Clear Point Advisors Inc. Portfolio Holdings

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

Clear Point Advisors Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 572 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 $10.8B, Barclays Bank PLC with a value of $6.43B, Invesco Qqq Trust, Series 1 with a value of $4.61B, Schwab Strategic Tr Us Broad M with a value of $4.18B, and Spdr S&P 500 ETF Trust with a value of $3.92B.

Examining the 13F form we can see an increase of $7.59B in the current position value, from $122B to 129B.

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 $129 Billion
ETFs: $99.6 Billion
Technology: $5.14 Billion
Financial Services: $3.4 Billion
Communication Services: $1.9 Billion
Consumer Cyclical: $1.7 Billion
Healthcare: $1.29 Billion
Utilities: $1.17 Billion
Industrials: $340 Million
Other: $632 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.67B
$62.9 Million 0.05% of portfolio
151
Q3 2024 Added 88.75%
$1.6B
$49.8 Million 0.04% of portfolio
1,411
Q3 2024 Added 1.95%
$1.68B
$8.7 Million 0.01% of portfolio
151
Q3 2024 Added 0.67%
$1.37B
$1.24 Million 0.0% of portfolio
51
Q3 2024 Reduced 43.33%
$518M
$11,000 0.0% of portfolio
1
Q4 2023 New
$1.37B
$925,000 0.0% of portfolio
100
Q3 2024 Reduced 90.0%
$368M
$63,000 0.0% of portfolio
4
Q4 2023 New
$799M
$769,000 0.0% of portfolio
25
Q4 2023 New
$343M
$106,000 0.0% of portfolio
50
Q1 2024 Reduced 97.89%
$905M
$352,000 0.0% of portfolio
200
Q4 2023 New
$1.33B
$2.62 Million 0.0% of portfolio
100
Q3 2024 New
$751M
$601,000 0.0% of portfolio
25
Q4 2023 New
$1.45B
$223,000 0.0% of portfolio
4
Q4 2023 New
$1.38B
$57,000 0.0% of portfolio
25
Q4 2023 New
$587M
$499,000 0.0% of portfolio
61
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 572
  • Current Value $129 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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