$141 Million is the total value of Clear Perspective Advisors, LLC's 137 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STOT | New | SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETFspdr dbleln emrg | $670,000 | – | 13,609 | +100.0% | 0.48% | – |
| SPSM | New | SPDR SER TR SPDR PORT SMALL CAP ETFportfolio sm etf | $522,000 | – | 17,265 | +100.0% | 0.37% | – |
| UNH | New | UNITEDHEALTH GROUP INC COM | $443,000 | – | 2,005 | +100.0% | 0.31% | – |
| BA | New | BOEING CO COM | $387,000 | – | 1,014 | +100.0% | 0.28% | – |
| COST | New | COSTCO WHOLESALE CORP NEW COM | $338,000 | – | 1,379 | +100.0% | 0.24% | – |
| AXP | New | AMERICAN EXPRESS COMPANYom | $324,000 | – | 2,896 | +100.0% | 0.23% | – |
| EWU | New | ISHARES TR MSCI UTD KINGDOM ETF NEWmsci uk etf new | $322,000 | – | 9,750 | +100.0% | 0.23% | – |
| ADBE | New | ADOBE SYS INC COM | $275,000 | – | 1,013 | +100.0% | 0.20% | – |
| CRM | New | SALESFORCE.COM INC COM STOCK | $250,000 | – | 1,574 | +100.0% | 0.18% | – |
| NSC | New | NORFOLK SOUTHN CORP COM | $229,000 | – | 1,189 | +100.0% | 0.16% | – |
| SCHW | New | SCHWAB CHARLES CORP NEW COM | $216,000 | – | 4,729 | +100.0% | 0.15% | – |
| NEE | New | NEXTERA ENERGY INC COM | $213,000 | – | 1,124 | +100.0% | 0.15% | – |
| APC | New | ANADARKO PETE CORP COM | $204,000 | – | 3,200 | +100.0% | 0.14% | – |
| F | New | FORD MOTOR CO DEL COM PAR | $176,000 | – | 18,844 | +100.0% | 0.12% | – |
| AVP | New | AVON PRODS INC COM | $59,000 | – | 21,650 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-08
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.