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Steven Brill

@Clear Point Advisors Inc.

Latest period2024 - Q3ReportedManaged Assets$129.349MTotal holdings572
Assets growth rate6.24%Assets growth rate (2-Q avg)3.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Point Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 572 positions.

Assets under management

The assets under management (AUM) of Clear Point Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 129.349M in assets, with a quarterly growth rate of 6.24% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Steven Brill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Decreased -0.04%
8.35%
$10.795M
103,623 shares@ $104.18 avg price
CAPEDoubleline Etf Trust
Recent Activity
Decreased -0.88%
4.97%
$6.426M
217,180 shares@ $29.6 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.42%
3.57%
$4.606M
9,438 shares@ $488.06 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -1.43%
3.24%
$4.184M
62,900 shares@ $66.53 avg price
PJUNInnovator Etfs Trust
Recent Activity
Decreased -0.63%
2.81%
$3.624M
98,280 shares@ $36.88 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -6.79%
2.72%
$3.516M
34,923 shares@ $100.7 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.72%
1.7%
$2.199M
36,726 shares@ $59.88 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.4%
1.28%
$1.651M
35,977 shares@ $45.9 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.99%
1.25%
$1.615M
31,700 shares@ $50.95 avg price
PMAYInnovator Etfs Trust
Recent Activity
Decreased -1.02%
0.99%
$1.27M
36,035 shares@ $35.25 avg price