Clear Point Advisors Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    melville, NY
  • CIK
    0002010474
  • All SEC filings
Q1 2025
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