Clear Point Advisors Inc. - Portfolio overview

Clear Point Advisors Inc. has 141 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FFTY - INNOVATOR ETFS TRUST, 7.81%
2. STT - STATE STR CORP, 5.86%
3. SCHG - SCHWAB STRATEGIC TR, 5.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.