Clear Point Advisors Inc. Portfolio Holdings
Q3 2025•111 long positions•$126.8M portfolio value
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Holding111 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.2M 9.64% | -$76.9K Sold | — 383.2K shares | 385.6K → 383.2K −$76.9K | -0.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.4M 4.26% | -$126.7K Sold | — 9.0K shares | 9.2K → 9.0K −$126.7K | -2.29% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.1M 4.05% | -$443.7K Sold | — 157.5K shares | 171.1K → 157.5K −$443.7K | -7.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.7M 3.7% | -$54.5K Sold | — 182.7K shares | 184.8K → 182.7K −$54.5K | -1.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.6M 3.59% | -$36.6K Sold | — 6.8K shares | 6.9K → 6.8K −$36.6K | -0.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.2M 3.28% | +$265.8K Bought | — 41.4K shares | 38.7K → 41.4K +$265.8K | +6.82% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.7M 2.91% | -$6.2K Sold | — 89.7K shares | 89.9K → 89.7K −$6.2K | -0.17% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.6M 2.87% | -$18.5K Sold | — 6.1K shares | 6.1K → 6.1K −$18.5K | -0.5% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $3.6M 2.81% | -$133.6K Sold | — 93.6K shares | 97.1K → 93.6K −$133.6K | -3.61% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $3.4M 2.66% | +$462.2K Bought | 0.0% 13.2K shares | 11.4K → 13.2K +$462.2K | +15.89% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.9% | +$159.5K Bought | — 57.4K shares | 53.6K → 57.4K +$159.5K | +7.08% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 1.77% | +$51.8K Bought | — 37.6K shares | 36.7K → 37.6K +$51.8K | +2.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 1.77% | -$66.9K Sold | — 85.4K shares | 87.9K → 85.4K −$66.9K | -2.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 1.55% | -$534.1K Sold | — 39.1K shares | 49.7K → 39.1K −$534.1K | -21.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 1.47% | -$26.8K Sold | — 35.7K shares | 36.2K → 35.7K −$26.8K | -1.42% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.8M 1.43% | +$1.8M New | — 38.1K shares | 0 → 38.1K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.31% | +$6.3K Bought | — 36.1K shares | 36.0K → 36.1K +$6.3K | +0.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 1.3% | +$446.9K Bought | — 20.6K shares | 15.0K → 20.6K +$446.9K | +37.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 1.3% | +$38.4K Bought | — 20.9K shares | 20.4K → 20.9K +$38.4K | +2.39% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 1.24% | -$1.7M Sold | — 31.0K shares | 64.6K → 31.0K −$1.7M | -51.97% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.3M 1.06% | -$17.5K Sold | — 37.3K shares | 37.8K → 37.3K −$17.5K | -1.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.06% | +$19.2K Bought | — 17.1K shares | 16.9K → 17.1K +$19.2K | +1.45% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.03% | — | — 33.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.03% | -$95.7K Sold | — 25.7K shares | 27.6K → 25.7K −$95.7K | -6.8% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.3M 1.03% | +$4.5K Bought | — 6.1K shares | 6.0K → 6.1K +$4.5K | +0.35% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.01% | -$119.4K Sold | — 2.1K shares | 2.3K → 2.1K −$119.4K | -8.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.959% | +$36.7K Bought | — 5.8K shares | 5.6K → 5.8K +$36.7K | +3.12% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.906% | — | — 24.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.869% | — | — 32.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.1M 0.86% | +$22.4K Bought | 0.0% 5.0K shares | 4.9K → 5.0K +$22.4K | +2.1% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.842% | +$2.3K Bought | — 2.3K shares | 2.3K → 2.3K +$2.3K | +0.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.0M 0.805% | -$21.8K Sold | — 38.8K shares | 39.6K → 38.8K −$21.8K | -2.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.0M 0.795% | -$39.7K Sold | — 8.1K shares | 8.5K → 8.1K −$39.7K | -3.79% | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $992.6K 0.783% | -$9.5K Sold | 0.003% 9.9K shares | 10.0K → 9.9K −$9.5K | -0.95% | $36.3B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $992.4K 0.783% | +$648.5K Bought | — 17.4K shares | 6.0K → 17.4K +$648.5K | +188.55% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $988.3K 0.779% | +$245.5K Bought | 0.0% 1.9K shares | 1.4K → 1.9K +$245.5K | +33.05% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $939.3K 0.741% | -$23.5K Sold | — 33.7K shares | 34.5K → 33.7K −$23.5K | -2.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $927.0K 0.731% | -$6.4K Sold | — 31.3K shares | 31.5K → 31.3K −$6.4K | -0.68% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $900.0K 0.71% | — | — 21.6K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $896.2K 0.707% | +$84.1K Bought | — 11.2K shares | 10.2K → 11.2K +$84.1K | +10.36% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $890.4K 0.702% | -$502.7 Sold | 0.0% 1.8K shares | 1.8K → 1.8K −$502.7 | -0.06% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $863.1K 0.681% | — | — 9.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $861.0K 0.679% | +$861.0K Bought | — 29.4K shares | — | — | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $816.0K 0.644% | +$26.3K Bought | 0.0% 4.4K shares | 4.2K → 4.4K +$26.3K | +3.33% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $789.8K 0.623% | -$3.2K Sold | — 14.8K shares | 14.9K → 14.8K −$3.2K | -0.4% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $782.3K 0.617% | — | — 67.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $764.4K 0.603% | — | — 14.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $749.4K 0.591% | +$135.9K Bought | — 15.3K shares | 12.5K → 15.3K +$135.9K | +22.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $745.7K 0.588% | -$65.5K Sold | — 14.8K shares | 16.1K → 14.8K −$65.5K | -8.08% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $735.2K 0.58% | +$34.6K Bought | — 17.8K shares | 17.0K → 17.8K +$34.6K | +4.93% | — — | Q4 2023 Held for 1y 11m |
