Clear Point Advisors Inc. Portfolio Holdings

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024

Clear Point Advisors Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 569 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 $10.5B, Barclays Bank PLC with a value of $6.07B, Invesco Qqq Trust, Series 1 with a value of $4.63B, Schwab Strategic Tr Us Broad M with a value of $4.01B, and Pimco ETF Tr Enhanced Sht Matu with a value of $3.77B.

Examining the 13F form we can see an increase of $159M in the current position value, from $122B to 122B. Also it can be appreciated an additional of 33 stocks purchases and 1 closed positions.

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 $122 Billion
ETFs: $95.2 Billion
Technology: $4.82 Billion
Financial Services: $3.15 Billion
Communication Services: $1.81 Billion
Consumer Cyclical: $1.57 Billion
Healthcare: $1.28 Billion
Utilities: $1.01 Billion
Industrials: $300 Million
Other: $619 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$10.5 Million 0.01% of portfolio
66
Q1 2024 Added 1.54%
Ft Vst Us Eqt Enc Mdt Bf ETF
-
$12.3 Million 0.01% of portfolio
-
Q2 2024 Reduced 89.28%
$0
$8.07 Million 0.01% of portfolio
200
Q4 2023 New
$0
$8.94 Million 0.01% of portfolio
103
Q4 2023 New
$0
$17.8 Million 0.01% of portfolio
367
Q4 2023 New
$0
$8.83 Million 0.01% of portfolio
105
Q1 2024 Added 0.96%
$0
$13.4 Million 0.01% of portfolio
156
Q4 2023 New
$0
$11.5 Million 0.01% of portfolio
104
Q4 2023 New
$123B
$10 Million 0.01% of portfolio
27
Q4 2023 New
$0
$11.1 Million 0.01% of portfolio
137
Q1 2024 New
$0
$8.52 Million 0.01% of portfolio
152
Q4 2023 New
$25.3B
$8.12 Million 0.01% of portfolio
98
Q1 2024 Added 100.0%
$18.9B
$11.3 Million 0.01% of portfolio
425
Q4 2023 New
$0
$14.4 Million 0.01% of portfolio
323
Q2 2024 Added 0.31%
$64.4B
$7.27 Million 0.01% of portfolio
66
Q4 2023 New
$120B
$11.1 Million 0.01% of portfolio
105
Q2 2024 New
$0
$8.18 Million 0.01% of portfolio
143
Q2 2024 Added 1.42%
$0
$16 Million 0.01% of portfolio
299
Q4 2023 New
$0
$11.1 Million 0.01% of portfolio
42
Q4 2023 New
$34.5B
$2.49 Million 0.0% of portfolio
10
Q1 2024 Reduced 23.08%
$0
$2.43 Million 0.0% of portfolio
37
Q1 2024 Added 23.33%
$143B
$241,000 0.0% of portfolio
1
Q4 2023 New
Tradr Short Innovation Daily ETF
-
$687,000 0.0% of portfolio
-
Q1 2024 Added 10.0%
$25.6B
$1.14 Million 0.0% of portfolio
128
Q4 2023 New
$0
$3.01 Million 0.0% of portfolio
55
Q1 2024 Added 5.77%
$1.05B
$332,000 0.0% of portfolio
200
Q4 2023 New
$14.2B
$393,000 0.0% of portfolio
37
Q1 2024 Reduced 7.5%
$6.23B
$813,000 0.0% of portfolio
50
Q4 2023 New
$3.94B
$153,000 0.0% of portfolio
10
Q4 2023 New
$90.5B
$1.65 Million 0.0% of portfolio
5
Q4 2023 New
$0
$364,000 0.0% of portfolio
27
Q4 2023 New
Reddit Inc Class A
-
$64,000 0.0% of portfolio
-
Q1 2024 New
$2.96B
$2 Million 0.0% of portfolio
102
Q4 2023 New
$23.2B
$5.58 Million 0.0% of portfolio
150
Q1 2024 New
$9.23B
$599,000 0.0% of portfolio
10
Q4 2023 New
$5.15B
$83,000 0.0% of portfolio
1
Q2 2024 New
$358M
$73,000 0.0% of portfolio
4
Q4 2023 New
Roundhill Glp 1 Weight Loss ETF Iv
-
$1.55 Million 0.0% of portfolio
-
Q2 2024 New
-
$17,000 0.0% of portfolio
-
Q4 2023 New
$0
$350,000 0.0% of portfolio
10
Q4 2023 New
$180B
$4.82 Million 0.0% of portfolio
48
Q4 2023 New
$21.8B
$4.34 Million 0.0% of portfolio
40
Q4 2023 New
$4.85B
$883,000 0.0% of portfolio
50
Q4 2023 New
$18.6B
$4.63 Million 0.0% of portfolio
150
Q4 2023 New
$157B
$20,000 0.0% of portfolio
0
Q2 2024 New
$58.3B
$2.21 Million 0.0% of portfolio
11
Q4 2023 New
$0
$554,000 0.0% of portfolio
21
Q4 2023 New
$0
$13,000 0.0% of portfolio
1
Q1 2024 New
Tcw Transform Supply Chain ETF
-
$4.99 Million 0.0% of portfolio
-
Q2 2024 Added 3,750.0%

Summary

  • Portfolio
  • No. of Stocks 569
  • Current Value $122 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 33 stocks
  • Additional Purchases 151 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 63 stocks
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