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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
Enbridge Inc(ENB)COM29250N105$2.7K750.0%
First Trust GBL Ttcl Comdty Stra ETF(FTGC)UIE33739H101$2.7K1210.0%
Carrier Global Corp(CARR)COM14448C104$2.8K480.0%
Schwab Fundamental US Small COM ETF(FNDA)UIE808524763$2.9K520.0%
Innovator Triple StackeretfUIE45782C169$2.9K1000.0%
Vulcan Materials COM(VMC)COM929160109$3.0K130.0%
GSK PLC(GSK)SPON ADR37733W204$3.0K800.0%
JPMorgan International Growth ETF(JIG)UIE46641Q324$3.0K520.0%
Vaneck Environmental Services ETF(EVX)UIE92189F304$3.1K200.0%
Invesco DB Agriculture Fund(DBA)UIE46140H106$3.3K1570.0%
Alcoa Corp(AA)COM013872106$3.3K960.0%
Veralto Corp(VLTO)COM92338C103$3.4K410.0%
Invsc Water Resc Portfolio ETF(PHO)UIE46137V142$3.4K560.0%
Charles Schwab Corp(SCHW)COM808513105$3.5K510.0%
FT Cboe Vest US EQY Buff ETF(FAPR)UIE33740U885$3.5K1000.0%
Pimco Enhanced Shrt Maturty Actv ETF(MINT)UIE72201R833$3.6K360.0%
Kyndryl Hldgs Inc(KD)COM50155Q100$3.6K1750.0%
Manulife Finl Corp(MFC)COM56501R106$3.7K1680.0%
Scotts Miracle GRO Co(SMG)COM810186106$3.9K610.0%
Alibaba Group Hldg LTD(BABA)SPON ADR01609W102$3.9K500.0%
Procure Disaster Rcvry Strgy ETF IVUIE74280R304$3.9K1260.0%
Ishares Msci Agri Producers ETF(VEGI)UIE464286350$3.9K1030.0%
Innovator Laddr Allctn PWR Buff ETF(BUFF)UIE45783Y814$4.0K1000.0%
RTX Corp(RTX)COM75513E101$4.0K480.0%
HP Inc.(HPQ)COM40434L105$4.1K1350.0%
Cloudflare Inc Class A(NET)COM18915M107$4.1K490.0%
Hasbro Inc(HAS)COM418056107$4.1K800.0%
Vaneck Israel ETF(ISRA)UIE92189F635$4.3K1220.0%
ITT Inc(ITT)COM45073V108$4.3K360.0%
Amer Electric PWR Co(AEP)COM025537101$4.3K530.0%
BNY Mellon US Large Cap CR EQ ETF(BKLC)UIE09661T107$4.3K480.0%
Invsc S P Global Water Index ETF(CGW)UIE46138E263$4.4K820.0%
Spdr S&P Kensho Final Frontiers ETF(ROKT)UIE78468R630$4.5K1010.0%
Chipotle Mexican GRL(CMG)COM169656105$4.6K20.0%
Symbotic Inc Class A(SYM)COM87151X101$4.6K900.0%
Graniteshares Nsdq SLT Disrs ETF(DRUP)UIE38747R603$4.7K1010.0%
Zimmer Biomet Hldgs(ZBH)COM98956P102$4.9K400.0%
Vanguard Total Stock Market ETF(VTI)UIE922908769$5.1K220.0%
Innovator US Equity Ultra Buffer ETF(UFEB)UIE45782C425$5.2K1750.0%
Unlimted Hfnd MT Stgy RTN TRK ETF(HFND)UIE886364439$5.2K2500.0%
Invsc Solar ETF(TAN)UIE46138G706$5.3K1000.0%
Estee Lauderco Inc Class A(EL)COM518439104$5.5K370.0%
Dominion Energy Inc(D)COM25746U109$5.6K1190.0%
Kraneshares Global Carbon STG ETF(KRBN)UIE500767678$5.6K1550.0%
Clearbridge MLP and MidsCEM184692200$5.8K1450.0%
Myomo Inc(MYO)COM62857J201$6.0K1,2000.0%
ARK Innovation ETF(ARKK)UIE00214Q104$6.1K1170.0%
Proshares Short S&P 500 ETFUIE74347B425$6.2K4740.0%
Oneok Inc(OKE)COM682680103$6.3K890.0%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$6.3K180.0%
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