Clear Point Advisors Inc. Top Holdings and 13F Report (2024) About Clear Point Advisors Inc.Investment ActivityClear Point Advisors Inc. has $129.02 million in total holdings as of September 30, 2024.Clear Point Advisors Inc. owns shares of 75 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 52.51% of the portfolio was purchased this quarter.About 50.56% of the portfolio was sold this quarter.This quarter, Clear Point Advisors Inc. has purchased 123 new stocks and bought additional shares in 20 stocks.Clear Point Advisors Inc. sold shares of 23 stocks and completely divested from 73 stocks this quarter.Largest Holdings Innovator IBD 50 ETF $14,982,972State Street $11,230,861Schwab U.S. Large-Cap Growth ETF $10,619,778JPMorgan Chase & Co. $8,223,299Vanguard Communication Services ETF $6,830,181 Largest New Holdings this Quarter 45782C102 - Innovator IBD 50 ETF $14,982,972 Holding857477103 - State Street $11,230,861 Holding92204A884 - Vanguard Communication Services ETF $6,830,181 Holding25861R303 - Doubleline Commercial Real Estate ETF $4,428,737 Holding46438F101 - ISHARES BITCOIN TRUST ETF $4,350,911 Holding Largest Purchases this Quarter Innovator IBD 50 ETF 418,685 shares (about $14.98M)State Street 38,298 shares (about $11.23M)JPMorgan Chase & Co. 144,851 shares (about $8.14M)Vanguard Communication Services ETF 45,012 shares (about $6.83M)Doubleline Commercial Real Estate ETF 143,543 shares (about $4.43M) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 3,481 shares (about $350.08K)AllianzIM U.S. Large Cap Buffer20 Apr ETF 4,575 shares (about $161.84K)FT Vest U.S. Equity Buffer ETF - May 1,869 shares (about $98.68K)McKesson 108 shares (about $93.56K)Capital Group Dividend Value ETF 1,097 shares (about $46.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClear Point Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFFTYInnovator IBD 50 ETF$14,982,972$14,982,972 â–²New Holding418,68511.6%ETFSTTState Street$11,230,861$11,230,861 â–²New Holding38,2988.7%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$10,619,778$17,449 â–¼-0.2%364,5658.2%ETFJPMJPMorgan Chase & Co.$8,223,299$8,136,736 â–²9,399.8%146,3926.4%FinanceVOXVanguard Communication Services ETF$6,830,181$6,830,181 â–²New Holding45,0125.3%ETFQQQInvesco QQQ$5,100,489$27,127 â–¼-0.5%8,8374.0%FinanceSCHBSchwab US Broad Market ETF$4,495,588$4,518 â–¼-0.1%179,1073.5%ETFDCMBDoubleline Commercial Real Estate ETF$4,428,737$4,428,737 â–²New Holding143,5433.4%ETFISHARES BITCOIN TRUST ETF$4,350,911$4,350,911 â–²New Holding60,6483.4%SHS BEN INTBARGraniteShares Gold Trust$4,330,869$134,377 â–²3.2%93,8843.4%FinanceAAPLApple$3,720,974$386,766 â–²11.6%14,6622.9%Computer and TechnologyCGDVCapital Group Dividend Value ETF$2,699,055$46,667 â–¼-1.7%63,4472.1%ETFWTWisdomTree$2,664,450$2,664,450 â–²New Holding52,8442.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,630,903$350,083 â–¼-11.7%26,1602.0%ETFSCHXSchwab US Large-Cap ETF$2,017,559$22,999 â–¼-1.1%78,6881.6%ETFTILTFlexShares Morningstar US Market Factor Tilt Index Fund$1,917,888$1,917,888 â–²New Holding33,2641.5%ETFAVDEAvantis International Equity ETF$1,791,216$29,609 â–²1.7%21,1131.4%ETFBSLBlackstone Senior Floating Rate 2027 Term Fund$1,606,743$1,606,743 â–²New Holding85,4651.2%Financial ServicesCGXUCapital Group International Focus Equity ETF$1,594,548$1,594,548 â–²New Holding60,7221.2%ETFFFAFirst Trust Enhanced Equity Income Fund$1,577,270$1,577,270 â–²New Holding26,3851.2%Financial ServicesFMAYFT Vest U.S. Equity Buffer ETF - May$1,453,481$98,683 â–¼-6.4%27,5281.1%ETFFTXGFirst Trust Nasdaq Food & Beverage ETF$1,442,915$1,442,915 â–²New Holding28,9681.1%ManufacturingJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$1,232,367$29,914 â–²2.5%33,7821.0%ETFEDConsolidated Edison$1,127,744$4,867 â–²0.4%9,9640.9%UtilitiesAMZNAmazon.com$1,014,497$19,161 â–²1.9%4,8710.8%Retail/WholesaleTCW ETF TRUST$1,000,942$25,512 â–²2.6%33,7420.8%HIGH YIELD BONDFNDXSchwab Fundamental U.S. Large Company ETF$981,187$14,677 â–¼-1.5%35,2310.8%ETFSCHMSchwab U.S. Mid-Cap ETF$981,043$99,631 â–²11.3%31,6870.8%ETFSCHASchwab US Small-Cap ETF$938,910$2,123 â–²0.2%32,2870.7%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$906,2480.0%21,6370.7%ETFAPRWAllianzIM U.S. Large Cap Buffer20 Apr ETF$846,779$161,842 â–¼-16.0%23,9370.7%ETFFBRTFranklin BSP Realty Trust$840,964$840,964 â–²New Holding17,0680.7%FinanceBYMBlackRock Municipal Income Quality Trust$780,963$780,963 â–²New Holding67,4990.6%Financial ServicesPVALPutnam Focused Large Cap Value ETF$768,640$112,006 â–²17.1%16,5660.6%ETFMSFTMicrosoft$759,603$48,863 â–²6.9%2,0520.6%Computer and TechnologyFYCFirst Trust Small Cap Growth AlphaDEX Fund$751,904$22,403 â–²3.1%7,7530.6%ETFFEBWAllianzIM U.S. Large Cap Buffer20 Feb ETF$736,8610.0%22,0090.6%ETFNVDANVIDIA$725,482$18,486 â–¼-2.5%4,1600.6%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$714,419$15,693 â–²2.2%18,1190.6%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$710,857$37,377 â–²5.5%13,3130.6%ETFBRK.ABerkshire Hathaway$709,226$709,226 â–²New Holding1,4800.5%FinanceJNJJohnson & Johnson$657,809$3,422 â–¼-0.5%2,6910.5%MedicalGLDSPDR Gold Shares$614,454$13,769 â–¼-2.2%1,4280.5%FinanceJULWAllianzIM U.S. Large Cap Buffer20 Jul ETF$598,321$39,782 â–¼-6.2%15,4160.5%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$585,192$585,192 â–²New Holding9,8270.5%ETFLEOBNY Mellon Strategic Municipals$570,549$570,549 â–²New Holding4,5710.4%FinanceVVisa$520,036$4,230 â–¼-0.8%1,7210.4%Business ServicesYMARFT Vest International Equity Moderate Buffer ETF - March$518,953$11,953 â–¼-2.3%18,9730.4%ETFMAMastercard$510,1530.0%1,0210.4%Business ServicesMETAMeta Platforms$488,701$24,034 â–¼-4.7%8540.4%Computer and TechnologyTAT&T$429,808$57,053 â–²15.3%14,8260.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$419,432$42,370 â–²11.2%13,6710.3%ETFVZVerizon Communications$409,162$40,911 â–²11.1%8,1510.3%Computer and TechnologyFMBHFirst Mid Bancshares$401,519$401,519 â–²New Holding4,4370.3%FinanceFIRST TR EXCHNG TRADED FD VI$387,6810.0%11,0120.3%FT VEST EQ ENHANNFLXNetflix$382,196$39,037 â–¼-9.3%3,9750.3%Consumer DiscretionaryFAUGFT Vest U.S. Equity Buffer ETF - August$380,6050.0%7,3500.3%ETFGOOGAlphabet$368,028$368,028 â–²New Holding1,2800.3%Computer and TechnologyPMLPIMCO Municipal Income Fund II$362,029$362,029 â–²New Holding8,0150.3%Financial ServicesTSLATesla$360,598$46,097 â–¼-11.3%9700.3%Auto/Tires/TrucksSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$347,446$28,857 â–¼-7.7%6,8870.3%ETFMCKMcKesson$338,736$93,564 â–¼-21.6%3910.3%MedicalYJUNFT Vest International Equity Moderate Buffer ETF - June$336,810$8,369 â–¼-2.4%13,0800.3%ETFGDXVanEck Gold Miners ETF$327,927$2,753 â–²0.8%3,5730.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$309,312$47,660 â–²18.2%4,5300.2%ManufacturingPFLPIMCO Income Strategy Fund$294,470$294,470 â–²New Holding5,6420.2%Financial ServicesIQIInvesco Quality Municipal Income Trust$270,771$270,771 â–²New Holding1,4110.2%FinanceOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$259,5190.0%6,7460.2%ETFFIRST TR EXCHNG TRADED FD VI$247,265$20,530 â–¼-7.7%6,0220.2%FT VEST U.S EQTGDXJVanEck Junior Gold Miners ETF$235,647$360 â–¼-0.2%1,9630.2%ETFDISWalt Disney$230,520$230,520 â–²New Holding2,3920.2%Consumer DiscretionaryFRFirst Industrial Realty Trust$212,315$212,315 â–²New Holding3,4390.2%FinanceFIRST TR EXCHANGE-TRADED FD$206,9250.0%12,3390.2%WCM INTL EQUITYETEnergy Transfer$193,000$193,000 â–²New Holding10,0000.1%EnergyISSCInnovative Solutions and Support$7$7 â–²New Holding10,0000.0%AerospaceSPYSPDR S&P 500 ETF Trust$0$4,821,707 â–¼-100.0%00.0%FinanceCAPEShiller CAPE U.S. Equities ETF$0$4,724,191 â–¼-100.0%00.0%FinancePJUNInnovator U.S. Equity Power Buffer ETF - June$0$3,587,483 â–¼-100.0%00.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$3,561,877 â–¼-100.0%00.0%ETFJSCPJPMorgan Short Duration Core Plus ETF$0$2,210,706 â–¼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$1,754,140 â–¼-100.0%00.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$1,646,747 â–¼-100.0%00.0%ETFFTSMFirst Trust Enhanced Short Maturity ETF$0$1,545,108 â–¼-100.0%00.0%ManufacturingCAPITAL GRP FIXED INCM ETF T$0$1,474,880 â–¼-100.0%00.0%CORE BOND ETFSPLGSPDR Portfolio S&P 500 ETF$0$1,374,964 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$1,345,339 â–¼-100.0%00.0%ETFFTSLFirst Trust Senior Loan ETF$0$1,312,517 â–¼-100.0%00.0%ManufacturingVIGVanguard Dividend Appreciation ETF$0$1,310,932 â–¼-100.0%00.0%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$0$1,229,784 â–¼-100.0%00.0%ETFWISDOMTREE TR$0$1,219,388 â–¼-100.0%00.0%1 3 YR LADDEREDVBRVanguard Small-Cap Value ETF$0$1,177,360 â–¼-100.0%00.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$1,098,355 â–¼-100.0%00.0%ETFJPIBJPMorgan International Bond Opportunities ETF$0$1,090,581 â–¼-100.0%00.0%ETFQDEFFlexShares Quality Dividend Defensive Index Fund$0$1,075,543 â–¼-100.0%00.0%ETFBAPRInnovator U.S. Equity Buffer ETF - April$0$1,049,419 â–¼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$969,434 â–¼-100.0%00.0%FinanceLMBSFirst Trust Low Duration Opportunities ETF$0$967,165 â–¼-100.0%00.0%ManufacturingEFAiShares MSCI EAFE ETF$0$903,172 â–¼-100.0%00.0%FinanceNJANInnovator Growth-100 Power Buffer ETF - January$0$810,894 â–¼-100.0%00.0%ETFMUJBlackRock MuniHoldings New Jersey Quality Fund$0$803,238 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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