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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
Otis Worldwide Corp(OTIS)COM68902V107$2.4K240.0%
Hewlett Packard Enterpri(HPE)COM42824C109$2.4K1350.0%
Schwab Fundamental US Broad MKT ETF(FNDB)UIE808524789$2.5K370.0%
Starbucks Corp(SBUX)COM855244109$2.5K270.0%
Travelers Companies(TRV)COM89417E109$2.5K110.0%
Spdr SSgA US LG CP LW VLT INX ETF(LGLV)UIE78468R804$2.5K160.0%
Philip Morris Intl(PM)COM718172109$2.6K280.0%
Innovator EQT Defined Prtcn ETF(TJUL)UIE45783Y541$2.6K1000.0%
Innovator Growth Acclr Plus ETF(QTOC)UIE45782C128$2.7K1000.0%
Enbridge Inc(ENB)FGC29250N105$2.7K750.0%
Vulcan Materials COM(VMC)COM929160109$2.7K100.0%
First Trust MLP and EnerCEM33739B104$2.8K2860.0%
Carrier Global Corp(CARR)COM14448C104$2.8K480.0%
First Trust GBL Ttcl Comdty Stra ETF(FTGC)UIE33739H101$2.9K1230.0%
Mercadolibre Inc(MELI)COM58733R102$3.0K20.0%
Schwab Fundamental US Small COM ETF(FNDA)UIE808524763$3.1K550.0%
Alcoa Corp(AA)COM013872106$3.3K960.0%
JPMorgan International Growth ETF(JIG)UIE46641Q324$3.3K520.0%
Vaneck Environmental Services ETF(EVX)UIE92189F304$3.4K200.0%
GSK PLC ADR(GSK)ADR37733W204$3.4K800.0%
Alibaba Group Hldg LTD Fsponsored ADR 1 ADR Reps 8 ORD SHS(BABA)ADR01609W102$3.6K500.0%
Veralto Corp(VLTO)COM92338C103$3.6K410.0%
FT Vest US EQY Buff ETF(FAPR)UIE33740U885$3.6K1000.0%
Charles Schwab Corp(SCHW)COM808513105$3.7K510.0%
Select Sector Health Care Spdr ETF(XLV)UIE81369Y209$3.7K250.0%
Invsc Water Resc Portfolio ETF(PHO)UIE46137V142$3.7K560.0%
Kyndryl Hldgs Inc(KD)COM50155Q100$3.8K1750.0%
Invesco DB Agriculture Fund(DBA)UIE46140H106$3.9K1570.0%
Ishares Msci Agri Producers ETF(VEGI)UIE464286350$3.9K1030.0%
Symbotic Inc Class A(SYM)COM87151X101$4.1K900.0%
HP Inc.(HPQ)COM40434L105$4.1K1360.0%
Innovator Laddr Allctn PWR Buff ETF(BUFF)UIE45783Y814$4.2K1000.0%
Manulife Finl(MFC)FGC56501R106$4.2K1680.0%
Procure Disaster Rcvry Strgy ETF IVUIE74280R304$4.4K1270.0%
Hasbro Inc(HAS)COM418056107$4.5K800.0%
Invsc Solar ETF(TAN)UIE46138G706$4.5K1000.0%
Spdr S&P Kensho Final Frontiers ETF(ROKT)UIE78468R630$4.6K1020.0%
Scotts Miracle GRO Co(SMG)COM810186106$4.6K610.0%
Amer Electric PWR Co(AEP)COM025537101$4.6K530.0%
Vaneck Israel ETF(ISRA)UIE92189F635$4.6K1220.0%
Invsc S P Global Water Index ETF(CGW)UIE46138E263$4.6K820.0%
RTX Corp(RTX)COM75513E101$4.7K480.0%
Sirius XM Hldgs Inc(SIRIEUR)COM82968B103$4.8K1,2400.0%
ITT Inc(ITT)COM45073V108$4.9K360.0%
Wisdomtree 1-3 Year Laddered Treasury Fund ETF(USSH)UIE97717Y394$5.0K00.0%
Graniteshares Nsdq SLT Disrs ETF(DRUP)UIE38747R603$5.1K1010.0%
Zimmer Biomet Hldgs(ZBH)COM98956P102$5.3K400.0%
Enterprise Prods Part LP(EPD)MLP293792107$5.3K1820.0%
Unlimted Hfnd MT Stgy RTN TRK ETF(HFND)UIE886364439$5.5K2500.0%
Vanguard Total Stock Market ETF(VTI)UIE922908769$5.7K220.0%
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