sold Out Sold Out | -0.24% | 88.3 ($98.77) 107.83 | $111.42 | 12.81% | Sold Out | 0 | -2,750 |
Clear Point Advisors Inc. Total Holding History ($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 2025-03-31
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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