$150 Million is the total value of Clear Perspective Advisors, LLC's 111 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTS | New | SPDR SER TR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEXportfolio sh tsr | $9,484,000 | – | 308,719 | +100.0% | 6.33% | – |
| FB | New | FACEBOOK INC CL Acl a | $1,645,000 | – | 9,865 | +100.0% | 1.10% | – |
| GILD | New | GILEAD SCIENCES INC | $399,000 | – | 5,341 | +100.0% | 0.27% | – |
| TME | New | TENCENT HLDGS LTD ADR ISIN#US88032Q1094spon ads | $261,000 | – | 5,325 | +100.0% | 0.17% | – |
| PINS | New | PINTEREST INC CL Acl a | $187,000 | – | 12,111 | +100.0% | 0.12% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L P COM UNIT | $166,000 | – | 11,635 | +100.0% | 0.11% | – |
| F | New | FORD MOTOR COMPANY | $59,000 | – | 12,169 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
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.