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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
QDEFFlexshares Tr
Recent Activity
Increased 17.42%
0.47%
$606,891
8,487 shares@ $71.51 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Increased 0.46%
0.47%
$596,046
12,250 shares@ $48.66 avg price
IJRIshares Tr
Recent Activity
Increased 0.2%
0.43%
$548,736
4,691 shares@ $116.98 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 0.07%
0.4%
$507,761
5,787 shares@ $87.75 avg price
VVisa Inc
Recent Activity
Increased 0.06%
0.39%
$494,174
1,797 shares@ $275.0 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.04%
0.34%
$435,223
2,685 shares@ $162.1 avg price
FNYFirst Tr Exchange-traded Alp
Recent Activity
Increased 0.39%
0.33%
$414,922
5,210 shares@ $79.64 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 4.17%
0.31%
$391,181
7,384 shares@ $52.98 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.42%
0.28%
$355,776
7,922 shares@ $44.91 avg price
NFLXNetflix Inc
Recent Activity
Increased 3.79%
0.26%
$330,520
466 shares@ $709.28 avg price