Clear Point Advisors Inc. Purchases in Q3 2024

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
217
+ 96.44%
$86.66 - $86.66 $18.8K - $18.8K
442 $44M
Intuitive Machines Inc
2.8K
+ 738.79%
N/A
3.18K $25.6M
V
Visa Inc.

Financial Services
1
+ 0.06%
$253.74 - $291.56 $254 - $292
1.8K $494M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
295
+ 4.16%
$51.78 - $52.98 $15.3K - $15.6K
7.38K $391M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4
+ 0.07%
$81.1 - $89.18 $324 - $357
5.79K $508M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
200
+ 22.52%
$70.21 - $78.25 $14K - $15.7K
1.09K $83.7M
JPIB
Jpmorgan International Bond Op

ETFs
55
+ 0.45%
$46.96 - $48.73 $2.58K - $2.68K
12.3K $596M
WMT
Walmart Inc.

Consumer Defensive
54
+ 4.14%
$66.91 - $81.4 $3.61K - $4.4K
1.36K $110M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.3%
$333.64 - $405.2 $334 - $405
339 $138M
KKR
Kkr & Co. Inc.

Financial Services
125
+ 119.05%
$104.51 - $133.23 $13.1K - $16.7K
230 $30.1M
ORCL
Oracle Corp

Technology
1
+ 0.18%
$125.9 - $170.35 $126 - $170
559 $95.3M
VTV
Vanguard Value ETF

ETFs
5
+ 0.47%
$159.75 - $174.57 $799 - $873
1.06K $185M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.2%
$163.84 - $199.33 $164 - $199
489 $96.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.25%
$520.18 - $576.82 $520 - $577
395 $228M
RDVY
First Trust Rising Dividend Ac

ETFs
5
+ 0.2%
$53.68 - $59.24 $268 - $296
2.52K $149M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
162
+ 6.34%
$47.95 - $49.61 $7.77K - $8.04K
2.72K $134M
KRE
Spdr S&P Regional Banking ETF

ETFs
201
New
$47.94 - $59.23 $9.64K - $11.9K
201 $11.4M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
229
+ 43.45%
$42.76 - $45.16 $9.79K - $10.3K
756 $33.8M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.16%
$194.9 - $224.8 $390 - $450
1.24K $261M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1
+ 0.06%
$68.79 - $76.02 $68.8 - $76
1.8K $137M
LVHI
Franklin International Low Vol

ETFs
55
+ 0.9%
$28.72 - $31.28 $1.58K - $1.72K
6.2K $193M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20
+ 0.64%
$36.98 - $41.55 $740 - $831
3.15K $129M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.25%
$214.77 - $237.72 $215 - $238
406 $96.3M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
55
New
$129.86 - $184.59 $7.14K - $10.2K
55 $7.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
109
+ 1.42%
$17.35 - $18.22 $1.89K - $1.99K
7.77K $141M
New York Cmnty Bancorp Inc
666
New
N/A
666 $7.48M
AVUV
American Centy ETF Tr Avantis

ETFs
1
+ 0.09%
$88.24 - $99.7 $88.2 - $99.7
1.14K $110M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
169
New
$37.39 - $42.2 $6.32K - $7.13K
169 $7.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20
+ 0.79%
$76.38 - $78.87 $1.53K - $1.58K
2.56K $201M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
276
New
N/A
276 $6.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
37
+ 11.71%
$147.95 - $191.05 $5.47K - $7.07K
353 $61.3M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.86%
$245.82 - $304.51 $246 - $305
117 $35.4M
HDV
Ishares Core High Dividend ETF

ETFs
6
+ 1.08%
$107.62 - $118.76 $646 - $713
564 $66.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2
+ 0.12%
$42.22 - $48.62 $84.4 - $97.2
1.74K $80.8M
AVGO
Broadcom Inc.

Technology
373
+ 909.76%
$136.27 - $1745.86 $50.8K - $651K
414 $71.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3
+ 0.16%
$25.45 - $29.53 $76.4 - $88.6
1.89K $55M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.33%
$173.36 - $189.8 $173 - $190
304 $57.7M
First Tr Exchange Traded Fd
1
+ 0.02%
N/A
5.29K $114M
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.29%
$47.6 - $53.31 $190 - $213
1.37K $72.2M
ABT
Abbott Laboratories

Healthcare
2
+ 0.45%
$100.07 - $118.13 $200 - $236
443 $50.5M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
2
+ 0.06%
$43.21 - $49.0 $86.4 - $98
3.47K $168M
RWR
Spdr Dow Jones Reit ETF

ETFs
3
+ 0.99%
$92.36 - $108.47 $277 - $325
307 $32.7M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1
+ 0.11%
$102.79 - $114.21 $103 - $114
872 $99.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.2%
$41.9 - $48.26 $83.8 - $96.5
1.01K $48.3M
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.22%
$135.09 - $149.47 $135 - $149
465 $67.7M
ITA
Ishares Tr

ETFs
1
+ 0.5%
$131.58 - $149.64 $132 - $150
203 $30.3M
FTA
First Tr Large Cap Value

ETFs
3
+ 0.56%
$72.76 - $79.13 $218 - $237
542 $42.9M
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.56%
$44.74 - $53.22 $134 - $160
534 $28.4M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.44%
$120.56 - $135.44 $121 - $135
228 $30.8M
Activity Summary
Buys All Purchases 176 New Holdings 20 Increased Positions 156 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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