Clear Point Advisors Inc. Purchases and Sells in Q1 2025

Clear Point Advisors Inc.

$111 Billion
Q1 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BAR	8.49K + 9.65%	$26.01 - $30.84 $221K - $262K	96.5K $2.98B
MINT	6.61K + 19.29%	$100.32 - $100.76 $663K - $666K	40.9K $4.11B
JPST	8.92K + 16.58%	$50.39 - $50.66 $449K - $452K	62.7K $3.17B
VCSH	4.44K + 42.73%	$77.7 - $78.94 $345K - $350K	14.8K $1.17B
INNOVATOR ETFS TRUST	7.52K + 101.75%	N/A	14.9K $691M
BRK-B	192 + 9.81%	$442.66 - $534.52 $85K - $103K	2.15K $1.15B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	3.86K New	$58.07 - $58.69 $224K - $227K	3.86K $227M
IBM	888 New	$217.4 - $264.74 $193K - $235K	888 $221M
LVHI	6.37K New	$30.53 - $32.85 $195K - $209K	6.37K $206M
FIRST TR EXCHANGE-TRADED FD	12.3K New	N/A	12.3K $174M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	-21.7K - 5.24%	$24.91 - $29.02 $541K - $630K	393K $9.84B
CAPE	-40.9K - 19.67%	$29.41 - $31.62 $1.2M - $1.29M	167K $5.08B
FMAY	-9.17K - 20.2%	$45.66 - $48.85 $419K - $448K	36.2K $1.67B
QQQ	-156 - 1.67%	$468.34 - $539.52 $73.1K - $84.2K	9.17K $4.3B
AAPL	-391 - 3.31%	$209.68 - $247.1 $82K - $96.6K	11.4K $2.54B
NVDA	-1.54K - 26.98%	$106.98 - $149.43 $165K - $230K	4.16K $451M

Activity Summary All Purchases 34 New Holdings 4 Increased Positions 30 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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