Clear Point Advisors Inc. Incresed Positions in Q2 2024

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
UFO
Procure ETF Tr Ii Procure Spac

ETFs
1
+ 0.95%
$15.11 - $16.61 $15.1 - $16.6
106 $1.69M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2
+ 0.38%
$42.1 - $43.44 $84.2 - $86.9
527 $22.6M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
1
+ 0.47%
$3.36 - $4.55 $3.36 - $4.55
214 $722K
GUNR
Flexshares Tr Morningstar Glob

ETFs
3
+ 0.96%
$39.9 - $43.46 $120 - $130
314 $12.6M
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.6%
$39.94 - $42.43 $39.9 - $42.4
168 $6.85M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4
+ 1.35%
$60.46 - $64.81 $242 - $259
300 $18.5M
VEGI
Ishares Inc Msci Global Agricu

ETFs
1
+ 0.97%
$35.57 - $38.75 $35.6 - $38.8
104 $3.71M
BNDX
Vanguard Total International B

ETFs
1
+ 0.17%
$48.24 - $49.07 $48.2 - $49.1
606 $29.5M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2
+ 0.91%
$30.34 - $32.53 $60.7 - $65.1
222 $6.93M
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.9%
$105.85 - $111.68 $529 - $558
558 $60.7M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.89%
$47.83 - $51.21 $574 - $615
1.36K $67.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.93%
$65.44 - $71.94 $65.4 - $71.9
109 $7.13M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
4
+ 0.57%
$92.93 - $94.21 $372 - $377
709 $65.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.37%
$65.13 - $69.24 $130 - $138
544 $37.3M
UPS
United Parcel Service Inc

Industrials
1
+ 2.22%
$134.2 - $152.27 $134 - $152
46 $6.23M
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 1.64%
$63.78 - $76.06 $63.8 - $76.1
62 $4.02M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 1.32%
$245.29 - $268.7 $245 - $269
77 $20.1M
SWKS
Skyworks Solutions, Inc.

Technology
1
+ 0.2%
$89.72 - $107.86 $89.7 - $108
508 $54.1M
CAT
Caterpillar Inc

Industrials
1
+ 4.0%
$321.47 - $379.3 $321 - $379
26 $8.52M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.44%
$120.47 - $125.94 $120 - $126
227 $27.7M
IYR
Ishares Tr

ETFs
3
+ 0.54%
$81.6 - $89.23 $245 - $268
562 $49.3M
IEFA
Ishares Tr

ETFs
21
+ 1.3%
$70.77 - $76.19 $1.49K - $1.6K
1.63K $119M
First Trust Cre Invsmnt Grd ETF
1
+ 0.02%
N/A
5.29K $110M
VZ
Verizon Communications Inc

Communication Services
109
+ 1.4%
$38.6 - $42.84 $4.21K - $4.67K
7.89K $325M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.38%
$45.52 - $50.04 $91 - $100
531 $25.2M
XLE
Energy Sector Spdr

ETFs
3
+ 0.65%
$88.04 - $98.08 $264 - $294
466 $42.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.66%
$169.4 - $179.05 $339 - $358
303 $52.8M
FTA
First Tr Large Cap Value

ETFs
3
+ 0.56%
$72.36 - $76.0 $217 - $228
539 $39.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
12
+ 0.19%
$57.14 - $58.53 $686 - $702
6.28K $366M
HES
Hess Corp

Energy
1
+ 0.33%
$143.33 - $163.13 $143 - $163
301 $44.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
153
+ 1.71%
$76.09 - $82.16 $11.6K - $12.6K
9.1K $713M
JPIB
Jpmorgan International Bond Op

ETFs
90
+ 0.74%
$46.66 - $47.43 $4.2K - $4.27K
12.2K $575M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.03%
$37.19 - $39.82 $37.2 - $39.8
3.13K $120M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
2
+ 0.31%
$56.57 - $60.6 $113 - $121
655 $37.9M
COF
Capital One Financial Corp

Financial Services
1
+ 0.46%
$133.7 - $148.87 $134 - $149
217 $30M
JEPI
J P Morgan Exchange Traded Fd

ETFs
39
+ 1.05%
$55.45 - $57.39 $2.16K - $2.24K
3.74K $212M
RDVY
First Trust Rising Dividend Ac

ETFs
8
+ 0.32%
$53.05 - $55.95 $424 - $448
2.52K $138M
ABT
Abbott Laboratories

Healthcare
2
+ 0.46%
$100.73 - $112.44 $201 - $225
441 $45.9M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1
+ 0.06%
$68.23 - $72.35 $68.2 - $72.4
1.8K $126M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.21%
$154.79 - $180.76 $155 - $181
488 $83.7M
CVS
Cvs Health Corp

Healthcare
4
+ 1.23%
$53.63 - $79.56 $215 - $318
328 $19.4M
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.13%
$40.25 - $52.99 $40.3 - $53
790 $32.8M
BITO
Proshares Tr Bitcoin Strategy

ETFs
344
+ 18.0%
$22.27 - $31.49 $7.66K - $10.8K
2.26K $50.8M
ED
Consolidated Edison Inc

Utilities
3
+ 0.03%
$87.42 - $98.12 $262 - $294
9.96K $890M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6
+ 0.1%
$81.04 - $87.08 $486 - $522
5.78K $486M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6
+ 0.03%
$32.33 - $34.91 $194 - $209
17.9K $597M
VBR
Vanguard Small Cap Value ETF

ETFs
161
+ 2.69%
$177.65 - $191.11 $28.6K - $30.8K
6.15K $1.12B
V
Visa Inc.

Financial Services
4
+ 0.22%
$262.47 - $281.5 $1.05K - $1.13K
1.8K $471M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.11%
$144.38 - $157.78 $433 - $473
2.68K $392M
Activity Summary
Buys All Purchases 184 New Holdings 33 Increased Positions 151 Sells All Sells 64 Reductions 63 Sold out 1 Options Calls 0 Puts 0
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