Clear Point Advisors Inc. Reduced Holdings in Q3 2024

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.55K
- 6.8%
$100.09 - $100.69 $255K - $256K
34.9K $3.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-422
- 17.0%
$475.2 - $527.7 $201K - $223K
2.06K $1.09B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.76K
- 8.0%
$50.61 - $50.96 $139K - $140K
31.7K $1.61B
GLD
Spdr Gold Trust

ETFs
-608
- 28.79%
$215.56 - $246.98 $131K - $150K
1.5K $366M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.47K
- 63.28%
$53.41 - $57.9 $78.4K - $85K
852 $49.3M
GOOGL
Alphabet Inc.

Communication Services
-370
- 59.11%
$148.65 - $191.18 $55K - $70.7K
256 $42.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.03K
- 2.72%
$59.61 - $60.15 $61.3K - $61.8K
36.7K $2.2B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-459
- 22.23%
$162.83 - $179.16 $74.7K - $82.2K
1.61K $288M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-988
- 21.85%
$49.69 - $50.5 $49.1K - $49.9K
3.53K $178M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-957
- 14.69%
$50.25 - $50.74 $48.1K - $48.6K
5.56K $282M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.04K
- 73.99%
$39.37 - $41.68 $41K - $43.4K
366 $15.1M
J P Morgan Exchange Traded F
-699
- 69.48%
N/A
307 $18.8M
PVAL
Putnam ETF Tr Putnam Focused L
-997
- 59.81%
$35.03 - $37.94 $34.9K - $37.8K
670 $25.4M
FTSL
First Trust Senior Ln Fund

ETFs
-888
- 2.41%
$45.51 - $46.26 $40.4K - $41.1K
36K $1.65B
SOXX
Ishares Semiconductor ETF

ETFs
-107
- 19.18%
$199.29 - $265.49 $21.3K - $28.4K
451 $104M
MINO
Pimco ETF Tr Municipal Income

ETFs
-831
- 7.58%
$45.07 - $46.16 $37.5K - $38.4K
10.1K $468M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-235
- 2.43%
$434.77 - $502.96 $102K - $118K
9.44K $4.61B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-960
- 11.17%
$57.32 - $62.65 $55K - $60.1K
7.64K $476M
BX
Blackstone Inc.

Financial Services
-301
- 42.04%
$120.77 - $159.66 $36.4K - $48.1K
415 $63.6M
SPYG
Spdr Portfolio

ETFs
-371
- 16.92%
$73.38 - $84.1 $27.2K - $31.2K
1.82K $151M
CGGR
Capital Group Growth ETF Shs C

ETFs
-699
- 99.86%
$30.71 - $34.79 $21.5K - $24.3K
1 $42K
VSMV
Victoryshares Us Multifactor M

ETFs
-505
- 21.34%
$45.22 - $48.58 $22.8K - $24.5K
1.86K $90.5M
NVDA
Nvidia Corp

Technology
-36
- 0.62%
$98.91 - $134.91 $3.56K - $4.86K
5.8K $705M
Proshares Tr
-165
- 98.21%
N/A
3 $157K
MKC
Mccormick & CO Inc

Consumer Defensive
-140
- 86.42%
$69.44 - $84.76 $9.72K - $11.9K
22 $1.81M
DELL
Dell Technologies Inc.

Technology
-39
- 16.96%
$87.89 - $145.97 $3.43K - $5.69K
191 $22.6M
PDD
Pinduoduo Inc.

Consumer Cyclical
-60
- 85.71%
$89.17 - $151.11 $5.35K - $9.07K
10 $1.35M
SILV
Silver Crest Metals Inc.

Basic Materials
-900
- 90.0%
$7.39 - $10.22 $6.65K - $9.2K
100 $925K
FCX
Freeport Mcmoran Inc

Basic Materials
-148
- 98.67%
$39.52 - $51.92 $5.85K - $7.68K
2 $75K
USCI
United States Commodity Index Funds Trust

ETFs
-114
- 49.57%
$58.6 - $63.51 $6.68K - $7.24K
116 $7.24M
IYR
Ishares Tr

ETFs
-147
- 26.16%
$86.93 - $103.61 $12.8K - $15.2K
415 $42.3M
HRL
Hormel Foods Corp

Consumer Defensive
-200
- 67.57%
$30.04 - $33.14 $6.01K - $6.63K
96 $3.04M
PNOV
Innovator U.S. Equity Power Bu
-392
- 2.44%
N/A
15.7K $579M
MYO
Myomo, Inc.

Healthcare
-1K
- 99.9%
$2.81 - $5.63 $2.81K - $5.63K
1 $4K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-40
- 20.51%
$110.06 - $128.44 $4.4K - $5.14K
155 $19.8M
D
Dominion Energy, Inc

Utilities
-60
- 50.42%
$48.01 - $58.53 $2.88K - $3.51K
59 $3.41M
QCOM
Qualcomm Inc

Technology
-1
- 1.41%
$156.12 - $209.64 $156 - $210
70 $12M
Arm Holdings PLC
-7
- 14.89%
N/A
40 $5.72M
SYM
Symbotic Inc.

Financial Services
-39
- 43.33%
$17.86 - $41.44 $697 - $1.62K
51 $1.24M
PSEP
Innovator U.S. Equity Power Bu
-200
- 2.7%
N/A
7.2K $278M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 1.3%
$256.4 - $289.78 $256 - $290
76 $21.8M
EXEL
Exelixis, Inc.

Healthcare
-30
- 1.22%
$21.96 - $27.6 $659 - $828
2.42K $62.8M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-17
- 0.08%
N/A
21.8K $838M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-1
- 0.02%
$33.74 - $37.78 $33.7 - $37.8
4.92K $185M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-1
- 0.01%
$39.49 - $42.12 $39.5 - $42.1
13.7K $576M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-653
- 4.65%
$50.64 - $55.7 $33.1K - $36.4K
13.4K $745M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-374
- 1.03%
$33.3 - $35.24 $12.5K - $13.2K
36K $1.27B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.01%
$75.32 - $84.37 $75.3 - $84.4
9.1K $761M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-39
- 0.34%
$75.47 - $83.18 $2.94K - $3.24K
11.4K $947M
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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