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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.17%
3.04%
$3.919M
6,831 shares@ $573.78 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.13%
2.75%
$3.548M
6,228 shares@ $569.67 avg price
AAPLApple Inc
Recent Activity
Increased 0.93%
2.16%
$2.783M
11,942 shares@ $233.02 avg price
JBNDJ P Morgan Exchange Traded F
Recent Activity
Increased 71.09%
2.01%
$2.59M
47,397 shares@ $54.66 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 20.14%
1.97%
$2.542M
54,662 shares@ $46.51 avg price
BARGraniteshares Gold Tr
Recent Activity
Increased 6.99%
1.76%
$2.271M
87,439 shares@ $25.98 avg price
USFRWisdomtree Tr
Recent Activity
Increased 0.14%
1.69%
$2.177M
43,353 shares@ $50.23 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 0.72%
1.54%
$1.991M
29,349 shares@ $67.86 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 3.15%
1.17%
$1.502M
41,217 shares@ $36.45 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 3.72%
1.15%
$1.487M
20,718 shares@ $71.77 avg price