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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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