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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.25B
$87.5 Million 0.07% of portfolio
2,987
Q3 2024 Added 2.51%
$6.93B
$59.2 Million 0.05% of portfolio
2,100
Q1 2024 New
$8.09B
$48.9 Million 0.04% of portfolio
7,326
Q4 2023 New
$4.22B
$17.1 Million 0.01% of portfolio
229
Q3 2024 Added 0.88%
$9.78B
$14 Million 0.01% of portfolio
100
Q4 2023 New
$2.39B
$12.2 Million 0.01% of portfolio
1,323
Q4 2023 New
$7.52B
$7.7 Million 0.01% of portfolio
55
Q3 2024 New
$4.01B
$1.89 Million 0.0% of portfolio
22
Q4 2023 New
$5.13B
$208,000 0.0% of portfolio
10
Q4 2023 New
$2.15B
$1.24 Million 0.0% of portfolio
51
Q3 2024 Reduced 43.33%
$8.35B
$747,000 0.0% of portfolio
10
Q4 2023 New
$7.42B
$33,000 0.0% of portfolio
1
Q4 2023 New
$5.12B
$348,000 0.0% of portfolio
5
Q4 2023 New
$9.13B
$3.47 Million 0.0% of portfolio
31
Q2 2024 Reduced 50.0%
$4.31B
$5.41 Million 0.0% of portfolio
62
Q2 2024 Added 1.64%
$7.76B
$75,000 0.0% of portfolio
2
Q2 2024 Reduced 90.0%
$8.18B
$3.74 Million 0.0% of portfolio
97
Q2 2024 Added 1.04%
$6.04B
$105,000 0.0% of portfolio
1
Q2 2024 New
$3.94B
$110,000 0.0% of portfolio
10
Q4 2023 New
$3.16B
$516,000 0.0% of portfolio
17
Q4 2023 New
$9.26B
$1.06 Million 0.0% of portfolio
30
Q4 2023 New
$7.07B
$1.13 Million 0.0% of portfolio
50
Q4 2023 New
$8.16B
$1.04 Million 0.0% of portfolio
146
Q4 2023 New
$8.63B
$5.79 Million 0.0% of portfolio
80
Q4 2023 New
$7.49B
$4.02 Million 0.0% of portfolio
175
Q4 2023 New
$5.06B
$2.05 Million 0.0% of portfolio
25
Q4 2023 New
$3.96B
$2.05 Million 0.0% of portfolio
102
Q4 2023 New
$6.62B
$575,000 0.0% of portfolio
54
Q1 2024 Added 1.89%
$2.16B
$461,000 0.0% of portfolio
34
Q2 2024 Reduced 22.73%
$2.64B
$162,000 0.0% of portfolio
10
Q1 2024 Reduced 99.67%
$3.89B
$535,000 0.0% of portfolio
28
Q4 2023 New
$5.87B
$502,000 0.0% of portfolio
10
Q4 2023 New

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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