Clear Perspective Advisors

Latest statistics and disclosures from Clear Perspective Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Clear Perspective Advisors

Clear Perspective Advisors holds 181 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG) 17.1 $57M +20% 1.0M 55.83
 View chart
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD) 7.3 $24M 296k 80.83
 View chart
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS) 6.0 $20M -7% 393k 49.99
 View chart
Vanguard Index Fds S&p 500 Etf Shs New (VOO) 4.3 $14M 33k 436.55
 View chart
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC) 4.3 $14M +4% 320k 44.15
 View chart
Apple (AAPL) 3.9 $13M +5% 73k 177.57
 View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 2.9 $9.4M +5% 32k 299.00
 View chart
Microsoft Corporation (MSFT) 2.8 $9.4M +14% 28k 336.31
 View chart
Alphabet Inc-cl C CL C (GOOG) 2.0 $6.7M +24% 2.3k 2893.58
 View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB) 1.8 $5.9M +3% 108k 54.91
 View chart
Amazon (AMZN) 1.8 $5.9M +35% 1.8k 3334.09
 View chart
NVIDIA Corporation (NVDA) 1.6 $5.4M +3% 18k 294.10
 View chart
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG) 1.5 $5.0M -2% 16k 320.88
 View chart
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 1.2 $4.0M 14k 283.06
 View chart
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 1.1 $3.8M 33k 114.50
 View chart
Vanguard Index Fds Vanguard Small-cap Etf Small Cp Etf (VB) 1.1 $3.5M -39% 16k 226.02
 View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 High Beta Etf S&p 500 Hb Etf (SPHB) 1.0 $3.2M -70% 41k 79.01
 View chart
Visa Cl A (V) 1.0 $3.2M +8% 15k 216.71
 View chart
MasterCard Incorporated (MA) 1.0 $3.1M 8.8k 359.32
 View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Inter-term Treas Index Fd (VGIT) 0.9 $3.0M +43% 46k 66.47
 View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Total Bnd Mrkt (BND) 0.9 $2.9M 34k 84.75
 View chart
Vaneck Vectors Oil Services Etf Oil Svcs Etf (OIH) 0.8 $2.8M +7% 15k 184.81
 View chart
Vanguard Value Etf Value Etf (VTV) 0.8 $2.7M 18k 147.12
 View chart
Meta Platforms Inc Cl A Cl A (META) 0.8 $2.6M +31% 7.7k 336.29
 View chart
Select Sector Spdr Tr Energy Energy Etf (XLE) 0.7 $2.4M +10% 44k 55.51
 View chart
Spdr Ser Tr Portfolio S&p 600 Small Cap Etf Portfolio S&p600 (SPSM) 0.7 $2.3M +20% 53k 44.69
 View chart
Select Sector Spdr Tr Health Care Sbi Healthcare (XLV) 0.7 $2.2M +595% 15k 140.89
 View chart
Union Pacific Corporation (UNP) 0.6 $2.1M -2% 8.3k 251.95
 View chart
Tesla Motors (TSLA) 0.6 $2.1M +91% 2.0k 1056.71
 View chart
Vanguard Whitehall Fds High Dividend Yield Etf High Div Yld (VYM) 0.6 $1.9M 17k 112.12
 View chart
Ssga Active Tr Spdr Doubleline Short Duration Total Return Tactical Etf Tactical Etf Spdr Dbleln Shr.. (STOT) 0.6 $1.9M -2% 39k 49.11
 View chart
Alphabet Inc-cl A Cl A (GOOGL) 0.6 $1.8M 633.00 2897.31
 View chart
Spdr Ser Tr Portfolio S&p 400 Mid Cap Etf Portfolio S&p400 (SPMD) 0.6 $1.8M +6% 37k 49.73
 View chart
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY) 0.5 $1.7M -2% 3.5k 474.85
 View chart
Johnson & Johnson (JNJ) 0.5 $1.6M -27% 9.6k 171.04
 View chart
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 10k 158.38
 View chart
Spdr Index Shs Fds Spdr Port Developed World Ex-us Etf Portfolio Devlpd (SPDW) 0.5 $1.6M +17% 44k 36.48
 View chart
Paypal Holdings (PYPL) 0.5 $1.6M +13% 8.5k 188.59
 View chart
Lowe's Companies (LOW) 0.5 $1.6M +4% 6.2k 258.46
 View chart
Disney Walt Co Disney Com Disney (DIS) 0.5 $1.6M -2% 10k 154.93
 View chart
Intel Corporation (INTC) 0.4 $1.5M 29k 51.50
 View chart
Sherwin-Williams Company (SHW) 0.4 $1.5M 4.2k 352.06
 View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Extend Mkt Etf (VXF) 0.4 $1.4M +29% 7.5k 182.87
 View chart
BlackRock (BLK) 0.4 $1.3M +7% 1.4k 915.40
 View chart
McDonald's Corporation (MCD) 0.4 $1.3M -9% 4.7k 268.12
 View chart
UnitedHealth (UNH) 0.4 $1.3M +14% 2.5k 502.01
 View chart
Amgen (AMGN) 0.4 $1.2M +2% 5.2k 224.91
 View chart
Procter & Gamble Company (PG) 0.4 $1.2M -2% 7.2k 163.59
 View chart
Oracle Corporation (ORCL) 0.4 $1.2M +4% 13k 87.18
 View chart
Vanguard Specialized Funds Divid Appreciation Etf Div App Etf (VIG) 0.4 $1.2M -2% 6.8k 171.82
 View chart
Pepsi (PEP) 0.4 $1.2M -2% 6.7k 173.77
 View chart
Pimco Etf Tr Enhanced Short Mat Active Etf Enhan Shrt Ma Ac (MINT) 0.4 $1.2M -5% 12k 101.54
 View chart
Eli Lilly & Co. (LLY) 0.4 $1.2M 4.2k 276.18
 View chart
Adobe Systems Incorporated (ADBE) 0.4 $1.2M +11% 2.0k 567.11
 View chart
United Parcel Service - Class B CL B (UPS) 0.4 $1.2M 5.4k 214.33
 View chart
Pfizer (PFE) 0.3 $1.1M -15% 19k 59.04
 View chart
Pimco Etf Tr Enhanced Low Duration Active Etf Enhncd Lw Dur Ac (LDUR) 0.3 $1.0M -3% 10k 100.59
 View chart
Ishares Tr Russell 2000 Index Russell 2000 Etf (IWM) 0.3 $1.0M +6% 4.7k 222.51
 View chart
Cisco Systems (CSCO) 0.3 $991k +3% 16k 63.35
 View chart
Enbridge (ENB) 0.3 $950k 24k 39.12
 View chart
Ford Motor Company (F) 0.3 $943k +3% 45k 20.77
 View chart
Chevron Corporation (CVX) 0.3 $935k +10% 8.0k 117.37
 View chart
Home Depot (HD) 0.3 $921k +14% 2.2k 414.86
 View chart
Costco Wholesale Corporation (COST) 0.3 $906k -9% 1.6k 567.67
 View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.3 $887k 3.7k 241.56
 View chart
Abbvie (ABBV) 0.3 $858k -28% 6.3k 135.35
 View chart
Verizon Communications (VZ) 0.2 $819k -4% 16k 51.97
 View chart
Broadcom (AVGO) 0.2 $793k +8% 1.2k 665.27
 View chart
Old Second Ban (OSBC) 0.2 $793k +116% 63k 12.58
 View chart
Accenture Shs Class A (ACN) 0.2 $786k +26% 1.9k 414.56
 View chart
Ishares Tr Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.2 $746k NEW 4.4k 168.02
 View chart
At&t (T) 0.2 $737k -14% 30k 24.59
 View chart
Zscaler Incorporated (ZS) 0.2 $736k 2.3k 321.40
 View chart
Vanguard Index Fds Vanguard Mid-cap Etf Mid-cap Etf (VO) 0.2 $736k 2.9k 254.85
 View chart
CVS Caremark Corporation (CVS) 0.2 $735k +31% 7.1k 103.20
 View chart
3M Company (MMM) 0.2 $717k +8% 4.0k 177.74
 View chart
Vanguard Scottsdale Fds Vanguard Short Term Treas Index Short Term Treas Index Fd (VGSH) 0.2 $714k 12k 60.84
 View chart
Ishares Tr Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.2 $710k 2.3k 305.38
 View chart
Texas Instruments Incorporated (TXN) 0.2 $690k +110% 3.7k 188.58
 View chart
Baker Hughes Co Cl A Cl A (BKR) 0.2 $647k NEW 27k 24.05
 View chart
O'reilly Automotive (ORLY) 0.2 $644k 912.00 706.14
 View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Vanguard Intl Fd Ftse Developed Mkts Etf (VEA) 0.2 $642k 13k 51.06
 View chart
Caterpillar (CAT) 0.2 $623k +46% 3.0k 206.77
 View chart
salesforce (CRM) 0.2 $620k -29% 2.4k 254.20
 View chart
Bristol Myers Squibb (BMY) 0.2 $604k -16% 9.7k 62.40
 View chart
Snowflake Inc Cl A Cl A (SNOW) 0.2 $602k NEW 1.8k 338.58
 View chart
General Dynamics Corporation (GD) 0.2 $594k +3% 2.9k 208.42
 View chart
Comcast Corp Cl A Cl A (CMCSA) 0.2 $580k -48% 12k 50.36
 View chart
Merck & Co (MRK) 0.2 $569k -6% 7.4k 76.61
 View chart
Fiserv (FI) 0.2 $568k 5.5k 103.86
 View chart
Spdr Ser Tr S&p 500 Value Etf Prtflo S&p500 Vl (SPYV) 0.2 $558k +14% 13k 42.03
 View chart
Pagerduty (PD) 0.2 $557k NEW 16k 34.76
 View chart
Vanguard Scottsdale Fds Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT) 0.2 $537k 6.0k 89.50
 View chart
Abbott Laboratories (ABT) 0.2 $535k 3.8k 140.79
 View chart
Ishares Tr Inter Govt Cr Bd Etf Intrm Gov Cr Etf (GVI) 0.2 $528k 4.6k 113.84
 View chart
Iqvia Holdings (IQV) 0.2 $521k 1.8k 281.93
 View chart
Charles Schwab Corporation (SCHW) 0.2 $520k +10% 6.2k 84.16
 View chart
Intuit (INTU) 0.2 $515k -27% 801.00 642.95
 View chart
Ishares Gold Tr Ishares Ishares (IAU) 0.2 $511k 15k 34.78
 View chart
Netflix (NFLX) 0.2 $501k NEW 831.00 602.89
 View chart
Novartis Sponsored Adr (NVS) 0.2 $498k 5.7k 87.48
 View chart
Vaneck Vectors Gold Miners E Gold Miners Etf (GDX) 0.2 $496k 16k 32.02
 View chart
Exxon Mobil Corporation (XOM) 0.1 $489k 8.0k 61.18
 View chart
Spdr Gold Tr Gold Gold Shs (GLD) 0.1 $484k 2.8k 171.09
 View chart
Ishares Tr S&p 500 Index Core S&p500 Etf (IVV) 0.1 $474k +2% 993.00 477.34
 View chart
Nike Inc Cl B CL B (NKE) 0.1 $463k +16% 2.8k 166.55
 View chart
Target Corporation (TGT) 0.1 $460k +26% 2.0k 231.50
 View chart
Select Sector Spdr Tr Financial Financial (XLF) 0.1 $441k -4% 11k 39.04
 View chart
Bank of New York Mellon Corporation (BK) 0.1 $435k 7.5k 58.12
 View chart
Spdr Index Shs Fds Msci Acwi Ex-us Etf Msci Acwi Exus (CWI) 0.1 $432k +20% 15k 29.29
 View chart
Raytheon Technologies Corp (RTX) 0.1 $427k 5.0k 85.98
 View chart
Spdr Ser Tr S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG) 0.1 $422k 5.8k 72.46
 View chart
Grayscale Bitcoin Ord (GBTC) 0.1 $403k +27% 12k 34.21
 View chart
Altria (MO) 0.1 $395k +2% 8.3k 47.38
 View chart
Block Inc Cl A Cl A (SQ) 0.1 $393k -5% 2.4k 161.46
 View chart
MercadoLibre (MELI) 0.1 $391k 290.00 1348.28
 View chart
Nextera Energy (NEE) 0.1 $386k -3% 4.1k 93.42
 View chart
Digitalocean Hldgs (DOCN) 0.1 $382k +61% 4.8k 80.42
 View chart
Cleveland-cliffs (CLF) 0.1 $381k +4% 18k 21.79
 View chart
Ishares Tr S&p Midcap Growth S&p Mc 400gr Etf (IJK) 0.1 $378k 4.4k 85.19
 View chart
Ishares Tr Natl Mun Bd Etf National Mun Etf (MUB) 0.1 $377k +3% 3.2k 116.18
 View chart
Spdr Ser Tr S&p Homebuilders Etf S&p Homebuild (XHB) 0.1 $374k +24% 4.4k 85.88
 View chart
Draftkings Inc Cl A Com Cl A 0.1 $371k +99% 14k 27.48
 View chart
Spdr Dow Jones Indl Average Etf Tr Unit Ser 1 Ut Ser 1 (DIA) 0.1 $363k 1.0k 363.00
 View chart
Paychex (PAYX) 0.1 $360k +13% 2.6k 136.36
 View chart
Indexiq Active Etf Tr Iq Mackay Mun Insured Etf Iq Mackay Insred (MMIN) 0.1 $351k +3% 13k 27.53
 View chart
Unilever Plc Ul Spon Adr New (UL) 0.1 $350k -6% 6.5k 53.81
 View chart
T Rowe Price Exchange Traded Fds Inc Blue Chip Growth Etf Price Blue Chip (TCHP) 0.1 $347k +19% 11k 33.13
 View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Ftse Emr Mkt Etf (VWO) 0.1 $345k +3% 7.0k 49.45
 View chart
Ishares Tr Biotechnology Etf Ishares Biotech (IBB) 0.1 $338k NEW 2.2k 152.80
 View chart
Wells Fargo & Company (WFC) 0.1 $337k 7.0k 47.99
 View chart
Spdr Ser Tr S&p Regl Bkg Etf S&p Regl Bkg (KRE) 0.1 $330k +19% 4.7k 70.82
 View chart
Qualcomm (QCOM) 0.1 $323k +8% 1.8k 183.11
 View chart
Lockheed Martin Corporation (LMT) 0.1 $323k +27% 910.00 354.95
 View chart
Spdr Ser Tr S&p Biotech Etf S&p Biotech (XBI) 0.1 $322k NEW 2.9k 111.96
 View chart
Select Sector Spdr Tr Technology Technology Etf (XLK) 0.1 $309k 1.8k 173.60
 View chart
Microchip Technology (MCHP) 0.1 $305k +84% 3.5k 87.14
 View chart
Philip Morris International (PM) 0.1 $303k +24% 3.2k 94.92
 View chart
Grayscale Ethereum Tr Eth SHS (ETHE) 0.1 $298k -8% 9.2k 32.35
 View chart
Starbucks Corporation (SBUX) 0.1 $296k NEW 2.5k 116.86
 View chart
Lululemon Athletica (LULU) 0.1 $295k 753.00 391.77
 View chart
Spdr Index Shs Fds S&p Emerging Mkts Etf Portfolio Emg Mk (SPEM) 0.1 $292k 7.0k 41.48
 View chart
Waste Management (WM) 0.1 $291k -12% 1.7k 166.86
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $285k -4% 2.0k 143.00
 View chart
Spdr Ser Tr S&p 400 Mid Cap Value Etf S&p 400 Mdcp Val (MDYV) 0.1 $282k 4.0k 71.14
 View chart
Wheels Up Experience Inc Cl A Cl A 0.1 $282k 61k 4.65
 View chart
Coca-Cola Company (KO) 0.1 $266k 4.5k 59.20
 View chart
Sanofi Sponsored Adr (SNY) 0.1 $266k +5% 5.3k 50.11
 View chart
Ishares Tr Core U S Aggregate Bd Etf Core Us Aggbd Et (AGG) 0.1 $265k 2.3k 113.98
 View chart
Baxter International (BAX) 0.1 $261k -5% 3.0k 85.97
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $257k NEW 715.00 359.44
 View chart
Snap Inc Cl A Cl A (SNAP) 0.1 $256k NEW 5.5k 46.97
 View chart
Analog Devices (ADI) 0.1 $254k 1.4k 175.78
 View chart
Enterprise Products Partners (EPD) 0.1 $245k 11k 21.97
 View chart
B&G Foods (BGS) 0.1 $240k 7.8k 30.68
 View chart
Bank of America Corporation (BAC) 0.1 $238k -3% 5.4k 44.44
 View chart
Invesco Qqq Tr Unit Ser 1 Ut Ser 1 (QQQ) 0.1 $237k -27% 595.00 398.32
 View chart
Ishares Tr Msci Eafe Index Msci Eafe Etf (EFA) 0.1 $233k 3.0k 78.53
 View chart
Global X Fds Superdividend U S Etf Globx Supdv Us (DIV) 0.1 $231k +7% 11k 20.84
 View chart
American Express Company (AXP) 0.1 $227k NEW 1.4k 163.54
 View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Utser1 S&pdcrp (MDY) 0.1 $226k 436.00 518.35
 View chart
Deere & Company (DE) 0.1 $223k 650.00 343.08
 View chart
Etsy (ETSY) 0.1 $220k 1.0k 218.69
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $220k NEW 1.0k 220.00
 View chart
American Electric Power Company (AEP) 0.1 $219k 2.5k 89.13
 View chart
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF) 0.1 $219k NEW 1.0k 219.00
 View chart
Gilead Sciences (GILD) 0.1 $216k -10% 3.0k 72.48
 View chart
Metropcs Communications (TMUS) 0.1 $212k -4% 1.8k 115.78
 View chart
Vanguard Index Fds Vanguard Large-cap Etf Large Cap Etf (VV) 0.1 $210k NEW 950.00 221.05
 View chart
Uber Technologies (UBER) 0.1 $209k +5% 5.0k 41.94
 View chart
American Tower Reit (AMT) 0.1 $209k NEW 716.00 291.90
 View chart
Entergy Corporation (ETR) 0.1 $207k NEW 1.8k 112.81
 View chart
Jd (JD) 0.1 $206k 2.9k 70.07
 View chart
Marvell Technology (MRVL) 0.1 $206k NEW 2.4k 87.33
 View chart
Osi Etf Tr Oshares U.s. Small-cap Quality Dividend Etf Oshares Us Smlcp 0.1 $204k NEW 5.5k 37.15
 View chart
Goldman Sachs (GS) 0.1 $203k 531.00 382.30
 View chart
Ishares Tr S&p Midcap Value S&p Mc 400vl Etf (IJJ) 0.1 $202k NEW 1.8k 110.62
 View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.1 $200k NEW 2.4k 83.47
 View chart
Duke Rlty Corp Com New 0.1 $200k NEW 3.0k 65.62
 View chart
Deutsche Bank Ag Namen Akt Isin#de0005140008 Namen Akt (DB) 0.0 $152k +19% 12k 12.46
 View chart
Zynga Inc Cl A Cl A 0.0 $70k -22% 11k 6.39
 View chart

Past Filings by Clear Perspective Advisors

SEC 13F filings are viewable for Clear Perspective Advisors going back to 2017

View all past filings