Clear Point Advisors Inc. Portfolio Holdings

Clear Point Advisors Inc.

  • $117 Billion
  • Q4 2024

Clear Point Advisors Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $11.6B, Barclays Bank PLC with a value of $6.23B, Invesco Qqq Trust, Series 1 with a value of $4.77B, Schwab Strategic Tr Us Broad M with a value of $4.27B, and Spdr S&P 500 ETF Trust with a value of $4B.

Examining the 13F form we can see an decrease of $12.4B in the current position value, from $129B to 117B.

Clear Point Advisors Inc. is based out at Melville, NY

Below you can find more details about Clear Point Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $94.5 Billion
Technology: $4.42 Billion
Financial Services: $3 Billion
Consumer Cyclical: $1.66 Billion
Communication Services: $1.64 Billion
Utilities: $889 Million
Healthcare: $702 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$2.96 Billion 2.53% of portfolio
11,818
Q4 2024 Reduced 1.04%
$2.43T
$1.15 Billion 0.98% of portfolio
5,244
Q4 2024 Reduced 2.0%
$616B
$888 Million 0.76% of portfolio
1,958
Q4 2024 Reduced 0.71%
$33.8B
$889 Million 0.76% of portfolio
9,963
Q4 2024 Added 0.03%
-
$850 Million 0.73% of portfolio
-
Q4 2024 Reduced -0.0%
$321B
$766 Million 0.65% of portfolio
5,700
Q4 2024 Reduced 1.79%
$0
$747 Million 0.64% of portfolio
67,499
Q4 2023 New
$3.1T
$695 Million 0.59% of portfolio
1,649
Q4 2024 Reduced 4.63%
$1.6T
$606 Million 0.52% of portfolio
1,035
Q4 2024 Reduced 1.43%
-
$594 Million 0.51% of portfolio
-
Q3 2024 Reduced 2.44%
$568B
$553 Million 0.47% of portfolio
1,749
Q4 2024 Reduced 2.67%
$541B
$517 Million 0.44% of portfolio
982
Q4 2023 New
$1.18T
$512 Million 0.44% of portfolio
1,268
Q4 2024 Added 6.02%
-
$418 Million 0.36% of portfolio
-
Q4 2024 Added 0.19%
$452B
$415 Million 0.36% of portfolio
466
Q3 2024 Added 3.79%
$401B
$389 Million 0.33% of portfolio
2,688
Q4 2024 Added 0.11%
$86.2B
$313 Million 0.27% of portfolio
550
Q4 2024 Added 0.18%
$174B
$299 Million 0.26% of portfolio
13,145
Q4 2024 Added 0.03%
$812B
$293 Million 0.25% of portfolio
1,224
Q4 2024 Reduced 0.89%
-
$282 Million 0.24% of portfolio
-
Q3 2024 Reduced 2.7%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $117 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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