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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
Boeing Co(BA)COM097023105$11.7K450.0%
Occidental Petrol Co(OXY)COM674599105$11.9K2000.0%
Citigroup Inc(C)COM172967424$12.0K2330.0%
Royal Gold Inc(RGLD)COM780287108$12.1K1000.0%
Vanguard Financials ETF(VFH)UIE92204A405$12.1K1320.0%
Spdr S&P 500 Fossil Fuelres FRE ETF(SPYX)UIE78468R796$12.5K3210.0%
Charles Schwab US REIT ETF(SCHH)UIE808524847$12.6K6060.0%
Flexshares Upstream Natural IDX ETF(GUNR)UIE33939L407$12.7K3100.0%
Allianzim US LG CP Bfr20sep ETF(SEPW)UIE00888H687$13.0K5000.0%
Spdr S&P 600 Small Cap Growth ETF(SLYG)UIE78464A201$13.0K1560.0%
JPMorgan Betabuilders Usaggrega ETF(BBAG)UIE46641Q241$14.0K3020.0%
BP PLC(BP)SPON ADR055622104$14.2K4000.0%
One Gas Inc(OGS)COM68235P108$14.2K2220.0%
Pfizer Inc(PFE)COM717081103$14.3K4970.0%
Dell Technologies Inc Class C(DELL)COM24703L202$14.3K1870.0%
New York Cmnty Banco(NYCBEUR)COM649445103$14.3K1,4010.0%
YUM Brands Inc(YUM)COM988498101$14.4K1100.0%
Ishares Core Msci Emerging ETF(IEMG)UIE46434G103$15.1K2990.0%
Proshares S&P 500 DIV Aristocrat ETF(NOBL)UIE74348A467$15.2K1600.0%
Avantis Emerging Marketseq ETF(AVEM)UIE025072604$15.3K2720.0%
ARK Next Generation Internet ETF(ARKW)UIE00214Q401$15.4K2030.0%
Pimco Active Bond ETF(BOND)UIE72201R775$15.7K1700.0%
Linde PLC(LIN)SHSG54950103$16.0K390.0%
Innovator Grow Acclrt PLS ETF(QTAP)UIE45783Y509$16.4K5130.0%
Medtronic PLC(MDT)SHSG5960L103$16.9K2050.0%
United States 12 MT Natural Gas ETF(UNL)UIE91288X109$17.2K2,0000.0%
Vanguard Shrt INF Prot SEC Index ETF(VTIP)UIE922020805$17.4K3670.0%
Innovator US Equity Ultra Buffer ETF(UAPR)UIE45782C805$17.6K6400.0%
Capital Group Core Plus Incm ETF(CGCP)UIE14020Y102$17.7K7790.0%
Ishares US Healthcare ETF(IYH)UIE464287762$17.7K620.0%
Ishares Russell 2000 Value ETF(IWN)UIE464287630$17.9K1150.0%
Schwab US Large Cap Value ETF(SCHV)UIE808524409$17.9K2560.0%
Ishares Msci Eafe Small Cap ETF(SCZ)UIE464288273$18.3K2960.0%
Webster Finl Co(WBS)COM947890109$18.5K3650.0%
Wisdomtree US AI Enhncd Value ETF(AIVL)UIE97717W406$19.2K2000.0%
Ishares Russell 2000 Growth ETF(IWO)UIE464287648$19.3K760.0%
TJX Companies Inc(TJX)COM872540109$19.7K2100.0%
FT Cboe Vest US Equity BUF ETF(FJAN)UIE33740F623$19.9K5000.0%
Ishares Silver Trust ETF(SLV)UIE46428Q109$20.1K9250.0%
FT CES Infra ETF DV(GRID)UIE33737A108$20.3K1930.0%
First Trust SNR Fltg RAT(FCT)COM33733U108$21.7K2,1490.0%
FT NAS CL ED ETF DV(QCLN)UIE33733E500$22.0K5220.0%
Advanced Micro Device in(AMD)COM007903107$22.1K1500.0%
WW Grainger Inc(GWW)COM384802104$22.4K270.0%
Taiwan Semiconductr MFG LTD(TSM)SPON ADS874039100$22.5K2160.0%
Howmet Aerospace Inc(HWM)COM443201108$22.5K4160.0%
Marriott Intl Inc Class A(MAR)COM571903202$22.6K1000.0%
Atlassian Corp Class A(TEAM)COM049468101$22.6K950.0%
Ishares Gold ETF(IAU)UIE464285204$22.7K5820.0%
First TR Nasdaq Tech Dividx ETF IV(TDIV)UIE33738R118$22.8K3560.0%
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