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 Market Cap. of $10 Billions to $200 Billions
