Clear Point Advisors Inc.
75 holdingsFiling period: 2026-03-31Current AUM: $143.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | 3IV1 | INNOVATOR ETFS TRUST | 418.7K | $15.0M | $15.0M | 10.44% | -- | 2026-03-31 |
| 2 | STT | STATE STR CORP | 38.3K | $11.2M | $16.3M | 11.38% | -- | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 364.6K | $10.6M | $12.5M | 8.68% | -599 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO | 146.4K | $8.2M | $9.8M | 6.85% | +144.9K | 2026-03-31 |
| 5 | VOX | VANGUARD WORLD FD | 45.0K | $6.8M | $6.9M | 4.81% | -- | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 8.8K | $5.1M | $6.1M | 4.24% | -47 | 2026-03-31 |
| 7 | SCHB | SCHWAB STRATEGIC TR | 179.1K | $4.5M | $5.2M | 3.60% | -180 | 2026-03-31 |
| 8 | DCRE | DOUBLELINE ETF TRUST | 143.5K | $4.4M | $4.4M | 3.07% | -- | 2026-03-31 |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | 60.6K | $4.3M | $4.0M | 2.81% | -- | 2026-03-31 |
| 10 | BAR | GRANITESHARES GOLD TR | 93.9K | $4.3M | $3.7M | 2.61% | +2.9K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 14.7K | $3.7M | $4.5M | 3.15% | +1.5K | 2026-03-31 |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 63.4K | $2.7M | $3.1M | 2.19% | -1,097 | 2026-03-31 |
| 13 | WT | WISDOMTREE INC | 52.8K | $2.7M | $3.5M | 2.47% | -- | 2026-03-31 |
| 14 | MINT | PIMCO ETF TR | 26.2K | $2.6M | $2.6M | 1.84% | -3,481 | 2026-03-31 |
| 15 | SCHX | SCHWAB STRATEGIC TR | 78.7K | $2.0M | $2.3M | 1.61% | -897 | 2026-03-31 |
| 16 | TILT | FLEXSHARES TR | 33.3K | $1.9M | $2.2M | 1.53% | -- | 2026-03-31 |
| 17 | AVDE | AMERICAN CENTY ETF TR | 21.1K | $1.8M | $1.9M | 1.34% | +349 | 2026-03-31 |
| 18 | BSL | BLACKSTONE SENI FLTN RAT 202 | 85.5K | $1.6M | $1.6M | 1.12% | -- | 2026-03-31 |
| 19 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 60.7K | $1.6M | $1.8M | 1.26% | -- | 2026-03-31 |
| 20 | FFA | FIRST TR ENHANCED EQUITY | 26.4K | $1.6M | $1.7M | 1.21% | -- | 2026-03-31 |
| 21 | FMAY | FIRST TR EXCHNG TRADED FD VI | 27.5K | $1.5M | $1.6M | 1.08% | -1,869 | 2026-03-31 |
| 22 | FTXG | FIRST TR EXCHANGE TRADED FD | 29.0K | $1.4M | $1.5M | 1.04% | -- | 2026-03-31 |
| 23 | JANW | AIM ETF PRODUCTS TRUST | 33.8K | $1.2M | $1.3M | 0.92% | +820 | 2026-03-31 |
| 24 | ED | CONSOLIDATED EDISON INC | 10.0K | $1.1M | $1.1M | 0.76% | +43 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 4.9K | $1.0M | $1.3M | 0.92% | +92 | 2026-03-31 |
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