Clear Point Advisors Inc. Incresed Positions in Q3 2025

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.82K
+ 15.89%
$202.38 - $256.87 $367K - $466K
13.2K $3.37B
Wisdomtree Tr
11.4K
+ 188.55%
N/A
17.4K $992M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.59K
+ 37.2%
$78.96 - $80.04 $441K - $448K
20.6K $1.65B
CGDV
Capital Group Divid Value ETF

ETFs
3.8K
+ 7.08%
$39.59 - $42.21 $150K - $160K
57.4K $2.41B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.64K
+ 6.82%
$100.16 - $100.7 $264K - $266K
41.4K $4.16B
MSFT
Microsoft Corp

Technology
474
+ 33.05%
$491.09 - $535.64 $233K - $254K
1.91K $988M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
832
+ 27.21%
$118.33 - $128.54 $98.5K - $107K
3.89K $524M
PVAL
Putnam ETF Tr Putnam Focused L
3.05K
+ 25.2%
$39.93 - $42.72 $122K - $130K
15.2K $647M
NVDA
Nvidia Corp

Technology
141
+ 3.33%
$153.3 - $186.58 $21.6K - $26.3K
4.37K $816M
QDEF
Flexshares Quality Div Defensi

ETFs
1.05K
+ 10.36%
$74.4 - $79.98 $78.3K - $84.1K
11.2K $896M
AVDE
American Centy ETF Tr Avantis

ETFs
487
+ 2.39%
$73.24 - $79.04 $35.7K - $38.5K
20.9K $1.65B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
245
+ 1.45%
$72.65 - $78.68 $17.8K - $19.3K
17.1K $1.34B
VBR
Vanguard Small Cap Value ETF

ETFs
176
+ 3.12%
$195.41 - $212.37 $34.4K - $37.4K
5.82K $1.22B
JPM
Jpmorgan Chase & CO

Financial Services
148
+ 12.61%
$282.78 - $316.06 $41.9K - $46.8K
1.32K $417M
VIG
Vanguard Dividend Appreciation

ETFs
21
+ 0.35%
N/A
6.05K $1.31B
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 18.09%
$620.67 - $670.08 $44.7K - $48.2K
470 $315M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.22%
$435.72 - $463.74 $2.18K - $2.32K
2.3K $1.07B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
865
+ 2.36%
$59.81 - $60.11 $51.7K - $52K
37.6K $2.25B
META
Meta Platforms, Inc.

Communication Services
73
+ 8.87%
$695.21 - $791.73 $50.8K - $57.8K
896 $658M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3
+ 0.02%
$35.42 - $38.65 $106 - $116
17.7K $674M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
366
+ 5.5%
$62.09 - $66.51 $22.7K - $24.3K
7.02K $458M
VGIT
Vanguard Intermediate Term Tre

ETFs
627
+ 8.51%
$58.97 - $60.36 $37K - $37.8K
8K $480M
HYGV
Flexshares Tr High Yield Value

ETFs
839
+ 4.93%
$40.55 - $41.28 $34K - $34.6K
17.8K $735M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
33
+ 0.38%
$64.75 - $69.05 $2.14K - $2.28K
8.77K $605M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
112
+ 1.04%
$53.93 - $57.58 $6.04K - $6.45K
10.9K $613M
MA
Mastercard Inc

Financial Services
39
+ 3.97%
$550.18 - $598.96 $21.5K - $23.4K
1.02K $581M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.05%
$87.07 - $93.06 $261 - $279
5.8K $531M
JEPI
J P Morgan Exchange Traded Fd

ETFs
392
+ 7.82%
$55.61 - $57.37 $21.8K - $22.5K
5.4K $309M
AMZN
Amazon Com Inc

Consumer Cyclical
102
+ 2.1%
$211.65 - $238.24 $21.6K - $24.3K
4.97K $1.09B
MCK
Mckesson Corp

Healthcare
1
+ 0.2%
$659.01 - $772.54 $659 - $773
499 $385M
AOR
Ishares Tr Core Growth Allocat

ETFs
102
+ 2.76%
$60.99 - $64.39 $6.22K - $6.57K
3.8K $245M
Innovator Etfs Trust
247
+ 2.76%
N/A
9.21K $293M
LVHI
Franklin International Low Vol

ETFs
62
+ 0.96%
$32.69 - $35.19 $2.03K - $2.18K
6.54K $227M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
14
+ 0.2%
$92.18 - $95.14 $1.29K - $1.33K
6.95K $661M
FTSL
First Trust Senior Ln Fund

ETFs
138
+ 0.38%
$45.81 - $46.18 $6.32K - $6.37K
36.1K $1.66B
VGSH
Vanguard

ETFs
40
+ 0.84%
$58.43 - $58.88 $2.34K - $2.36K
4.8K $283M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24
+ 0.92%
$78.11 - $79.07 $1.87K - $1.9K
2.62K $207M
V
Visa Inc.

Financial Services
46
+ 2.69%
$332.09 - $358.86 $15.3K - $16.5K
1.76K $600M
NFLX
Netflix Inc

Communication Services
14
+ 3.27%
$1147.87 - $1297.18 $16.1K - $18.2K
442 $530M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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