Clear Point Advisors Inc.

13F filer, CIK 2010474, MELVILLE, NY

Clear Point Advisors Inc. reported $116,944,551 across 105 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-03. Its ten largest share positions make up 40.24% of the portfolio.

Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001754960-25-000091

Period: 2024-12-31
Reported value: $117M
Holdings: 105
Top 10 weight: 40.24%
New: 2
Sold out: 469

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHGadded	+310,916	$8.67M
SCHBadded	+125,139	$2.84M
JPSTadded	+48,221	$2.43M
SCHXadded	+58,479	$1.36M
FNDXadded	+42,003	$995K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
JBNDexited	-47,397	-$2.59M
FMAYreduced	-9,287	-$440K
AGGexited	-2,987	-$302K
CAPEreduced	-9,165	-$275K
SMHexited	-971	-$238K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001754960-25-000091, largest first. % of portfolio is the value over $116,944,551, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SCHGSCHWAB STRATEGIC TR	414,539	$11.6M	9.88%	+310,916	Timeline
CAPEDOUBLELINE ETF TRUST	208,015	$6.23M	5.33%	-9,165	Timeline
QQQINVESCO QQQ TR	9,323	$4.77M	4.08%	-115	Timeline
SCHBSCHWAB STRATEGIC TR	188,039	$4.27M	3.65%	+125,139	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,825	$4M	3.42%	-6	Timeline
PJUNINNOVATOR ETFS TRUST	95,260	$3.57M	3.06%	-3,020	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	6,252	$3.56M	3.04%	+24	Timeline
MINTPIMCO ETF TR	34,245	$3.44M	2.94%	-678	Timeline
AAPLAPPLE INC	11,818	$2.96M	2.53%	-124	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	53,777	$2.71M	2.32%	+48,221	Timeline
USFRWISDOMTREE TR	51,731	$2.6M	2.23%	+8,378	Timeline
BARGRANITESHARES GOLD TR	88,033	$2.28M	1.95%	+594	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	36,780	$2.2M	1.88%	+54	Timeline
FMAYFIRST TR EXCHNG TRADED FD VI	45,375	$2.15M	1.84%	-9,287	Timeline
SCHXSCHWAB STRATEGIC TR	87,828	$2.04M	1.74%	+58,479	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	36,013	$1.67M	1.42%	+36	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	31,296	$1.59M	1.36%	-404	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	44,190	$1.56M	1.33%	+2,973	Timeline
FNDXSCHWAB STRATEGIC TR	62,721	$1.49M	1.27%	+42,003	Timeline
JANWAIM ETF PRODUCTS TRUST	43,065	$1.45M	1.24%	-700	Timeline
PMAYINNOVATOR ETFS TRUST	34,955	$1.26M	1.07%	-1,080	Timeline
AVDEAMERICAN CENTY ETF TR	20,452	$1.26M	1.07%	-840	Timeline
VIGVANGUARD SPECIALIZED FUNDS	6,072	$1.19M	1.02%	+44	Timeline
VBRVANGUARD INDEX FDS	5,928	$1.17M	1%	+10	Timeline
VOOVANGUARD INDEX FDS	2,168	$1.17M	1%	+108	Timeline
SPYMSPDR SERIES TRUST	16,839	$1.16M	0.99%	-5	Timeline
AMZNAMAZON COM INC	5,244	$1.15M	0.98%	-107	Timeline
BAPRINNOVATOR ETFS TRUST	25,532	$1.13M	0.97%	0	Timeline
APRWAIM ETF PRODUCTS TRUST	33,381	$1.1M	0.94%	-28	Timeline
JPUSJ P MORGAN EXCHANGE TRADED F	9,130	$1.04M	0.89%	-326	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	20,689	$1.04M	0.89%	-3,148	Timeline
DIASTATE STR SPDR DOW JONES IND	2,433	$1.04M	0.89%	+5	Timeline
HYBXTCW ETF TRUST	32,703	$994K	0.85%	new	Timeline
SCHMSCHWAB STRATEGIC TR	34,035	$943K	0.81%	+22,633	Timeline
SCHASCHWAB STRATEGIC TR	36,212	$936K	0.8%	+18,139	Timeline
EDCONSOLIDATED EDISON INC	9,963	$889K	0.76%	+3	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,958	$888K	0.76%	-14	Timeline
XSEPFIRST TR EXCHNG TRADED FD VI	21,837	$850K	0.73%	-1	Timeline
VCSHVANGUARD SCOTTSDALE FDS	10,387	$810K	0.69%	+1,024	Timeline
SCHDSCHWAB STRATEGIC TR	29,604	$809K	0.69%	+19,782	Timeline
INDAISHARES TR	15,197	$800K	0.68%	+151	Timeline
NVDANVIDIA CORPORATION	5,700	$766K	0.65%	-104	Timeline
MUJBLACKROCK MUNIHLDGS NJ QLTY	67,499	$747K	0.64%	0	Timeline
FLQMFRANKLIN TEMPLETON ETF TR	13,386	$727K	0.62%	+9	Timeline
EFAISHARES TR	9,218	$697K	0.6%	+122	Timeline
MSFTMICROSOFT CORP	1,649	$695K	0.59%	-80	Timeline
FNOVFIRST TR EXCHNG TRADED FD VI	14,452	$691K	0.59%	-560	Timeline
ITOTISHARES TR	5,173	$665K	0.57%	-533	Timeline
QDEFFLEXSHARES TR	9,372	$658K	0.56%	+885	Timeline
FEBWAIM ETF PRODUCTS TRUST	21,208	$657K	0.56%	-569	Timeline
FYCFIRST TR EXCHANGE-TRADED ALP	8,444	$654K	0.56%	+14	Timeline
HYGVFLEXSHARES TR	15,990	$650K	0.56%	+209	Timeline
JULWAIM ETF PRODUCTS TRUST	18,521	$649K	0.56%	0	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	17,902	$642K	0.55%	+6	Timeline
VHTVANGUARD WORLD FD	2,517	$638K	0.55%	-59	Timeline
IJULINNOVATOR ETFS TRUST	22,283	$617K	0.53%	-1,085	Timeline
USMVISHARES TR	6,910	$614K	0.52%	+16	Timeline
METAMETA PLATFORMS INC	1,035	$606K	0.52%	-15	Timeline
PNOVINNOVATOR ETFS TRUST	15,672	$594K	0.51%	0	Timeline
BSEPINNOVATOR ETFS TRUST	13,649	$586K	0.5%	-23	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	12,324	$582K	0.5%	+74	Timeline
JAVAJ P MORGAN EXCHANGE TRADED F	9,153	$579K	0.5%	-591	Timeline
VVISA INC	1,749	$553K	0.47%	-48	Timeline
IJRISHARES TR	4,756	$548K	0.47%	+65	Timeline
KJANINNOVATOR ETFS TRUST	14,249	$532K	0.46%	-100	Timeline
MAMASTERCARD INCORPORATED	982	$517K	0.44%	0	Timeline
TSLATESLA INC	1,268	$512K	0.44%	+72	Timeline
VGITVANGUARD SCOTTSDALE FDS	8,709	$505K	0.43%	-1,875	Timeline
MDYGSPDR SERIES TRUST	5,792	$503K	0.43%	+5	Timeline
KAPRINNOVATOR ETFS TRUST	14,652	$479K	0.41%	0	Timeline
IJHISHARES TR	7,674	$478K	0.41%	+38	Timeline
YMARFIRST TR EXCHNG TRADED FD VI	20,197	$460K	0.39%	0	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	9,465	$441K	0.38%	0	Timeline
FNYFIRST TR EXCHANGE-TRADED ALP	5,220	$418K	0.36%	+10	Timeline
NFLXNETFLIX INC.	466	$415K	0.36%	0	Timeline
JNJJOHNSON & JOHNSON	2,688	$389K	0.33%	+3	Timeline
SMMUPIMCO ETF TR	7,657	$382K	0.33%	+4,124	Timeline
PJULINNOVATOR ETFS TRUST	9,245	$381K	0.33%	-800	Timeline
MUNIPIMCO ETF TR	7,165	$371K	0.32%	-219	Timeline
GLDSPDR GOLD TR	1,504	$364K	0.31%	0	Timeline
XFEBFIRST TR EXCHNG TRADED FD VI	11,012	$360K	0.31%	0	Timeline
NJANINNOVATOR ETFS TRUST	7,390	$355K	0.3%	+500	Timeline
NJULINNOVATOR ETFS TRUST	5,589	$351K	0.3%	-200	Timeline
GMAYFIRST TR EXCHNG TRADED FD VI	9,446	$348K	0.3%	0	Timeline
VZVERIZON COMMUNICATIONS INC	7,955	$318K	0.27%	+33	Timeline
EJANINNOVATOR ETFS TRUST	10,691	$315K	0.27%	0	Timeline
MCKMCKESSON CORP	550	$313K	0.27%	+1	Timeline
USSHWISDOMTREE TR	6,199	$311K	0.27%	+835	Timeline
AORISHARES TR	5,280	$303K	0.26%	-107	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	5,253	$302K	0.26%	+697	Timeline
TAT&T INC	13,145	$299K	0.26%	+4	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,676	$294K	0.25%	+70	Timeline
JPMJPMORGAN CHASE & CO	1,224	$293K	0.25%	-11	Timeline
MINOPIMCO ETF TR	6,314	$284K	0.24%	-3,814	Timeline
PSEPINNOVATOR ETFS TRUST	7,203	$282K	0.24%	0	Timeline
BMAYINNOVATOR ETFS TRUST	6,947	$280K	0.24%	0	Timeline
YJUNFIRST TR EXCHNG TRADED FD VI	12,834	$277K	0.24%	0	Timeline
IGVISHARES TR	2,750	$275K	0.24%	new	Timeline
BKLCBNY MELLON ETF TRUST	2,432	$273K	0.23%	+307	Timeline
BMARINNOVATOR ETFS TRUST	5,774	$266K	0.23%	0	Timeline
OCTWAIM ETF PRODUCTS TRUST	7,306	$260K	0.22%	0	Timeline
ISEPINNOVATOR ETFS TRUST	8,959	$247K	0.21%	-400	Timeline
BJUNINNOVATOR ETFS TRUST	5,770	$240K	0.2%	-300	Timeline
IVVISHARES TR	396	$233K	0.2%	+1	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	877	$213K	0.18%	-8	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 469. All 469

Security	Shares before	Value before	Type
JBNDJ P MORGAN EXCHANGE TRADED F	47,397	$2.59M	shares
AGGISHARES TR	2,987	$302K	shares
SMHVANECK ETF TRUST	971	$238K	shares
BSVVANGUARD BD INDEX FDS	2,556	$201K	shares
VGSHVANGUARD SCOTTSDALE FDS	3,316	$196K	shares
IBMINTERNATIONAL BUSINESS MACHS	876	$194K	shares
LVHILEGG MASON ETF INVT	6,196	$193K	shares
PAPRINNOVATOR ETFS TRUST	5,250	$189K	shares
VTVVANGUARD INDEX FDS	1,060	$185K	shares
FICSFIRST TR EXCHANGE TRADED FD	4,922	$185K	shares
VOVANGUARD INDEX FDS	682	$180K	shares
IWFISHARES TR	468	$176K	shares
IJANINNOVATOR ETFS TRUST	5,262	$174K	shares
PAUGINNOVATOR ETFS TRUST	4,550	$172K	shares
FPXIFIRST TR EXCHANGE-TRADED FD	3,471	$168K	shares
PJANINNOVATOR ETFS TRUST	3,784	$156K	shares
IAPRINNOVATOR ETFS TRUST	5,397	$153K	shares
SPYGSPDR SERIES TRUST	1,822	$151K	shares
RDVYFIRST TR EXCHANGE TRADED FD	2,521	$149K	shares
POCTINNOVATOR ETFS TRUST	3,760	$146K	shares
FPEFIRST TR EXCH TRADED FD III	7,770	$141K	shares
PMARINNOVATOR ETFS TRUST	3,575	$140K	shares
HDHOME DEPOT INC	339	$138K	shares
IMCBISHARES TR	1,804	$137K	shares
QSPTFIRST TR EXCHNG TRADED FD VI	5,049	$135K	shares
HONHONEYWELL INTL INC	651	$135K	shares
LMBSFIRST TR EXCHANGE-TRADED FD	2,717	$134K	shares
SCHFSCHWAB STRATEGIC TR	3,145	$129K	shares
BAUGINNOVATOR ETFS TRUST	2,997	$128K	shares
IEFAISHARES TR	1,632	$127K	shares
PFEBINNOVATOR ETFS TRUST	3,469	$125K	shares
QDECFIRST TR EXCHNG TRADED FD VI	4,686	$125K	shares
AMATAPPLIED MATLS INC	582	$118K	shares
SCHOSCHWAB STRATEGIC TR	2,387	$117K	shares
FTCBFIRST TR EXCHANGE-TRADED FD	5,294	$114K	shares
GOOGALPHABET INC	680	$114K	shares
QMAGFIRST TR EXCHNG TRADED FD VI	5,500	$112K	shares
NVBTAIM ETF PRODUCTS TRUST	3,500	$111K	shares
NAPRINNOVATOR ETFS TRUST	2,282	$111K	shares
WMTWALMART INC	1,358	$110K	shares
AVUVAMERICAN CENTY ETF TR	1,143	$110K	shares
EJULINNOVATOR ETFS TRUST	4,165	$106K	shares
SOXXISHARES TR	451	$104K	shares
CGCBCAPITAL GRP FIXED INCM ETF T	3,777	$102K	shares
QJUNFIRST TR EXCHNG TRADED FD VI	3,738	$101K	shares
SHESPDR SERIES TRUST	872	$99.1K	shares
IVVMBLACKROCK ETF TRUST II	3,200	$96.8K	shares
ABBVABBVIE INC	489	$96.5K	shares
VBVANGUARD INDEX FDS	406	$96.3K	shares
ORCLORACLE CORP	559	$95.3K	shares
BJULINNOVATOR ETFS TRUST	2,131	$93.1K	shares
VSMVVICTORY PORTFOLIOS II	1,862	$90.5K	shares
LLYELI LILLY & CO	100	$88.6K	shares
XLFSELECT SECTOR SPDR TR	1,948	$88.3K	shares
CMCSACOMCAST CORP NEW	2,104	$87.9K	shares
BXSLBLACKSTONE SECD LENDING FD	2,987	$87.5K	shares
INCOCOLUMBIA ETF TR II	1,088	$83.7K	shares
CALFPACER FDS TR	1,737	$80.8K	shares
BFEBINNOVATOR ETFS TRUST	1,925	$80.8K	shares
COSTCOSTCO WHOLESALE CORPORATION	87	$77K	shares
BJANINNOVATOR ETFS TRUST	1,650	$76.8K	shares
PDBCINVESCO ACTVELY MNGD ETC FD	5,513	$74K	shares
HACKAMPLIFY ETF TR	1,075	$73.5K	shares
VEAVANGUARD TAX-MANAGED FDS	1,368	$72.2K	shares
AVGOBROADCOM INC	414	$71.3K	shares
GDXVANECK ETF TRUST	1,768	$70.4K	shares
SPSMSPDR SERIES TRUST	1,518	$69.1K	shares
FBTFIRST TR EXCHANGE-TRADED FD	395	$67.9K	shares
IBBISHARES TR	465	$67.7K	shares
EFAVISHARES TR	868	$66.6K	shares
HDVISHARES TR	564	$66.3K	shares
LQDHISHARES U S ETF TR	712	$66.3K	shares
XBJLINNOVATOR ETFS TRUST	1,900	$63.6K	shares
BXBLACKSTONE INC	415	$63.6K	shares
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	151	$62.9K	shares
EXELEXELIXIS INC	2,420	$62.8K	shares
GJULFIRST TR EXCHNG TRADED FD VI	1,735	$62.5K	shares
FDECFIRST TR EXCHNG TRADED FD VI	1,403	$61.4K	shares
TSMTAIWAN SEMICONDUCTOR MANUFAC	353	$61.3K	shares
GJANFIRST TR EXCHNG TRADED FD VI	1,617	$61.2K	shares
EAPRINNOVATOR ETFS TRUST	2,250	$60.7K	shares
AMDADVANCED MICRO DEVICES INC	368	$60.4K	shares
BEPBROOKFIELD RENEWABLE ENERGY	2,100	$59.2K	shares
FJUNFIRST TR EXCHNG TRADED FD VI	1,165	$58.9K	shares
IWDISHARES TR	304	$57.7K	shares
RDDTREDDIT INC	868	$57.2K	shares
SCHESCHWAB STRATEGIC TR	1,886	$55K	shares
KJULINNOVATOR ETFS TRUST	1,851	$53.9K	shares
BITOPROSHARES TR	2,791	$53.6K	shares
APRTAIM ETF PRODUCTS TRUST	1,400	$52.9K	shares
ABTABBOTT LABORATORIES	443	$50.5K	shares
SWKSSKYWORKS SOLUTIONS INC	509	$50.3K	shares
HESMHESS MIDSTREAM LP	1,411	$49.8K	shares
COWZPACER FDS TR	852	$49.3K	shares
BACBANK OF AMER CORP	1,235	$49K	shares
NIONIO INC	7,326	$48.9K	shares
MPCMARATHON PETE CORP	300	$48.9K	shares
VWOVANGUARD INTL EQUITY INDEX F	1,009	$48.3K	shares
GMARFIRST TR EXCHNG TRADED FD VI	1,310	$48.1K	shares
ADIANALOG DEVICES INC	202	$46.5K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001754960-25-000091	base		2025-02-03	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC