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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
Janus Henderson Shrt Drtn INM ETF(VNLA)UIE47103U886$10.7K2210.0%
Avantis International Larg CP VL ETF(AVIV)UIE025072364$10.9K2010.0%
Deere & Co(DE)COM244199105$11.0K270.0%
Cardinal Health Inc(CAH)COM14149Y108$11.1K990.0%
Chubb LTD(CB)FGOH1467J104$11.4K440.0%
Capital Group Dividend Grower ETF(CGDG)UIE14021L109$11.5K4020.0%
General Electric Co Trades With DUE Bills(GE)COM369604301$11.6K660.0%
Coterra Energy Inc(CTRA)COM127097103$11.8K4250.0%
Ishares Russell Mid Cap Growth ETF(IWP)UIE464287481$11.9K1040.0%
Target Corp(TGT)COM87612E106$12.1K680.0%
Royal Gold Inc(RGLD)COM780287108$12.2K1000.0%
Charles Schwab US REIT ETF(SCHH)UIE808524847$12.4K6100.0%
MC Cormick & Co Inc(MKC)COM579780206$12.4K1620.0%
JPMorgan Betabuilders Japan ETF(BBJP)UIE46641Q217$12.5K2130.0%
Innovator US Eqty Acclrtd 9 Buff ETF(XBAP)UIE45783Y301$12.5K4000.0%
Coffee Holding Co(JVA)COM192176105$12.6K7,9680.0%
Flexshares Upstream Natural IDX ETF(GUNR)UIE33939L407$12.8K3110.0%
Occidental Petrol Co(OXY)COM674599105$13.0K2000.0%
Bank America COR 3 Pfdpfd SER 1PRE060505633$13.1K5940.0%
Vanguard Financials ETF(VFH)UIE92204A405$13.5K1320.0%
Spdr S&P 600 Small Cap Growth ETF(SLYG)UIE78464A201$13.6K1560.0%
Allianzim US LG CP Bfr20sep ETF(SEPW)UIE00888H687$13.6K5000.0%
Spdr S&P 500 Fossil Fuelres FRE ETF(SPYX)UIE78468R796$13.8K3220.0%
JPMorgan Betabuilders Usaggrega ETF(BBAG)UIE46641Q241$13.9K3030.0%
Pfizer Inc(PFE)COM717081103$13.9K5010.0%
Super Micro Computer(SMCIUSD)COM86800U104$14.1K140.0%
TCW Strategic Income CF(TSI)CEM872340104$14.2K2,9440.0%
One Gas Inc(OGS)COM68235P108$14.5K2250.0%
Citigroup Inc(C)COM172967424$14.8K2340.0%
BP PLC Fsponsored ADR 1 ADR Reps 6 ORD SHS(BP)ADR055622104$15.1K4000.0%
ARK Next Generation Internet ETF(ARKW)UIE00214Q401$15.1K1810.0%
YUM Brands Inc(YUM)COM988498101$15.3K1100.0%
Ishares Core Msci Emerging ETF(IEMG)UIE46434G103$15.4K2990.0%
United States 12 MT Natural Gas ETF(UNL)UIE91288X109$15.5K2,0000.0%
Avantis Emerging Marketseq ETF(AVEM)UIE025072604$15.8K2720.0%
Pimco Active Bond ETF(BOND)UIE72201R775$15.8K1720.0%
Proshares S&P 500 DIV Aristocrat ETF(NOBL)UIE74348A467$16.3K1610.0%
Western Asset Mortgage O(DMO)CEM95790B109$16.4K1,4000.0%
Franklin Ftse Japan Hedged ETF(FLJH)UIE35473P637$16.7K5300.0%
Innovator Grow Acclrt PLS ETF(QTAP)UIE45783Y509$16.7K5130.0%
Capital Group Core Plus Incm ETF(CGCP)UIE14020Y102$17.5K7790.0%
Vanguard Shrt INF Prot SEC Index ETF(VTIP)UIE922020805$17.6K3670.0%
Medtronic PLC(MDT)FGOG5960L103$17.9K2050.0%
Innovator US Equity Ultra Buffer ETF(UAPR)UIE45782C805$18.0K6400.0%
Linde PLC(LIN)FGOG54950103$18.1K390.0%
Ishares Russell 2000 Value ETF(IWN)UIE464287630$18.4K1160.0%
Webster Finl Co(WBS)COM947890109$18.5K3650.0%
Atlassian Corp Class A(TEAM)COM049468101$18.5K950.0%
Ishares Msci Eafe Small Cap ETF(SCZ)UIE464288273$18.8K2960.0%
Ishares US Healthcare ETF(IYH)UIE464287762$19.2K3100.0%
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