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Clear Point Advisors Inc.

Q2 2024 Holdings

Filed 2024-08-14 | 569 holdings | $121.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Innovator US EQY Power Buffer ETF(POCT)UIE45782C797$144.0K3,7600.1%
Innovator Intrtl DPD Pwrbfr APR ETF(IAPR)UIE45782C367$145.9K5,3970.1%
IBM Corp(IBM)COM459200101$151.5K8760.1%
Innovator US Equity Power Buffer ETF(PJAN)UIE45782C508$152.2K3,7840.1%
First Trust International Oppo ETF(FPXI)UIE33734X853$163.3K3,4690.1%
Innovator Intrl Dvlp Pwrbfr JAN ETF(IJAN)UIE45782C524$165.3K5,2620.1%
Innovator US Equity Power Buffer ETF(PAUG)UIE45782C680$166.1K4,5500.1%
First Trust Intl Delp Captl Sgth ETF(FICS)UIE33738R662$168.4K4,9230.1%
Vanguard Value ETF(VTV)UIE922908744$169.2K1,0550.1%
Ishares Russell 1000 Growth ETF(IWF)UIE464287614$170.6K4680.1%
Spdr S&P 500 Growth ETF(SPYG)UIE78464A409$175.7K2,1930.1%
First Trust Internet Index CF ETF(FDN)UIE33733E302$181.4K8850.1%
Innovator US Equity Power Buffer ETF(PAPR)UIE45782C870$182.0K5,2500.1%
Frkln Intl LW Vlty HG DIV Indx ETF(LVHI)UIE52468L505$182.0K6,1410.1%
Vanguard Short-Term Bondetf(BSV)UIE921937827$194.5K2,5360.2%
Wisdomtree 1 3 YR Lader Trsr ETF(USSH)UIE97717Y394$200.6K4,0220.2%
BNY Mellon US Large Cap CR EQ ETF(BKLC)UIE09661T107$205.6K1,9810.2%
JPMorgan Equity Premium Income ETF(JEPI)UIE46641Q332$212.2K3,7440.2%
Ishares Core S&P 500 ETF(IVV)UIE464287200$215.5K3940.2%
Pimco Short Term Muni Bond Actv ETF(SMMU)UIE72201R874$225.5K4,5210.2%
Tesla Inc(TSLA)COM88160R101$230.5K1,1650.2%
Innovator US Equity Buffer ETF(BJUN)UIE45782C755$237.2K6,0700.2%
Innovator US Equity Buffer ETF(BMAR)UIE45782C391$249.3K5,7740.2%
J P Morgan Chase & Co(JPM)COM46625H100$249.4K1,2330.2%
A T & T Inc(T)COM00206R102$251.1K13,1380.2%
Allianzim US Lrge Cap Buff20 OCT ETF(OCTW)UIE00888H505$252.1K7,3060.2%
Innovator Intrnl DEV Pwrbfr ETF(ISEP)UIE45783Y533$254.8K9,3590.2%
Innovator US Equity Buffer ETF(BMAY)UIE45782C326$263.8K6,9470.2%
Innovator US EQY Power Buffer ETF(PSEP)UIE45782C656$277.4K7,4030.2%
FT Vest Internatnl EQY Buff ETF(YJUN)UIE33740U869$280.6K12,8340.2%
Ishares Core Growth Allocation ETF(AOR)UIE464289867$284.4K5,0490.2%
Netflix Inc(NFLX)COM64110L106$303.0K4490.2%
Innovator Grow 100 Powerbuffer ETF(NJAN)UIE45782C466$312.5K6,8900.3%
Innovator Emrg MRK PWR BFR ETF(EJAN)UIE45782C516$318.9K10,6910.3%
Mckesson Corp(MCK)COM58155Q103$320.3K5480.3%
Verizon Communicatn(VZ)COM92343V104$325.3K7,8890.3%
JPMorgan Ultra Short Income ETF(JPST)UIE46641Q837$328.7K6,5130.3%
FT Vest US EQT Mdrt BFR ETF(GMAY)UIE33740F441$330.5K9,4460.3%
Invsc S P 500 Equal Weight ETF(RSP)UIE46137V357$339.1K2,0650.3%
Innovator Grow 100 Powerbuffer ETF(NJUL)UIE45782C276$344.2K5,7890.3%
FT Vest US Equity Enhance MOD ETF(XFEB)UIE33740U638$344.9K11,0120.3%
Ishares Core US Aggregate Bond ETF(AGG)UIE464287226$348.6K3,5910.3%
Vanguard Intrmdiat TRM Trsry ETF(VGIT)UIE92206C706$365.9K6,2840.3%
Pimco Intrmediate Muni Bond Actv ETF(MUNI)UIE72201R866$369.0K7,0890.3%
First TR Mid Cap Growth Alphadex ETF(FNY)UIE33737M102$381.9K5,1900.3%
Innovator US Equity Power Buffer ETF(PJUL)UIE45782C813$390.3K10,0450.3%
Johnson & Johnson(JNJ)COM478160104$392.2K2,6840.3%
FT Vest US EQU BUF ETF(FAUG)UIE33740F862$417.2K9,4650.3%
Mastercard Inc Class A(MA)COM57636Q104$433.2K9820.4%
Innovator US Small Cap PWR Bffr ETF(KAPR)UIE45782C342$451.3K14,6520.4%
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