StockDriftsStockDriftsTop 50 Clear Point Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FFTY | INNOVATOR ETFS TRUST | 11.61% | 418.7K | $15.0M | new | $27.05(+55.12%) | 2026-03-31 | |
| STT | STATE STR CORP | 8.71% | 38.3K | $11.2M | new | $127.78(+18.62%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 8.23% | 364.6K | $10.6M | -0.16%(-599) | $19.53(+75.75%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 6.37% | 146.4K | $8.2M | +9399.81%(+144.85K) | $307.00(-2.20%) | 2026-03-31 | |
| VOX | VANGUARD WORLD FD | 5.29% | 45.0K | $6.8M | new | $182.87(+7.84%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.95% | 8.8K | $5.1M | -0.53%(-47) | $385.10(+85.59%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.48% | 179.1K | $4.5M | -0.10%(-180) | $17.59(+62.40%) | 2026-03-31 | |
| DCRE | DOUBLELINE ETF TRUST | 3.43% | 143.5K | $4.4M | new | $50.71(+2.08%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.37% | 60.6K | $4.4M | new | $44.09(+2.33%) | 2026-03-31 | |
| BAR | GRANITESHARES GOLD TR | 3.36% | 93.9K | $4.3M | +3.20%(+2.91K) | $21.33(+116.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.98% | +36.70% |
| Top 20 Holdings Unweighted | +10.01% | +33.12% |
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