CP

Clear Point Advisors Inc.

13F
Clear Point Advisors Inc.
Last update 2025-04-22 106 Stocks (4 new)
Value $111.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHG(8.84%)CAPE(4.57%)QQQ(3.87%)MINT(3.69%)SCHB(3.63%)
Summary Stock Picks Current Portfolio
Clear Point Advisors Inc. Top Holdings of 2025-03-31 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
392,827
9,836.4
-5.24%
8.840
-0.52%
0.030
+23.98%
+6.02%
44,925.1
 
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%
-
+9.77%
+5.65%
308.5
 
QQQ
INVESCO QQQ Trust
9,167
4,298.6
-1.67%
3.870
-0.07%
0.000
+25.48%
+9.18%
354,881.2
 
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
+1.34%
+2.46%
13,311.4
 
SCHB
Schwab U.S. Broad Market ETF
187,742
4,042.1
-0.16%
3.630
-0.01%
0.010
+18.99%
+6.35%
34,609.2
 
SPY
SPDR S&P 500 ETF Trust
6,826
3,818.4
+0.01%
3.430
0%
0.000
+18.70%
+6.79%
637,713.5
 
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
+12.19%
+6.24%
752.4
 
MDY
S&P MidCap 400 ETF
6,259
3,339.0
+0.11%
3.000
0%
0.020
+15.18%
+0.83%
22,893.5
 
JPST
JPMorgan Ultra-Short Income ETF
62,693
3,174.1
+16.58%
2.850
+0.41%
0.010
+1.25%
+2.64%
32,046.2
 
BAR
GraniteShares Gold Shares
96,526
2,976.9
+9.65%
2.680
+0.24%
0.280
-0.11%
+26.98%
1,121.0
 

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
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
$31.48
2.73%
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
$54.97
9.11%
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
$100.39
-0.13%
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
$29.49
7.67%
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
$50.55
0.08%
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
$50.21
5.42%
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
$51.05
6.16%
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
$78.96
0.70%
Add 42.73%
14,825
4,438
BAR
GraniteShares Gold Shares
2025-03-31
Add
Add
+0.24%
●
26.01 ($28.29) 30.84
$32.88
16.21%
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
$108.99
10.35%
Sold Out
0
-2,750

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

Top Ranked Articles

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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 %

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

  • 1

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