Clear Point Advisors Inc. Portfolio Holdings

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2025

Clear Point Advisors Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 114 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 $12.2B, Invesco Qqq Trust, Series 1 with a value of $5.4B, Barclays Bank PLC with a value of $5.13B, Schwab Strategic Tr Us Broad M with a value of $4.7B, and Spdr S&P 500 ETF Trust with a value of $4.56B.

Examining the 13F form we can see an increase of $10B in the current position value, from $119B 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: $101 Billion
Technology: $5.42 Billion
Financial Services: $3.27 Billion
Communication Services: $1.88 Billion
Consumer Cyclical: $1.59 Billion
Utilities: $993 Million
Healthcare: $888 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.31T
$3.37 Billion 2.62% of portfolio
13,238
Q3 2025 Added 15.89%
$2.49T
$1.09 Billion 0.85% of portfolio
4,967
Q3 2025 Added 2.1%
$3.7T
$988 Million 0.77% of portfolio
1,908
Q3 2025 Added 33.05%
$34.9B
$993 Million 0.77% of portfolio
9,874
Q3 2025 Reduced 0.95%
-
$900 Million 0.7% of portfolio
-
Q1 2025 Reduced 0.92%
$649B
$890 Million 0.69% of portfolio
1,771
Q3 2025 Reduced 0.06%
$469B
$816 Million 0.63% of portfolio
4,374
Q3 2025 Added 3.33%
$0
$782 Million 0.61% of portfolio
67,499
Q4 2023 New
$1.4T
$658 Million 0.51% of portfolio
896
Q3 2025 Added 8.87%
$549B
$600 Million 0.47% of portfolio
1,758
Q3 2025 Added 2.69%
$526B
$581 Million 0.45% of portfolio
1,021
Q3 2025 Added 3.97%
-
$561 Million 0.44% of portfolio
-
Q1 2025 Reduced 12.76%
$491B
$530 Million 0.41% of portfolio
442
Q3 2025 Added 3.27%
$488B
$503 Million 0.39% of portfolio
2,712
Q3 2025 Reduced 0.04%
$1.36T
$496 Million 0.39% of portfolio
1,115
Q3 2025 Reduced 1.93%
-
$452 Million 0.35% of portfolio
-
Q3 2025 Reduced 2.66%
$122B
$385 Million 0.3% of portfolio
499
Q3 2025 Added 0.2%
$177B
$372 Million 0.29% of portfolio
13,178
Q3 2025 Reduced 0.09%
$168B
$323 Million 0.25% of portfolio
7,359
Q3 2025 Reduced 1.51%
-
$266 Million 0.21% of portfolio
-
Q1 2025 Reduced 13.88%
$275B
$242 Million 0.19% of portfolio
858
Q3 2025 Reduced 8.04%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $129 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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