Clear Point Advisors Inc. Incresed Positions in Q2 2024

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.44K
+ 1.41%
$87.04 - $101.61 $126K - $147K
104K $10.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
19.2K
+ 79.87%
$50.28 - $50.52 $967K - $971K
43.3K $2.18B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.27K
+ 16.35%
$100.13 - $100.67 $527K - $530K
37.5K $3.77B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.02%
$414.65 - $485.21 $829 - $970
9.67K $4.63B
MINO
Pimco ETF Tr Municipal Income

ETFs
8.1K
+ 283.05%
$44.89 - $45.65 $364K - $370K
11K $498M
NVDA
Nvidia Corp

Technology
5.38K
+ 1161.34%
$118.11 - $1224.4 $635K - $6.58M
5.84K $722M
Ft Vest Us Eqt Mdrt Bfr ETF
7.26K
+ 332.31%
N/A
9.45K $331M
SPY
Spdr S&P 500 ETF Trust

ETFs
189
+ 2.85%
$495.16 - $548.49 $93.6K - $104K
6.82K $3.71B
CGDV
Capital Group Divid Value ETF

ETFs
2.86K
+ 7.71%
$31.1 - $33.37 $88.9K - $95.4K
40K $1.32B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.85K
+ 5.16%
$59.55 - $59.81 $110K - $111K
37.8K $2.25B
AMZN
Amazon Com Inc

Consumer Cyclical
160
+ 3.19%
$173.67 - $197.85 $27.8K - $31.7K
5.18K $1B
QDEF
Flexshares Quality Div Defensi

ETFs
1.14K
+ 18.74%
$60.83 - $66.4 $69.4K - $75.8K
7.23K $474M
HYGV
Flexshares Tr High Yield Value

ETFs
2.09K
+ 15.76%
$39.93 - $40.71 $83.3K - $84.9K
15.3K $619M
SOXX
Ishares Semiconductor ETF

ETFs
276
+ 97.87%
$198.39 - $259.28 $54.8K - $71.6K
558 $138M
RSP
Invesco S&P 500 Equal Weight E

ETFs
411
+ 24.85%
$159.21 - $168.37 $65.4K - $69.2K
2.07K $339M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
502
+ 33.94%
$94.13 - $104.18 $47.3K - $52.3K
1.98K $206M
GOOGL
Alphabet Inc.

Communication Services
251
+ 66.93%
$150.53 - $185.41 $37.8K - $46.5K
626 $114M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
227
+ 10.07%
$455.1 - $504.28 $103K - $114K
2.48K $1.24B
SMCI
Super Micro Computer, Inc.

Technology
66
+ 471.43%
$713.65 - $1037.15 $47.1K - $68.5K
80 $65.5M
MSFT
Microsoft Corp

Technology
2
+ 0.12%
$389.33 - $452.85 $779 - $906
1.72K $770M
NFLX
Netflix Inc

Communication Services
17
+ 3.94%
$550.64 - $686.12 $9.36K - $11.7K
449 $303M
AVDE
American Centy ETF Tr Avantis

ETFs
1.08K
+ 5.37%
$61.17 - $65.29 $66.2K - $70.6K
21.2K $1.32B
FTSL
First Trust Senior Ln Fund

ETFs
1.15K
+ 3.21%
$45.71 - $46.33 $52.3K - $53K
36.9K $1.69B
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 2.64%
$142.05 - $197.88 $4.26K - $5.94K
1.17K $231M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.14K
+ 8.88%
$49.87 - $53.18 $57.1K - $60.8K
14K $720M
ORCL
Oracle Corp

Technology
169
+ 43.44%
$113.75 - $144.64 $19.2K - $24.4K
558 $78.8M
META
Meta Platforms, Inc.

Communication Services
14
+ 1.35%
$430.17 - $527.34 $6.02K - $7.38K
1.05K $529M
T
At&T Inc.

Communication Services
148
+ 1.14%
$16.09 - $19.11 $2.38K - $2.83K
13.1K $251M
LVHI
Franklin International Low Vol

ETFs
758
+ 14.08%
$29.03 - $30.81 $22K - $23.4K
6.14K $182M
WMT
Walmart Inc.

Consumer Defensive
106
+ 8.85%
$58.85 - $68.9 $6.24K - $7.3K
1.3K $88.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10
+ 3.27%
$127.7 - $179.69 $1.28K - $1.8K
316 $54.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
430
+ 32.95%
$43.12 - $48.83 $18.5K - $21K
1.74K $75.6M
BXSL
Blackstone Secured Lending Fund

Financial Services
400
+ 15.91%
$30.45 - $32.5 $12.2K - $13K
2.91K $89.2M
DELL
Dell Technologies Inc.

Technology
42
+ 22.34%
$114.87 - $179.21 $4.82K - $7.53K
230 $31.7M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
71
+ 8.88%
$100.4 - $109.05 $7.13K - $7.74K
871 $94.7M
AOR
Ishares Tr Core Growth Allocat

ETFs
104
+ 2.1%
$53.33 - $56.61 $5.55K - $5.89K
5.05K $284M
USCI
United States Commodity Index Funds Trust

ETFs
115
+ 100.0%
$60.34 - $64.11 $6.94K - $7.37K
230 $14.3M
HON
Honeywell International Inc

Industrials
3
+ 0.47%
$190.36 - $215.89 $571 - $648
648 $138M
QCOM
Qualcomm Inc

Technology
22
+ 44.9%
$157.63 - $227.09 $3.47K - $5K
71 $14.1M
FNDX
Schwab Fundamental U S Large C

ETFs
202
+ 1.02%
$63.87 - $67.55 $12.9K - $13.6K
20K $1.34B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
71
+ 0.8%
$76.35 - $77.35 $5.42K - $5.49K
8.93K $690M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
75
+ 3750.0%
$66.04 - $71.88 $4.95K - $5.39K
77 $5.25M
Tcw Transform Supply Chain ETF
75
+ 3750.0%
N/A
77 $4.99M
JCPB
J P Morgan Exchange Traded Fd

ETFs
100
+ 200.0%
$45.27 - $46.67 $4.53K - $4.67K
150 $6.95M
FTXL
First Tr ETF Vi Nasdaq Semicon
1
+ 0.24%
N/A
414 $41.3M
Blackstone Private Credit Fund Class I
120
+ 2.6%
N/A
4.74K $121M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
12
+ 0.35%
$43.69 - $48.33 $524 - $580
3.47K $163M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
148
+ 7400.0%
$62.41 - $3427.61 $9.24K - $507K
150 $9.4M
MYO
Myomo, Inc.

Healthcare
1K
+ 100000.0%
$2.7 - $4.06 $2.7K - $4.06K
1K $3.21M
Activity Summary
Buys All Purchases 184 New Holdings 33 Increased Positions 151 Sells All Sells 64 Reductions 63 Sold out 1 Options Calls 0 Puts 0
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