Clear Point Advisors Inc. Purchases in Q2 2025

Clear Point Advisors Inc.

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
41
+ 0.45%
$416.06 - $551.64 $17.1K - $22.6K
9.21K $5.08B
CGDV
Capital Group Divid Value ETF

ETFs
9.97K
+ 22.83%
$31.93 - $39.49 $318K - $394K
53.6K $2.12B
PVAL
Putnam ETF Tr Putnam Focused L
12.1K
New
$33.6 - $40.23 $407K - $487K
12.1K $487M
SPY
Spdr S&P 500 ETF Trust

ETFs
67
+ 0.98%
$496.48 - $617.85 $33.3K - $41.4K
6.89K $4.26B
CAPE
Barclays Bank PLC

ETFs
4K
+ 2.39%
$27.26 - $31.81 $109K - $127K
171K $5.44B
AVDE
American Centy ETF Tr Avantis

ETFs
2.53K
+ 14.19%
$59.32 - $74.36 $150K - $188K
20.4K $1.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
192
+ 9.18%
$456.74 - $568.03 $87.7K - $109K
2.28K $1.3B
NVDA
Nvidia Corp

Technology
71
+ 1.71%
$94.31 - $157.99 $6.7K - $11.2K
4.23K $669M
FDN
First Tr Fd Dow Jones

ETFs
808
New
$200.29 - $269.33 $162K - $218K
808 $218M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.6K
New
$77.74 - $78.78 $202K - $205K
2.6K $204M
RSP
Invesco S&P 500 Equal Weight E

ETFs
980
+ 72.59%
$152.93 - $181.74 $150K - $178K
2.33K $424M
AMZN
Amazon Com Inc

Consumer Cyclical
210
+ 4.51%
$167.32 - $223.3 $35.1K - $46.9K
4.87K $1.07B
META
Meta Platforms, Inc.

Communication Services
36
+ 4.57%
$484.66 - $738.09 $17.4K - $26.6K
823 $608M
BAR
Granite Shares Gold Trust

ETFs
600
+ 0.62%
$29.34 - $33.87 $17.6K - $20.3K
97.1K $3.11B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18
+ 0.11%
$58.41 - $72.69 $1.05K - $1.31K
16.9K $1.23B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.92K
+ 3.06%
$50.36 - $50.68 $96.7K - $97.3K
64.6K $3.27B
YJUN
First Tr Exchange Traded Fd Vi
2.74K
+ 25.63%
$21.32 - $24.75 $58.3K - $67.7K
13.4K $328M
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.51K
+ 26.1%
N/A
7.28K $318M
EFA
Ishares Tr Msci Eafe ETF

ETFs
154
+ 1.69%
$72.96 - $90.39 $11.2K - $13.9K
9.24K $826M
VIG
Vanguard Dividend Appreciation

ETFs
79
+ 1.33%
N/A
6.03K $1.23B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
341
+ 12.55%
$94.74 - $118.43 $32.3K - $40.4K
3.06K $362M
QDEF
Flexshares Quality Div Defensi

ETFs
394
+ 4.04%
$62.5 - $74.05 $24.6K - $29.2K
10.2K $752M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.62%
$221.86 - $362.89 $1.55K - $2.54K
1.14K $361M
IBM
International Business Machines Corp

Technology
45
+ 5.07%
$221.03 - $294.78 $9.95K - $13.3K
933 $275M
HYGV
Flexshares Tr High Yield Value

ETFs
1K
+ 6.26%
$38.45 - $41.03 $38.5K - $41.1K
17K $698M
VGSH
Vanguard

ETFs
899
+ 23.27%
$58.32 - $58.95 $52.4K - $53K
4.76K $280M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.26%
$210.28 - $289.91 $631 - $870
1.17K $340M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5
+ 0.09%
$70.44 - $86.87 $352 - $434
5.8K $504M
Tcw ETF Trust
638
+ 1.97%
N/A
33K $1.01B
USFR
Wisdomtree Floating Rate Treas

ETFs
655
+ 1.34%
$50.28 - $50.47 $32.9K - $33.1K
49.7K $2.5B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
205
+ 1.38%
$77.94 - $79.5 $16K - $16.3K
15K $1.19B
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.25%
$498.8 - $620.9 $499 - $621
398 $247M
KAPR
Innovator U.S. Small Cap Power

ETFs
807
+ 5.51%
$28.5 - $32.39 $23K - $26.1K
15.5K $501M
Wisdomtree Tr
390
+ 6.9%
N/A
6.04K $306M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
32
+ 0.37%
$56.84 - $65.5 $1.82K - $2.1K
8.74K $572M
AOR
Ishares Tr Core Growth Allocat

ETFs
6
+ 0.16%
$53.36 - $61.57 $320 - $369
3.7K $228M
JPIB
Jpmorgan International Bond Op

ETFs
96
+ 0.77%
$47.18 - $48.62 $4.53K - $4.67K
12.5K $608M
FTSL
First Trust Senior Ln Fund

ETFs
31
+ 0.09%
$44.58 - $46.07 $1.38K - $1.43K
36K $1.65B
VGIT
Vanguard Intermediate Term Tre

ETFs
113
+ 1.56%
$58.63 - $59.9 $6.63K - $6.77K
7.37K $441M
T
At&T Inc.

Communication Services
2
+ 0.02%
$26.33 - $28.94 $52.7 - $57.9
13.2K $382M
V
Visa Inc.

Financial Services
2
+ 0.12%
$308.27 - $373.31 $617 - $747
1.71K $608M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
89
+ 0.32%
$50.52 - $50.92 $4.5K - $4.53K
27.6K $1.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
110
+ 2.24%
$51.14 - $57.0 $5.63K - $6.27K
5.01K $285M
LVHI
Franklin International Low Vol

ETFs
105
+ 1.65%
$28.91 - $33.28 $3.04K - $3.49K
6.48K $211M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
50
+ 0.65%
$49.18 - $50.17 $2.46K - $2.51K
7.76K $389M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12
+ 0.17%
$85.42 - $94.39 $1.03K - $1.13K
6.93K $651M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.07%
$146.36 - $159.82 $293 - $320
2.71K $414M
ED
Consolidated Edison Inc

Utilities
3
+ 0.03%
$98.05 - $113.3 $294 - $340
9.97K $1B
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email