Clear Point Advisors Inc. Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$111.2B

Holdings

106

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
101
VGSHVANGUARD SCOTTSDALE FDS
3,863$226.7M0.20%
102
IVVISHARES TR
397$223.3M0.20%
103
IBMINTERNATIONAL BUSINESS MACHS
888$220.8M0.20%
104
AORISHARES TR
3,695$212.7M0.19%
105
LVHILEGG MASON ETF INVT
6,373$206.3M0.19%
106
WCMIFIRST TR EXCHANGE-TRADED FD
12,339$174.5M0.16%
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