Clear Point Advisors Inc. Portfolio Holdings

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024

Clear Point Advisors Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 569 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 $10.5B, Barclays Bank PLC with a value of $6.07B, Invesco Qqq Trust, Series 1 with a value of $4.63B, Schwab Strategic Tr Us Broad M with a value of $4.01B, and Pimco ETF Tr Enhanced Sht Matu with a value of $3.77B.

Examining the 13F form we can see an increase of $159M in the current position value, from $122B to 122B. Also it can be appreciated an additional of 33 stocks purchases and 1 closed positions.

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 $122 Billion
ETFs: $95.2 Billion
Technology: $4.82 Billion
Financial Services: $3.15 Billion
Communication Services: $1.81 Billion
Consumer Cyclical: $1.57 Billion
Healthcare: $1.28 Billion
Utilities: $1.01 Billion
Industrials: $300 Million
Other: $619 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$2.49 Billion 2.05% of portfolio
11,833
Q2 2024 Reduced 0.2%
$2.14T
$1 Billion 0.82% of portfolio
5,176
Q2 2024 Added 3.19%
$599B
$796 Million 0.65% of portfolio
1,956
Q1 2024 Reduced 0.25%
$3.17T
$770 Million 0.63% of portfolio
1,722
Q2 2024 Added 0.12%
$371B
$722 Million 0.59% of portfolio
5,840
Q2 2024 Added 1,161.34%
$1.33T
$529 Million 0.43% of portfolio
1,050
Q2 2024 Added 1.35%
$500B
$471 Million 0.39% of portfolio
1,796
Q2 2024 Added 0.22%
$494B
$433 Million 0.36% of portfolio
982
Q4 2023 New
$410B
$392 Million 0.32% of portfolio
2,684
Q2 2024 Added 0.11%
$354B
$303 Million 0.25% of portfolio
449
Q2 2024 Added 3.94%
$693B
$249 Million 0.2% of portfolio
1,233
Q2 2024 Added 0.24%
$938B
$231 Million 0.19% of portfolio
1,165
Q2 2024 Added 2.64%
$1.11T
$125 Million 0.1% of portfolio
680
Q1 2024 Reduced 43.57%
$409B
$117 Million 0.1% of portfolio
338
Q1 2024 Added 0.3%
$1.08T
$114 Million 0.09% of portfolio
626
Q2 2024 Added 66.93%
$758B
$90.5 Million 0.07% of portfolio
100
Q4 2023 New
$355B
$83.7 Million 0.07% of portfolio
488
Q2 2024 Added 0.21%
$405B
$73.8 Million 0.06% of portfolio
87
Q1 2024 Added 6.1%
$502B
$78.8 Million 0.06% of portfolio
558
Q2 2024 Added 43.44%
$1.04T
$54.9 Million 0.05% of portfolio
316
Q2 2024 Added 3.27%
$202B
$45.9 Million 0.04% of portfolio
441
Q2 2024 Added 0.46%
$359B
$49.1 Million 0.04% of portfolio
1,235
Q2 2024 Added 0.08%
$256B
$37.2 Million 0.03% of portfolio
300
Q4 2023 New
$242B
$35.4 Million 0.03% of portfolio
218
Q1 2024 Added 45.33%
$505B
$26.7 Million 0.02% of portfolio
232
Q4 2023 New
$217B
$29.6 Million 0.02% of portfolio
116
Q4 2023 New
$238B
$25.2 Million 0.02% of portfolio
531
Q2 2024 Added 0.38%
$226B
$25.4 Million 0.02% of portfolio
154
Q4 2023 New
$215B
$8.52 Million 0.01% of portfolio
26
Q2 2024 Added 4.0%
$230B
$6.81 Million 0.01% of portfolio
64
Q4 2023 New
$265B
$3.6 Million 0.0% of portfolio
50
Q4 2023 New
$227B
$5.46 Million 0.0% of portfolio
18
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 569
  • Current Value $122 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 33 stocks
  • Additional Purchases 151 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 63 stocks
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