test

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
VBRVanguard Index Fds
Recent Activity
Decreased -3.75%
0.92%
$1.188M
5,918 shares@ $200.79 avg price
JPUSJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.08%
0.88%
$1.132M
9,456 shares@ $119.68 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -17%
0.85%
$1.087M
2,060 shares@ $527.65 avg price
SCHMSchwab Strategic Tr
Recent Activity
Decreased -0.34%
0.74%
$947,440
11,402 shares@ $83.1 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -1.53%
0.72%
$930,777
18,073 shares@ $51.51 avg price
XSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.07%
0.65%
$837,843
21,838 shares@ $38.37 avg price
EFAIshares Tr
Recent Activity
Decreased -0.01%
0.59%
$760,751
9,096 shares@ $83.64 avg price
FLQMFranklin Templeton Etf Tr
Recent Activity
Decreased -4.65%
0.58%
$745,103
13,377 shares@ $55.71 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.61%
0.55%
$704,929
5,804 shares@ $121.46 avg price
PNOVInnovator Etfs Trust
Recent Activity
Decreased -2.44%
0.45%
$578,610
15,672 shares@ $36.92 avg price