Clear Point Advisors Inc. Portfolio Holdings

Clear Point Advisors Inc.

  • $111 Billion
  • Q1 2025

Clear Point Advisors Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $9.84B, Barclays Bank PLC with a value of $5.08B, Invesco Qqq Trust, Series 1 with a value of $4.3B, Pimco ETF Tr Enhanced Sht Matu with a value of $4.11B, and Schwab Strategic Tr Us Broad M with a value of $4.04B.

Examining the 13F form we can see an decrease of $5.73B in the current position value, from $117B to 111B.

Clear Point Advisors Inc. is based out at Melville, NY

Below you can find more details about Clear Point Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $89.7 Billion
Technology: $3.74 Billion
Financial Services: $3.33 Billion
Communication Services: $1.59 Billion
Consumer Cyclical: $1.18 Billion
Utilities: $1.1 Billion
Healthcare: $820 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$649 Million 0.58% of portfolio
22,283
Q4 2024 Reduced 4.64%
$0
$614 Million 0.55% of portfolio
5,031
Q1 2025 Reduced 2.75%
$542B
$599 Million 0.54% of portfolio
1,710
Q1 2025 Reduced 2.23%
$0
$599 Million 0.54% of portfolio
17,871
Q1 2025 Reduced 0.17%
$0
$595 Million 0.53% of portfolio
12,417
Q1 2025 Added 0.75%
$0
$593 Million 0.53% of portfolio
17,194
Q1 2025 Reduced 7.16%
$0
$570 Million 0.51% of portfolio
13,649
Q4 2024 Reduced 0.17%
$0
$553 Million 0.5% of portfolio
8,704
Q1 2025 Reduced 4.91%
$0
$543 Million 0.49% of portfolio
7,886
Q1 2025 Reduced 6.61%
$503B
$538 Million 0.48% of portfolio
982
Q4 2023 New
$2.73T
$527 Million 0.47% of portfolio
1,403
Q1 2025 Reduced 14.92%
-
$509 Million 0.46% of portfolio
-
Q1 2025 Reduced 12.76%
Innovator Etfs Trust
-
$509 Million 0.46% of portfolio
-
Q4 2024 Reduced 0.7%
$0
$479 Million 0.43% of portfolio
19,988
Q1 2025 Reduced 1.03%
$107B
$475 Million 0.43% of portfolio
1,649
Q1 2025 Added 9.64%
$0
$480 Million 0.43% of portfolio
14,652
Q4 2023 New
$246B
$451 Million 0.41% of portfolio
4,162
Q1 2025 Reduced 26.98%
$0
$461 Million 0.41% of portfolio
5,796
Q1 2025 Added 0.07%
$1.12T
$454 Million 0.41% of portfolio
787
Q1 2025 Reduced 23.96%
$412B
$450 Million 0.4% of portfolio
2,711
Q1 2025 Added 0.86%
$0
$431 Million 0.39% of portfolio
7,257
Q1 2025 Reduced 16.67%
$0
$399 Million 0.36% of portfolio
6,837
Q1 2025 Reduced 10.91%
$463B
$403 Million 0.36% of portfolio
432
Q1 2025 Reduced 7.3%
$0
$385 Million 0.35% of portfolio
7,705
Q1 2025 Added 0.63%
-
$383 Million 0.34% of portfolio
-
Q1 2025 Reduced 1.93%
$192B
$373 Million 0.34% of portfolio
13,188
Q1 2025 Added 0.33%
$0
$372 Million 0.33% of portfolio
9,245
Q4 2024 Reduced 7.96%
$181B
$362 Million 0.33% of portfolio
7,991
Q1 2025 Added 0.45%
$99.9B
$370 Million 0.33% of portfolio
550
Q4 2024 Added 0.18%
$0
$357 Million 0.32% of portfolio
6,930
Q1 2025 Reduced 3.28%
First Tr Exchng Traded Fd Vi
-
$355 Million 0.32% of portfolio
-
Q1 2024 New
$0
$335 Million 0.3% of portfolio
5,589
Q4 2024 Reduced 3.45%
$0
$334 Million 0.3% of portfolio
7,350
Q1 2025 Reduced 22.35%
Innovator Etfs Trust
-
$323 Million 0.29% of portfolio
-
Q2 2024 Reduced 2.24%
$751B
$293 Million 0.26% of portfolio
1,130
Q1 2025 Reduced 10.88%
$0
$289 Million 0.26% of portfolio
2,717
Q1 2025 Added 11.72%
$691B
$287 Million 0.26% of portfolio
1,171
Q1 2025 Reduced 4.33%
$0
$284 Million 0.26% of portfolio
6,354
Q1 2025 Added 0.63%
Wisdomtree Tr
-
$286 Million 0.26% of portfolio
-
Q1 2025 Reduced 8.82%
$0
$280 Million 0.25% of portfolio
4,902
Q1 2025 Reduced 6.68%
$0
$276 Million 0.25% of portfolio
6,947
Q4 2023 New
$0
$263 Million 0.24% of portfolio
5,774
Q4 2023 New
$0
$257 Million 0.23% of portfolio
7,306
Q4 2023 New
Innovator Etfs Trust
-
$258 Million 0.23% of portfolio
-
Q4 2024 Reduced 4.27%
$0
$242 Million 0.22% of portfolio
10,670
Q1 2025 Reduced 16.86%
First Tr Exchng Traded Fd Vi
-
$236 Million 0.21% of portfolio
-
Q1 2025 Reduced 30.95%
-
$238 Million 0.21% of portfolio
-
Q1 2025 Reduced 13.88%
$0
$234 Million 0.21% of portfolio
5,770
Q4 2024 Reduced 4.94%
$0
$234 Million 0.21% of portfolio
1,350
Q1 2025 Reduced 19.45%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $111 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email