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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Billion 8.35% of portfolio
103,623
Q3 2024 Reduced 0.04%
$0
$6.43 Billion 4.97% of portfolio
217,180
Q3 2024 Reduced 0.89%
$0
$4.61 Billion 3.56% of portfolio
9,438
Q3 2024 Reduced 2.43%
$0
$4.18 Billion 3.23% of portfolio
62,900
Q3 2024 Reduced 1.43%
$0
$3.92 Billion 3.03% of portfolio
6,831
Q3 2024 Added 0.16%
$0
$3.62 Billion 2.8% of portfolio
98,280
Q3 2024 Reduced 0.63%
$0
$3.55 Billion 2.74% of portfolio
6,228
Q3 2024 Added 0.13%
$0
$3.52 Billion 2.72% of portfolio
34,923
Q3 2024 Reduced 6.8%
$3.68T
$2.78 Billion 2.15% of portfolio
11,942
Q3 2024 Added 0.92%
J P Morgan Exchange Traded F
-
$2.59 Billion 2.0% of portfolio
-
Q3 2024 Added 71.09%
$0
$2.54 Billion 1.97% of portfolio
54,662
Q3 2024 Added 20.13%
$1.43B
$2.27 Billion 1.76% of portfolio
87,439
Q3 2024 Added 6.98%
$0
$2.2 Billion 1.7% of portfolio
36,726
Q3 2024 Reduced 2.72%
$0
$2.18 Billion 1.68% of portfolio
43,353
Q3 2024 Added 0.14%
$0
$1.99 Billion 1.54% of portfolio
29,349
Q3 2024 Added 0.72%
$0
$1.65 Billion 1.28% of portfolio
35,977
Q3 2024 Reduced 2.41%
$0
$1.5 Billion 1.16% of portfolio
41,217
Q3 2024 Added 3.15%
$0
$1.49 Billion 1.15% of portfolio
20,718
Q3 2024 Added 3.71%
$0
$1.44 Billion 1.11% of portfolio
43,765
Q1 2024 Added 5.15%
$0
$1.43 Billion 1.1% of portfolio
21,292
Q3 2024 Added 0.24%
$0
$1.27 Billion 0.98% of portfolio
36,035
Q3 2024 Reduced 1.03%
$0
$1.22 Billion 0.94% of portfolio
23,837
Q3 2024 Added 5.57%
$0
$1.19 Billion 0.92% of portfolio
5,918
Q3 2024 Reduced 3.76%
$0
$1.19 Billion 0.92% of portfolio
6,028
Q3 2024 Added 2.29%
$0
$1.14 Billion 0.88% of portfolio
16,844
Q3 2024 Added 0.01%
$0
$1.13 Billion 0.87% of portfolio
9,456
Q3 2024 Reduced 1.09%
$0
$1.11 Billion 0.86% of portfolio
25,532
Q2 2024 Reduced 1.54%
$0
$1.09 Billion 0.84% of portfolio
2,060
Q3 2024 Reduced 17.0%
$0
$1.08 Billion 0.83% of portfolio
33,409
Q2 2024 Reduced 7.35%
$34.7B
$1.04 Billion 0.8% of portfolio
9,960
Q3 2024 Added 0.03%
$0
$1.03 Billion 0.79% of portfolio
2,428
Q3 2024 Added 0.21%
$2.07T
$997 Million 0.77% of portfolio
5,351
Q3 2024 Added 3.38%
$0
$947 Million 0.73% of portfolio
11,402
Q3 2024 Reduced 0.34%
$0
$931 Million 0.72% of portfolio
18,073
Q3 2024 Reduced 1.54%
$610B
$908 Million 0.7% of portfolio
1,972
Q3 2024 Added 0.82%
$0
$881 Million 0.68% of portfolio
15,046
Q3 2024 Added 0.12%
-
$838 Million 0.65% of portfolio
-
Q3 2024 Reduced 0.08%
$0
$830 Million 0.64% of portfolio
9,822
Q3 2024 Added 1.06%
$0
$819 Million 0.63% of portfolio
67,499
Q4 2023 New
$0
$761 Million 0.59% of portfolio
9,096
Q3 2024 Reduced 0.01%
$3.1T
$744 Million 0.58% of portfolio
1,729
Q3 2024 Added 0.41%
$0
$745 Million 0.58% of portfolio
13,377
Q3 2024 Reduced 4.65%
$0
$744 Million 0.57% of portfolio
9,363
Q3 2024 Added 4.8%
$0
$727 Million 0.56% of portfolio
2,576
Q3 2024 Added 0.51%
$0
$708 Million 0.55% of portfolio
15,012
Q2 2024 Reduced 12.13%
$0
$717 Million 0.55% of portfolio
5,706
Q3 2024 Added 6.1%
$364B
$705 Million 0.54% of portfolio
5,804
Q3 2024 Reduced 0.62%
$0
$687 Million 0.53% of portfolio
23,368
Q1 2024 Reduced 0.43%
Aim ETF Products Trust
-
$661 Million 0.51% of portfolio
-
Q1 2024 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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