IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clear Point Advisors Inc.

Q4 2023 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Analog Devices Inc(ADI)COM032654105$40.1K2020.0%
Walt Disney Co(DIS)COM254687106$40.3K4460.0%
Bristol-Myers Squibb(BMY)COM110122108$40.4K7880.0%
Oracle Corp(ORCL)COM68389X105$40.9K3880.0%
Vanguard Ftse Emerging Markets ETF(VWO)UIE922042858$41.5K1,0100.0%
Bank of America Corp(BAC)COM060505104$41.5K1,2330.0%
Hess Corp(HES)COM42809H107$43.0K2990.0%
Marathon Pete Corp(MPC)COM56585A102$44.5K3000.0%
Innovator US Eqty Acclrtd 9 Buff ETF(XBAP)UIE45783Y301$45.9K1,5000.0%
Spdr S&P Regional Banking ETF(KRE)UIE78464A698$45.9K00.0%
Innovator US Equity Buffer ETF(BAUG)UIE45782C698$46.4K1,2900.0%
Walmart Inc(WMT)COM931142103$47.0K2980.0%
Wisdomtree US Midcap ETF(EZM)UIE97717W570$47.6K8300.0%
Ishares Msci Emerging Markets ETF(EEM)UIE464287234$48.0K1,1930.0%
Abbott Laboratories(ABT)COM002824100$48.8K4430.0%
Ishares Russell 1000 Value ETF(IWD)UIE464287598$49.6K3000.0%
Innovator US Small Cap PWR Bffr ETF(KJUL)UIE45782C284$50.1K1,8510.0%
Wisdomtree Interest Ratehdg US ETF(AGZD)UIE97717W380$50.7K2,3130.0%
Ishares Russell 2000 ETF(IWM)UIE464287655$51.4K2560.0%
Spdr S&P 500 High Dividend ETF(SPYD)UIE78468R788$51.8K1,3210.0%
Innovator US EQY Buffer ETF(BNOV)UIE45782C581$52.4K1,5000.0%
Jpmorgn Hedgd Eqty LAD Ovrly ETF(HELO)UIE46654Q724$53.1K1,0040.0%
Schwab Emerging Markets Equity ETF(SCHE)UIE808524706$53.1K2,1430.0%
Costco Wholesale Co(COST)COM22160K105$53.9K820.0%
FT Cboe Vest US Equity Buffer ETF(FDEC)UIE33740U505$54.7K1,4030.0%
Ishares Core High Dividend ETF(HDV)UIE46429B663$56.0K5490.0%
FT Cboe Vest US Equity Buffer ETF(FSEP)UIE33740U307$56.3K1,4000.0%
Spdr Doubleline TTL Rtrnttcl ETF(TOTL)UIE78467V848$56.4K1,4020.0%
Innovator Emeg MRK PR BFR April ETF(EAPR)UIE45782C359$56.6K2,2500.1%
Arrowhead Pharma Inc(ARWR)COM04280A100$56.7K1,8530.1%
Skyworks Solutions(SWKS)COM83088M102$56.9K5070.1%
Innovator US EQY Acclrtd9 Buff ETF(XBJL)UIE45783Y889$58.2K1,9000.1%
Lilly ELI & Co(LLY)COM532457108$58.3K1000.1%
Kraneshares Clrn CRB Alwstgy ETF(KCCA)UIE500767553$58.7K1,9460.1%
Exelixis Inc(EXEL)COM30161Q104$62.4K2,6000.1%
First Trust Nyse Arca Biotech ID ETF(FBT)UIE33733E203$62.4K3950.1%
Ishares Biotechnology ETF(IBB)UIE464287556$63.0K4640.1%
Blackstone Secd Lending(BXSL)COM09261X102$63.6K2,3010.1%
Vanguard Ftse Developed Markets ETF(VEA)UIE921943858$64.4K1,3440.1%
Etfmg Prime Cyber Security ETF(HACKUSD)UIE26924G201$64.8K1,0730.1%
Ishares Interst Rate Hdgcor BND ETF(LQDH)UIE46431W705$65.3K7010.1%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)UIE78468R853$65.3K00.1%
NIO Inc(NIO)SPON ADS62914V106$66.4K7,3260.1%
Innovator US Equity Buffer ETF(BJAN)UIE45782C409$67.4K1,6500.1%
Spdr Bloombg EMG Mrkt LCL BND ETF(EBND)UIE78464A391$68.6K3,2290.1%
Innovator US Equity Buffer ETF(BFEB)UIE45782C433$70.5K1,9250.1%
Marathon Digital Hldgs I(MARA)COM565788106$70.7K3,0110.1%
FT Cboe Vest US EQT Mdrtbfr ETF(GMAY)UIE33740F441$71.9K2,1850.1%
Ishares Total USD Bond Market ETF(IUSB)UIE46434V613$72.5K1,5740.1%
Select STR Financial Select Spdr ETF(XLF)UIE81369Y605$73.2K1,9480.1%
PreviousPage 8 of 12Next