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Clear Point Advisors Inc.

Q4 2023 Holdings

Filed 2024-05-16 | 555 holdings | $113.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Core US Value ETF(IUSV)UIE464287663$884100.0%
Roku I N C Class A(ROKU)COM77543R102$917100.0%
Alcon Inc(ALC)ORD SHSH01301128$937120.0%
Prshrs LNG ONL Shrt(CLIX)UIE74347B375$953250.0%
Teucrium Aila Long SHT Agri ST ETFUIE53656G522$973450.0%
Sylvamo Corp(SLVM)COM871332102$1.1K220.0%
Ishares ESG Aware Msci USA ETF(ESGU)UIE46435G425$1.1K100.0%
Vodafone Group PLC New(VOD)SPON ADR92857W308$1.1K1280.0%
Eaton Corp PLC(ETN)FGOG29183103$1.2K50.0%
EOG Resources Inc(EOG)COM26875P101$1.2K100.0%
Trane Technologies PLC(TT)SHSG8994E103$1.2K50.0%
Synchrony Finl(SYF)COM87165B103$1.2K320.0%
Ishares Morgstar Mid Capgro ETF(IMCG)UIE464288307$1.2K190.0%
JPMorgan U.S. Quality Factor ETF(JQUA)UIE46641Q761$1.2K260.0%
LHA Market State Alpha Seeker ETFUIE26922A156$1.2K520.0%
Vanguard Ultra Short Bond ETF(VUSB)UIE92203C303$1.3K270.0%
US Steel(USX1)COM912909108$1.5K300.0%
L3harris Technologies in(LHX)COM502431109$1.5K70.0%
Ishares Iboxx Invt Gradebond ETF(LQD)UIE464287242$1.5K140.0%
Proshares Short 7-10 Year Treasu ETF(TBX)UIE74348A608$1.5K540.0%
Kontoor Brands Inc(KTB)COM50050N103$1.6K250.0%
Occidental Petrol 27 Wtswarrants EXP 08/03/27(OXY/WS)WAR674599162$1.6K410.0%
Take Two Interactv(TTWO)COM874054109$1.6K100.0%
GE Healthcare Technologi(GEHC)COM36266G107$1.6K210.0%
Intuitive Machs Inc Class A(LUNR)COM46125A100$1.8K6890.0%
Beyond Meat Inc(BYND)COM08862E109$1.8K2000.0%
Ishares Exponential Technologies ETF(XT)UIE46434V381$1.8K300.0%
Schwab Fundamental US Broad MKT ETF(FNDB)UIE808524789$1.8K300.0%
Carnival Corp(CCL)FGO143658300$1.9K1000.0%
Resideo Technologies Inc(REZI)COM76118Y104$1.9K1020.0%
ARK Israel Innovative Technology ETF(IZRL)UIE00214Q609$2.0K1000.0%
Procure Space ETF IV(UFO)UIE74280R205$2.0K1050.0%
Firstenergy Corp(FE)COM337932107$2.0K550.0%
Travelers Companies(TRV)COM89417E109$2.0K110.0%
Unity Software Inc(U)COM91332U101$2.0K500.0%
Pool Corp(POOL)COM73278L105$2.1K50.0%
Cohen Steers Qual Income(RQI)CEM19247L106$2.1K1700.0%
FT Cboe Vest Buff Allctndfnsv ETF(BUFT)UIE33740U760$2.1K1000.0%
FT Cboe VST Buff Allocation GRW ETF(BUFG)UIE33740U778$2.1K1000.0%
BNY Mellon Internationaleq ETF(BKIE)UIE09661T404$2.1K300.0%
Otis Worldwide Corp(OTIS)COM68902V107$2.1K240.0%
FT Cboe Vest Fund of Deep BUF ETF IV(BUFD)UIE33740U703$2.3K1000.0%
Hewlett Packard Enterpri(HPE)COM42824C109$2.3K1340.0%
Spdr SSgA US LG CP LW VLT INX ETF(LGLV)UIE78468R804$2.3K160.0%
JPMorgan Core Plus Bond ETF(JCPB)UIE46641Q670$2.4K500.0%
First Trust MLP and EnerCEM33739B104$2.4K2820.0%
Innovator Growth Acclr Plus ETF(QTOC)UIE45782C128$2.5K1000.0%
Starbucks Corp(SBUX)COM855244109$2.6K270.0%
Innovator EQT Defined Prtcn ETF(TJUL)UIE45783Y541$2.6K1000.0%
Philip Morris Intl(PM)COM718172109$2.6K280.0%
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