$245 Million is the total value of Clear Perspective Advisors, LLC's 143 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 17.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Sell | SPDR SER TR PORTFOLIO S&P 500 ETFportfolio s&p500 | $34,825,000 | +1513.0% | 792,207 | -14.8% | 14.23% | +1303.5% |
| SCHD | Buy | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFus dividend eq | $16,785,000 | +7931.1% | 261,695 | +4.6% | 6.86% | +6899.0% |
| SPTS | Buy | SPDR SER TR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEXportfolio sh tsr | $13,040,000 | +1887.8% | 424,608 | +5.1% | 5.33% | +1630.2% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FDinter-term treas index fd | $12,853,000 | +3604.0% | 185,142 | +0.6% | 5.25% | +3122.1% |
| VOO | Sell | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $11,420,000 | +5525.6% | 33,227 | -2.6% | 4.67% | +4812.6% |
| AAPL | Sell | APPLE INC COM | $9,502,000 | +3909.3% | 71,608 | -3.7% | 3.88% | +3398.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $7,881,000 | +880.2% | 33,989 | -0.5% | 3.22% | +754.4% |
| TMFC | Buy | RBB FD INC MOTLEY FOOL 100 INDEX ETFmotley fol etf | $6,381,000 | +532.4% | 180,658 | +73.0% | 2.61% | +450.2% |
| VB | Buy | VANGUARD INDEX FDS VANGUARD SMALL-CAP ETFsmall cp etf | $5,272,000 | +2734.4% | 27,080 | +296.0% | 2.15% | +2375.9% |
| MSFT | Buy | MICROSOFT CORP COM | $5,084,000 | +383.3% | 22,859 | +2.0% | 2.08% | +320.6% |
| SPHB | New | INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETFs&p 500 hb etf | $4,275,000 | – | 75,308 | +100.0% | 1.75% | – |
| VUG | Buy | VANGUARD INDEX FDS VANGUARD GROWTH ETFgrowth etf | $4,246,000 | +3092.5% | 16,760 | +3.4% | 1.74% | +2698.4% |
| IJH | Buy | ISHARES TR CORE S&P MID-CAP ETFcore s&p mcp etf | $3,886,000 | +1199.7% | 16,906 | +3.7% | 1.59% | +1034.3% |
| AMZN | Buy | AMAZON COM INC | $3,876,000 | +512.3% | 1,190 | +16.1% | 1.58% | +433.3% |
| MA | Sell | MASTERCARD INC CL A COM | $3,363,000 | +369.0% | 9,420 | -4.3% | 1.37% | +307.7% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccl c | $3,353,000 | -74.1% | 1,914 | -7.6% | 1.37% | -77.5% |
| IJR | Buy | ISHARES TR CORE S&P SMALL-CAP ETFcore s&p scp etf | $3,269,000 | +271.9% | 35,575 | +12.6% | 1.34% | +223.5% |
| BND | Buy | VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETFtotal bnd mrkt | $3,161,000 | +672.9% | 35,840 | +13.0% | 1.29% | +572.9% |
| V | Sell | VISA INC COM CL Acl a | $2,930,000 | -66.0% | 13,394 | -12.2% | 1.20% | -70.4% |
| ROKU | Sell | ROKU INC COM CL A | $2,906,000 | +1345.8% | 8,752 | -6.3% | 1.19% | +1163.8% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $2,351,000 | +484.8% | 14,936 | +3.0% | 0.96% | +408.5% |
| FB | Sell | FACEBOOK INC CL Acl a | $2,276,000 | -31.7% | 8,333 | -1.9% | 0.93% | -40.5% |
| NVDA | Sell | NVIDIA CORP COM | $2,245,000 | -78.6% | 4,299 | -2.3% | 0.92% | -81.4% |
| FSLY | Buy | FASTLY INC CL Acl a | $2,219,000 | +79.8% | 25,400 | +37.7% | 0.91% | +56.6% |
| STOT | Buy | SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF TACTICAL ETFspdr dbleln shrt | $2,027,000 | +324.9% | 40,687 | +23.9% | 0.83% | +269.6% |
| VTV | Buy | VANGUARD INDEX FDS VANGUARD VALUE ETFvalue etf | $1,976,000 | +3306.9% | 16,610 | +5.9% | 0.81% | +2888.9% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $1,814,000 | +102.5% | 7,747 | -6.8% | 0.74% | +76.0% |
| DIS | Sell | DISNEY WALT CO DISNEY COM | $1,789,000 | +42.9% | 9,872 | -0.9% | 0.73% | +24.3% |
| PINS | Sell | PINTEREST INC CL Acl a | $1,751,000 | +280.7% | 26,576 | -10.6% | 0.72% | +231.5% |
| UNP | Sell | UNION PAC CORP COM | $1,673,000 | +506.2% | 8,037 | -4.1% | 0.68% | +426.2% |
| VYM | Sell | VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHShigh div yld | $1,583,000 | +513.6% | 17,300 | -0.6% | 0.65% | +434.7% |
| INTC | Sell | INTEL CORP COM | $1,551,000 | +356.2% | 31,130 | -2.4% | 0.63% | +296.2% |
| MINT | Buy | PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETFenhan shrt ma ac | $1,496,000 | +528.6% | 14,657 | +182.4% | 0.61% | +445.5% |
| NVTA | Buy | INVITAE CORP COM | $1,467,000 | +351.4% | 35,095 | +73.0% | 0.60% | +291.5% |
| TFI | SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETFnuveen brc munic | $1,410,000 | +549.8% | 26,864 | 0.0% | 0.58% | +464.7% | |
| SPY | Sell | SPDR S&P 500 ETF TR TR UNITtr unit | $1,384,000 | +383.9% | 3,703 | -0.9% | 0.57% | +322.4% |
| GOOGL | Sell | ALPHABET INC CL Acl a | $1,330,000 | +18.0% | 759 | -2.8% | 0.54% | +2.8% |
| JPM | Sell | JP MORGAN CHASE & CO COM ISIN#US46625H1005 | $1,274,000 | +63.5% | 10,030 | -4.1% | 0.52% | +42.3% |
| AMGN | Buy | AMGEN INC COM | $1,263,000 | +341.6% | 5,495 | +6.4% | 0.52% | +285.1% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FDshort term treas index fd | $1,145,000 | +106.7% | 18,589 | +2.4% | 0.47% | +80.0% |
| CMCSA | Sell | COMCAST CORP CL Acl a | $1,145,000 | +359.8% | 21,854 | -5.1% | 0.47% | +300.0% |
| SHW | Buy | SHERWIN WILLIAMS CO COM | $1,115,000 | +428.4% | 1,517 | +1.1% | 0.46% | +360.6% |
| PG | Buy | PROCTER & GAMBLE CO COM | $1,037,000 | -0.8% | 7,455 | +2.7% | 0.42% | -13.6% |
| MCD | Buy | MCDONALDS CORP | $1,027,000 | +42.8% | 4,785 | +6.7% | 0.42% | +24.3% |
| VIG | VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $1,028,000 | -85.9% | 7,284 | 0.0% | 0.42% | -87.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $993,000 | +249.6% | 16,908 | -7.1% | 0.41% | +205.3% |
| VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETFextend mkt etf | $957,000 | +123.6% | 5,813 | 0.0% | 0.39% | +94.5% | |
| SPDW | Buy | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETFportfolio devlpd | $943,000 | +135.8% | 27,948 | +23.2% | 0.38% | +104.8% |
| XLE | Buy | SELECT SECTOR SPDR TR ENERGYenergy etf | $922,000 | +249.2% | 24,321 | +85.0% | 0.38% | +204.0% |
| BLK | Sell | BLACKROCK INC COM | $919,000 | +166.4% | 1,274 | -7.9% | 0.38% | +132.1% |
| LDUR | New | PIMCO ETF TR ENHANCED LOW DURATION ACTIVE ETFenhncd lw dur ac | $918,000 | – | 8,997 | +100.0% | 0.38% | – |
| ABBV | Buy | ABBVIE INC COM | $882,000 | +143.0% | 8,235 | +0.4% | 0.36% | +111.8% |
| LOW | Sell | LOWES COS INC COM | $879,000 | -23.2% | 5,477 | -24.2% | 0.36% | -33.3% |
| PEP | Sell | PEPSICO INC COM | $867,000 | -47.5% | 5,848 | -6.5% | 0.35% | -54.3% |
| UPS | Sell | UNITED PARCEL SVC INC CL Bcl b | $848,000 | -48.6% | 5,036 | -6.3% | 0.35% | -55.2% |
| ORCL | Sell | ORACLE CORP COM | $781,000 | -72.1% | 12,078 | -5.0% | 0.32% | -75.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $780,000 | +117.3% | 2,224 | +4.2% | 0.32% | +88.8% |
| EFA | Sell | ISHARES TR MSCI EAFE ETFmsci eafe etf | $775,000 | -65.2% | 10,627 | -2.5% | 0.32% | -69.7% |
| T | Buy | AT&T INC COM | $767,000 | +98.7% | 26,659 | +0.0% | 0.31% | +72.9% |
| ENB | Buy | ENBRIDGE INC COM ISIN#CA29250N1050 | $736,000 | -58.3% | 23,012 | +1.4% | 0.30% | -63.6% |
| NKE | Sell | NIKE INC CL Bcl b | $717,000 | -4.9% | 5,065 | -1.5% | 0.29% | -17.2% |
| LLY | Sell | LILLY ELI & CO COM | $718,000 | +82.2% | 4,251 | -4.0% | 0.29% | +58.4% |
| ADBE | Sell | ADOBE SYS INC COM | $703,000 | -35.1% | 1,406 | -3.8% | 0.29% | -43.5% |
| VTI | Sell | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFtotal stk mkt | $699,000 | -43.4% | 3,592 | -2.6% | 0.29% | -50.7% |
| AYX | Buy | ALTERYX INC COM CL A | $682,000 | +2.6% | 5,601 | +66.3% | 0.28% | -10.6% |
| TTD | Sell | THE TRADE DESK INC COM CL A | $682,000 | +149.8% | 851 | -17.3% | 0.28% | +118.0% |
| DKNG | New | DRAFTKINGS INC CL Acl a | $680,000 | – | 14,606 | +100.0% | 0.28% | – |
| MMM | Sell | 3M CO COM | $661,000 | -3.9% | 3,784 | -4.2% | 0.27% | -16.4% |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $657,000 | +25.4% | 2,725 | 0.0% | 0.27% | +8.9% | |
| NVS | Sell | NOVARTIS AG SPONSORED ADRsponsored adr | $644,000 | +25.5% | 6,817 | -4.4% | 0.26% | +9.1% |
| CRM | Buy | SALESFORCE.COM INC COM STOCK | $639,000 | +66.0% | 2,871 | +15.9% | 0.26% | +44.2% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COM | $631,000 | -61.4% | 10,178 | +10.7% | 0.26% | -66.4% |
| ACN | Sell | ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 | $617,000 | -79.8% | 2,361 | -22.5% | 0.25% | -82.4% |
| VEA | Sell | VANGUARD INTL FD FTSE DEVELOPED MKTS ETFvanguard intl fd ftse developed mkts etf | $615,000 | +84.1% | 13,037 | -0.7% | 0.25% | +59.9% |
| SQ | Sell | SQUARE INC CL Acl a | $611,000 | -72.5% | 2,809 | -0.8% | 0.25% | -76.0% |
| VO | VANGUARD INDEX FDS VANGUARD MID-CAP ETFmid-cap etf | $602,000 | +66.3% | 2,913 | 0.0% | 0.25% | +44.7% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETFftse emr mkt etf | $591,000 | -3.3% | 11,793 | -0.5% | 0.24% | -15.7% |
| MRK | Buy | MERCK & CO INC NEW COM | $580,000 | +164.8% | 7,092 | +61.7% | 0.24% | +130.1% |
| CSCO | Sell | CISCO SYSTEMS INC | $572,000 | -98.4% | 12,788 | -3.8% | 0.23% | -98.6% |
| GVI | ISHARES TR INTER GOVT CR BD ETFintrm gov cr etf | $546,000 | -68.4% | 4,638 | 0.0% | 0.22% | -72.5% | |
| CVX | Sell | CHEVRON CORP NEW COM | $523,000 | -95.8% | 6,195 | -27.0% | 0.21% | -96.3% |
| IYH | ISHARES TR U S HEALTHCARE ETFus hlthcare etf | $516,000 | -1.5% | 2,100 | 0.0% | 0.21% | -14.2% | |
| KMB | Buy | KIMBERLY CLARK CORP COM | $515,000 | +150.0% | 3,823 | +159.5% | 0.21% | +116.5% |
| IAU | ISHARES GOLD TR ISHARESishares | $510,000 | +50.9% | 28,137 | 0.0% | 0.21% | +30.8% | |
| MELI | MERCADOLIBRE INC COM | $503,000 | -33.8% | 300 | 0.0% | 0.21% | -42.3% | |
| GDX | New | VANECK VECTORS ETF TR GOLD MINERS ETFgold miners etf | $502,000 | – | 13,945 | +100.0% | 0.20% | – |
| ZS | Sell | ZSCALER INC COM | $499,000 | +52.1% | 2,501 | -2.9% | 0.20% | +32.5% |
| COST | Sell | COSTCO WHOLESALE CORP NEW COM | $500,000 | -24.7% | 1,326 | -10.2% | 0.20% | -34.6% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COM | $494,000 | -96.4% | 6,906 | -0.7% | 0.20% | -96.9% |
| GLD | Buy | SPDR GOLD TR GOLD SHS | $492,000 | -50.0% | 2,759 | +6.6% | 0.20% | -56.5% |
| NEE | Buy | NEXTERA ENERGY INC COM | $472,000 | -87.2% | 6,124 | +311.8% | 0.19% | -88.9% |
| UL | Sell | UNILEVER PLC SPON ADR NEW ISIN#US9047677045spon adr new | $465,000 | -8.1% | 7,710 | -18.1% | 0.19% | -20.2% |
| PFE | Buy | PFIZER INC COM | $465,000 | -20.0% | 12,632 | +20.3% | 0.19% | -30.4% |
| HD | Buy | HOME DEPOT INC COM | $446,000 | -28.1% | 1,679 | +29.8% | 0.18% | -37.5% |
| CVS | Buy | CVS HEALTH CORP COM | $437,000 | -4.6% | 6,404 | +7.8% | 0.18% | -16.7% |
| ORLY | Sell | O REILLY AUTOMOTIVE INC NEW COM | $434,000 | -15.2% | 959 | -9.0% | 0.18% | -26.2% |
| AVGO | Buy | BROADCOM INC COM | $429,000 | +78.8% | 979 | +20.9% | 0.18% | +54.9% |
| GD | New | GENERAL DYNAMICS CORP COM | $420,000 | – | 2,824 | +100.0% | 0.17% | – |
| AGG | Buy | ISHARES TR CORE U S AGGREGATE BD ETFcore us aggbd et | $416,000 | +74.8% | 3,520 | +52.4% | 0.17% | +51.8% |
| LULU | Sell | LULULEMON ATHLETICA INC COM | $410,000 | -86.5% | 1,179 | -2.9% | 0.17% | -88.2% |
| GILD | Buy | GILEAD SCIENCES INC | $412,000 | -82.7% | 7,068 | +9.2% | 0.17% | -85.0% |
| FISV | Buy | FISERV INC COM | $406,000 | -23.3% | 3,566 | +1.5% | 0.17% | -33.1% |
| MUB | Sell | ISHARES TR NATL MUN BD ETF FDnational mun etf | $377,000 | -43.1% | 3,214 | -0.0% | 0.15% | -50.5% |
| JD | Sell | JD COM INC SPONS ADR REPSTG COM CL A | $367,000 | +24.4% | 4,180 | -4.0% | 0.15% | +7.9% |
| CAT | Sell | CATERPILLAR INC COM | $363,000 | -74.0% | 1,993 | -11.1% | 0.15% | -77.4% |
| IQV | IQVIA HLDGS INC COM | $340,000 | -89.8% | 1,898 | 0.0% | 0.14% | -91.1% | |
| MO | Sell | ALTRIA GROUP INC COM | $341,000 | -10.0% | 8,317 | -18.4% | 0.14% | -21.9% |
| IVV | Sell | ISHARES TR CORE S&P 500 ETFcore s&p500 etf | $337,000 | -66.5% | 898 | -9.1% | 0.14% | -70.8% |
| SPSM | Buy | SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETFportfolio s&p600 | $331,000 | -39.4% | 9,246 | +5.7% | 0.14% | -47.3% |
| OSBC | Sell | OLD SECOND BANCORP INC DEL COM | $318,000 | -40.8% | 31,466 | -10.5% | 0.13% | -48.4% |
| INTU | Sell | INTUIT INCORPORATED COM | $316,000 | -13.2% | 831 | -1.7% | 0.13% | -24.6% |
| BK | Sell | BANK OF NEW YORK MELLON CORP COM | $312,000 | +37.4% | 7,363 | -10.9% | 0.13% | +18.7% |
| ABT | Sell | ABBOTT LABS COM | $306,000 | -19.5% | 2,795 | -7.3% | 0.12% | -29.8% |
| IJK | Buy | ISHARES TR S&P MIDCAP 400 GROWTH ETFs&p mc 400gr etf | $306,000 | -71.3% | 4,232 | +284.0% | 0.12% | -75.0% |
| TTWO | Sell | TAKE TWO INTERACTIVE SOFTWARE INC CDT COM | $296,000 | -49.9% | 1,423 | -1.3% | 0.12% | -56.3% |
| XLV | Sell | SELECT SECTOR SPDR TR HEALTH CAREcare etf | $291,000 | +38.6% | 2,569 | -66.3% | 0.12% | +20.2% |
| APPN | New | APPIAN CORP CL Acl a | $288,000 | – | 1,775 | +100.0% | 0.12% | – |
| MCHP | MICROCHIP TECHNOLOGY INC COM | $283,000 | -54.9% | 2,050 | 0.0% | 0.12% | -60.7% | |
| SPYG | Buy | SPDR SER TR S&P 500 GROWTH ETFprtflo s&p500 gw | $283,000 | -24.1% | 5,125 | +3.2% | 0.12% | -33.7% |
| SNY | Sell | SANOFI SPONS ADR ISIN#US80105N1054sponsored adr | $281,000 | -67.6% | 5,790 | -15.9% | 0.12% | -71.7% |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $276,000 | -27.9% | 777 | +4.0% | 0.11% | -37.2% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $276,000 | -60.2% | 1,680 | -4.4% | 0.11% | -65.3% |
| TGT | Buy | TARGET CORP COM | $275,000 | +4.2% | 1,557 | +3.3% | 0.11% | -9.7% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFprtflo s&p500 vl | $270,000 | -77.5% | 7,865 | +17.0% | 0.11% | -80.4% |
| TCEHY | Sell | TENCENT HLDGS LTD ADR ISIN#US88032Q1094sponsored adr | $258,000 | -91.5% | 3,595 | -14.9% | 0.10% | -92.6% |
| WORK | Sell | SLACK TECHNOLOGIES INC CL A COMcl a | $257,000 | -94.5% | 6,075 | -57.7% | 0.10% | -95.3% |
| XLK | SELECT SECTOR SPDR TR TECHNOLOGYtechnology etf | $253,000 | -60.8% | 1,943 | 0.0% | 0.10% | -66.0% | |
| KO | New | COCA COLA COMPANY | $248,000 | – | 4,528 | +100.0% | 0.10% | – |
| BAX | New | BAXTER INTL INC COM | $246,000 | – | 3,062 | +100.0% | 0.10% | – |
| MMIN | INDEXIQ ACTIVE ETF TR IQ MACKAY MUN INSURED ETFiq mackay insred | $242,000 | -41.4% | 8,750 | 0.0% | 0.10% | -49.0% | |
| GIS | Buy | GENERAL MILLS INC COM | $234,000 | -51.9% | 3,978 | +20.9% | 0.10% | -57.9% |
| EPD | ENTERPRISE PRODS PARTNERS L P COM UNIT | $231,000 | -42.2% | 11,795 | 0.0% | 0.09% | -50.0% | |
| OKTA | Sell | OKTA INC CL Acl a | $229,000 | -83.7% | 901 | -8.3% | 0.09% | -85.8% |
| UBER | New | UBER TECHNOLOGIES INC COM | $225,000 | – | 4,408 | +100.0% | 0.09% | – |
| LMND | New | LEMONADE INC COM | $224,000 | – | 1,832 | +100.0% | 0.09% | – |
| PTON | New | PELOTON INTERACTIVE INC CL A COM | $215,000 | – | 1,416 | +100.0% | 0.09% | – |
| ADI | New | ANALOG DEVICES INC COM | $215,000 | – | 1,455 | +100.0% | 0.09% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Acl a | $209,000 | -93.5% | 620 | -23.4% | 0.08% | -94.4% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $209,000 | -16.7% | 2,520 | -6.1% | 0.08% | -28.0% |
| NLS | New | NAUTILUS INC COM | $195,000 | – | 10,729 | +100.0% | 0.08% | – |
| F | Sell | FORD MOTOR CO DEL COM PAR | $159,000 | -90.3% | 18,125 | -9.6% | 0.06% | -91.5% |
| ZNGA | New | ZYNGA INC CL Acl a | $158,000 | – | 16,024 | +100.0% | 0.06% | – |
| HYB | New | NEW AMER HIGH INCOME FD INC COM NEW | $104,000 | – | 12,000 | +100.0% | 0.04% | – |
| CLVS | Exit | CLOVIS ONCOLOGY INC COM | $0 | – | -10,000 | -100.0% | -0.10% | – |
| TWTR | Exit | TWITTER INC COM | $0 | – | -8,515 | -100.0% | -0.16% | – |
| BAX | Exit | BAXTER INTL | $0 | – | -3,212 | -100.0% | -0.18% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW COM | $0 | – | -851 | -100.0% | -0.25% | – |
| BKNG | Exit | BOOKING HLDGS INC COM | $0 | – | -235 | -100.0% | -0.29% | – |
| GD | Exit | GENERAL DYNAMICS CORP COM | $0 | – | -3,095 | -100.0% | -0.36% | – |
| PAYX | Exit | PAYCHEX INC COM | $0 | – | -2,623 | -100.0% | -0.44% | – |
| WFC | Exit | WELLS FARGO & CO NEW COM | $0 | – | -9,326 | -100.0% | -0.62% | – |
| NFLX | Exit | NETFLIX INC COM | $0 | – | -680 | -100.0% | -0.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.