Clear Point Advisors Inc. Portfolio Holdings by Sector

Clear Point Advisors Inc.

$111 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG CAPE QQQ MINT SCHB SPY PJUN MDY 69 stocks	$89.7 Million 88.41% of portfolio	25	35	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.54 Million 2.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.15 Million 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.14 Million 1.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$1.1 Million 1.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$885,673 0.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MUJ 1 stocks	$759,364 0.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$735,422 0.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$526,637 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$453,766 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$451,070 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$449,551 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$402,853 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$370,473 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$292,851 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$287,345 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$220,810 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts

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