Clear Point Advisors Inc. Incresed Positions in Q3 2024

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
19.7K
+ 71.09%
N/A
47.4K $2.59B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
9.16K
+ 20.13%
$43.21 - $46.51 $396K - $426K
54.7K $2.54B
BAR
Granite Shares Gold Trust

ETFs
5.71K
+ 6.98%
$23.01 - $26.37 $131K - $150K
87.4K $2.27B
AAPL
Apple Inc.

Technology
109
+ 0.92%
$207.23 - $234.82 $22.6K - $25.6K
11.9K $2.78B
VGIT
Vanguard Intermediate Term Tre

ETFs
4.3K
+ 68.43%
$57.8 - $60.8 $249K - $261K
10.6K $639M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8
+ 0.13%
$523.84 - $572.02 $4.19K - $4.58K
6.23K $3.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.16%
$517.38 - $573.86 $5.69K - $6.31K
6.83K $3.92B
CGDV
Capital Group Divid Value ETF

ETFs
1.26K
+ 3.15%
$32.96 - $36.48 $41.5K - $45.9K
41.2K $1.5B
FNDX
Schwab Fundamental U S Large C

ETFs
742
+ 3.71%
$65.36 - $71.76 $48.5K - $53.2K
20.7K $1.49B
ED
Consolidated Edison Inc

Utilities
3
+ 0.03%
$88.42 - $104.97 $265 - $315
9.96K $1.04B
SCHX
Schwab Strategic Tr Us Large C

ETFs
209
+ 0.72%
$61.11 - $67.85 $12.8K - $14.2K
29.3K $1.99B
VIG
Vanguard Dividend Appreciation

ETFs
135
+ 2.29%
$182.15 - $182.15 $24.6K - $24.6K
6.03K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.82%
$405.19 - $478.57 $6.48K - $7.66K
1.97K $908M
AVDE
American Centy ETF Tr Avantis

ETFs
51
+ 0.24%
$60.09 - $67.67 $3.06K - $3.45K
21.3K $1.43B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.26K
+ 5.57%
$50.15 - $51.27 $63.1K - $64.5K
23.8K $1.22B
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 2.66%
$191.76 - $263.26 $5.94K - $8.16K
1.2K $313M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.21%
$386.81 - $423.12 $1.93K - $2.12K
2.43K $1.03B
ITOT
Ishares Core S&P Total U.S. St

ETFs
328
+ 6.1%
$113.41 - $125.62 $37.2K - $41.2K
5.71K $717M
BAUG
Innovator U.S. Equity Buffer E
1.71K
+ 132.33%
N/A
3K $128M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
103
+ 1.06%
$77.02 - $85.06 $7.93K - $8.76K
9.82K $830M
FYC
First Trust Small Cap Growth A

ETFs
32
+ 0.38%
$65.44 - $74.98 $2.09K - $2.4K
8.43K $627M
Wisdomtree Tr
1.34K
+ 33.37%
N/A
5.36K $272M
VO
Vanguard Mid Cap ETF

ETFs
219
+ 47.3%
$237.84 - $263.83 $52.1K - $57.8K
682 $180M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2
+ 0.01%
$60.84 - $67.51 $122 - $135
16.8K $1.14B
JEPI
J P Morgan Exchange Traded Fd

ETFs
812
+ 21.69%
$54.98 - $59.51 $44.6K - $48.3K
4.56K $271M
Reddit Inc
867
+ 86700.0%
N/A
868 $57.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3
+ 0.02%
$32.65 - $36.69 $97.9 - $110
17.9K $651M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
429
+ 4.8%
$76.94 - $79.54 $33K - $34.1K
9.36K $744M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
16
+ 0.23%
$83.76 - $91.82 $1.34K - $1.47K
6.89K $629M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.19%
$105.53 - $118.34 $950 - $1.07K
4.69K $549M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
39
+ 0.4%
$58.75 - $64.07 $2.29K - $2.5K
9.74K $624M
VHT
Vanguard Health Care ETF

ETFs
13
+ 0.51%
$261.88 - $288.1 $3.4K - $3.75K
2.58K $727M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$145.48 - $167.38 $145 - $167
2.69K $435M
INDA
Ishares Msci India Index Fund

ETFs
18
+ 0.12%
$54.86 - $59.22 $987 - $1.07K
15K $881M
HYGV
Flexshares Tr High Yield Value

ETFs
455
+ 2.97%
$40.11 - $41.67 $18.3K - $19K
15.8K $658M
T
At&T Inc.

Communication Services
3
+ 0.02%
$18.21 - $22.28 $54.6 - $66.8
13.1K $289M
AOR
Ishares Tr Core Growth Allocat

ETFs
338
+ 6.69%
$55.15 - $59.31 $18.6K - $20K
5.39K $319M
FNY
First Trust Mid Cap Growth Alp
20
+ 0.39%
N/A
5.21K $415M
VZ
Verizon Communications Inc

Communication Services
33
+ 0.42%
$38.89 - $45.0 $1.28K - $1.49K
7.92K $356M
NFLX
Netflix Inc

Communication Services
17
+ 3.79%
$598.55 - $722.26 $10.2K - $12.3K
466 $331M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
144
+ 7.27%
$98.24 - $109.56 $14.1K - $15.8K
2.13K $233M
AMD
Advanced Micro Devices Inc

Technology
150
+ 68.81%
$128.67 - $183.96 $19.3K - $27.6K
368 $60.4M
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
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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