$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 | New | VERIZON COMMUNICATIONS INC COM | $1,153,000 | – | 20,510 | +100.0% | 0.96% | – |
GVI | New | ISHARES INTERMEDIATE GOVERNMENTintrm gov cr etf | $502,000 | – | 4,638 | +100.0% | 0.42% | – |
SPTM | New | SPDR SER TR RUSSELL 3000 ETFportfolio tl stk | $321,000 | – | 10,383 | +100.0% | 0.27% | – |
TME | New | TENCENT HLDGS LTD ADR ISIN#US88032Q1094spon ads | $290,000 | – | 7,360 | +100.0% | 0.24% | – |
FDC | New | FIRST DATA CORP NEW COM CL A | $278,000 | – | 16,467 | +100.0% | 0.23% | – |
SPDW | New | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETFportfolio devlpd | $246,000 | – | 9,305 | +100.0% | 0.20% | – |
XLU | New | SELECT SECTOR SPDR TR UTILSsbi int-utils | $242,000 | – | 4,565 | +100.0% | 0.20% | – |
EMTL | New | SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETFspdr dbleln emrg | $218,000 | – | 4,479 | +100.0% | 0.18% | – |
RHT | New | RED HAT INC COM | $212,000 | – | 1,205 | +100.0% | 0.18% | – |
F | New | FORD MOTOR CO DEL COM PAR | $154,000 | – | 20,194 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS S&P 500 ETF SHS NEW | 21 | Q4 2021 | 12.4% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 21 | Q4 2021 | 7.0% |
APPLE INC COM | 21 | Q4 2021 | 3.9% |
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF | 21 | Q4 2021 | 3.6% |
ALPHABET INC-CL C | 21 | Q4 2021 | 6.1% |
Microsoft Corporation | 21 | Q4 2021 | 2.8% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF | 21 | Q4 2021 | 2.4% |
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD | 21 | Q4 2021 | 6.3% |
Mastercard Incorporated | 21 | Q4 2021 | 2.4% |
ISHARES TR CORE S&P MID-CAP ETF | 21 | Q4 2021 | 2.8% |
View Clear Perspective Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-02-17 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-14 |
13F-HR | 2021-02-16 |
13F-HR | 2020-11-04 |
13F-HR | 2020-08-14 |
13F-HR | 2020-05-13 |
13F-HR | 2020-02-10 |
13F-HR | 2019-11-14 |
View Clear Perspective Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.