IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clear Point Advisors Inc.

Q2 2024 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Wisdomtree US AI Enhncd Value ETF(AIVL)UIE97717W406$20.0K2000.0%
Ishares Russell 2000 Growth ETF(IWO)UIE464287648$20.1K770.0%
Spdr S&P 500 High Dividend ETF(SPYD)UIE78468R788$21.4K5330.0%
FT Vest US Equity BUF ETF(FJAN)UIE33740F623$21.7K5000.0%
Ishares Bitcoin ETF(IBIT)UIE46438F101$22.2K6500.0%
First Trust Nasdaq Cleanedge ETF(GRID)UIE33737A108$22.5K1950.0%
Wisdomtree Yield Enhnc US Aggre ETF(AGGY)UIE97717X511$22.6K5270.0%
First Trust SNR Fltg RAT(FCT)CEM33733U108$22.9K2,2750.0%
Capital Group Growth ETF(CGGR)UIE14020G101$23.0K7000.0%
Warner Brothers Discover(WBD)COM934423104$23.2K3,1240.0%
TJX Companies Inc(TJX)COM872540109$23.3K2110.0%
Vanguard S&P Small Cap 600 ETF(VIOO)UIE921932828$23.6K2400.0%
Ishares Iboxx High Yieldbond ETF(HYG)UIE464288513$23.8K3090.0%
Marriott Intl Inc Class A(MAR)COM571903202$24.2K1000.0%
WW Grainger Inc(GWW)COM384802104$24.4K270.0%
Spdr Nuven BLM SHT TM MPL BND ETF(SHM)UIE78468R739$24.5K5200.0%
Ishares Silver Trust ETF(SLV)UIE46428Q109$24.6K9250.0%
Sherwin Williams Co(SHW)COM824348106$25.1K840.0%
Cisco Systems Inc(CSCO)COM17275R102$25.2K5310.0%
Pepsico Inc(PEP)COM713448108$25.4K1540.0%
Ishares Gold ETF(IAU)UIE464285204$25.6K5820.0%
Exxon Mobil Corp(XOM)COM30231G102$26.7K2320.0%
Ishares US Aerospace Defense ETF(ITA)UIE464288760$26.7K2020.0%
Entergy Corp(ETR)COM29364G103$26.8K2500.0%
Ishares Msci Eafe Value ETF(EFV)UIE464288877$27.2K5130.0%
First TR Nasdaq Tech Dividx ETF IV(TDIV)UIE33738R118$27.3K3610.0%
Amgen Inc.(AMGN)COM031162100$27.3K880.0%
Select Sector Industrialspdr ETF(XLI)UIE81369Y704$27.7K2270.0%
Booking Holdings Inc(BKNG)COM09857L108$27.7K70.0%
Ishares TR IS 1-5 YR in GR CR BD ETF(IGSB)UIE464288646$28.2K5500.0%
Grayscale Bitcoin ETF(GBTC)UIE389637109$28.3K5320.0%
Spdr DOW Jones REIT ETF(RWR)UIE78464A607$28.3K3040.0%
Vanguard Total Internatlbnd ETF IV(BNDX)UIE92203J407$29.5K6060.0%
Mcdonalds Corp(MCD)COM580135101$29.6K1160.0%
FT Vest Laddered Buffer ETF(BUFR)UIE33740F755$29.9K1,0350.0%
Capital One FC(COF)COM14040H105$30.0K2170.0%
Innovator Defined Wealthshield ETF(BALT)UIE45783Y855$30.0K1,0000.0%
Kimberly Clark Corp(KMB)COM494368103$30.2K2190.0%
NIO Inc(NIO)ADR62914V106$30.5K7,3260.0%
J P Morgan Nasdaq EQT PRM Inc ETF(JEPQ)UIE46654Q203$30.5K5500.0%
Danaher Corp(DHR)COM235851102$31.0K1240.0%
Ishares US Technology ETF(IYW)UIE464287721$31.5K2090.0%
Invesco Aerospace & Defense ETF(PPA)UIE46137V100$31.6K3080.0%
Dell Technologies Inc Class C(DELL)COM24703L202$31.7K2300.0%
Howmet Aerospace Inc(HWM)COM443201108$32.3K4160.0%
Fiserv Inc(FISV)COM337738108$32.8K2200.0%
Bristol-Myers Squibb(BMY)COM110122108$32.8K7900.0%
Spdr Bloomberg 1 3 Mnth T BLL ETF(BIL)UIE78468R663$34.8K3790.0%
Ishares Russell Mid Cap ETF(IWR)UIE464287499$35.0K4320.0%
Advanced Micro Device in(AMD)COM007903107$35.4K2180.0%
PreviousPage 7 of 12Next