IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clear Point Advisors Inc.

Q1 2024 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco S&P 500 Buywriteetf(PBP)UIE46137V399$35.5K1,5780.0%
Ishares Russell Mid Cap ETF(IWR)UIE464287499$36.3K4320.0%
First Trust Nasdaq Semiconductor ETF(FTXL)UIE33738R811$37.4K4130.0%
Schwab Internatnal Smallcap EQY ETF(SCHC)UIE808524888$37.5K1,0470.0%
Fidelity Msci Health Care Indx ETF(FHLC)UIE316092600$37.8K5420.0%
Abrdn Physical Gold Shares ETF(SGOL)UIE00326A104$38.4K1,8070.0%
Advanced Micro Device in(AMD)COM007903107$39.3K2180.0%
Merck & Co. Inc.(MRK)COM58933Y105$39.6K3000.0%
Wisdomtree US Midcap ETF(EZM)UIE97717W570$39.8K6530.0%
The Cigna Group(CI)COM125523100$40.0K1100.0%
Analog Devices Inc(ADI)COM032654105$40.0K2020.0%
First TR LRG CP VAL Alphadex ETF(FTA)UIE33735J101$41.0K5360.0%
Taiwan Semiconductr Fsponsored ADR 1 ADR Reps 5 ORD SHS(TSM)ADR874039100$41.6K3060.0%
Vanguard Ftse Emerging Markets ETF(VWO)UIE922042858$41.9K1,0040.0%
Wisdomtree US Largecap Dividend ETF(DLN)UIE97717W307$42.3K5860.0%
Bristol-Myers Squibb(BMY)COM110122108$42.8K7890.0%
Energy Select Sector Spdr ETF(XLE)UIE81369Y506$43.7K4630.0%
Spdr S&P Regional Banking ETF(KRE)UIE78464A698$44.0K8750.0%
Hess Corp(HES)COM42809H107$45.8K3000.0%
Proshares Ether Strategyetf(EETH)UIE74349Y100$46.6K4580.0%
Bank of America Corp(BAC)COM060505104$46.8K1,2340.0%
Brookfield Renew Part LP(BEPC)MLPG16258108$48.8K2,1000.0%
Oracle Corp(ORCL)COM68389X105$48.9K3890.0%
Hess Midstream LP LP(HESM)MLP428103105$49.1K1,3590.0%
Abbott Laboratories(ABT)COM002824100$49.9K4390.0%
Innovator US Equity Buffer ETF(BAUG)UIE45782C698$50.1K1,2900.0%
Ishares US Real Estate ETF(IYR)UIE464287739$50.2K5590.0%
Wisdomtree Interest Ratehdg US ETF(AGZD)UIE97717W380$51.5K2,3340.0%
Innovator US Small Cap PWR Bffr ETF(KJUL)UIE45782C284$52.0K1,8510.0%
Arrowhead Pharma Inc(ARWR)COM04280A100$53.0K1,8530.0%
Ishares Russell 2000 ETF(IWM)UIE464287655$53.8K2560.0%
Schwab Emerging Markets Equity ETF(SCHE)UIE808524706$53.9K2,1330.0%
Ishares Russell 1000 Value ETF(IWD)UIE464287598$54.0K3010.0%
Spdr S&P 500 High Dividend ETF(SPYD)UIE78468R788$54.0K1,3260.0%
Ishares Bitcoin ETF(IBIT)UIE46438F101$54.3K1,0920.0%
Broadcom Inc(AVGO)COM11135F101$54.4K410.0%
Walt Disney Co(DIS)COM254687106$54.6K4460.0%
Innovator US EQY Buffer ETF(BNOV)UIE45782C581$54.7K1,5000.0%
Skyworks Solutions(SWKS)COM83088M102$54.9K5070.0%
Spdr Doubleline TTL Rtrnttcl ETF(TOTL)UIE78467V848$56.2K1,4040.0%
Jpmorgn Hedgd Eqty LAD Ovrly ETF(HELO)UIE46654Q724$56.2K1,0050.0%
Innovator Emeg MRK PR BFR April ETF(EAPR)UIE45782C359$56.5K2,2500.0%
Alphabet Inc. Class A(GOOGL)COM02079K305$56.6K3750.0%
FT Vest US Equity Bufferetf(FDEC)UIE33740U505$57.8K1,4030.0%
FT Vest US Eqty MOD Bufretf(GJAN)UIE33740F516$58.0K1,6170.0%
FT Vest US Equity Bufferetf(FSEP)UIE33740U307$59.5K1,4000.0%
Innovator US EQY Acclrtd9 Buff ETF(XBJL)UIE45783Y889$60.2K1,9000.0%
Marathon Pete Corp(MPC)COM56585A102$60.5K3000.0%
First Trust Nyse Arca Biotech ID ETF(FBT)UIE33733E203$60.7K3950.0%
Ishares Core High Dividend ETF(HDV)UIE46429B663$61.0K5530.1%
PreviousPage 8 of 12Next