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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
Vaneck Gold Miners ETF(GDX)UIE92189F106$74.9K2,4160.1%
Abbvie Inc(ABBV)COM00287Y109$75.4K4860.1%
Spdr Msci USA Gender Divrsty ETF(SHE)UIE78468R747$75.9K7990.1%
Invsc Actvly MNG Optm Yddvrs ETF IV(PDBC)UIE46090F100$76.0K5,7130.1%
Innovator US Equity Buffer ETF(BJUL)UIE45782C789$80.2K2,1310.1%
Spdr S&P Emerging Markets Divid ETF(EDIV)UIE78463X533$81.4K2,5040.1%
Ishares US Real Estate ETF(IYR)UIE464287739$82.2K9000.1%
FT Cboe Vest US Equity Buffer ETF(FOCT)UIE33740F664$85.1K2,1870.1%
Vanguard Small Cap ETF IV(VB)UIE922908751$86.0K4040.1%
FT Cboe Vest Nasdaq 100 Buffer ETF(QJUN)UIE33740F557$90.0K3,7380.1%
Applied Materials(AMAT)COM038222105$94.3K5820.1%
Comcast Corp Class A(CMCSA)COM20030N101$96.2K2,1930.1%
Innovator Emrg MK PWR BFR July ETF(EJUL)UIE45782C714$98.4K4,1650.1%
Victoryshares US Multi-Factor MIN VOL ETF(VSMV)UIE92647N691$98.9K2,3510.1%
Allianzm U S LRG Cap Buffer10 ETF(NVBT)UIE00888H851$102.0K3,5000.1%
Avantis US Small Cap Value ETF(AVUV)UIE025072877$107.6K1,1980.1%
Vanguard Mid Cap ETF(VO)UIE922908629$107.7K4560.1%
FT Cboe VST US EQT ENC MDT BF ETF(XAUG)UIE33740F391$109.7K3,4970.1%
First Trust CRE Invsmnt GRD ETF(FTCB)UIE33738D788$110.1K5,1960.1%
FT Cboe Vest Nasdaq 100 Buffer ETF(QDEC)UIE33740F649$110.9K4,6860.1%
Innovator US Equity Power Buffer ETF(PFEB)UIE45782C417$113.3K3,4690.1%
Blackstone Private Credit Fund Class I(BLPRCRI)CEM09261H305$113.6K4,5040.1%
Schwab International Equity ETF(SCHF)UIE808524805$115.5K3,1240.1%
Home Depot Inc(HD)COM437076102$116.6K3370.1%
FT Cboe VST US Eqty Bufer ETF(FJUN)UIE33740F722$117.7K2,6650.1%
FT Cboe Vest Nasdaq 100 Buffer ETF(QSPT)UIE33740U836$120.3K5,0490.1%
Frst TRT LOW DTN Opnts ETF IV(LMBS)UIE33739Q200$120.3K2,4900.1%
FT Rising Dividend Achievers ETF IV(RDVY)UIE33738R506$123.5K2,3900.1%
First Trust Preferred SEC Income ETF(FPE)UIE33739E108$128.3K7,6120.1%
Blackstone Inc(BX)COM09260D107$128.5K9810.1%
Ishares Morningstar Mid Cap ETF(IMCB)UIE464288208$134.3K2,0010.1%
Honeywell Intl Inc(HON)COM438516106$134.4K6410.1%
Ishares Core Msci Eafe ETF(IEFA)UIE46432F842$137.0K1,9470.1%
Innovator US EQY Power Buffer ETF(POCT)UIE45782C797$137.0K3,7930.1%
Innovator Intrtl DPD Pwrbfr APR ETF(IAPR)UIE45782C367$138.9K5,3970.1%
Innovator US Equity Power Buffer ETF(PJAN)UIE45782C508$140.9K3,7840.1%
Innovator US Equity Power Buffer ETF(PMAR)UIE45782C383$141.6K3,9750.1%
IBM Corp(IBM)COM459200101$143.3K8760.1%
First Trust International Oppo ETF(FPXI)UIE33734X853$145.9K3,4530.1%
Pacer US Cash Cows 100 ETF(COWZ)UIE69374H881$147.9K2,8440.1%
Frkln Intl LW Vlty HG DIV Indx ETF(LVHI)UIE52468L505$148.7K5,3760.1%
Ishares Msci EAF MIN Volfct ETF(EFAV)UIE46429B689$149.4K2,1540.1%
JPMorgan Ultra Short Income ETF(JPST)UIE46641Q837$151.2K3,0100.1%
Innovator US Equity Power Buffer ETF(PAUG)UIE45782C680$151.8K4,5500.1%
Schwab Short Term US Treasury ETF(SCHO)UIE808524862$154.6K3,1900.1%
Spdr S&P 500 Growth ETF(SPYG)UIE78464A409$156.3K2,4020.1%
Vanguard Value ETF(VTV)UIE922908744$157.3K1,0520.1%
Ishs Msci Emerg Mrkt Minvol FCT ETF(EEMV)UIE464286533$159.0K2,8610.1%
Innovator Intrl Dvlp Pwrbfr JAN ETF(IJAN)UIE45782C524$160.0K3,6200.1%
First Trust Internet Index CF ETF(FDN)UIE33733E302$165.1K8850.1%
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