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Home > Institutional Investor > Clear Point Advisors Inc. > 13F Holdings

Instuitional Investor - Clear Point Advisors Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 362,906 $12,280,744 10.88%
2.
Invesco Qqq Tr
 8,823 $6,497,192 5.76%
3.
Spdr S & P 500 Etf Trust
 SPY 6,923 $5,169,805 4.58%
4.
Schwab Strategic Trust
 SCHD 178,396 $5,166,345 4.58%
5.
Apple Inc.
 AAPL 14,786 $4,278,504 3.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.