HoldingsChannel.com
Clear Perspective Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) 49,448 -51,411 $14,627
     VOO49,448-51,411$14,627
SPDR SER TR SPDR PORT LARGE CAP ETF (SPLG) 386,714 -263,919 $14,626
     SPLG386,714-263,919$14,626
BERKSHIRE HATHAWAY INC DEL CL B NEW      $8,410
     BRK.B37,129-1,706$8,410
APPLE INC COM 20,864 -511 $6,127
     AAPL20,864-511$6,127
ISHARES TR CORE S&P MID CAP ETF (IJH) 19,909 +679 $4,098
     IJH19,909+679$4,098
MICROSOFT CORP COM 25,041 -590 $3,949
     MSFT25,041-590$3,949
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF (SCHD) 63,885 +18,696 $3,700
     SCHD63,885+18,696$3,700
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD (VGSH) 59,753 -79,501 $3,635
     VGSH59,753-79,501$3,635
VANGUARD SCOTTSDALE FDS VANGUARD INTER TERM TREAS INDEX FD (VGIT) 49,061 -63,434 $3,233
     VGIT49,061-63,434$3,233
ALPHABET INC CAP STK CL C 2,365 +36 $3,162
     GOOG2,365+36$3,162
MASTERCARD INC CL A COM 10,381 -181 $3,100
     MA10,381-181$3,100
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF (BND) 34,706 -59,661 $2,910
     BND34,706-59,661$2,910
ISHARES TR CORE S&P SMALL CAP ETF (IJR) 34,266 +1,340 $2,873
     IJR34,266+1,340$2,873
VISA INC COM CL A 14,966 -15,218 $2,812
     V14,966-15,218$2,812
VANGUARD INDEX FDS VANGUARD GROWTH ETF (VUG) 15,360 -14,920 $2,798
     VUG15,360-14,920$2,798
VANGUARD INDEX FDS VANGUARD VALUE ETF (VTV) 22,051 -21,781 $2,643
     VTV22,051-21,781$2,643
AMAZON COM INC 1,316 -8 $2,432
     AMZN1,316-8$2,432
VANGUARD MUN BD FDS TAX EXEMPT BD INDEX FD ETF (VTEB) 39,850 -29,450 $2,134
     VTEB39,850-29,450$2,134
VANGUARD INDEX FDS VANGUARD SMALL CAP ETF (VB) 12,841 -14,790 $2,127
     VB12,841-14,790$2,127
JOHNSON & JOHNSON COM 13,707 -642 $1,999
     JNJ13,707-642$1,999
JP MORGAN CHASE & CO COM 12,653 +245 $1,764
     JPM12,653+245$1,764
FACEBOOK INC CL A 8,333 +23 $1,710
     FB8,333+23$1,710
INTEL CORP COM 26,168 -1,025 $1,566
     INTC26,168-1,025$1,566
SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETF (TFI) 29,250 -29,250 $1,479
     TFI29,250-29,250$1,479
UNION PAC CORP COM 8,110 -8,343 $1,466
     UNP8,110-8,343$1,466
AMGEN INC COM 6,000 +86 $1,446
     AMGN6,000+86$1,446
WELLS FARGO & CO NEW COM 26,502 -31,335 $1,426
     WFC26,502-31,275$1,426
DISNEY WALT CO DISNEY COM 9,332 +459 $1,350
     DIS9,332+459$1,350
UNITED TECHNOLOGIES CORP COM 8,520 -11,969 $1,276
     UTX8,520-11,969$1,276
VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS (VXUS) 22,671 -18,141 $1,263
     VXUS22,671-18,141$1,263
BOOKING HLDGS INC COM 593 -16 $1,218
     BKNG593-16$1,218
SPDR S&P 500 ETF TR TR UNIT (SPY) 3,677 -3,228 $1,183
     SPY3,677-3,228$1,183
AT&T INC COM 30,033 +600 $1,174
     T30,033+600$1,174
SPDR SER TR SPDR PORT SMALL CAP ETF (SPSM) 35,487 -21,493 $1,158
     SPSM35,487-21,493$1,158
SSGA ACTIVE TR SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF TACTICAL ETF (STOT) 22,989 -11,720 $1,137
     STOT22,989-11,720$1,137
CHEVRON CORP NEW COM 9,399 +110 $1,133
     CVX9,399+110$1,133
ALPHABET INC CL A 782 UNCH $1,047
     GOOGL782UNCH$1,047
NVIDIA CORP COM 4,443 +20 $1,045
     NVDA4,443+20$1,045
PROCTER & GAMBLE CO COM 8,287 -1,347 $1,035
     PG8,287-1,347$1,035
ENBRIDGE INC COM 25,904 -407 $1,030
     ENB25,904-407$1,030
VERIZON COMMUNICATIONS INC COM 16,345 -23,352 $1,004
     VZ16,345-23,352$1,004
PEPSICO INC COM 7,305 -320 $998
     PEP7,305-320$998
SHERWIN WILLIAMS CO COM 1,700 -100 $992
     SHW1,700-100$992
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS (VYM) 10,475 -10,625 $982
     VYM10,475-10,625$982
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF (VIG) 7,584 -7,704 $945
     VIG7,584-7,704$945
COMCAST CORP CL A 20,890 +212 $939
     CMCSA20,890+212$939
PAYPAL HLDGS INC COM 8,029 +398 $868
     PYPL8,029+398$868
LOWES COS INC COM 7,134 -260 $854
     LOW7,134-260$854
ORACLE CORP COM 15,626 +233 $828
     ORCL15,626+233$828
NOVARTIS AG SPONSORED ADR 8,502 -200 $805
     NVS8,502-200$805

See Full List: All Stocks Held By Clear Perspective Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Clear Perspective Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $161,582
At 09/30/2019: $220,576

Clear Perspective Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clear Perspective Advisors LLC 13F filings. Link to 13F filings: SEC filings

Clear Perspective Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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