Clear Point Advisors Inc. Reduced Holdings in Q1 2025

Clear Point Advisors Inc.

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-21.7K
- 5.24%
$24.91 - $29.02 $541K - $630K
393K $9.84B
CAPE
Barclays Bank PLC

ETFs
-40.9K
- 19.67%
$29.41 - $31.62 $1.2M - $1.29M
167K $5.08B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-9.17K
- 20.2%
$45.66 - $48.85 $419K - $448K
36.2K $1.67B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-156
- 1.67%
$468.34 - $539.52 $73.1K - $84.2K
9.17K $4.3B
AAPL
Apple Inc.

Technology
-391
- 3.31%
$209.68 - $247.1 $82K - $96.6K
11.4K $2.54B
NVDA
Nvidia Corp

Technology
-1.54K
- 26.98%
$106.98 - $149.43 $165K - $230K
4.16K $451M
AMZN
Amazon Com Inc

Consumer Cyclical
-589
- 11.23%
$190.26 - $242.06 $112K - $143K
4.66K $886M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-297
- 0.16%
$21.23 - $23.75 $6.31K - $7.05K
188K $4.04B
TSLA
Tesla, Inc.

Consumer Cyclical
-138
- 10.88%
$222.15 - $428.22 $30.7K - $59.1K
1.13K $293M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-5.26K
- 12.21%
N/A
37.8K $1.26B
MSFT
Microsoft Corp

Technology
-246
- 14.92%
$375.39 - $447.2 $92.3K - $110K
1.4K $527M
META
Meta Platforms, Inc.

Communication Services
-248
- 23.96%
$576.36 - $736.67 $143K - $183K
787 $454M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2.34K
- 2.46%
$36.56 - $38.35 $85.6K - $89.8K
92.9K $3.44B
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.68K
- 5.18%
$50.29 - $50.5 $135K - $135K
49.1K $2.47B
VBR
Vanguard Small Cap Value ETF

ETFs
-228
- 3.85%
$183.02 - $207.75 $41.7K - $47.4K
5.7K $1.06B
First Tr Exchng Traded Fd Vi
-2.92K
- 30.95%
N/A
6.52K $236M
FYC
First Trust Small Cap Growth A

ETFs
-558
- 6.61%
$68.13 - $80.57 $38K - $45K
7.89K $543M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.12K
- 22.35%
$44.96 - $47.9 $95.1K - $101K
7.35K $334M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-377
- 1.04%
$23.16 - $27.04 $8.73K - $10.2K
35.8K $840M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-77
- 3.55%
$507.05 - $563.67 $39K - $43.4K
2.09K $1.07B
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.59K
- 30.02%
$56.63 - $59.39 $89.8K - $94.1K
3.7K $213M
PNOV
Innovator U.S. Equity Power Bu
-2K
- 12.76%
N/A
13.7K $509M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-837
- 10.91%
$57.21 - $65.8 $47.9K - $55.1K
6.84K $399M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-258
- 5.42%
$102.49 - $119.96 $26.4K - $30.9K
4.5K $470M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.45K
- 16.67%
$57.44 - $59.4 $83.4K - $86.2K
7.26K $431M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.61K
- 12.75%
$60.63 - $68.55 $158K - $179K
17.8K $1.18B
BAPR
Innovator U.S. Equity Buffer E

ETFs
-572
- 2.24%
$41.97 - $46.03 $24K - $26.3K
25K $1.06B
FNDX
Schwab Fundamental U S Large C

ETFs
-2.56K
- 4.09%
$23.03 - $25.01 $59K - $64.1K
60.2K $1.42B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-326
- 19.45%
$169.43 - $182.84 $55.2K - $59.6K
1.35K $234M
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-1.33K
- 7.16%
N/A
17.2K $593M
JPUS
Jpmorgan Diversified Return Us

ETFs
-517
- 5.66%
$111.89 - $119.08 $57.8K - $61.6K
8.61K $986M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-706
- 5.27%
$51.3 - $56.76 $36.2K - $40.1K
12.7K $672M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-142
- 2.75%
$120.29 - $134.6 $17.1K - $19.1K
5.03K $614M
PSEP
Innovator U.S. Equity Power Bu
-1K
- 13.88%
N/A
6.2K $238M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-31
- 0.17%
$32.49 - $37.99 $1.01K - $1.18K
17.9K $599M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-500
- 1.5%
N/A
32.9K $1.06B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.02K
- 2.93%
$35.29 - $36.56 $36.1K - $37.4K
33.9K $1.21B
YJUN
First Tr Exchange Traded Fd Vi
-2.16K
- 16.86%
$21.51 - $23.37 $46.5K - $50.6K
10.7K $242M
VIG
Vanguard Dividend Appreciation

ETFs
-121
- 1.99%
N/A
5.95K $1.15B
FNY
First Trust Mid Cap Growth Alp
-101
- 1.93%
N/A
5.12K $383M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-449
- 4.91%
$61.9 - $66.89 $27.8K - $30K
8.7K $553M
Wisdomtree Tr
-547
- 8.82%
N/A
5.65K $286M
FTSL
First Trust Senior Ln Fund

ETFs
-70
- 0.19%
$45.65 - $46.48 $3.2K - $3.25K
35.9K $1.64B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-351
- 6.68%
$56.17 - $59.71 $19.7K - $21K
4.9K $280M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-346
- 1.67%
$49.69 - $50.76 $17.2K - $17.6K
20.3K $1.02B
Tcw ETF Trust
-386
- 1.18%
N/A
32.3K $978M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-235
- 3.28%
$51.26 - $52.53 $12K - $12.3K
6.93K $357M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-200
- 0.92%
N/A
21.6K $837M
NFLX
Netflix Inc

Communication Services
-34
- 7.3%
$828.4 - $1058.6 $28.2K - $36K
432 $403M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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