Clear Point Advisors Inc. Portfolio Holdings by Sector

Clear Point Advisors Inc.

$129 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG QQQ CAPE SCHB SPY MINT PJUN MDY 74 stocks	$101 Million 87.8% of portfolio	31	30	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.37 Million 2.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.18 Million 1.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.09 Million 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$992,553 0.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$988,326 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$890,364 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$816,024 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MUJ 1 stocks	$782,313 0.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$695,578 0.6% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$658,338 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$529,923 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$502,906 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$495,863 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$416,855 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$385,178 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$242,145 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts

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