The Analysis of Clear Point Advisors Inc.'s Holdings
Currently, Clear Point Advisors Inc. holds 114 types of securities in its portfolio with a total value $128.7M. In the most recent quarter, they have increased their positions in JSCP (+38.1K shares, valued at $1.8M), CGCB (+29.4K shares, valued at $861.0K), DDFL (+34.6K shares, valued at $699.1K); decreased their positions in JPST (-33.6K shares, valued at $1.7M), USFR (-10.6K shares, valued at $534.1K), CAPE (-13.6K shares, valued at $443.7K); initiated new positions in JSCP (+38.1K shares, valued at $1.8M), CGCB (+29.4K shares, valued at $861.0K), DDFL (+34.6K shares, valued at $699.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR383.2K shares-0.63%2025-09-302025-10-28
QQQ INVESCO QQQ TR9.0K shares-2.29%2025-09-302025-10-28 CAPE DOUBLELINE ETF TRUST157.5K shares-7.96%2025-09-302025-10-28 SCHB SCHWAB STRATEGIC TR182.7K shares-1.15%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR6.8K shares-0.80%2025-09-302025-10-28 MINT PIMCO ETF TR41.4K shares6.82%2025-09-302025-10-28 PJUN INNOVATOR ETFS TRUST89.7K shares-0.17%2025-09-302025-10-28 MDY SPDR S&P MIDCAP 400 ETF TR6.1K shares-0.50%2025-09-302025-10-28 BAR GRANITESHARES GOLD TR93.6K shares-3.61%2025-09-302025-10-28 AAPL APPLE INC13.2K shares15.89%2025-09-302025-10-28 CGDV CAPITAL GROUP DIVIDEND VALUE57.4K shares7.08%2025-09-302025-10-28 FTSM FIRST TR EXCHANGE-TRADED FD37.6K shares2.36%2025-09-302025-10-28 SCHX SCHWAB STRATEGIC TR85.4K shares-2.89%2025-09-302025-10-28 USFR WISDOMTREE TR39.1K shares-21.38%2025-09-302025-10-28 FMAY FIRST TR EXCHNG TRADED FD VI35.7K shares-1.42%2025-09-302025-10-28 JSCP J P MORGAN EXCHANGE TRADED F38.1K sharesnew addition2025-09-302025-10-28 FTSL FIRST TR EXCHANGE-TRADED FD36.1K shares0.38%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS20.6K shares37.20%2025-09-302025-10-28 AVDE AMERICAN CENTY ETF TR20.9K shares2.39%2025-09-302025-10-28 JPST J P MORGAN EXCHANGE TRADED F31.0K shares-51.97%2025-09-302025-10-28 JANW AIM ETF PRODUCTS TRUST37.3K shares-1.28%2025-09-302025-10-28 SPYM SPDR SERIES TRUST17.1K shares1.45%2025-09-302025-10-28 PMAY INNOVATOR ETFS TRUST33.7K shares0.00%2025-09-302025-10-28 JMST J P MORGAN EXCHANGE TRADED F25.7K shares-6.80%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS6.1K shares0.35%2025-09-302025-10-28 VOO VANGUARD INDEX FDS2.1K shares-8.54%2025-09-302025-10-28 VBR VANGUARD INDEX FDS5.8K shares3.12%2025-09-302025-10-28 BAPR INNOVATOR ETFS TRUST24.5K shares0.00%2025-09-302025-10-28 APRW AIM ETF PRODUCTS TRUST32.2K shares0.00%2025-09-302025-10-28 AMZN AMAZON COM INC5.0K shares2.10%2025-09-302025-10-28 DIA SPDR DOW JONES INDL AVERAGE2.3K shares0.22%2025-09-302025-10-28 FNDX SCHWAB STRATEGIC TR38.8K shares-2.09%2025-09-302025-10-28 JPUS J P MORGAN EXCHANGE TRADED F8.1K shares-3.79%2025-09-302025-10-28 ED CONSOLIDATED EDISON INC9.9K shares-0.95%2025-09-302025-10-28 USSH WISDOMTREE TR17.4K shares188.55%2025-09-302025-10-28 MSFT MICROSOFT CORP1.9K shares33.05%2025-09-302025-10-28 HYBX TCW ETF TRUST32.0K shares-2.84%2025-09-302025-10-28 SCHA SCHWAB STRATEGIC TR33.7K shares-2.44%2025-09-302025-10-28 SCHM SCHWAB STRATEGIC TR31.3K shares-0.68%2025-09-302025-10-28 XSEP FIRST TR EXCHNG TRADED FD VI21.6K shares0.00%2025-09-302025-10-28 QDEF FLEXSHARES TR11.2K shares10.36%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares-0.06%2025-09-302025-10-28 EFA ISHARES TR9.2K shares0.00%2025-09-302025-10-28 CGCB CAPITAL GRP FIXED INCM ETF T29.4K sharesnew addition2025-09-302025-10-28 NVDA NVIDIA CORPORATION4.4K shares3.33%2025-09-302025-10-28 NJAN INNOVATOR ETFS TRUST14.8K shares-0.40%2025-09-302025-10-28 MUJ BLACKROCK MUNIHLDGS NJ QLTY67.5K shares0.00%2025-09-302025-10-28 FNOV FIRST TR EXCHNG TRADED FD VI14.5K shares0.00%2025-09-302025-10-28 JPIB J P MORGAN EXCHANGE TRADED F15.3K shares22.15%2025-09-302025-10-28 JMUB J P MORGAN EXCHANGE TRADED F14.8K shares-8.08%2025-09-302025-10-28 HYGV FLEXSHARES TR17.8K shares4.93%2025-09-302025-10-28 FEBW AIM ETF PRODUCTS TRUST22.0K shares0.00%2025-09-302025-10-28 IJUL INNOVATOR ETFS TRUST22.3K shares0.00%2025-09-302025-10-28 ITOT ISHARES TR4.9K shares-0.89%2025-09-302025-10-28 FYC FIRST TR EXCHANGE-TRADED ALP7.8K shares-1.29%2025-09-302025-10-28 DDFL INNOVATOR ETFS TRUST34.6K sharesnew addition2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR24.8K shares-8.74%2025-09-302025-10-28 SDVY FIRST TR EXCHANGE-TRADED FD17.7K shares0.02%2025-09-302025-10-28 USMV ISHARES TR6.9K shares0.20%2025-09-302025-10-28 BSEP INNOVATOR ETFS TRUST13.6K shares0.00%2025-09-302025-10-28 META META PLATFORMS INC896 shares8.87%2025-09-302025-10-28 JULW AIM ETF PRODUCTS TRUST17.0K shares-1.31%2025-09-302025-10-28 PVAL PUTNAM ETF TRUST15.2K shares25.20%2025-09-302025-10-28 VHT VANGUARD WORLD FD2.4K shares-5.47%2025-09-302025-10-28 FLQM FRANKLIN TEMPLETON ETF TR10.9K shares1.04%2025-09-302025-10-28 JAVA J P MORGAN EXCHANGE TRADED F8.8K shares0.38%2025-09-302025-10-28 V VISA INC1.8K shares2.69%2025-09-302025-10-28 MA MASTERCARD INCORPORATED1.0K shares3.97%2025-09-302025-10-28 PNOV INNOVATOR ETFS TRUST13.7K shares0.00%2025-09-302025-10-28 GLD SPDR GOLD TR1.5K shares0.00%2025-09-302025-10-28 MDYG SPDR SERIES TRUST5.8K shares0.05%2025-09-302025-10-28 NFLX NETFLIX INC442 shares3.27%2025-09-302025-10-28 KAPR INNOVATOR ETFS TRUST15.5K shares0.00%2025-09-302025-10-28 BKLC BNY MELLON ETF TRUST3.9K shares27.21%2025-09-302025-10-28 IJR ISHARES TR4.4K shares-0.43%2025-09-302025-10-28 KJAN INNOVATOR ETFS TRUST12.8K shares0.00%2025-09-302025-10-28 YMAR FIRST TR EXCHNG TRADED FD VI19.4K shares-1.52%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON2.7K shares-0.04%2025-09-302025-10-28 TSLA TESLA INC1.1K shares-1.93%2025-09-302025-10-28 VGIT VANGUARD SCOTTSDALE FDS8.0K shares8.51%2025-09-302025-10-28 IJH ISHARES TR7.0K shares5.50%2025-09-302025-10-28 FNY FIRST TR EXCHANGE-TRADED ALP4.9K shares-2.66%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.1.3K shares12.61%2025-09-302025-10-28 MCK MCKESSON CORP499 shares0.20%2025-09-302025-10-28 NJUL INNOVATOR ETFS TRUST5.4K shares0.00%2025-09-302025-10-28 XFEB FIRST TR EXCHNG TRADED FD VI11.0K shares0.00%2025-09-302025-10-28 SMMU PIMCO ETF TR7.6K shares-2.22%2025-09-302025-10-28 FAUG FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2025-09-302025-10-28 PJUL INNOVATOR ETFS TRUST8.3K shares-10.59%2025-09-302025-10-28 T AT&T INC13.2K shares-0.09%2025-09-302025-10-28 RSP INVESCO EXCHANGE TRADED FD T2.0K shares-15.84%2025-09-302025-10-28 EJAN INNOVATOR ETFS TRUST10.7K shares0.00%2025-09-302025-10-28 YJUN FIRST TR EXCHNG TRADED FD VI13.4K shares0.00%2025-09-302025-10-28 BJUN INNOVATOR ETFS TRUST7.1K shares-2.56%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC7.4K shares-1.51%2025-09-302025-10-28 IVV ISHARES TR470 shares18.09%2025-09-302025-10-28 JEPI J P MORGAN EXCHANGE TRADED F5.4K shares7.82%2025-09-302025-10-28 MUNI PIMCO ETF TR5.7K shares-11.19%2025-09-302025-10-28 ISEP INNOVATOR ETFS TRUST9.2K shares2.76%2025-09-302025-10-28 BMAY INNOVATOR ETFS TRUST6.6K shares-5.66%2025-09-302025-10-28 VGSH VANGUARD SCOTTSDALE FDS4.8K shares0.84%2025-09-302025-10-28 OCTW AIM ETF PRODUCTS TRUST7.3K shares0.00%2025-09-302025-10-28 PSEP INNOVATOR ETFS TRUST6.2K shares0.00%2025-09-302025-10-28 GMAY FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2025-09-302025-10-28 AOR ISHARES TR3.8K shares2.76%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS858 shares-8.04%2025-09-302025-10-28 BMAR INNOVATOR ETFS TRUST4.5K shares0.00%2025-09-302025-10-28 LVHI LEGG MASON ETF INVT6.5K shares0.96%2025-09-302025-10-28 FDN FIRST TR EXCHANGE-TRADED FD808 shares0.00%2025-09-302025-10-28 VTV VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-28 FPXI FIRST TR EXCHANGE TRADED FD3.5K sharesnew addition2025-09-302025-10-28 RDVY FIRST TR EXCHANGE TRADED FD3.1K sharesnew addition2025-09-302025-10-28 WCMI FIRST TR EXCHANGE-TRADED FD12.3K shares0.00%2025-09-302025-10-28 BSV VANGUARD BD INDEX FDS2.6K shares0.92%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available