Back to Clear Point Advisors Inc.

Clear Point Advisors Inc.

All holdings · as of Dec 31, 2025

123 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST$536.9K5,8090.4%
J P MORGAN EXCHANGE TRADED F$537.7K7,4970.4%
INNOVATOR ETFS TRUST$543.1K15,4590.4%
INNOVATOR ETFS TRUST$557.1K25,7740.4%
JOHNSON & JOHNSON$559.8K2,7050.4%
SPDR GOLD TR$578.6K1,4600.4%
FRANKLIN TEMPLETON ETF TR$582.4K10,3520.5%
BNY MELLON ETF TRUST$582.7K4,4550.5%
Mastercard Inc$582.9K1,0210.5%
Meta Platforms Inc$591.4K8960.5%
J P MORGAN EXCHANGE TRADED F$591.4K11,7110.5%
iShares MSCI UAE ETF$595.2K6,3210.5%
Visa Inc$608.4K1,7350.5%
iShares MSCI UAE ETF$625.8K4,2090.5%
AIM ETF PRODUCTS TRUST$643.2K16,4410.5%
PUTNAM ETF TRUST$644.9K14,1520.5%
INNOVATOR ETFS TRUST$671.2K35,0150.5%
INNOVATOR ETFS TRUST$672.2K13,6490.5%
VANGUARD WORLD FD$675.9K2,3480.5%
FIRST TR EXCHANGE-TRADED FD$679.1K17,7210.5%
INNOVATOR ETFS TRUST$686.3K33,3990.5%
First Trust Exchange-Traded Fund VIII$691.6K12,6130.5%
INNOVATOR ETFS TRUST$709.8K21,1820.6%
FIRST TR EXCHANGE-TRADED ALP$723.0K7,5220.6%
AIM ETF PRODUCTS TRUST$747.5K22,0090.6%
FLEXSHARES TR$768.2K18,8590.6%
Warren E. Buffett$777.1K1,5460.6%
NVIDIA Corp$795.6K4,2660.6%
BLACKROCK MUNIHLDGS NJ QLTY$803.2K67,4990.6%
INNOVATOR ETFS TRUST$810.9K14,7650.6%
SCHWAB STRATEGIC TR$856.1K28,4690.7%
ISHARES TR$903.2K9,4050.7%
First Trust Exchange-Traded Fund VIII$917.1K21,6370.7%
SCHWAB STRATEGIC TR$917.5K32,2140.7%
MICROSOFT CORP$928.7K1,9200.7%
FIRST TR EXCHANGE-TRADED FD$967.2K19,3470.8%
SPDR DOW JONES INDL AVERAGE$969.4K2,0170.8%
SCHWAB STRATEGIC TR$973.0K35,7580.8%
TCW ETF TRUST$983.7K32,8820.8%
Consolidated Edison Inc$985.4K9,9210.8%
AIM ETF PRODUCTS TRUST$993.9K28,5120.8%
INNOVATOR ETFS TRUST$1.05M21,8720.8%
FLEXSHARES TR$1.08M13,2850.8%
J P MORGAN EXCHANGE TRADED F$1.09M22,3940.8%
J P MORGAN EXCHANGE TRADED F$1.10M21,5620.9%
Amazon.com Inc$1.10M4,7790.9%
VANGUARD INDEX FDS$1.18M5,5590.9%
WISDOMTREE TR$1.22M23,9900.9%
AIM ETF PRODUCTS TRUST$1.22M32,9620.9%
INNOVATOR ETFS TRUST$1.23M31,0631.0%
← PrevPage 2 of 3Next →