Clear Point Advisors Inc.
- SEC CIK
- 0002010474
- Latest filing
- Jul 28, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed May 16, 2024. Long positions only.
- Positions
- 555
- No filing for Q3 2023
- Portfolio value
- $113.2M
- No filing for Q3 2023
Clear Point Advisors Inc. did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 102,178 | $8.49M | 7.5% | – | – | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 267,665 | $7.11M | 6.3% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 98,302 | $4.88M | 4.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,528 | $3.90M | 3.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 67,489 | $3.76M | 3.3% | – | – | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 102,095 | $3.41M | 3.0% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,459 | $3.28M | 2.9% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,653 | $3.16M | 2.8% | – | – | History |
| AAPLApple Inc. | Stock | 11,835 | $2.28M | 2.0% | – | – | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 37,703 | $2.02M | 1.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 38,591 | $1.96M | 1.7% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,624 | $1.67M | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 35,235 | $1.62M | 1.4% | – | – | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 79,591 | $1.62M | 1.4% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,523 | $1.33M | 1.2% | – | – | History |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 41,621 | $1.33M | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 25,467 | $1.29M | 1.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 24,174 | $1.22M | 1.1% | – | – | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 38,328 | $1.21M | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,672 | $1.17M | 1.0% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 18,891 | $1.17M | 1.0% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 18,979 | $1.16M | 1.0% | – | – | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 11,201 | $1.15M | 1.0% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 36,517 | $1.10M | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,647 | $1.07M | 0.9% | – | – | – |
| Blackstone Real Estate Income Tr CL I09259K401 | Common Stock | 74,516 | $1.07M | 0.9% | – | – | – |
| Aim ETF Products Trust00888H208 | ALLIANZIM US EQT | 36,059 | $1.06M | 0.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,922 | $1.01M | 0.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,236 | $997.0K | 0.9% | – | – | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 25,932 | $991.0K | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 16,845 | $941.6K | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 29,337 | $941.1K | 0.8% | – | – | – |
| EDConsolidated Edison Inc | Stock | 9,922 | $902.6K | 0.8% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 18,751 | $884.2K | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,286 | $803.2K | 0.7% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,802 | $790.9K | 0.7% | – | – | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 21,799 | $784.3K | 0.7% | – | – | – |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 67,499 | $770.2K | 0.7% | – | – | History |
| First Tr Exchng Traded FD VI33740F425 | FT VEST U.S | 23,000 | $737.8K | 0.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,620 | $732.4K | 0.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 17,084 | $726.3K | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,961 | $699.4K | 0.6% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,961 | $693.3K | 0.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,944 | $674.0K | 0.6% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 19,634 | $643.4K | 0.6% | – | – | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 23,470 | $636.5K | 0.6% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,522 | $632.2K | 0.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,245 | $619.8K | 0.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,772 | $610.1K | 0.5% | – | – | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 12,476 | $600.4K | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 12,165 | $581.4K | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,537 | $577.9K | 0.5% | – | – | History |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 18,521 | $577.9K | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 7,292 | $569.0K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 16,139 | $555.8K | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 9,996 | $554.2K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 14,673 | $538.2K | 0.5% | – | – | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 8,372 | $526.8K | 0.5% | – | – | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 12,881 | $526.4K | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,737 | $512.8K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 9,168 | $492.3K | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,666 | $461.8K | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 20,197 | $446.4K | 0.4% | – | – | – |
| VVisa Inc. | Stock | 1,695 | $441.5K | 0.4% | – | – | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 5,774 | $436.9K | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,262 | $432.4K | 0.4% | – | – | History |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 14,652 | $427.4K | 0.4% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 8,077 | $426.5K | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,685 | $420.9K | 0.4% | – | – | History |
| MAMastercard Inc | Stock | 982 | $418.8K | 0.4% | – | – | History |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 9,465 | $384.6K | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,140 | $364.2K | 0.3% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 10,045 | $363.5K | 0.3% | – | – | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 5,326 | $362.8K | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 961 | $340.2K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 1,362 | $338.4K | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,061 | $325.2K | 0.3% | – | – | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 5,789 | $319.0K | 0.3% | – | – | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 10,948 | $313.9K | 0.3% | – | – | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 3,901 | $300.5K | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 7,679 | $289.5K | 0.3% | – | – | History |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 6,940 | $289.3K | 0.3% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 5,677 | $272.7K | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 12,834 | $272.6K | 0.2% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,918 | $261.9K | 0.2% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 5,165 | $258.4K | 0.2% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 7,403 | $257.3K | 0.2% | – | – | – |
| MCKMcKesson Corp | Stock | 547 | $253.3K | 0.2% | – | – | History |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 9,359 | $244.6K | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 509 | $243.3K | 0.2% | – | – | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,306 | $239.1K | 0.2% | – | – | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 6,947 | $235.2K | 0.2% | – | – | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 5,774 | $228.7K | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,740 | $218.1K | 0.2% | – | – | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 6,070 | $216.7K | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 12,865 | $215.9K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,244 | $211.6K | 0.2% | – | – | History |
| NFLXNetflix Inc | Stock | 432 | $210.3K | 0.2% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,640 | $200.1K | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,506 | $193.0K | 0.2% | – | – | – |