$213 Million is the total value of Clear Perspective Advisors, LLC's 137 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 22.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSCO | Buy | CISCO SYSTEMS INC | $36,585,000 | +6503.8% | 13,298 | +12.0% | 17.18% | +5587.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COM | $13,840,000 | +3031.2% | 6,957 | -3.1% | 6.50% | +2596.3% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccl c | $12,966,000 | +300.6% | 2,071 | -9.6% | 6.09% | +244.7% |
| CVX | Sell | CHEVRON CORP | $12,399,000 | +1360.4% | 8,488 | -10.8% | 5.82% | +1157.2% |
| NVDA | Sell | NVIDIA CORP COM | $10,492,000 | +485.5% | 4,398 | -6.8% | 4.93% | +403.7% |
| V | New | VISA INC COM CL Acl a | $8,615,000 | – | 15,263 | +100.0% | 4.04% | – |
| VIG | VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $7,271,000 | +751.4% | 7,284 | 0.0% | 3.41% | +632.6% | |
| WORK | New | SLACK TECHNOLOGIES INC CL A COMcl a | $4,714,000 | – | 14,367 | +100.0% | 2.21% | – |
| NEE | Buy | NEXTERA ENERGY INC COM | $3,690,000 | +1011.4% | 1,487 | +7.5% | 1.73% | +856.9% |
| FB | Sell | FACEBOOK INC CL Acl a | $3,331,000 | +35.6% | 8,497 | -21.5% | 1.56% | +16.7% |
| IQV | Buy | IQVIA HLDGS INC COM | $3,330,000 | +1156.6% | 1,898 | +1.6% | 1.56% | +977.9% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Acl a | $3,227,000 | – | 809 | +100.0% | 1.52% | – |
| ACN | Buy | ACCENTURE PLC COMMON STOCK | $3,052,000 | +459.0% | 3,045 | +19.7% | 1.43% | +380.9% |
| LULU | Buy | LULULEMON ATHLETICA INC COM | $3,044,000 | +979.4% | 1,214 | +34.3% | 1.43% | +827.9% |
| TCEHY | New | TENCENT HLDGS LTD ADR ISIN#US88032Q1094sponsored adr | $3,021,000 | – | 4,223 | +100.0% | 1.42% | – |
| ORCL | Sell | ORACLE CORP COM | $2,798,000 | +296.3% | 12,714 | -0.5% | 1.31% | +241.3% |
| GILD | Buy | GILEAD SCIENCES INC | $2,380,000 | +528.0% | 6,471 | +31.5% | 1.12% | +439.6% |
| EFA | ISHARES TR MSCI EAFE INDEX FDmsci eafe etf | $2,225,000 | +235.1% | 10,902 | 0.0% | 1.04% | +188.7% | |
| SQ | Buy | SQUARE INC CL Acl a | $2,219,000 | +659.9% | 2,832 | +1.7% | 1.04% | +555.3% |
| SPLG | Buy | SPDR SER TR PORTFOLIO S&P 500 ETFportfolio s&p500 | $2,159,000 | -91.9% | 929,721 | +26.1% | 1.01% | -93.0% |
| ENB | Buy | ENBRIDGE INC | $1,763,000 | +165.1% | 22,688 | +3.8% | 0.83% | +128.1% |
| GVI | ISHARES TR INTER GOVT CR BD ETFintrm gov cr etf | $1,728,000 | +216.5% | 4,638 | 0.0% | 0.81% | +172.1% | |
| UPS | Sell | UNITED PARCEL SVC INC CL Bcl b | $1,651,000 | +168.0% | 5,377 | -2.9% | 0.78% | +130.7% |
| PEP | Sell | PEPSICO INC COM | $1,650,000 | +98.6% | 6,256 | -0.5% | 0.78% | +71.1% |
| NFLX | Sell | NETFLIX INC COM | $1,640,000 | +165.8% | 680 | -49.8% | 0.77% | +128.5% |
| F | Sell | FORD MOTOR CO DEL COM PAR | $1,638,000 | +1169.8% | 20,044 | -5.2% | 0.77% | +998.6% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $1,633,000 | +243.8% | 9,196 | +13.7% | 0.77% | +196.1% |
| OKTA | Sell | OKTA INC CL Acl a | $1,408,000 | +570.5% | 983 | -6.4% | 0.66% | +474.8% |
| CAT | Buy | CATERPILLAR INC COM | $1,395,000 | +398.2% | 2,242 | +1.4% | 0.66% | +328.1% |
| WFC | Sell | WELLS FARGO & CO NEW COM | $1,312,000 | +258.5% | 9,326 | -34.8% | 0.62% | +208.0% |
| DIS | Buy | DISNEY WALT CO DISNEY COM | $1,252,000 | +13.1% | 9,964 | +0.3% | 0.59% | -2.6% |
| VTI | Buy | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFtotal stk mkt | $1,236,000 | +146.2% | 3,689 | +15.1% | 0.58% | +111.7% |
| FSLY | Buy | FASTLY INC CL Acl a | $1,234,000 | +38.7% | 18,447 | +76.5% | 0.58% | +19.1% |
| SPYV | New | SPDR PORTFOLIO S&P 500 VALUE ETFprtflo s&p500 vl | $1,198,000 | – | 6,721 | +100.0% | 0.56% | – |
| LOW | Sell | LOWES COS INC COM | $1,145,000 | +13.0% | 7,222 | -3.7% | 0.54% | -2.7% |
| GOOGL | Sell | ALPHABET INC CL Acl a | $1,127,000 | -3.3% | 781 | -5.0% | 0.53% | -16.8% |
| ADBE | Sell | ADOBE SYS INC COM | $1,083,000 | +55.4% | 1,462 | -8.7% | 0.51% | +33.7% |
| IJK | ISHARES TR S&P MIDCAP 400 GROWTH ETFs&p mc 400gr etf | $1,065,000 | +331.2% | 1,102 | 0.0% | 0.50% | +270.4% | |
| MSFT | Sell | MICROSOFT CORP COM | $1,052,000 | -77.9% | 22,411 | -4.4% | 0.49% | -81.0% |
| PG | Sell | PROCTER & GAMBLE CO COM | $1,045,000 | +20.0% | 7,257 | -0.3% | 0.49% | +3.4% |
| TMFC | Buy | RBB FD INC MOTLEY FOOL 100 INDEX ETFmotley fol etf | $1,009,000 | -7.3% | 104,453 | +168.8% | 0.47% | -20.2% |
| IVV | ISHARES TR CORE S&P 500 ETFcore s&p500 etf | $1,007,000 | +229.1% | 988 | 0.0% | 0.47% | +183.2% | |
| GLD | SPDR GOLD TR GOLD SHS | $984,000 | +127.3% | 2,588 | 0.0% | 0.46% | +95.8% | |
| PAYX | New | PAYCHEX INC COM | $937,000 | – | 2,623 | +100.0% | 0.44% | – |
| PYPL | Sell | PAYPAL HOLDINGS INC | $896,000 | -40.1% | 8,312 | -3.3% | 0.42% | -48.5% |
| IJR | Sell | ISHARES TR CORE S&P SMALL-CAP ETFcore s&p scp etf | $879,000 | -59.9% | 31,603 | -1.5% | 0.41% | -65.4% |
| SNY | Sell | SANOFI SPONS ADR ISIN#US80105N1054sponsored adr | $867,000 | +146.3% | 6,886 | -0.1% | 0.41% | +112.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $804,000 | -87.1% | 34,148 | -2.1% | 0.38% | -88.9% |
| JPM | Sell | JP MORGAN CHASE & CO COM ISIN#US46625H1005 | $779,000 | -26.9% | 10,463 | -7.6% | 0.37% | -37.1% |
| MELI | Sell | MERCADOLIBRE INC COM | $760,000 | +133.8% | 300 | -9.1% | 0.36% | +101.7% |
| GD | New | GENERAL DYNAMICS CORP COM | $759,000 | – | 3,095 | +100.0% | 0.36% | – |
| NKE | Sell | NIKE INC CL Bcl b | $754,000 | +46.4% | 5,141 | -2.1% | 0.35% | +26.0% |
| MCD | MCDONALDS CORP | $719,000 | -13.1% | 4,483 | 0.0% | 0.34% | -25.1% | |
| MA | Sell | MASTERCARD INC CL A COM | $717,000 | -75.5% | 9,848 | -0.5% | 0.34% | -78.9% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $694,000 | +205.7% | 1,758 | -1.8% | 0.33% | +162.9% |
| MMM | Buy | 3M CO COM | $688,000 | +18.0% | 3,950 | +5.6% | 0.32% | +1.6% |
| AYX | Buy | ALTERYX INC COM CL A | $665,000 | +150.0% | 3,369 | +107.8% | 0.31% | +115.2% |
| COST | Buy | COSTCO WHOLESALE CORP | $664,000 | +66.0% | 1,477 | +12.0% | 0.31% | +43.1% |
| MUB | Buy | ISHARES TR NATL MUN BD ETF FDnational mun etf | $662,000 | +113.5% | 3,215 | +19.6% | 0.31% | +84.0% |
| SPTS | Buy | SPDR SER TR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEXportfolio sh tsr | $656,000 | -94.5% | 403,872 | +4.5% | 0.31% | -95.2% |
| XLK | Sell | SELECT SECTOR SPDR TR TECHNOLOGYtechnology etf | $645,000 | +213.1% | 1,943 | -1.5% | 0.30% | +170.5% |
| AMZN | Sell | AMAZON COM INC | $633,000 | -82.1% | 1,025 | -20.0% | 0.30% | -84.6% |
| MCHP | MICROCHIP TECHNOLOGY INC COM | $628,000 | +190.7% | 2,050 | 0.0% | 0.30% | +150.0% | |
| BKNG | Sell | BOOKING HLDGS INC COM | $623,000 | +43.9% | 235 | -13.6% | 0.29% | +24.2% |
| HD | Buy | HOME DEPOT INC COM | $620,000 | +100.6% | 1,294 | +4.9% | 0.29% | +72.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETFftse emr mkt etf | $611,000 | +29.4% | 11,850 | -0.6% | 0.29% | +11.2% |
| TTWO | New | TAKE TWO INTERACTIVE SOFTWARE INC CDT COM | $591,000 | – | 1,442 | +100.0% | 0.28% | – |
| PFE | Buy | PFIZER INC COM | $581,000 | +88.6% | 10,499 | +11.3% | 0.27% | +62.5% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FDshort term treas index fd | $554,000 | -76.7% | 18,150 | -52.5% | 0.26% | -80.0% |
| SPSM | New | SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETFportfolio s&p600 | $546,000 | – | 8,749 | +100.0% | 0.26% | – |
| OSBC | Buy | OLD SECOND BANCORP INC DEL COM | $537,000 | +127.5% | 35,164 | +16.1% | 0.25% | +95.3% |
| AMT | New | AMERICAN TOWER CORP NEW COM | $534,000 | – | 851 | +100.0% | 0.25% | – |
| FISV | Sell | FISERV INC COM | $529,000 | +52.4% | 3,515 | -1.2% | 0.25% | +31.2% |
| IWF | Sell | ISHARES TR RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $524,000 | -7.7% | 2,725 | -8.0% | 0.25% | -20.6% |
| IYH | ISHARES TR U S HEALTHCARE ETFus hlthcare etf | $524,000 | +15.7% | 2,100 | 0.0% | 0.25% | -0.4% | |
| NVS | Sell | NOVARTIS AG SPONSORED ADRsponsored adr | $513,000 | -19.0% | 7,129 | -1.7% | 0.24% | -30.1% |
| ORLY | O REILLY AUTOMOTIVE INC NEW COM | $512,000 | +15.3% | 1,054 | 0.0% | 0.24% | -0.8% | |
| UL | Sell | UNILEVER PLC SPON ADR NEW ISIN#US9047677045spon adr new | $506,000 | -4.5% | 9,416 | -2.6% | 0.24% | -17.6% |
| GIS | New | GENERAL MILLS INC COM | $486,000 | – | 3,290 | +100.0% | 0.23% | – |
| STOT | Buy | SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF TACTICAL ETFspdr dbleln shrt | $477,000 | -65.7% | 32,827 | +17.1% | 0.22% | -70.4% |
| PINS | Buy | PINTEREST INC CL Acl a | $460,000 | -7.6% | 29,718 | +32.2% | 0.22% | -20.6% |
| CVS | Sell | CVS HEALTH CORP COM | $458,000 | +18.7% | 5,938 | -0.2% | 0.22% | +1.9% |
| VXF | Sell | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETFextend mkt etf | $428,000 | -79.2% | 5,813 | -75.0% | 0.20% | -82.1% |
| MMIN | New | INDEXIQ ACTIVE ETF TR IQ MACKAY MUN INSURED ETFiq mackay insred | $413,000 | – | 8,750 | +100.0% | 0.19% | – |
| BND | Buy | VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETFtotal bnd mrkt | $409,000 | -84.9% | 31,719 | +3.8% | 0.19% | -87.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $402,000 | -78.5% | 14,499 | +9.2% | 0.19% | -81.5% |
| SPDW | Buy | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETFportfolio devlpd | $400,000 | -26.5% | 22,683 | +15.1% | 0.19% | -36.7% |
| EPD | ENTERPRISE PRODS PARTNERS L P COM UNIT | $400,000 | +86.9% | 11,795 | 0.0% | 0.19% | +60.7% | |
| BAX | BAXTER INTL | $394,000 | +42.2% | 3,212 | 0.0% | 0.18% | +22.5% | |
| LLY | Buy | LILLY ELI & CO COM | $394,000 | -45.3% | 4,429 | +1.0% | 0.18% | -52.9% |
| T | Sell | AT&T INC COM | $386,000 | -52.7% | 26,652 | -1.2% | 0.18% | -59.3% |
| CRM | Sell | SALESFORCE.COM INC COM STOCK | $385,000 | -33.0% | 2,478 | -19.3% | 0.18% | -42.4% |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $383,000 | +41.3% | 747 | +0.7% | 0.18% | +21.6% |
| ABT | Buy | ABBOTT LABORATORIES | $380,000 | +41.3% | 3,014 | +2.3% | 0.18% | +21.1% |
| MO | Sell | ALTRIA GROUP INC COM | $379,000 | -12.7% | 10,187 | -7.9% | 0.18% | -24.9% |
| SPYG | New | SPDR SER TR S&P 500 GROWTH ETFprtflo s&p500 gw | $373,000 | – | 4,965 | +100.0% | 0.18% | – |
| INTU | Sell | INTUIT INCORPORATED COM | $364,000 | +6.4% | 845 | -26.8% | 0.17% | -8.6% |
| VO | Sell | VANGUARD INDEX FDS VANGUARD MID-CAP ETFmid-cap etf | $362,000 | -26.1% | 2,913 | -2.5% | 0.17% | -36.3% |
| ABBV | Buy | ABBVIE INC | $363,000 | -52.0% | 8,206 | +6.5% | 0.17% | -58.7% |
| UNH | New | UNITEDHEALTH GROUP INC COM | $359,000 | – | 2,134 | +100.0% | 0.17% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FDinter-term treas index fd | $347,000 | -97.0% | 183,962 | +13.0% | 0.16% | -97.4% |
| BLK | Sell | BLACKROCK INC | $345,000 | -56.1% | 1,383 | -4.2% | 0.16% | -62.1% |
| INTC | Buy | INTEL CORP COM | $340,000 | -79.4% | 31,888 | +15.6% | 0.16% | -82.2% |
| IAU | ISHARES GOLD TR ISHARESishares | $338,000 | -29.3% | 28,137 | 0.0% | 0.16% | -39.1% | |
| VEA | Sell | VANGUARD INTL FD FTSE DEVELOPED MKTS ETFvanguard intl fd ftse developed mkts etf | $334,000 | -35.1% | 13,132 | -1.2% | 0.16% | -44.1% |
| TWTR | Sell | TWITTER INC COM | $332,000 | +11.4% | 8,515 | -15.0% | 0.16% | -4.3% |
| ZS | New | ZSCALER INC COM | $328,000 | – | 2,577 | +100.0% | 0.15% | – |
| NVTA | New | INVITAE CORP COM | $325,000 | – | 20,286 | +100.0% | 0.15% | – |
| IJH | Sell | ISHARES TR CORE S&P MID-CAP ETFcore s&p mcp etf | $299,000 | -90.0% | 16,302 | -3.4% | 0.14% | -91.4% |
| JD | Sell | JD COM INC SPONS ADR REPSTG COM CL A | $295,000 | +6.5% | 4,355 | -5.4% | 0.14% | -7.9% |
| SPY | Buy | SPDR S&P 500 ETF TR TR UNITtr unit | $286,000 | -73.4% | 3,738 | +7.1% | 0.13% | -77.2% |
| AMGN | Buy | AMGEN INC COM | $286,000 | -75.6% | 5,163 | +4.1% | 0.13% | -79.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM | $284,000 | -71.2% | 18,210 | +1.8% | 0.13% | -75.3% |
| UNP | Buy | UNION PACIFIC CORP | $276,000 | -80.5% | 8,382 | +0.3% | 0.13% | -83.1% |
| TTD | Sell | THE TRADE DESK INC COM CL A | $273,000 | -49.4% | 1,029 | -22.6% | 0.13% | -56.6% |
| XLE | Sell | SELECT SECTOR SPDR TR ENERGYenergy etf | $264,000 | -55.3% | 13,148 | -15.7% | 0.12% | -61.5% |
| TGT | New | TARGET CORP COM | $264,000 | – | 1,507 | +100.0% | 0.12% | – |
| VYM | New | VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHShigh div yld | $258,000 | – | 17,400 | +100.0% | 0.12% | – |
| PM | Sell | PHILIP MORRIS INTL INC COM | $251,000 | +17.3% | 2,684 | -12.0% | 0.12% | +0.9% |
| CMCSA | Sell | COMCAST CORP CL Acl a | $249,000 | -72.6% | 23,025 | -1.3% | 0.12% | -76.4% |
| AVGO | Buy | BROADCOM INC COM | $240,000 | -2.8% | 810 | +3.3% | 0.11% | -16.3% |
| MINT | New | PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETFenhan shrt ma ac | $238,000 | – | 5,191 | +100.0% | 0.11% | – |
| AGG | ISHARES TR CORE U S AGGREGATE BD ETFcore us aggbd et | $238,000 | -12.8% | 2,310 | 0.0% | 0.11% | -24.8% | |
| AAPL | Buy | APPLE COMPUTER | $237,000 | -96.5% | 74,391 | +296.3% | 0.11% | -97.0% |
| BK | Sell | BANK OF NEW YORK MELLON CORP COM | $227,000 | -42.1% | 8,268 | -18.5% | 0.11% | -50.0% |
| MRK | Buy | MERCK & CO INC NEW COM | $219,000 | -33.6% | 4,386 | +2.7% | 0.10% | -42.8% |
| TFI | New | SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETFnuveen brc munic | $217,000 | – | 26,864 | +100.0% | 0.10% | – |
| SHW | SHERWIN WILLIAMS CO COM | $211,000 | -75.7% | 1,500 | 0.0% | 0.10% | -79.1% | |
| XLV | Buy | SELECT SECTOR SPDR TR HEALTH CAREcare etf | $210,000 | -27.8% | 7,622 | +161.7% | 0.10% | -37.7% |
| SCHD | Sell | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFus dividend eq | $209,000 | -98.4% | 250,262 | -2.3% | 0.10% | -98.6% |
| KMB | KIMBERLY CLARK CORP COM | $206,000 | -1.0% | 1,473 | 0.0% | 0.10% | -14.2% | |
| VOO | Sell | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $203,000 | -98.5% | 34,103 | -30.5% | 0.10% | -98.7% |
| CLVS | New | CLOVIS ONCOLOGY INC COM | $203,000 | – | 10,000 | +100.0% | 0.10% | – |
| ROKU | Buy | ROKU INC COM CL A | $201,000 | -72.9% | 9,340 | +46.7% | 0.09% | -76.8% |
| VB | New | VANGUARD INDEX FDS VANGUARD SMALL-CAP ETFsmall cp etf | $186,000 | – | 6,839 | +100.0% | 0.09% | – |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETFgrowth etf | $133,000 | -95.9% | 16,210 | 0.0% | 0.06% | -96.5% | |
| VTV | Buy | VANGUARD INDEX FDS VANGUARD VALUE ETFvalue etf | $58,000 | -96.3% | 15,689 | +0.0% | 0.03% | -96.8% |
| GIS | Exit | GENERAL MILLS INC COM | $0 | – | -3,290 | -100.0% | -0.11% | – |
| VDE | Exit | VANGUARD WORLD FDSvanguard world fds vanguard energy etf | $0 | – | -4,450 | -100.0% | -0.12% | – |
| DVY | Exit | ISHARES TR SELECT DIVID ETF FDselect divid etf | $0 | – | -5,127 | -100.0% | -0.23% | – |
| GD | Exit | GENERAL DYNAMICS CORP COM | $0 | – | -3,289 | -100.0% | -0.27% | – |
| IWD | Exit | ISHARES TR RUSSELL 1000 VALUE ETFrus 1000 val etf | $0 | – | -7,998 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
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)
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