Portfolio (Quarterly)
Guide ↗
Clear Point Advisors Inc.
· CIK 0002010474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 2,017 | $969K | 0.75% | SOLD |
| 22 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 19,347 | $967K | 0.75% | SOLD |
| 23 | EFA | ISHARES TR | — | 9,405 | $903K | 0.70% | SOLD |
| 24 | NJAN | INNOVATOR ETFS TRUST | — | 14,765 | $811K | 0.63% | SOLD |
| 25 | MUJ | BLACKROCK MUNIHLDGS NJ QLTY | Financial Services | 67,499 | $803K | 0.62% | SOLD |
| 26 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,546 | $777K | 0.60% | SOLD |
| 27 | HYGV | FLEXSHARES TR | — | 18,859 | $768K | 0.60% | SOLD |
| 28 | IJUL | INNOVATOR ETFS TRUST | — | 21,182 | $710K | 0.55% | SOLD |
| 29 | — | INNOVATOR ETFS TRUST | — | 33,399 | $686K | 0.53% | SOLD |
| 30 | VHT | VANGUARD WORLD FD | — | 2,348 | $676K | 0.53% | SOLD |
| 31 | BSEP | INNOVATOR ETFS TRUST | — | 13,649 | $672K | 0.52% | SOLD |
| 32 | DDFN | INNOVATOR ETFS TRUST | — | 35,015 | $671K | 0.52% | SOLD |
| 33 | ITOT | ISHARES TR | — | 4,209 | $626K | 0.49% | SOLD |
| 34 | USMV | ISHARES TR | — | 6,321 | $595K | 0.46% | SOLD |
| 35 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 11,711 | $591K | 0.46% | SOLD |
| 36 | BKLC | BNY MELLON ETF TRUST | — | 4,455 | $583K | 0.45% | SOLD |
| 37 | FLQM | FRANKLIN TEMPLETON ETF TR | — | 10,352 | $582K | 0.45% | SOLD |
| 38 | — | INNOVATOR ETFS TRUST | — | 25,774 | $557K | 0.43% | SOLD |
| 39 | KAPR | INNOVATOR ETFS TRUST | — | 15,459 | $543K | 0.42% | SOLD |
| 40 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 7,497 | $538K | 0.42% | SOLD |
Sector Allocation
Financial Services
77.6%
Technology
9.5%
Communication Services
4.2%
Consumer Cyclical
2.5%
Utilities
2.1%
Real Estate
1.9%
Healthcare
1.8%
Energy
0.4%
Industrials
0.0%