Clear Point Advisors Inc.

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Melville, NY
CIK
0002010474
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 577 121,603 SCHG, CAPE, QQQ, SCHB 13F-HR 5/15/2024 000201047424000003
Q4 2023 555 113,184 SCHG, CAPE, USFR, QQQ 13F-HR 5/15/2024 000201047424000002