The Analysis of Clear Point Advisors Inc.'s Holdings

Currently, Clear Point Advisors Inc. holds 123 types of securities in its portfolio with a total value $128.8M. In the most recent quarter, they have increased their positions in LMBS (+19.3K shares, valued at $967.2K), CGCB (+26.2K shares, valued at $695.7K), N/A (+35.0K shares, valued at $671.2K); decreased their positions in MINT (-11.7K shares, valued at $1.2M), FTSM (-11.8K shares, valued at $706.2K), SCHG (-18.0K shares, valued at $587.5K); initiated new positions in LMBS (+19.3K shares, valued at $967.2K), N/A (+35.0K shares, valued at $671.2K), N/A (+25.8K shares, valued at $557.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR365.2K shares-4.70%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR8.9K shares-1.26%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR7.1K shares3.41%2025-12-312026-02-10

CAPE DOUBLELINE ETF TRUST146.6K shares-6.95%2025-12-312026-02-10

SCHB SCHWAB STRATEGIC TR179.3K shares-1.88%2025-12-312026-02-10

BAR GRANITESHARES GOLD TR91.0K shares-2.83%2025-12-312026-02-10

PJUN INNOVATOR ETFS TRUST85.7K shares-4.50%2025-12-312026-02-10

AAPL APPLE INC13.1K shares-0.76%2025-12-312026-02-10

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR5.9K shares-3.45%2025-12-312026-02-10

MINT PIMCO ETF TR29.6K shares-28.32%2025-12-312026-02-10

CGDV CAPITAL GROUP DIVIDEND VALUE64.5K shares12.44%2025-12-312026-02-10

JSCP J P MORGAN EXCHANGE TRADED F46.5K shares21.90%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR79.6K shares-6.77%2025-12-312026-02-10

VCSH VANGUARD SCOTTSDALE FDS22.0K shares6.69%2025-12-312026-02-10

AVDE AMERICAN CENTY ETF TR20.8K shares-0.47%2025-12-312026-02-10

JPST J P MORGAN EXCHANGE TRADED F32.6K shares4.89%2025-12-312026-02-10

Sponsored

FMAY FIRST TR EXCHNG TRADED FD VI29.4K shares-17.64%2025-12-312026-02-10

FTSM FIRST TR EXCHANGE-TRADED FD25.8K shares-31.37%2025-12-312026-02-10

CGCB CAPITAL GRP FIXED INCM ETF T55.6K shares89.28%2025-12-312026-02-10

SPYM SPDR SERIES TRUST17.1K shares0.11%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares2.73%2025-12-312026-02-10

FTSL FIRST TR EXCHANGE-TRADED FD28.6K shares-20.78%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS6.0K shares-1.42%2025-12-312026-02-10

PMAY INNOVATOR ETFS TRUST31.1K shares-7.93%2025-12-312026-02-10

Sponsored

JANW AIM ETF PRODUCTS TRUST33.0K shares-11.68%2025-12-312026-02-10

USSH WISDOMTREE TR24.0K shares37.60%2025-12-312026-02-10

VBR VANGUARD INDEX FDS5.6K shares-4.55%2025-12-312026-02-10

AMZN AMAZON COM INC4.8K shares-3.78%2025-12-312026-02-10

JMST J P MORGAN EXCHANGE TRADED F21.6K shares-16.05%2025-12-312026-02-10

JPIB J P MORGAN EXCHANGE TRADED F22.4K shares46.51%2025-12-312026-02-10

QDEF FLEXSHARES TR13.3K shares18.56%2025-12-312026-02-10

BAPR INNOVATOR ETFS TRUST21.9K shares-10.74%2025-12-312026-02-10

Sponsored

APRW AIM ETF PRODUCTS TRUST28.5K shares-11.40%2025-12-312026-02-10

ED CONSOLIDATED EDISON INC9.9K shares0.48%2025-12-312026-02-10

HYBX TCW ETF TRUST32.9K shares2.70%2025-12-312026-02-10

FNDX SCHWAB STRATEGIC TR35.8K shares-7.89%2025-12-312026-02-10

DIA SPDR DOW JONES INDL AVERAGE2.0K shares-12.34%2025-12-312026-02-10

LMBS FIRST TR EXCHANGE-TRADED FD19.3K sharesnew addition2025-12-312026-02-10

MSFT MICROSOFT CORP1.9K shares0.63%2025-12-312026-02-10

SCHA SCHWAB STRATEGIC TR32.2K shares-4.32%2025-12-312026-02-10

Sponsored

XSEP FIRST TR EXCHNG TRADED FD VI21.6K shares0.00%2025-12-312026-02-10

EFA ISHARES TR9.4K shares1.74%2025-12-312026-02-10

SCHM SCHWAB STRATEGIC TR28.5K shares-8.97%2025-12-312026-02-10

NJAN INNOVATOR ETFS TRUST14.8K shares-0.57%2025-12-312026-02-10

MUJ BLACKROCK MUNIHLDGS NJ QLTY67.5K shares0.00%2025-12-312026-02-10

NVDA NVIDIA CORPORATION4.3K shares-2.47%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-12.70%2025-12-312026-02-10

HYGV FLEXSHARES TR18.9K shares5.68%2025-12-312026-02-10

Sponsored

FEBW AIM ETF PRODUCTS TRUST22.0K shares0.00%2025-12-312026-02-10

FYC FIRST TR EXCHANGE-TRADED ALP7.5K shares-2.98%2025-12-312026-02-10

IJUL INNOVATOR ETFS TRUST21.2K shares-4.94%2025-12-312026-02-10

FNOV FIRST TR EXCHNG TRADED FD VI12.6K shares-12.72%2025-12-312026-02-10

DDFL INNOVATOR ETFS TRUST33.4K shares-3.52%2025-12-312026-02-10

SDVY FIRST TR EXCHANGE-TRADED FD17.7K shares0.02%2025-12-312026-02-10

VHT VANGUARD WORLD FD2.3K shares-3.57%2025-12-312026-02-10

BSEP INNOVATOR ETFS TRUST13.6K shares0.00%2025-12-312026-02-10

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST35.0K sharesnew addition2025-12-312026-02-10

PVAL PUTNAM ETF TRUST14.2K shares-6.61%2025-12-312026-02-10

JULW AIM ETF PRODUCTS TRUST16.4K shares-3.11%2025-12-312026-02-10

ITOT ISHARES TR4.2K shares-14.01%2025-12-312026-02-10

V VISA INC1.7K shares-1.31%2025-12-312026-02-10

USMV ISHARES TR6.3K shares-9.02%2025-12-312026-02-10

JMUB J P MORGAN EXCHANGE TRADED F11.7K shares-20.73%2025-12-312026-02-10

META META PLATFORMS INC896 shares0.00%2025-12-312026-02-10

Sponsored

MA MASTERCARD INCORPORATED1.0K shares0.00%2025-12-312026-02-10

BKLC BNY MELLON ETF TRUST4.5K shares14.52%2025-12-312026-02-10

FLQM FRANKLIN TEMPLETON ETF TR10.4K shares-4.70%2025-12-312026-02-10

GLD SPDR GOLD TR1.5K shares-2.60%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON2.7K shares-0.26%2025-12-312026-02-10

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST25.8K sharesnew addition2025-12-312026-02-10

KAPR INNOVATOR ETFS TRUST15.5K shares0.00%2025-12-312026-02-10

JAVA J P MORGAN EXCHANGE TRADED F7.5K shares-14.51%2025-12-312026-02-10

Sponsored

MDYG SPDR SERIES TRUST5.8K shares0.09%2025-12-312026-02-10

VGIT VANGUARD SCOTTSDALE FDS8.9K shares11.12%2025-12-312026-02-10

YMAR FIRST TR EXCHNG TRADED FD VI19.4K shares0.00%2025-12-312026-02-10

ISHARES TR ISHARES TR20.3K sharesnew addition2025-12-312026-02-10

JPUS J P MORGAN EXCHANGE TRADED F4.0K shares-50.28%2025-12-312026-02-10

NNOV INNOVATOR ETFS TRUST17.4K sharesnew addition2025-12-312026-02-10

KJAN INNOVATOR ETFS TRUST12.0K shares-6.58%2025-12-312026-02-10

TSLA TESLA INC1.1K shares-1.88%2025-12-312026-02-10

Sponsored

IJR ISHARES TR4.0K shares-8.00%2025-12-312026-02-10

IJH ISHARES TR7.3K shares3.96%2025-12-312026-02-10

PNOV INNOVATOR ETFS TRUST10.9K shares-20.22%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.1.5K shares16.57%2025-12-312026-02-10

NFLX NETFLIX INC4.4K shares891.18%2025-12-312026-02-10

MCK MCKESSON CORP499 shares0.00%2025-12-312026-02-10

FNY FIRST TR EXCHANGE-TRADED ALP4.4K shares-10.09%2025-12-312026-02-10

XFEB FIRST TR EXCHNG TRADED FD VI11.0K shares0.00%2025-12-312026-02-10

Sponsored

FAUG FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2025-12-312026-02-10

SMMU PIMCO ETF TR7.5K shares-1.64%2025-12-312026-02-10

EJAN INNOVATOR ETFS TRUST10.7K shares0.00%2025-12-312026-02-10

ALPHABET INC ALPHABET INC1.1K sharesnew addition2025-12-312026-02-10

MINO PIMCO ETF TR7.8K sharesnew addition2025-12-312026-02-10

NJUL INNOVATOR ETFS TRUST4.8K shares-11.08%2025-12-312026-02-10

AOR ISHARES TR5.3K shares39.73%2025-12-312026-02-10

YJUN FIRST TR EXCHNG TRADED FD VI13.4K shares0.00%2025-12-312026-02-10

Sponsored

PJUL INNOVATOR ETFS TRUST7.3K shares-12.10%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR12.3K shares-50.49%2025-12-312026-02-10

IVV ISHARES TR472 shares0.43%2025-12-312026-02-10

T AT&T INC12.9K shares-2.43%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F5.5K shares1.55%2025-12-312026-02-10

JIVE J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2025-12-312026-02-10

BJUN INNOVATOR ETFS TRUST6.5K shares-8.11%2025-12-312026-02-10

GDX VANECK ETF TRUST3.5K sharesnew addition2025-12-312026-02-10

Sponsored

VZ VERIZON COMMUNICATIONS INC7.3K shares-0.31%2025-12-312026-02-10

MUNI PIMCO ETF TR5.6K shares-0.99%2025-12-312026-02-10

ISEP INNOVATOR ETFS TRUST8.7K shares-5.65%2025-12-312026-02-10

VGSH VANGUARD SCOTTSDALE FDS4.8K shares0.31%2025-12-312026-02-10

BMAY INNOVATOR ETFS TRUST6.2K shares-6.10%2025-12-312026-02-10

GMAY FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2025-12-312026-02-10

RDVY FIRST TR EXCHANGE TRADED FD3.8K shares23.57%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares-29.63%2025-12-312026-02-10

Sponsored

OCTW AIM ETF PRODUCTS TRUST6.7K shares-7.66%2025-12-312026-02-10

PSEP INNOVATOR ETFS TRUST6.0K shares-3.63%2025-12-312026-02-10

LVHI LEGG MASON ETF INVT6.7K shares2.25%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS811 shares-5.48%2025-12-312026-02-10

VTV VANGUARD INDEX FDS1.2K shares0.60%2025-12-312026-02-10

GDXJ VANECK ETF TRUST2.0K sharesnew addition2025-12-312026-02-10

BMAR INNOVATOR ETFS TRUST4.1K shares-8.80%2025-12-312026-02-10

FDN FIRST TR EXCHANGE-TRADED FD808 shares0.00%2025-12-312026-02-10

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD12.3K shares0.00%2025-12-312026-02-10

NOCT INNOVATOR ETFS TRUST3.6K sharesnew addition2025-12-312026-02-10

FPXI FIRST TR EXCHANGE TRADED FD3.5K shares-1.33%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available