Clear Perspective Advisors, LLC - Q4 2018 holdings

$120 Million is the total value of Clear Perspective Advisors, LLC's 135 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .

 Value Shares↓ Weighting
VZ NewVERIZON COMMUNICATIONS INC COM$1,153,00020,510
+100.0%
0.96%
GVI NewISHARES INTERMEDIATE GOVERNMENTintrm gov cr etf$502,0004,638
+100.0%
0.42%
SPTM NewSPDR SER TR RUSSELL 3000 ETFportfolio tl stk$321,00010,383
+100.0%
0.27%
TME NewTENCENT HLDGS LTD ADR ISIN#US88032Q1094spon ads$290,0007,360
+100.0%
0.24%
FDC NewFIRST DATA CORP NEW COM CL A$278,00016,467
+100.0%
0.23%
SPDW NewSPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETFportfolio devlpd$246,0009,305
+100.0%
0.20%
XLU NewSELECT SECTOR SPDR TR UTILSsbi int-utils$242,0004,565
+100.0%
0.20%
EMTL NewSSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETFspdr dbleln emrg$218,0004,479
+100.0%
0.18%
RHT NewRED HAT INC COM$212,0001,205
+100.0%
0.18%
F NewFORD MOTOR CO DEL COM PAR$154,00020,194
+100.0%
0.13%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-02-04
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS S&P 500 ETF SHS NEW21Q4 202112.4%
BERKSHIRE HATHAWAY INC DEL CL B NEW21Q4 20217.0%
APPLE INC COM21Q4 20213.9%
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF21Q4 20213.6%
ALPHABET INC-CL C21Q4 20216.1%
Microsoft Corporation21Q4 20212.8%
VANGUARD INDEX FDS VANGUARD GROWTH ETF21Q4 20212.4%
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD21Q4 20216.3%
Mastercard Incorporated21Q4 20212.4%
ISHARES TR CORE S&P MID-CAP ETF21Q4 20212.8%

View Clear Perspective Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2022-02-17
13F-HR2021-11-12
13F-HR2021-08-13
13F-HR2021-05-14
13F-HR2021-02-16
13F-HR2020-11-04
13F-HR2020-08-14
13F-HR2020-05-13
13F-HR2020-02-10
13F-HR2019-11-14

View Clear Perspective Advisors, LLC's complete filings history.

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