$162 Million is the total value of Clear Perspective Advisors, LLC's 134 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | FACEBOOK INC CL Acl a | $1,710,000 | – | 8,333 | +100.0% | 1.06% | – |
| GD | New | GENERAL DYNAMICS CORP COM | $676,000 | – | 3,831 | +100.0% | 0.42% | – |
| EXC | New | EXELON CORP COM | $572,000 | – | 12,550 | +100.0% | 0.35% | – |
| GE | New | GENERAL ELECTRIC CO COM | $566,000 | – | 50,682 | +100.0% | 0.35% | – |
| ETR | New | ENTERGY CORP NEW COM | $446,000 | – | 3,725 | +100.0% | 0.28% | – |
| TTD | New | THE TRADE DESK INC COM CL A | $317,000 | – | 1,220 | +100.0% | 0.20% | – |
| JD | New | JD COM INC SPONS ADR REPSTG COM CL Aspon adr cl a | $242,000 | – | 6,880 | +100.0% | 0.15% | – |
| CAT | New | CATERPILLAR INC COM | $222,000 | – | 1,502 | +100.0% | 0.14% | – |
| GS | New | GOLDMAN SACHS GROUP INC COM | $207,000 | – | 900 | +100.0% | 0.13% | – |
| MELI | New | MERCADOLIBRE INC COM | $206,000 | – | 360 | +100.0% | 0.13% | – |
| SHOP | New | SHOPIFY INC CL A ISIN#CA82509L1076cl a | $200,000 | – | 504 | +100.0% | 0.12% | – |
| NVTA | New | INVITAE CORP COM | $171,000 | – | 10,580 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-10
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.