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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
Charles Schwab US REIT ETF(SCHH)UIE808524847$11.1K5570.0%
Motorola Solutions(MSI)COM620076307$11.2K290.0%
Chubb LTD F(CB)FGOH1467J104$11.2K440.0%
Coterra Energy Inc(CTRA)COM127097103$11.3K4250.0%
Capital Group Dividend Grower ETF(CGDG)UIE14021L109$11.5K4030.0%
Ishares Russell Mid Cap Growth ETF(IWP)UIE464287481$11.5K1040.0%
MC Cormick & Co Inc(MKC)COM579780206$11.5K1620.0%
Proshares Ether Strategyetf(EETH)UIE74349Y100$11.8K1680.0%
Hudbay Minerals Inc F(HBM)FGC443628102$12.0K1,3230.0%
JPMorgan Betabuilders Japan ETF(BBJP)UIE46641Q217$12.0K2130.0%
Medtronic PLC F(MDT)FGOG5960L103$12.2K1550.0%
FT VST US EQT ENC MDT BF ETF(XAUG)UIE33740F391$12.3K3750.0%
Royal Gold Inc(RGLD)COM780287108$12.5K1000.0%
Occidental Petrol Co(OXY)COM674599105$12.6K2000.0%
Flexshares Upstream Natural IDX ETF(GUNR)UIE33939L407$12.6K3140.0%
Innovator US Eqty Acclrtd 9 Buff ETF(XBAP)UIE45783Y301$12.9K4000.0%
Vanguard Financials ETF(VFH)UIE92204A405$13.2K1320.0%
Spdr S&P 600 Small Cap Growth ETF(SLYG)UIE78464A201$13.4K1560.0%
JPMorgan Beta US Aggregte BND ETF(BBAG)UIE46641Q241$13.8K3040.0%
Allianzim US LG CP Bfr20sep ETF(SEPW)UIE00888H687$13.9K5000.0%
Qualcomm Inc(QCOM)COM747525103$14.1K710.0%
Pfizer Inc(PFE)COM717081103$14.1K5040.0%
United States Commodity Index ETF(USCI)UIE911717106$14.3K2300.0%
Spdr S&P 500 Fossil Fuelres FRE ETF(SPYX)UIE78468R796$14.4K3230.0%
BP PLC(BP)ADR055622104$14.4K4000.0%
One Gas Inc(OGS)COM68235P108$14.5K2270.0%
YUM Brands Inc(YUM)COM988498101$14.6K1100.0%
Citigroup Inc(C)COM172967424$14.8K2340.0%
Proshares S&P 500 DIV Aristocrat ETF(NOBL)UIE74348A467$15.4K1610.0%
Pimco Active Bond ETF(BOND)UIE72201R775$15.9K1740.0%
Webster Finl Co(WBS)COM947890109$15.9K3650.0%
Ishares Core Msci Emerging ETF(IEMG)UIE46434G103$16.0K2990.0%
United States 12 MT Natural Gas ETF(UNL)UIE91288X109$16.5K2,0000.0%
Avantis Emerging Marketseq ETF(AVEM)UIE025072604$16.6K2720.0%
Atlassian Corp Class A(TEAM)COM049468101$16.8K950.0%
Linde PLC F(LIN)FGOG54950103$17.1K390.0%
Western Asset Mortgage O(DMO)CEM95790B109$17.2K1,4460.0%
Franklin Ftse Japan Hedged ETF(FLJH)UIE35473P637$17.3K5430.0%
Capital Group Core Plus Incm ETF(CGCP)UIE14020Y102$17.3K7790.0%
Ishares Russell 2000 Value ETF(IWN)UIE464287630$17.7K1160.0%
Vanguard Short Inflationprot ETF IV(VTIP)UIE922020805$17.8K3670.0%
Innovator Grow Acclrt PLS ETF(QTAP)UIE45783Y509$17.9K5130.0%
Ishares Msci Eafe Small Cap ETF(SCZ)UIE464288273$18.5K3000.0%
Innovator US Equity Ultra Buffer ETF(UAPR)UIE45782C805$18.6K6400.0%
Coffee Holding Co(JVA)COM192176105$18.6K7,9680.0%
Innovator US EQY Buffer ETF(BNOV)UIE45782C581$18.7K5000.0%
Ishares US Healthcare ETF(IYH)UIE464287762$19.0K3100.0%
Schwab US Large Cap Value ETF(SCHV)UIE808524409$19.1K2570.0%
CVS Health Corp(CVS)COM126650100$19.4K3280.0%
Vertiv Holdings Co Class A(VRT)COM92537N108$19.5K2250.0%
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