Clear Point Advisors Inc. Portfolio Holdings

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

Clear Point Advisors Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 572 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 $10.8B, Barclays Bank PLC with a value of $6.43B, Invesco Qqq Trust, Series 1 with a value of $4.61B, Schwab Strategic Tr Us Broad M with a value of $4.18B, and Spdr S&P 500 ETF Trust with a value of $3.92B.

Examining the 13F form we can see an increase of $7.59B in the current position value, from $122B to 129B.

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 $129 Billion
ETFs: $99.6 Billion
Technology: $5.14 Billion
Financial Services: $3.4 Billion
Communication Services: $1.9 Billion
Consumer Cyclical: $1.7 Billion
Healthcare: $1.29 Billion
Utilities: $1.17 Billion
Industrials: $340 Million
Other: $632 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$2.78 Billion 2.15% of portfolio
11,942
Q3 2024 Added 0.92%
$2.1T
$997 Million 0.77% of portfolio
5,351
Q3 2024 Added 3.38%
$623B
$908 Million 0.7% of portfolio
1,972
Q3 2024 Added 0.82%
$3.15T
$744 Million 0.58% of portfolio
1,729
Q3 2024 Added 0.41%
$337B
$705 Million 0.54% of portfolio
5,804
Q3 2024 Reduced 0.62%
$1.29T
$601 Million 0.46% of portfolio
1,050
Q2 2024 Added 1.35%
$515B
$494 Million 0.38% of portfolio
1,797
Q3 2024 Added 0.06%
$508B
$485 Million 0.37% of portfolio
982
Q4 2023 New
$406B
$435 Million 0.34% of portfolio
2,685
Q3 2024 Added 0.04%
$390B
$331 Million 0.26% of portfolio
466
Q3 2024 Added 3.79%
$1.05T
$313 Million 0.24% of portfolio
1,196
Q3 2024 Added 2.66%
$733B
$261 Million 0.2% of portfolio
1,235
Q3 2024 Added 0.16%
$203B
$194 Million 0.15% of portfolio
876
Q4 2023 New
$437B
$138 Million 0.11% of portfolio
339
Q3 2024 Added 0.3%
$1.04T
$114 Million 0.09% of portfolio
680
Q1 2024 Reduced 43.57%
$249B
$110 Million 0.08% of portfolio
1,358
Q3 2024 Added 4.14%
$324B
$96.5 Million 0.07% of portfolio
489
Q3 2024 Added 0.2%
$493B
$95.3 Million 0.07% of portfolio
559
Q3 2024 Added 0.18%
$426B
$77 Million 0.06% of portfolio
87
Q1 2024 Added 6.1%
$220B
$60.4 Million 0.05% of portfolio
368
Q3 2024 Added 68.81%
$940B
$61.3 Million 0.05% of portfolio
353
Q3 2024 Added 11.71%
$208B
$50.5 Million 0.04% of portfolio
443
Q3 2024 Added 0.45%
$383B
$49 Million 0.04% of portfolio
1,235
Q2 2024 Added 0.08%
$261B
$34.1 Million 0.03% of portfolio
300
Q4 2023 New
$214B
$42.9 Million 0.03% of portfolio
446
Q4 2023 New
$1.01T
$42.5 Million 0.03% of portfolio
256
Q3 2024 Reduced 59.11%
$217B
$35.4 Million 0.03% of portfolio
117
Q3 2024 Added 0.86%
$224B
$26.2 Million 0.02% of portfolio
154
Q4 2023 New
$490B
$27.2 Million 0.02% of portfolio
232
Q4 2023 New
$207B
$29.5 Million 0.02% of portfolio
7
Q4 2023 New
$243B
$28.4 Million 0.02% of portfolio
534
Q3 2024 Added 0.56%
$226B
$7.36 Million 0.01% of portfolio
64
Q4 2023 New
$213B
$10.1 Million 0.01% of portfolio
26
Q2 2024 Added 4.0%
$228B
$6.36 Million 0.0% of portfolio
18
Q4 2023 New
$229B
$5.31 Million 0.0% of portfolio
50
Q4 2023 New
$204B
$3.51 Million 0.0% of portfolio
29
Q2 2024 Added 3.57%

Summary

  • Portfolio
  • No. of Stocks 572
  • Current Value $129 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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