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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
YUM China Holdings Inc(YUMC)COM98850P109$6.4K1500.0%
Emerson Electric Co(EMR)COM291011104$6.4K660.0%
Novartis AG(NVSN)SPON ADR66987V109$6.5K640.0%
United States Commodity Index ETV IV(USCI)UIE911717106$6.5K1150.0%
Avangrid Inc(AGREUR)COM05351W103$6.5K2000.0%
Flexshares Qual DIV ETF(QDF)UIE33939L860$6.5K1060.0%
Wsdmtre Emrg MKT EX STT OWN Enter ET(XSOE)UIE97717X578$6.5K2250.0%
First Trust Value Dividend Index ETF(FVD)UIE33734H106$6.7K1650.0%
Cullen Frost Bankers(CFR)COM229899109$6.7K620.0%
First Trust North American Energ ETF(EMLP)UIE33738D101$6.7K2440.0%
Sirius XM Hldgs Inc(SIRIEUR)COM82968B103$6.8K1,2360.0%
Bitfarms LTD(BITF)COM09173B107$6.9K2,3750.0%
Qualcomm Inc(QCOM)COM747525103$7.0K490.0%
Wisdomtree US Smallcap Dividend ETF(DES)UIE97717W604$7.1K2190.0%
United Parcel Srvc Class B(UPS)COM911312106$7.1K450.0%
Coffee Holding Co(JVA)COM192176105$7.2K7,9680.0%
Ameren Corp(AEE)COM023608102$7.2K1000.0%
Marathon Oil Corp(MRO*)COM565849106$7.2K3000.0%
Hudbay Minerals Inc(HBM)COM443628102$7.3K1,3230.0%
JP Morgan Chase Alerian ETN(AMJEUR)UIE46625H365$7.4K2920.0%
FT Cboe Vest US Equity Deep BFR ETF(DFEB)UIE33740F771$7.5K2000.0%
Caterpillar Inc(CAT)COM149123101$7.5K250.0%
Mondelez Intl Class A(MDLZ)COM609207105$7.8K1080.0%
Pinnacle West Cap(PNW)COM723484101$7.8K1090.0%
FT Emrging Mkts SML Cap Alphadex ETF(FEMS)UIE33737J307$7.9K2070.0%
Ishares US Medical Devices ETF(IHI)UIE464288810$8.2K1520.0%
General Electric Co(GE)COM369604301$8.3K650.0%
First Trust Capital Strength ETF(FTCS)UIE33733E104$8.3K1040.0%
Xylem Inc.(XYL)COM98419M100$8.3K730.0%
Vaneck Morningstar Wide Moat ETF(MOAT)UIE92189F643$8.8K1030.0%
TCW Strategic Income CF(TSI)COM872340104$8.9K1,9390.0%
Motorola Solutions(MSI)COM620076307$9.0K290.0%
Interntnl Paper(IP)COM460146103$9.0K2500.0%
Ishares S&P 100 ETF(OEF)UIE464287101$9.3K420.0%
Hormel Foods Corp(HRL)COM440452100$9.5K2960.0%
Target Corp(TGT)COM87612E106$9.7K680.0%
Wheaton Precious Metal F(WPM)COM962879102$9.9K2000.0%
Chubb LTD(CB)COMH1467J104$9.9K440.0%
Cardinal Health Inc(CAH)COM14149Y108$10.0K990.0%
Ishares JP Mrgn EM LCL Crncy ETF(LEMB)UIE464286517$10.3K2800.0%
Avantis International Larg CP VL ETF(AVIV)UIE025072364$10.4K2010.0%
Janus Henderson Shrt Drtn INM ETF(VNLA)UIE47103U886$10.5K2180.0%
Deere & Co(DE)COM244199105$10.7K270.0%
Invesco DB US Dollar Index Bearish Fund(UDN)UIE46141D104$10.8K5860.0%
Coterra Energy Inc(CTRA)COM127097103$10.8K4250.0%
Ishares Russell Mid Cap Growth ETF(IWP)UIE464287481$10.9K1040.0%
Capital Group Dividend Grower ETF(CGDG)UIE14021L109$10.9K4000.0%
Nike Inc Class B(NKE)COM654106103$11.0K1010.0%
MC Cormick & Co Inc(MKC)COM579780206$11.1K1620.0%
Broadcom Inc(AVGO)COM11135F101$11.2K100.0%
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