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
EDConsolidated Edison Inc
Recent Activity
Increased 0.04%
0.81%
$1.037M
9,960 shares@ $104.13 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 0.21%
0.8%
$1.027M
2,428 shares@ $423.14 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.39%
0.78%
$997,064
5,351 shares@ $186.34 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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.82%
0.71%
$907,643
1,972 shares@ $460.27 avg price
INDAIshares Tr
Recent Activity
Increased 0.12%
0.69%
$880,642
15,046 shares@ $58.53 avg price
XSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.07%
0.65%
$837,843
21,838 shares@ $38.37 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 1.06%
0.65%
$830,261
9,822 shares@ $84.54 avg price
MUJBlackrock Munihldgs Nj Qlty
Recent Activity
0.64%
$818,763
67,499 shares@ $12.14 avg price