Clear Perspectives Financial Planning

Latest statistics and disclosures from Clear Perspectives Financial Planning's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Clear Perspectives Financial Planning 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 Perspectives Financial Planning

Companies in the Clear Perspectives Financial Planning portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Strm Infproidx Etf Strm Infproidx Etf (VTIP) 13.2 $33M +11% 637k 51.40
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP) 8.8 $22M +7% 133k 162.75
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP) 7.3 $18M +89% 287k 62.89
Pimco Etf Trust 1-5 Us Tip Idx Etf 1-5 Us Tip Idx Etf (STPZ) 6.9 $17M +10% 309k 55.18
Procter & Gamble Company (PG) 5.9 $15M +3% 90k 163.58
Spdr Bloomberg 1 10 Year Tips Etf Bloomberg 1 10 Year Tips Etf (TIPX) 5.4 $13M +21% 630k 21.12
Vanguard Growth Etf Growth Etf (VUG) 4.8 $12M -3% 37k 320.90
Vanguard Value Etf Value Etf (VTV) 4.6 $11M 77k 147.11
Vanguard Div App Etf Div App Etf (VIG) 4.2 $10M -5% 61k 171.74
Ishares Trust 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) 3.9 $9.5M +5% 90k 105.88
Vanguard Large Cap Etf Large Cap Etf (VV) 2.7 $6.8M +3% 31k 221.01
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK) 2.1 $5.2M +15% 20k 260.78
Vanguard Ftse Europe Etf Ftse Europe Etf (VGK) 1.9 $4.8M -15% 70k 68.24
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 1.8 $4.6M +3% 11k 436.56
Nuveen Esg Nuveen Esg Lrg Cap Val Etf Nuveen Esg Lrg Cap Val Etf (NULV) 1.8 $4.6M +1423% 117k 38.87
Ishares Trust Global 100 Etf Global 100 Etf (IOO) 1.8 $4.4M -4% 57k 78.02
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB) 1.5 $3.8M 14k 264.43
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 1.3 $3.3M +2% 7.0k 474.91
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF) 1.3 $3.3M -6% 18k 182.84
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ) 1.3 $3.2M 8.0k 397.89
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV) 1.3 $3.1M 6.6k 477.04
First Trust Exchange-traded Fu Fst Tr Glb Fd Etf Fst Tr Glb Fd Etf (FTGC) 1.2 $2.9M 128k 23.06
Ishares Trust Msci Usa Esg Slc Etf Msci Usa Esg Slc Etf (SUSA) 1.2 $2.9M +5% 27k 106.26
Ishares Trust Tips Bd Etf Tips Bd Etf (TIP) 1.1 $2.6M +10% 20k 129.22
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI) 1.0 $2.6M +2% 11k 241.48
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.7 $1.8M -7% 5.7k 305.60
Schwab Strategic Tr Sht Tm Us Tres Etf Sht Tm Us Tres Etf (SCHO) 0.6 $1.5M -12% 30k 50.86
Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH) 0.6 $1.5M -77% 19k 81.29
Ishares Trust Msci Kld400 Soc Etf Msci Kld400 Soc Etf (DSI) 0.6 $1.4M +14% 15k 92.93
Vanguard Mcap Gr Idxvip Etf Mcap Gr Idxvip Etf (VOT) 0.5 $1.3M -4% 5.3k 254.64
Schwab Strategic Tr Us Lcap Gr Etf Us Lcap Gr Etf (SCHG) 0.5 $1.3M -7% 7.8k 163.75
Ishares Trust S&p 100 Etf S&p 100 Etf (OEF) 0.5 $1.3M 5.8k 219.06
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT) 0.5 $1.3M -13% 12k 107.47
Ishares Trust Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.5 $1.1M +3% 6.8k 167.92
Vanguard High Div Yld Etf High Div Yld Etf (VYM) 0.4 $963k +40% 8.6k 112.13
Vanguard Short Term Treas Etf Short Term Treas Etf (VGSH) 0.3 $729k -29% 12k 60.87
Ishares Trust Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.3 $640k -8% 5.8k 110.36
Ishares Trust 0-5yr Invt Gr Cp Etf 0-5yr Invt Gr Cp Etf (SLQD) 0.3 $621k -9% 12k 51.09
Vanguard Mcap Vl Idxvip Etf Mcap Vl Idxvip Etf (VOE) 0.2 $554k +2% 3.7k 150.30
First Trust Portfolios Shs Etf Shs Etf (QTEC) 0.2 $530k 3.0k 175.21
Vanguard Esg Intl Stk Etf Esg Intl Stk Etf (VSGX) 0.2 $501k -27% 8.1k 62.04
Vanguard Small Cp Etf Small Cp Etf (VB) 0.2 $438k -2% 1.9k 226.24
Ishares Trust S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.2 $407k -18% 4.9k 83.64
Ishares Trust Russell 3000 Etf Russell 3000 Etf (IWV) 0.2 $389k 1.4k 277.26
Ishares Trust 3 7 Yr Treas Bd Etf 3 7 Yr Treas Bd Etf (IEI) 0.1 $362k -62% 2.8k 128.55
Ishares Trust Aggres Alloc Etf Aggres Alloc Etf (AOA) 0.1 $362k -4% 5.0k 72.81
Centene Corporation (CNC) 0.1 $339k 4.1k 82.32
Repligen Corporation (RGEN) 0.1 $314k 1.2k 264.76
Spdr Series Trust Portfli Intrmdit Etf Portfli Intrmdit Etf (SPTI) 0.1 $309k -9% 9.6k 32.04
Invesco Exchange Traded Fund T S&p500 Low Vol Etf S&p500 Low Vol Etf (SPLV) 0.1 $284k 4.1k 68.55
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.1 $274k -22% 1.1k 254.65
Vanguard Health Car Etf Health Car Etf (VHT) 0.1 $273k -4% 1.0k 266.60
Invesco Exchange Traded Fund T Optimum Yield Etf Optimum Yield Etf (PDBC) 0.1 $236k +59% 17k 14.09
Ishares Trust Esg Aware Msci Eafe Etf Esg Aware Msci Eafe Etf (ESGD) 0.1 $220k 2.8k 79.31
Raytheon Technologies Corp (RTX) 0.1 $214k 2.5k 86.19
Microsoft Corporation (MSFT) 0.1 $207k 614.00 337.13
Vanguard Ftse Dev Mkt Etf Ftse Dev Mkt Etf (VEA) 0.1 $197k -21% 3.9k 51.10
Ishares Trust Msci Acwi Etf Msci Acwi Etf (ACWI) 0.1 $190k 1.8k 105.56
Schwab Strategic Tr 1 5yr Corp Bd Etf 1 5yr Corp Bd Etf (SCHJ) 0.1 $189k -62% 3.7k 50.51
Vanguard Sml Cp Grw Etf Sml Cp Grw Etf (VBK) 0.1 $172k -31% 609.00 282.43
Vanguard Industrial Etf Industrial Etf (VIS) 0.1 $162k 800.00 202.50
Vaneck Etf Trust Short Muni Etf Short Muni Etf (SMB) 0.1 $162k -14% 9.0k 17.92
Johnson & Johnson (JNJ) 0.1 $154k 901.00 170.92
Amazon (AMZN) 0.1 $150k 45.00 3333.33
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) 0.1 $149k 1.7k 85.39
Ishares Trust Modert Alloc Etf Modert Alloc Etf (AOM) 0.1 $148k -13% 3.3k 45.52
Apple (AAPL) 0.1 $137k +278% 772.00 177.46
Alphabet Inc Com Cl A Com Cl A (GOOGL) 0.1 $136k +56% 47.00 2893.62
Select Sector Spdr Trust Sbi Int-inds Etf Sbi Int-inds Etf (XLI) 0.1 $134k 1.3k 105.93
Carrier Global Corporation (CARR) 0.1 $132k 2.4k 54.05
Visa Inc Com Cl A Com Cl A (V) 0.1 $132k +96% 610.00 216.39
Pepsi (PEP) 0.1 $128k +4% 738.00 173.44
Global X Fds Us Infr Dev Etf Us Infr Dev Etf (PAVE) 0.0 $118k 4.1k 28.84
Spdr Portfolio Sh Tsr Etf Portfolio Sh Tsr Etf (SPTS) 0.0 $116k -28% 3.8k 30.40
Ishares Trust Msci Usa Quality Factor Etf Msci Usa Quality Factor Etf (QUAL) 0.0 $115k 791.00 145.39
Chevron Corporation (CVX) 0.0 $111k 942.00 117.83
Vanguard Intl Dvd Etf Intl Dvd Etf (VIGI) 0.0 $108k 1.3k 85.04
Otis Worldwide Corp (OTIS) 0.0 $107k 1.2k 86.92
Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p 500 Etf (SPLG) 0.0 $98k 1.8k 55.90
Vanguard Utilities Etf Utilities Etf (VPU) 0.0 $94k 600.00 156.67
Hagerty Inc Com Cl A Com Cl A (HGTY) 0.0 $85k NEW 6.0k 14.17
Cisco Systems (CSCO) 0.0 $85k 1.3k 63.20
Ishares Trust S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK) 0.0 $84k 985.00 85.28
Vaneck Etf Trust Biotech Etf Biotech Etf (BBH) 0.0 $76k -20% 400.00 190.00
Cincinnati Financial Corporation (CINF) 0.0 $75k 655.00 114.50
Alphabet Inc Com Cl C Com Cl C (GOOG) 0.0 $72k 25.00 2880.00
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.0 $70k +152% 613.00 114.19
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV) 0.0 $68k 628.00 108.28
Global X Fds Internet Of Thng Etf Internet Of Thng Etf (SNSR) 0.0 $65k NEW 1.7k 39.39
Liberty Broadband Cl C (LBRDK) 0.0 $62k 385.00 161.04
Merck & Co (MRK) 0.0 $62k 810.00 76.54
Intel Corporation (INTC) 0.0 $60k +51% 1.2k 51.28
Tencent Holdings Limited Adr Unsponsored Adr Unsponsored (TCEHY) 0.0 $59k 1.0k 58.71
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.0 $59k +10% 331.00 178.25
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.0 $59k +19% 1.2k 49.75
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG) 0.0 $58k +19% 798.00 72.68
Yum! Brands (YUM) 0.0 $55k +4% 394.00 139.59
Ishares Trust Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 0.0 $54k +535% 623.00 86.68
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.0 $54k 150.00 360.00
Ishares Trust S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.0 $53k 336.00 157.74
Ishares Trust Core S&p Us Vlu Etf Core S&p Us Vlu Etf (IUSV) 0.0 $51k 663.00 76.92
Fifth Third Ban (FITB) 0.0 $49k 1.1k 43.95
Exchange Traded Concepts Trust Robo Glb Etf Robo Glb Etf (ROBO) 0.0 $49k NEW 700.00 70.00
Kroger (KR) 0.0 $49k 1.1k 45.12
Starbucks Corporation (SBUX) 0.0 $48k 414.00 115.94
Select Sector Spdr Trust Sbi Healthcare Etf Sbi Healthcare Etf (XLV) 0.0 $46k 325.00 141.54
Ishares Trust Ishares Biotechnology Etf Ishares Biotechnology Etf (IBB) 0.0 $46k 300.00 153.33
Ishares Trust Core S&p Us Gwt Etf Core S&p Us Gwt Etf (IUSG) 0.0 $45k 389.00 115.68
Pimco Etf Trust Active Bd Etf Active Bd Etf (BOND) 0.0 $44k 400.00 110.00
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM) 0.0 $43k -12% 744.00 57.80
Select Sector Spdr Trust Rl Est Sel Sec Etf Rl Est Sel Sec Etf (XLRE) 0.0 $42k 805.00 52.17
Tesla Motors (TSLA) 0.0 $41k -11% 39.00 1051.28
Booking Holdings (BKNG) 0.0 $41k 17.00 2411.76
Liberty Media Corp Delaware Com C Siriusxm (LSXMK) 0.0 $40k 792.00 50.51
Ishares Inc Esg Aware Msci Em Etf Esg Aware Msci Em Etf (ESGE) 0.0 $40k -69% 997.00 40.12
Ishares Trust Msci Gbl Sustainable Deve Msci Gbl Sustainable Deve (SDG) 0.0 $39k 435.00 89.66
Vanguard Financials Etf Financials Etf (VFH) 0.0 $39k 400.00 97.50
Ishares Trust Shrt Nat Mun Etf Shrt Nat Mun Etf (SUB) 0.0 $38k 350.00 108.57
Spdr Portfolio S&p 600 Sm Cap Etf Portfolio S&p 600 Sm Cap Etf (SPSM) 0.0 $37k 820.00 45.12
McDonald's Corporation (MCD) 0.0 $37k +12% 138.00 268.12
Koninklijke Ahold Delhaize Nv (AHODF) 0.0 $37k 1.1k 33.76
Norfolk Southern (NSC) 0.0 $35k 118.00 296.61
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.0 $32k +83% 277.00 115.52
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 0.0 $32k -20% 402.00 79.60
Schwab Strategic Tr Us Sml Cap Etf Us Sml Cap Etf (SCHA) 0.0 $32k -61% 314.00 101.91
Schwab Strategic Tr Emrg Mkteq Etf Emrg Mkteq Etf (SCHE) 0.0 $31k NEW 1.1k 29.52
Vanguard Esg Us Stk Etf Esg Us Stk Etf (ESGV) 0.0 $31k 350.00 88.57
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 0.0 $29k -2% 377.00 76.92
Liberty Media Corp Delaware Com A Siriusxm (LSXMA) 0.0 $28k 546.00 51.28
J.M. Smucker Company (SJM) 0.0 $28k 205.00 136.59
JPMorgan Chase & Co. (JPM) 0.0 $28k 175.00 160.00
Costco Wholesale Corporation (COST) 0.0 $28k 50.00 560.00
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd Etf (SPDW) 0.0 $26k +180% 714.00 36.41
Humana (HUM) 0.0 $26k 57.00 456.14
Monster Beverage Corp (MNST) 0.0 $26k 270.00 96.30
At&t (T) 0.0 $25k 1.0k 25.00
Pimco Etf Trust Enhancd Short Etf Enhancd Short Etf (EMNT) 0.0 $25k 250.00 100.00
Vanguard Short Trm Bond Etf Short Trm Bond Etf (BSV) 0.0 $24k +204% 298.00 80.54
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND) 0.0 $23k NEW 272.00 84.56
Eli Lilly & Co. (LLY) 0.0 $22k 80.00 275.00
Liberty Broadband Corporation (LBRDA) 0.0 $22k 136.00 161.76
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et Etf (AGG) 0.0 $21k +241% 181.00 116.02
Spdr Gold Trust Gold Shs Etf Gold Shs Etf (GLD) 0.0 $21k NEW 125.00 168.00
Monarch Cem (MCEM) 0.0 $21k 200.00 105.00
Amgen (AMGN) 0.0 $20k 90.00 222.22
Yum China Holdings (YUMC) 0.0 $20k +4% 392.00 51.02
Pfizer (PFE) 0.0 $19k 315.00 60.32
Schwab Strategic Tr Intrm Trm Tres Etf Intrm Trm Tres Etf (SCHR) 0.0 $19k -55% 345.00 55.07
Dominion Resources (D) 0.0 $19k 245.00 77.55
Vanguard Tax Exempt Bd Etf Tax Exempt Bd Etf (VTEB) 0.0 $18k -83% 322.00 55.90
Netflix (NFLX) 0.0 $17k 28.00 607.14
Home Depot (HD) 0.0 $17k 40.00 425.00
AmerisourceBergen (ABC) 0.0 $17k NEW 125.00 136.00
Spdr Series Trust Portfolio Intrmd Etf Portfolio Intrmd Etf (SPIB) 0.0 $16k +32% 434.00 36.87
3M Company (MMM) 0.0 $16k 90.00 177.78
Bristol Myers Squibb (BMY) 0.0 $16k NEW 250.00 64.00
Invesco Exchange Traded Fund T Solar Etf Solar Etf (TAN) 0.0 $15k 195.00 76.92
International Business Machines (IBM) 0.0 $15k 112.00 133.93
Expedia (EXPE) 0.0 $14k 77.00 181.82
Liberty Media Corp Series C Li (FWONK) 0.0 $13k 198.00 65.66
U.S. Lime & Minerals (USLM) 0.0 $13k 100.00 130.00
Insulet Corporation (PODD) 0.0 $13k 50.00 260.00
Genuine Parts Company (GPC) 0.0 $13k 95.00 136.84
Walt Disney Company (DIS) 0.0 $12k +5% 80.00 150.00
Illinois Tool Works (ITW) 0.0 $12k 50.00 240.00
Vanguard Inter Term Treas Etf Inter Term Treas Etf (VGIT) 0.0 $12k -36% 175.00 68.57
Discovery Communications (DISCA) 0.0 $12k 509.00 23.58
Unilever Adr Sponsored (UL) 0.0 $11k 210.00 52.38
Travelers Companies (TRV) 0.0 $11k 70.00 157.14
Concentrix Corp (CNXC) 0.0 $11k 62.00 177.42
Spdr Series Trust Prtflo S&p500 Vl Etf Prtflo S&p500 Vl Etf (SPYV) 0.0 $11k NEW 252.00 43.65
Ishares Trust Us Treas Bd Etf Us Treas Bd Etf (GOVT) 0.0 $11k 414.00 26.57
Cemex S.a.b. De C.v Adr Sponsored (CX) 0.0 $10k 1.5k 6.67
Select Sector Spdr Trust Sbi Cons Stpls Etf Sbi Cons Stpls Etf (XLP) 0.0 $10k -20% 132.00 75.76
Invesco Exchange Traded Fund T Msci Gbl Timbr Etf Msci Gbl Timbr Etf (CUT) 0.0 $10k 281.00 35.59
Spdr Series Trust Dj Reit Etf Dj Reit Etf (RWR) 0.0 $10k 78.00 128.21
Brightspire Capital Inc Com Usd0.01 Cl A Com Usd0.01 Cl A (BRSP) 0.0 $10k 969.00 10.32
Wolverine World Wide (WWW) 0.0 $9.0k 326.00 27.61
Palantir Tech Inc Com Cl A Com Cl A (PLTR) 0.0 $9.0k 500.00 18.00
Adams Express Company (ADX) 0.0 $9.0k 456.00 19.74
Invesco Exchange Traded Fund T Pfd Etf Pfd Etf (PGX) 0.0 $8.0k NEW 532.00 15.04
Vanguard Vng Rus2000idx Etf Vng Rus2000idx Etf (VTWO) 0.0 $8.0k 88.00 90.91
Vanguard Allwrld Ex Us Etf Allwrld Ex Us Etf (VEU) 0.0 $8.0k 125.00 64.00
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 0.0 $8.0k 100.00 80.00
Spdr Series Trust S&p Biotech Etf S&p Biotech Etf (XBI) 0.0 $8.0k NEW 70.00 114.29
Liberty Media Corp Del Com Ser (FWONA) 0.0 $8.0k 136.00 58.82
Vanguard Vng Rus1000grw Etf Vng Rus1000grw Etf (VONG) 0.0 $7.0k 88.00 79.55
Gilead Sciences (GILD) 0.0 $7.0k NEW 100.00 70.00
SYNNEX Corporation (SNX) 0.0 $7.0k 62.00 112.90
Spdr Index Shares Funds Dj Intl Rl Etf Dj Intl Rl Etf (RWX) 0.0 $6.0k 157.00 38.22
Exxon Mobil Corporation (XOM) 0.0 $6.0k 105.00 57.14
Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM) 0.0 $6.0k NEW 133.00 45.11
Canopy Gro (CGC) 0.0 $6.0k 719.00 8.34
Wells Fargo & Company (WFC) 0.0 $5.0k 109.00 45.87
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS) 0.0 $5.0k 75.00 66.67
Realty Income (O) 0.0 $5.0k 69.00 72.46
Southern Company (SO) 0.0 $4.0k 61.00 65.57
Foot Locker (FL) 0.0 $4.0k 100.00 40.00
Select Sector Spdr Trust Sbi Cons Discr Etf Sbi Cons Discr Etf (XLY) 0.0 $4.0k 20.00 200.00
Piedmont Office Realty Trust I Com Usd0.01 Cl A Com Usd0.01 Cl A (PDM) 0.0 $4.0k 200.00 20.00
Welltower Inc Com Usd1 Com Usd1 (WELL) 0.0 $4.0k 50.00 80.00
Honeywell International (HON) 0.0 $4.0k 19.00 210.53
Pimco Dynamic Income SHS (PDI) 0.0 $3.0k 101.00 29.70
Barrick Gold Corp (GOLD) 0.0 $3.0k 164.00 18.29
CenterPoint Energy (CNP) 0.0 $3.0k 121.00 24.79
Ishares Trust Core Msci Eafe Etf Core Msci Eafe Etf (IEFA) 0.0 $3.0k 46.00 65.22
Consolidated Edison (ED) 0.0 $3.0k 40.00 75.00
Cigna Corp (CI) 0.0 $3.0k 15.00 200.00
Duke Energy (DUK) 0.0 $3.0k 26.00 115.38
FirstEnergy (FE) 0.0 $3.0k 71.00 42.25
Carnival Corp Units Units (CCL) 0.0 $2.0k 104.00 19.23
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY) 0.0 $2.0k 19.00 105.26
Organon & Co (OGN) 0.0 $2.0k +8% 80.00 25.00
Etf Managers Trust Etfmg Altr Hrvst Etfmg Altr Hrvst (MJ) 0.0 $1.0k 52.00 19.23
Viatris (VTRS) 0.0 $1.0k 38.00 26.32
Nike Inc Com Cl B Com Cl B (NKE) 0.0 $1.0k NEW 5.00 200.00
Ciena Corporation (CIEN) 0.0 $1.0k 16.00 62.50
Citius Pharmaceuticals (CTXR) 0.0 $1.0k NEW 400.00 2.50
Citigroup (C) 0.0 $999.999500 17.00 58.82
Phillips 66 (PSX) 0.0 $999.999500 17.00 58.82
3D Systems Corporation (DDD) 0.0 $999.999000 NEW 65.00 15.38
Easterly Government Prop Inc Com Usd0.01 Com Usd0.01 (DEA) 0.0 $999.997800 +2% 51.00 19.61
Wabtec Corporation (WAB) 0.0 $0 1.00 0.00
Mountain Province Diamonds (MPVDF) 0.0 $0 195.00 0.00
Meta Platforms Inc Com Cl A Com Cl A (FB) 0.0 $0 1.00 0.00
Medical Marijuana Inc cs (MJNA) 0.0 $0 1.0k 0.00
Hemp (HEMP) 0.0 $0 1.0k 0.00
Brighthouse Finl (BHF) 0.0 $0 1.00 0.00
Garrett Motion (GTX) 0.0 $0 1.00 0.00
Resideo Technologies (REZI) 0.0 $0 3.00 0.00
Helius Medical Tech Inc Com Cl A Com Cl A (HSDT) 0.0 $0 1.00 0.00
Riley Exploration Permian In (REPX) 0.0 $0 4.00 0.00
General Electric (GE) 0.0 $0 1.00 0.00
Kyndryl Holdings Ord Wi (KD) 0.0 $0 NEW 22.00 0.00
Orion Office Reit Inc Com Usd0.01 Com Usd0.01 (ONL) 0.0 $0 NEW 6.00 0.00

Past Filings by Clear Perspectives Financial Planning

SEC 13F filings are viewable for Clear Perspectives Financial Planning going back to 2020