Clear Point Advisors Inc. Portfolio Holdings by Sector

Clear Point Advisors Inc.

$119 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG CAPE QQQ SCHB SPY MINT PJUN MDY 70 stocks	$95.5 Million 88.67% of portfolio	34	27	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.34 Million 2.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.16 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.07 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$1 Million 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$860,795 0.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MUJ 1 stocks	$739,114 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$728,253 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$705,026 0.65% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$668,800 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$607,715 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$573,148 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$414,410 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$364,976 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$361,179 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$340,423 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$275,030 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts

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