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Clear Point Advisors Inc.

Q1 2024 Holdings

Filed 2024-05-16 | 577 holdings | $121.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Innovator US Equity Power Buffer ETF(PMAR)UIE45782C383$131.6K3,5750.1%
Honeywell Intl Inc(HON)COM438516106$132.3K6450.1%
First Trust Preferred SEC Income ETF(FPE)UIE33739E108$134.4K7,7610.1%
Pacer US Cash Cows 100 ETF(COWZ)UIE69374H881$134.8K2,3200.1%
FT Rising Dividend Achievers ETF IV(RDVY)UIE33738R506$140.9K2,5080.1%
Innovator US EQY Power Buffer ETF(POCT)UIE45782C797$141.0K3,7600.1%
Innovator Intrtl DPD Pwrbfr APR ETF(IAPR)UIE45782C367$146.6K5,3970.1%
BNY Mellon US Large Cap CR EQ ETF(BKLC)UIE09661T107$147.6K1,4790.1%
Innovator US Equity Power Buffer ETF(PJAN)UIE45782C508$148.0K3,7840.1%
Ishares Msci EAF MIN Volfct ETF(EFAV)UIE46429B689$152.7K2,1540.1%
First Trust International Oppo ETF(FPXI)UIE33734X853$159.7K3,4570.1%
Frkln Intl LW Vlty HG DIV Indx ETF(LVHI)UIE52468L505$160.3K5,3830.1%
Pimco Municipal Incm Oppatv ETF(MINO)UIE72201R635$160.6K2,8610.1%
Innovator US Equity Power Buffer ETF(PAUG)UIE45782C680$161.0K4,5500.1%
Innovator Intrl Dvlp Pwrbfr JAN ETF(IJAN)UIE45782C524$164.6K5,2620.1%
IBM Corp(IBM)COM459200101$167.3K8760.1%
Vanguard Value ETF(VTV)UIE922908744$171.8K1,0550.1%
First Trust Intl Delp Captl Sgth ETF(FICS)UIE33738R662$172.2K4,9230.1%
Spdr S&P 500 Growth ETF(SPYG)UIE78464A409$176.0K2,4050.1%
Innovator US Equity Power Buffer ETF(PAPR)UIE45782C870$176.3K5,2500.1%
First Trust Internet Index CF ETF(FDN)UIE33733E302$181.5K8850.1%
Vanguard Short-Term Bondetf(BSV)UIE921937827$193.0K2,5170.2%
Tesla Inc(TSLA)COM88160R101$199.5K1,1350.2%
Ishares Russell 1000 Growth ETF(IWF)UIE464287614$203.2K6030.2%
JPMorgan Equity Premium Income ETF(JEPI)UIE46641Q332$214.4K3,7050.2%
Vanguard Short Term Treasury ETF(VGSH)UIE92206C102$218.3K3,7600.2%
Pimco Short Term Muni Bond Actv ETF(SMMU)UIE72201R874$224.0K4,8880.2%
Innovator US Equity Buffer ETF(BJUN)UIE45782C755$228.2K6,0700.2%
A T & T Inc(T)COM00206R102$228.6K12,9900.2%
Innovator US Equity Buffer ETF(BMAR)UIE45782C391$240.6K5,7740.2%
JPMorgan Chase & Co(JPM)COM46625H100$246.4K1,2300.2%
Innovator US Equity Buffer ETF(BMAY)UIE45782C326$247.3K6,9470.2%
Allianzim US Lrge Cap Buff20 OCT ETF(OCTW)UIE00888H505$247.4K7,3060.2%
Innovator Intrnl DEV Pwrbfr ETF(ISEP)UIE45783Y533$254.8K9,3590.2%
Netflix Inc(NFLX)COM64110L106$262.4K4320.2%
Ishares Core S&P 500 ETF(IVV)UIE464287200$268.5K5110.2%
Innovator US EQY Power Buffer ETF(PSEP)UIE45782C656$270.2K7,4030.2%
Ishrs Core GRW Allo(AOR)UIE464289867$275.3K4,9450.2%
Invsc S P 500 Equal Weight ETF(RSP)UIE46137V357$280.2K1,6540.2%
FT Vest Internatnl EQY Buff ETF(YJUN)UIE33740U869$284.4K12,8340.2%
Mckesson Corp(MCK)COM58155Q103$294.1K5480.2%
Innovator Grow 100 Powerbuffer ETF(NJAN)UIE45782C466$302.4K6,9400.2%
Innovator Emrg MRK PWR BFR ETF(EJAN)UIE45782C516$316.5K10,9360.3%
Verizon Communicatn(VZ)COM92343V104$326.4K7,7800.3%
Innovator Grow 100 Powerbuffer ETF(NJUL)UIE45782C276$333.7K5,7890.3%
FT Vest US Equity Enhance MOD ETF(XFEB)UIE33740U638$336.6K11,0120.3%
JPMorgan Ultra Short Income ETF(JPST)UIE46641Q837$350.2K6,9420.3%
Vanguard Intrmdiat TRM Trsry ETF(VGIT)UIE92206C706$367.2K6,2720.3%
Innovator US Equity Power Buffer ETF(PJUL)UIE45782C813$381.5K10,0450.3%
Ishares Core US Aggregate Bond ETF(AGG)UIE464287226$388.2K3,9640.3%
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