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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
EMOClearbridge Energy Midstrm O
Recent Activity
New Position
0.01%
$7,132
169 shares@ $42.21 avg price
PDXPimco Dynamic Income Strateg
Recent Activity
New Position
0.01%
$6,519
276 shares@ $23.62 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.01%
$2,995
532 shares@ $5.63 avg price
ASTSAst Spacemobile Inc
Recent Activity
New Position
0.01%
$2,615
100 shares@ $26.15 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$1,774
75 shares@ $23.66 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$1,078
442 shares@ $2.44 avg price
NLYAnnaly Capital Management In
Recent Activity
New Position
0.01%
$828
41 shares@ $20.2 avg price
AREAlexandria Real Estate Eq In
Recent Activity
New Position
0.01%
$124
1 shares@ $124.0 avg price
TBFProshares Tr
Recent Activity
New Position
0.01%
$94
4 shares@ $23.5 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$44
2 shares@ $22.0 avg price