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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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