Clear-Point-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "T",
  null,
  "AVDE",
  null,
  null,
  null,
  null,
  "MUJ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "MA",
  "MSFT",
  null,
  "IJR",
  "VGIT",
  "VHT",
  "VGSH",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "VZ",
  "FNDX",
  null,
  "SCHX",
  "GLD",
  "SPLG",
  "IBM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "VBR",
  "VOO",
  "V",
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  null,
  "DIA",
  "MCK",
  null,
  null,
  "BRK-B",
  "ED",
  "RSP",
  "EFA",
  "USMV",
  "QQQ",
  "MDY",
  "JNJ",
  "TSLA",
  "NFLX",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 106
Total Value: 111218166
Accession Number: 0001754960-25-000225
Form Type: 13F-HR
CIK: clear-point-advisors
Manager Name: Clear-Point-Advisors

Data Enrichment

42% identified

44 identified62 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

106 positions • $111.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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92206C102

VGSH|92206C102

Shares:3.9K

Value:$226.7K

% of Portfolio:0.2% ($226.7K/$111.2M)

464287200

IVV|464287200

Shares:397

Value:$223.3K

% of Portfolio:0.2% ($223.3K/$111.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:888

Value:$220.8K

% of Portfolio:0.2% ($220.8K/$111.2M)

464289867

Shares:3.7K

Value:$212.7K

% of Portfolio:0.2% ($212.7K/$111.2M)

52468L505

Shares:6.4K

Value:$206.3K

% of Portfolio:0.2% ($206.3K/$111.2M)

33733E732

Shares:12.3K

Value:$174.5K

% of Portfolio:0.2% ($174.5K/$111.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGSHcusip92206C102)	3.9K	QoQ NEW(+3.9K) YoY +2.73% (+103)	All Managers (Combined)	$226.7K	0.2% ($226.7K/$111.2M)	QoQ NEW(+$226.7K) YoY +3.83% (+$8.4K)
(IVVcusip464287200)	397	QoQ +0.25% (-1) YoY -22.30% (-114)	All Managers (Combined)	$223.3K	0.2% ($223.3K/$111.2M)	QoQ -4.30% (-$10.0K) YoY -16.86% (-$45.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	888	QoQ NEW(+888) YoY +1.36% (+12)	All Managers (Combined)	$220.8K	0.2% ($220.8K/$111.2M)	QoQ NEW(+$220.8K) YoY +31.99% (+$53.5K)
(cusip464289867)✕	3.7K	QoQ -30.01% (-1.6K) YoY -25.27% (-1.3K)	All Managers (Combined)	$212.7K	0.2% ($212.7K/$111.2M)	QoQ -29.71% (-$89.9K) YoY -22.72% (-$62.6K)
(cusip52468L505)✕	6.4K	QoQ NEW(+6.4K) YoY +18.39% (+990)	All Managers (Combined)	$206.3K	0.2% ($206.3K/$111.2M)	QoQ NEW(+$206.3K) YoY +28.67% (+$46.0K)
(cusip33733E732)✕	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$174.5K	0.2% ($174.5K/$111.2M)	QoQ NEW(+$174.5K) YoY NEW(+$174.5K)