Clear Point Advisors Inc. Purchases in Q4 2024

Clear Point Advisors Inc.

  • $117 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
48.2K
+ 867.91%
$50.37 - $50.6 $2.43M - $2.44M
53.8K $2.71B
Tcw ETF Trust
32.7K
New
N/A
32.7K $994M
SCHG
Schwab Strategic Tr Us Large C

ETFs
311K
+ 300.05%
$25.93 - $105.3 $8.06M - $32.7M
415K $11.6B
USFR
Wisdomtree Floating Rate Treas

ETFs
8.38K
+ 19.33%
$50.23 - $50.46 $421K - $423K
51.7K $2.6B
IGV
Ishares Expanded Tech Software

ETFs
2.75K
New
$87.5 - $110.17 $241K - $303K
2.75K $275M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.12K
+ 116.73%
$49.74 - $50.43 $205K - $208K
7.66K $382M
TSLA
Tesla, Inc.

Consumer Cyclical
72
+ 6.02%
$213.65 - $479.86 $15.4K - $34.5K
1.27K $512M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
125K
+ 198.95%
$22.01 - $66.82 $2.75M - $8.36M
188K $4.27B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
108
+ 5.24%
$521.84 - $558.82 $56.4K - $60.4K
2.17K $1.17B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.02K
+ 10.94%
$77.86 - $79.27 $79.7K - $81.2K
10.4K $810M
QDEF
Flexshares Quality Div Defensi

ETFs
885
+ 10.43%
$70.22 - $73.73 $62.1K - $65.3K
9.37K $658M
SCHX
Schwab Strategic Tr Us Large C

ETFs
58.5K
+ 199.25%
$22.4 - $68.28 $1.31M - $3.99M
87.8K $2.04B
MCK
Mckesson Corp

Healthcare
1
+ 0.18%
$482.27 - $628.5 $482 - $629
550 $313M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
307
+ 14.45%
$108.0 - $116.52 $33.2K - $35.8K
2.43K $273M
Wisdomtree Tr
835
+ 15.57%
N/A
6.2K $311M
Innovator Etfs Trust
500
+ 7.26%
N/A
7.39K $355M
JEPI
J P Morgan Exchange Traded Fd

ETFs
697
+ 15.3%
$57.53 - $60.83 $40.1K - $42.4K
5.25K $302M
FYC
First Trust Small Cap Growth A

ETFs
14
+ 0.17%
$72.19 - $84.64 $1.01K - $1.18K
8.44K $654M
FTSL
First Trust Senior Ln Fund

ETFs
36
+ 0.1%
$45.9 - $46.48 $1.65K - $1.67K
36K $1.67B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
24
+ 0.39%
$563.99 - $620.12 $13.5K - $14.9K
6.25K $3.56B
T
At&T Inc.

Communication Services
4
+ 0.03%
$21.22 - $23.88 $84.9 - $95.5
13.1K $299M
BAR
Granite Shares Gold Trust

ETFs
594
+ 0.68%
$25.3 - $27.51 $15K - $16.3K
88K $2.28B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.21%
$417.69 - $450.94 $2.09K - $2.25K
2.43K $1.04B
RSP
Invesco S&P 500 Equal Weight E

ETFs
70
+ 4.36%
$174.22 - $187.62 $12.2K - $13.1K
1.68K $294M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.1K
+ 100.37%
$25.33 - $51.16 $459K - $928K
36.2K $936M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.25%
$570.51 - $610.59 $571 - $611
396 $233M
FNY
First Trust Mid Cap Growth Alp
10
+ 0.19%
N/A
5.22K $418M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38
+ 0.5%
$61.68 - $67.87 $2.34K - $2.58K
7.67K $478M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
54
+ 0.15%
$59.74 - $60.03 $3.23K - $3.24K
36.8K $2.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
65
+ 1.39%
$113.92 - $127.38 $7.4K - $8.28K
4.76K $548M
FNDX
Schwab Fundamental U S Large C

ETFs
42K
+ 202.74%
$23.49 - $71.77 $987K - $3.01M
62.7K $1.49B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22.6K
+ 198.5%
$27.54 - $83.04 $623K - $1.88M
34K $943M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5
+ 0.09%
$86.65 - $94.9 $433 - $475
5.79K $503M
VIG
Vanguard Dividend Appreciation

ETFs
44
+ 0.73%
N/A
6.07K $1.19B
HYGV
Flexshares Tr High Yield Value

ETFs
209
+ 1.32%
$40.53 - $41.51 $8.47K - $8.68K
16K $650M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6
+ 0.03%
$35.45 - $40.33 $213 - $242
17.9K $642M
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.17%
$197.36 - $217.3 $1.97K - $2.17K
5.93K $1.17B
JPIB
Jpmorgan International Bond Op

ETFs
74
+ 0.6%
$47.26 - $48.47 $3.5K - $3.59K
12.3K $582M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
16
+ 0.23%
$88.59 - $94.57 $1.42K - $1.51K
6.91K $614M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
9
+ 0.07%
$54.15 - $58.81 $487 - $529
13.4K $727M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.8K
+ 201.41%
$26.93 - $84.95 $533K - $1.68M
29.6K $809M
VZ
Verizon Communications Inc

Communication Services
33
+ 0.42%
$39.6 - $45.21 $1.31K - $1.49K
7.96K $318M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.11%
$143.34 - $165.86 $430 - $498
2.69K $389M
EFA
Ishares Tr Msci Eafe ETF

ETFs
122
+ 1.34%
$75.1 - $82.99 $9.16K - $10.1K
9.22K $697M
INDA
Ishares Msci India Index Fund

ETFs
151
+ 1.0%
$52.64 - $58.16 $7.95K - $8.78K
15.2K $800M
ED
Consolidated Edison Inc

Utilities
3
+ 0.03%
$88.87 - $107.38 $267 - $322
9.96K $889M
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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