Sponsored

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

Currently, Clear Point Advisors Inc. holds 75 types of securities in its portfolio with a total value $129.0M. In the most recent quarter, they have increased their positions in FFTY (+418.7K shares, valued at $15.0M), STT (+38.3K shares, valued at $11.2M), JPM (+144.9K shares, valued at $8.1M); decreased their positions in MINT (-3.5K shares, valued at $350.1K), APRW (-4.6K shares, valued at $161.8K), FMAY (-1.9K shares, valued at $98.7K); initiated new positions in FFTY (+418.7K shares, valued at $15.0M), STT (+38.3K shares, valued at $11.2M), VOX (+45.0K shares, valued at $6.8M).

1M P&L

+36.2M+3.02%

3M P&L

-21.6M-1.72%

HY P&L

-39.9M-3.13%

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/A88.1M

71.3%

2Asset Management13.9M

11.2%

3Banks - Diversified8.2M

6.7%

Top Industries by Stock Count

1N/A50 stocks

68.5%

2Telecom Services2 stocks

2.7%

3Entertainment2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FFTY INNOVATOR ETFS TRUST418.7K sharesnew addition2026-03-312026-04-29

STT STATE STR CORP38.3K sharesnew addition2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR364.6K shares-0.16%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO146.4K shares9399.81%2026-03-312026-04-29

VOX VANGUARD WORLD FD45.0K sharesnew addition2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR8.8K shares-0.53%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR179.1K shares-0.10%2026-03-312026-04-29

DCRE DOUBLELINE ETF TRUST143.5K sharesnew addition2026-03-312026-04-29

Sponsored

IBIT ISHARES BITCOIN TRUST ETF60.6K sharesnew addition2026-03-312026-04-29

BAR GRANITESHARES GOLD TR93.9K shares3.20%2026-03-312026-04-29

AAPL APPLE INC14.7K shares11.60%2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE63.4K shares-1.70%2026-03-312026-04-29

WT WISDOMTREE INC52.8K sharesnew addition2026-03-312026-04-29

MINT PIMCO ETF TR26.2K shares-11.74%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR78.7K shares-1.13%2026-03-312026-04-29

TILT FLEXSHARES TR33.3K sharesnew addition2026-03-312026-04-29

Sponsored

AVDE AMERICAN CENTY ETF TR21.1K shares1.68%2026-03-312026-04-29

BSL BLACKSTONE SENI FLTN RAT 20285.5K sharesnew addition2026-03-312026-04-29

CGXU CAPITAL GROUP INTL FOCUS EQT60.7K sharesnew addition2026-03-312026-04-29

FFA FIRST TR ENHANCED EQUITY26.4K sharesnew addition2026-03-312026-04-29

FMAY FIRST TR EXCHNG TRADED FD VI27.5K shares-6.36%2026-03-312026-04-29

FTXG FIRST TR EXCHANGE TRADED FD29.0K sharesnew addition2026-03-312026-04-29

JANW AIM ETF PRODUCTS TRUST33.8K shares2.49%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC10.0K shares0.43%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC4.9K shares1.93%2026-03-312026-04-29

HYBX TCW ETF TRUST33.7K shares2.62%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR35.2K shares-1.47%2026-03-312026-04-29

SCHM SCHWAB STRATEGIC TR31.7K shares11.30%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR32.3K shares0.23%2026-03-312026-04-29

XSEP FIRST TR EXCHNG TRADED FD VI21.6K shares0.00%2026-03-312026-04-29

APRW AIM ETF PRODUCTS TRUST23.9K shares-16.05%2026-03-312026-04-29

FBRT FRANKLIN BSP RLTY TR INC17.1K sharesnew addition2026-03-312026-04-29

Sponsored

BYM BLACKROCK MUN INCOME QUALITY67.5K sharesnew addition2026-03-312026-04-29

PVAL PUTNAM ETF TRUST16.6K shares17.06%2026-03-312026-04-29

MSFT MICROSOFT CORP2.1K shares6.88%2026-03-312026-04-29

FYC FIRST TR EXCHANGE-TRADED ALP7.8K shares3.07%2026-03-312026-04-29

FEBW AIM ETF PRODUCTS TRUST22.0K shares0.00%2026-03-312026-04-29

NVDA NVIDIA CORPORATION4.2K shares-2.48%2026-03-312026-04-29

SDVY FIRST TR EXCHANGE TRADED FD18.1K shares2.25%2026-03-312026-04-29

FNOV FIRST TR EXCHNG TRADED FD VI13.3K shares5.55%2026-03-312026-04-29

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1.5K sharesnew addition2026-03-312026-04-29

JNJ JOHNSON & JOHNSON2.7K shares-0.52%2026-03-312026-04-29

GLD SPDR GOLD TR1.4K shares-2.19%2026-03-312026-04-29

JULW AIM ETF PRODUCTS TRUST15.4K shares-6.23%2026-03-312026-04-29

VNQI VANGUARD INTL EQUITY INDEX F9.8K sharesnew addition2026-03-312026-04-29

LEO BNY MELLON STRATEGIC MUNS IN4.6K sharesnew addition2026-03-312026-04-29

V VISA INC1.7K shares-0.81%2026-03-312026-04-29

YMAR FIRST TR EXCHNG TRADED FD VI19.0K shares-2.25%2026-03-312026-04-29

Sponsored

MA MASTERCARD INCORPORATED1.0K shares0.00%2026-03-312026-04-29

META META PLATFORMS INC854 shares-4.69%2026-03-312026-04-29

T AT&T INC14.8K shares15.31%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR13.7K shares11.24%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC8.2K shares11.11%2026-03-312026-04-29

FMBH FIRST MID BANCSHARES INC4.4K sharesnew addition2026-03-312026-04-29

XFEB FIRST TR EXCHNG TRADED FD VI11.0K shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.4.0K shares-9.27%2026-03-312026-04-29

Sponsored

FAUG FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.3K sharesnew addition2026-03-312026-04-29

PML PIMCO MUN INCOME FD II8.0K sharesnew addition2026-03-312026-04-29

TSLA TESLA INC970 shares-11.33%2026-03-312026-04-29

SMMU PIMCO ETF TR6.9K shares-7.67%2026-03-312026-04-29

MCK MCKESSON CORP391 shares-21.64%2026-03-312026-04-29

YJUN FIRST TR EXCHNG TRADED FD VI13.1K shares-2.42%2026-03-312026-04-29

GDX VANECK ETF TRUST3.6K shares0.85%2026-03-312026-04-29

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD4.5K shares18.22%2026-03-312026-04-29

PFL PIMCO INCOME STRATEGY FD5.6K sharesnew addition2026-03-312026-04-29

IQI INVESCO QUALITY MUN INCOME T1.4K sharesnew addition2026-03-312026-04-29

OCTW AIM ETF PRODUCTS TRUST6.7K shares0.00%2026-03-312026-04-29

GMAY FIRST TR EXCHNG TRADED FD VI6.0K shares-7.67%2026-03-312026-04-29

GDXJ VANECK ETF TRUST2.0K shares-0.15%2026-03-312026-04-29

DIS DISNEY WALT CO2.4K sharesnew addition2026-03-312026-04-29

FR FIRST INDL RLTY TR INC3.4K sharesnew addition2026-03-312026-04-29

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD12.3K shares0.00%2026-03-312026-04-29

ET ENERGY TRANSFER L P10.0K sharesnew addition2026-03-312026-04-29

ISSC INNOVATIVE SOLUTIONS & SUPPO10.0K sharesnew addition2026-03-312026-04-29

FFTY

INNOVATOR ETFS TRUST

New

Shares418.7K

Event2026-03-31

Filed2026-04-29

STT

STATE STR CORP

New

Shares38.3K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

-0.16%

Shares364.6K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

9399.81%

Shares146.4K

Event2026-03-31

Filed2026-04-29

VOX

VANGUARD WORLD FD

New

Shares45.0K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-0.53%

Shares8.8K

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

-0.10%

Shares179.1K

Event2026-03-31

Filed2026-04-29

DCRE

DOUBLELINE ETF TRUST

New

Shares143.5K

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares60.6K

Event2026-03-31

Filed2026-04-29

BAR

GRANITESHARES GOLD TR

3.20%

Shares93.9K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

11.60%

Shares14.7K

Event2026-03-31

Filed2026-04-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

-1.70%

Shares63.4K

Event2026-03-31

Filed2026-04-29

WISDOMTREE INC

New

Shares52.8K

Event2026-03-31

Filed2026-04-29

MINT

PIMCO ETF TR

-11.74%

Shares26.2K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

-1.13%

Shares78.7K

Event2026-03-31

Filed2026-04-29

TILT

FLEXSHARES TR

New

Shares33.3K

Event2026-03-31

Filed2026-04-29

AVDE

AMERICAN CENTY ETF TR

1.68%

Shares21.1K

Event2026-03-31

Filed2026-04-29

BSL

BLACKSTONE SENI FLTN RAT 202

New

Shares85.5K

Event2026-03-31

Filed2026-04-29

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares60.7K

Event2026-03-31

Filed2026-04-29

FFA

FIRST TR ENHANCED EQUITY

New

Shares26.4K

Event2026-03-31

Filed2026-04-29

FMAY

FIRST TR EXCHNG TRADED FD VI

-6.36%

Shares27.5K

Event2026-03-31

Filed2026-04-29

FTXG

FIRST TR EXCHANGE TRADED FD

New

Shares29.0K

Event2026-03-31

Filed2026-04-29

JANW

AIM ETF PRODUCTS TRUST

2.49%

Shares33.8K

Event2026-03-31

Filed2026-04-29

CONSOLIDATED EDISON INC

0.43%

Shares10.0K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

1.93%

Shares4.9K

Event2026-03-31

Filed2026-04-29

HYBX

TCW ETF TRUST

2.62%

Shares33.7K

Event2026-03-31

Filed2026-04-29

FNDX

SCHWAB STRATEGIC TR

-1.47%

Shares35.2K

Event2026-03-31

Filed2026-04-29

SCHM

SCHWAB STRATEGIC TR

11.30%

Shares31.7K

Event2026-03-31

Filed2026-04-29

SCHA

SCHWAB STRATEGIC TR

0.23%

Shares32.3K

Event2026-03-31

Filed2026-04-29

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares21.6K

Event2026-03-31

Filed2026-04-29

APRW

AIM ETF PRODUCTS TRUST

-16.05%

Shares23.9K

Event2026-03-31

Filed2026-04-29

FBRT

FRANKLIN BSP RLTY TR INC

New

Shares17.1K

Event2026-03-31

Filed2026-04-29

BYM

BLACKROCK MUN INCOME QUALITY

New

Shares67.5K

Event2026-03-31

Filed2026-04-29

PVAL

PUTNAM ETF TRUST

17.06%

Shares16.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

6.88%

Shares2.1K

Event2026-03-31

Filed2026-04-29

FYC

FIRST TR EXCHANGE-TRADED ALP

3.07%

Shares7.8K

Event2026-03-31

Filed2026-04-29

FEBW

AIM ETF PRODUCTS TRUST

0.00%

Shares22.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-2.48%

Shares4.2K

Event2026-03-31

Filed2026-04-29

SDVY

FIRST TR EXCHANGE TRADED FD

2.25%

Shares18.1K

Event2026-03-31

Filed2026-04-29

FNOV

FIRST TR EXCHNG TRADED FD VI

5.55%

Shares13.3K

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1.5K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-0.52%

Shares2.7K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-2.19%

Shares1.4K

Event2026-03-31

Filed2026-04-29

JULW

AIM ETF PRODUCTS TRUST

-6.23%

Shares15.4K

Event2026-03-31

Filed2026-04-29

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares9.8K

Event2026-03-31

Filed2026-04-29

LEO

BNY MELLON STRATEGIC MUNS IN

New

Shares4.6K

Event2026-03-31

Filed2026-04-29

VISA INC

-0.81%

Shares1.7K

Event2026-03-31

Filed2026-04-29

YMAR

FIRST TR EXCHNG TRADED FD VI

-2.25%

Shares19.0K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29