Clear Point Advisors Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmelville, NY
- CIK0002010474
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
106 | $111.22 M | SCHG, CAPE, NDQ, MINT | 13F-HR | Apr 21, 2025 | 000175496025000225 | ||
105 | $116.94 M | SCHG, CAPE, NDQ, SCHB | 13F-HR | Feb 3, 2025 | 000175496025000091 | ||
572 | $129.35 M | SCHG, CAPE, NDQ, SCHB | 13F-HR | Nov 12, 2024 | 000201047424000005 | ||
569 | $121.76 M | SCHG, CAPE, NDQ, SCHB | 13F-HR | Aug 14, 2024 | 000201047424000004 | ||
577 | $121.60 M | SCHG, CAPE, NDQ, SCHB | 13F-HR | May 16, 2024 | 000201047424000003 | ||
555 | $113.19 M | SCHG, CAPE, USFR, NDQ | 13F-HR | May 16, 2024 | 000201047424000002 |