Sponsored

The Analysis of Clear Point Advisors Inc.'s Holdings & P&L

Currently, Clear Point Advisors Inc. holds 93 types of securities in its portfolio with a total value $112.8M. In the most recent quarter, they have increased their positions in N/A (+6.9K shares, valued at $5.2M), MDY (+6.0K shares, valued at $4.2M), CAPE (+123.2K shares, valued at $4.0M); decreased their positions in N/A (-145.1K shares, valued at $47.5M), GLD (-715 shares, valued at $263.4K), GOOG (-526 shares, valued at $185.9K); initiated new positions in N/A (+6.9K shares, valued at $5.2M), MDY (+6.0K shares, valued at $4.2M), CAPE (+123.2K shares, valued at $4.0M).

1M P&L

-191.4K-0.19%

3M P&L

+3.2M+3.39%

HY P&L

+12.3M+14.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A90.5M

89.2%

2Consumer Electronics4.3M

4.2%

3Internet Retail1.1M

1.1%

Top Industries by Stock Count

1N/A64 stocks

81.0%

2Internet Content & Information2 stocks

2.5%

3Telecom Services2 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR362.9K shares-0.46%2026-06-302026-07-29

QQQ INVESCO QQQ TR8.8K shares-0.16%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.9K sharesnew addition2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR178.4K shares-0.40%2026-06-302026-07-29

AAPL APPLE INC14.8K shares0.85%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 406.0K sharesnew addition2026-06-302026-07-29

CAPE DOUBLELINE ETF TRUST123.2K sharesnew addition2026-06-302026-07-29

BAR GRANITESHARES GOLD TR89.9K shares-4.23%2026-06-302026-07-29

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE65.6K shares3.44%2026-06-302026-07-29

EMNT PIMCO ETF TR25.5K sharesnew addition2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR78.6K shares-0.13%2026-06-302026-07-29

LMBS FIRST TR EXCHANGE-TRADED FD45.4K sharesnew addition2026-06-302026-07-29

AVDE AMERICAN CENTY ETF TR21.3K shares1.11%2026-06-302026-07-29

VOO VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS22.4K sharesnew addition2026-06-302026-07-29

JSCP J P MORGAN EXCHANGE TRADED F37.0K sharesnew addition2026-06-302026-07-29

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T64.6K sharesnew addition2026-06-302026-07-29

USFR WISDOMTREE TR33.6K sharesnew addition2026-06-302026-07-29

FTSM FIRST TR EXCHANGE-TRADED FD26.1K sharesnew addition2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST17.2K sharesnew addition2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F29.4K sharesnew addition2026-06-302026-07-29

VBR VANGUARD INDEX FDS5.9K sharesnew addition2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS5.8K sharesnew addition2026-06-302026-07-29

USSH WISDOMTREE TR26.3K sharesnew addition2026-06-302026-07-29

Sponsored

QDEF FLEXSHARES TR14.9K sharesnew addition2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR34.4K shares8.52%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR32.5K shares0.71%2026-06-302026-07-29

JPIB J P MORGAN EXCHANGE TRADED F24.3K sharesnew addition2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND2.2K sharesnew addition2026-06-302026-07-29

FNDX SCHWAB STRATEGIC TR35.3K shares0.27%2026-06-302026-07-29

AMZN AMAZON COM INC4.6K shares-6.06%2026-06-302026-07-29

JMST J P MORGAN EXCHANGE TRADED F21.0K sharesnew addition2026-06-302026-07-29

Sponsored

HYBX TCW ETF TRUST34.4K shares1.83%2026-06-302026-07-29

EFA ISHARES TR9.5K sharesnew addition2026-06-302026-07-29

MUJ BLACKROCK MUNIHLDGS NJ QLTY67.5K sharesnew addition2026-06-302026-07-29

SDVY FIRST TR EXCHANGE TRADED FD18.1K shares0.01%2026-06-302026-07-29

PVAL PUTNAM ETF TRUST15.2K shares-8.31%2026-06-302026-07-29

HYGV FLEXSHARES TR19.1K sharesnew addition2026-06-302026-07-29

NVDA NVIDIA CORPORATION3.8K shares-7.79%2026-06-302026-07-29

MSFT MICROSOFT CORP2.0K shares-3.36%2026-06-302026-07-29

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K sharesnew addition2026-06-302026-07-29

IJH ISHARES TR9.1K sharesnew addition2026-06-302026-07-29

ITOT ISHARES TR4.2K sharesnew addition2026-06-302026-07-29

VHT VANGUARD WORLD FD2.3K sharesnew addition2026-06-302026-07-29

JNJ JOHNSON & JOHNSON2.7K shares0.15%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR21.5K shares57.20%2026-06-302026-07-29

MDYG SPDR SERIES TRUST5.8K sharesnew addition2026-06-302026-07-29

VGIT VANGUARD SCOTTSDALE FDS10.8K sharesnew addition2026-06-302026-07-29

Sponsored

IJR ISHARES TR4.3K sharesnew addition2026-06-302026-07-29

JPUS J P MORGAN EXCHANGE TRADED F4.5K sharesnew addition2026-06-302026-07-29

ISHARES TR ISHARES TR23.1K sharesnew addition2026-06-302026-07-29

JAVA J P MORGAN EXCHANGE TRADED F7.8K sharesnew addition2026-06-302026-07-29

VISA INC VISA INC1.7K shares0.12%2026-06-302026-07-29

USMV ISHARES TR6.0K sharesnew addition2026-06-302026-07-29

JMUB J P MORGAN EXCHANGE TRADED F10.7K sharesnew addition2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.0K shares0.00%2026-06-302026-07-29

Sponsored

FLQM FRANKLIN TEMPLETON ETF TR9.0K sharesnew addition2026-06-302026-07-29

FNY FIRST TR EXCHANGE-TRADED ALP4.5K sharesnew addition2026-06-302026-07-29

AOR ISHARES TR7.0K sharesnew addition2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC840 shares-1.64%2026-06-302026-07-29

GOOGL ALPHABET INC1.3K sharesnew addition2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC582 sharesnew addition2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.3K shares-99.13%2026-06-302026-07-29

TSLA TESLA INC950 shares-2.06%2026-06-302026-07-29

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD4.7K shares4.59%2026-06-302026-07-29

JIVE J P MORGAN EXCHANGE TRADED F4.1K sharesnew addition2026-06-302026-07-29

MINO PIMCO ETF TR8.1K sharesnew addition2026-06-302026-07-29

ISHARES TR ISHARES TR474 sharesnew addition2026-06-302026-07-29

SMMU PIMCO ETF TR6.9K shares0.30%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC8.0K shares-1.66%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F5.6K sharesnew addition2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS5.3K sharesnew addition2026-06-302026-07-29

Sponsored

T AT&T INC14.8K shares-0.01%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-06-302026-07-29

MUNI PIMCO ETF TR5.7K sharesnew addition2026-06-302026-07-29

FPXI FIRST TR EXCHANGE-TRADED FD3.4K sharesnew addition2026-06-302026-07-29

WORLD GOLD TR WORLD GOLD TR3.5K sharesnew addition2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.3.9K shares-1.01%2026-06-302026-07-29

MCK MCKESSON CORP371 shares-5.12%2026-06-302026-07-29

VANECK ETF TRUST VANECK ETF TRUST3.7K shares3.61%2026-06-302026-07-29

Sponsored

QQQM INVESCO EXCH TRADED FD TR II913 sharesnew addition2026-06-302026-07-29

GOOG ALPHABET INC754 shares-41.09%2026-06-302026-07-29

GLD SPDR GOLD TR713 shares-50.07%2026-06-302026-07-29

VTV VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR8.6K sharesnew addition2026-06-302026-07-29

BROADCOM INC BROADCOM INC627 sharesnew addition2026-06-302026-07-29

DIS DISNEY WALT CO2.4K shares0.00%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS785 sharesnew addition2026-06-302026-07-29

Sponsored

IVES WEDBUSH SER TR5.8K sharesnew addition2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC1.8K sharesnew addition2026-06-302026-07-29

FDN FIRST TR EXCHANGE-TRADED FD770 sharesnew addition2026-06-302026-07-29

GDXJ VANECK ETF TRUST2.1K shares4.79%2026-06-302026-07-29

ET ENERGY TRANSFER L P10.0K shares0.00%2026-06-302026-07-29

SCHG

SCHWAB STRATEGIC TR

-0.46%

Shares362.9K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-0.16%

Shares8.8K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

New

Shares6.9K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

-0.40%

Shares178.4K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.85%

Shares14.8K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares6.0K

Event2026-06-30

Filed2026-07-29

CAPE

DOUBLELINE ETF TRUST

New

Shares123.2K

Event2026-06-30

Filed2026-07-29

BAR

GRANITESHARES GOLD TR

-4.23%

Shares89.9K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

3.44%

Shares65.6K

Event2026-06-30

Filed2026-07-29

EMNT

PIMCO ETF TR

New

Shares25.5K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

-0.13%

Shares78.6K

Event2026-06-30

Filed2026-07-29

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares45.4K

Event2026-06-30

Filed2026-07-29

AVDE

AMERICAN CENTY ETF TR

1.11%

Shares21.3K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares22.4K

Event2026-06-30

Filed2026-07-29

JSCP

J P MORGAN EXCHANGE TRADED F

New

Shares37.0K

Event2026-06-30

Filed2026-07-29

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares64.6K

Event2026-06-30

Filed2026-07-29

USFR

WISDOMTREE TR

New

Shares33.6K

Event2026-06-30

Filed2026-07-29

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares26.1K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

New

Shares17.2K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares29.4K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

New

Shares5.9K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares5.8K

Event2026-06-30

Filed2026-07-29

USSH

WISDOMTREE TR

New

Shares26.3K

Event2026-06-30

Filed2026-07-29

QDEF

FLEXSHARES TR

New

Shares14.9K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

8.52%

Shares34.4K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

0.71%

Shares32.5K

Event2026-06-30

Filed2026-07-29

JPIB

J P MORGAN EXCHANGE TRADED F

New

Shares24.3K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

0.27%

Shares35.3K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-6.06%

Shares4.6K

Event2026-06-30

Filed2026-07-29

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares21.0K

Event2026-06-30

Filed2026-07-29

HYBX

TCW ETF TRUST

1.83%

Shares34.4K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

New

Shares9.5K

Event2026-06-30

Filed2026-07-29

MUJ

BLACKROCK MUNIHLDGS NJ QLTY

New

Shares67.5K

Event2026-06-30

Filed2026-07-29

SDVY

FIRST TR EXCHANGE TRADED FD

0.01%

Shares18.1K

Event2026-06-30

Filed2026-07-29

PVAL

PUTNAM ETF TRUST

-8.31%

Shares15.2K

Event2026-06-30

Filed2026-07-29

HYGV

FLEXSHARES TR

New

Shares19.1K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-7.79%

Shares3.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-3.36%

Shares2.0K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

New

Shares9.1K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

0.15%

Shares2.7K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

57.20%

Shares21.5K

Event2026-06-30

Filed2026-07-29

MDYG

SPDR SERIES TRUST

New

Shares5.8K

Event2026-06-30

Filed2026-07-29

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares10.8K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

JPUS

J P MORGAN EXCHANGE TRADED F

New

Shares4.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares23.1K

Event2026-06-30

Filed2026-07-29

JAVA

J P MORGAN EXCHANGE TRADED F

New

Shares7.8K

Event2026-06-30

Filed2026-07-29

VISA INC

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares10.7K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

FLQM

FRANKLIN TEMPLETON ETF TR

New

Shares9.0K

Event2026-06-30

Filed2026-07-29

FNY

FIRST TR EXCHANGE-TRADED ALP

New

Shares4.5K

Event2026-06-30

Filed2026-07-29

AOR

ISHARES TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-1.64%

Shares840

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares582

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-99.13%

Shares1.3K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-2.06%

Shares950

Event2026-06-30

Filed2026-07-29

RDVY

FIRST TR EXCHANGE TRADED FD

4.59%

Shares4.7K

Event2026-06-30

Filed2026-07-29

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares4.1K

Event2026-06-30

Filed2026-07-29

MINO

PIMCO ETF TR

New

Shares8.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares474

Event2026-06-30

Filed2026-07-29

SMMU

PIMCO ETF TR

0.30%

Shares6.9K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-1.66%

Shares8.0K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares5.6K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares5.3K

Event2026-06-30

Filed2026-07-29

AT&T INC

-0.01%

Shares14.8K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

MUNI

PIMCO ETF TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-29

FPXI

FIRST TR EXCHANGE-TRADED FD

New

Shares3.4K

Event2026-06-30

Filed2026-07-29

WORLD GOLD TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-1.01%

Shares3.9K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-5.12%

Shares371

Event2026-06-30

Filed2026-07-29

VANECK ETF TRUST

3.61%

Shares3.7K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares913

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-41.09%

Shares754

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-50.07%

Shares713

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

New

Shares627

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares785

Event2026-06-30

Filed2026-07-29

IVES

WEDBUSH SER TR

New

Shares5.8K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares770

Event2026-06-30

Filed2026-07-29

GDXJ

VANECK ETF TRUST

4.79%

Shares2.1K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available