Steven Brill

@Clear Point Advisors Inc.

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$129.349M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
0926⤦Blackstone Private Credit Fund Class I Recent Activity Exited	0%	$121,162 4,742 shares@ $25.56 avg price	Exited
JEPQJ P Morgan Nasdaq Eqt Prm Inc Etf Recent Activity Exited	0%	$30,532 550 shares@ $55.52 avg price	Exited
VTIPVanguard Short Inflationprot Etf Iv Recent Activity Exited	0%	$17,800 367 shares@ $48.51 avg price	Exited
XCEMXClearbridge Mlp And Midstender Offer Exp: 06 20 24 Recent Activity Exited	0%	$7,116 150 shares@ $47.44 avg price	Exited
NYCBNew York Cmnty Banco Class Equity Recent Activity Exited	0%	$6,443 2,001 shares@ $3.22 avg price	Exited
GMGeneral Motors Co Recent Activity Exited	0%	$5,111 110 shares@ $46.47 avg price	Exited
SUPPTcw Transform Supply Chain Etf Recent Activity Exited	0%	$4,991 77 shares@ $64.82 avg price	Exited
SIRISirius Xm Hldgs Inc Recent Activity Exited	0%	$2,116 748 shares@ $2.83 avg price	Exited
5365⤦Teucrium Aila Long Sht Agri St Etf Recent Activity Exited	0%	$937 45 shares@ $20.83 avg price	Exited
CRONCronos Group Inc F Recent Activity Exited	0%	$699 300 shares@ $2.33 avg price	Exited