$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
| LDUR | New | PIMCO ETF TR ENHANCED LOW DURATION ACTIVE ETFenhncd lw dur ac | $918,000 | – | 8,997 | +100.0% | 0.38% | – |
| DKNG | New | DRAFTKINGS INC CL Acl a | $680,000 | – | 14,606 | +100.0% | 0.28% | – |
| GDX | New | VANECK VECTORS ETF TR GOLD MINERS ETFgold miners etf | $502,000 | – | 13,945 | +100.0% | 0.20% | – |
| GD | New | GENERAL DYNAMICS CORP COM | $420,000 | – | 2,824 | +100.0% | 0.17% | – |
| APPN | New | APPIAN CORP CL Acl a | $288,000 | – | 1,775 | +100.0% | 0.12% | – |
| 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% | – |
| 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% | – |
| NLS | New | NAUTILUS INC COM | $195,000 | – | 10,729 | +100.0% | 0.08% | – |
| 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% | – |
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.