Clear Perspective Advisors, LLC [Rocket]

Holdings

Clear Perspective Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IWD	ETF	4,440	4,440	746,000	746,000	0.23		Hist	12/31/2021
Baker Hughes Co	BHGE	COM	26,899	26,899	647,000	647,000	0.20		Hist	12/31/2021
Snowflake Inc.	SNOW	Common	1,778	1,778	602,000	602,000	0.18		Hist	12/31/2021
PagerDuty, Inc.	PD	COM	16,025	16,025	557,000	557,000	0.17	0.02	Hist	12/31/2021
NETFLIX INC	NFLX	Common	831	831	501,000	501,000	0.15	0.00	Hist	12/31/2021
iSHARES TRUST	IBB	CALL	2,212	2,212	338,000	338,000	0.10		Hist	12/31/2021
SPDR SERIES TRUST	XBI	Common	2,876	2,876	322,000	322,000	0.10		Hist	12/31/2021
STARBUCKS CORP	SBUX	Common	2,533	2,533	296,000	296,000	0.09	0.00	Hist	12/31/2021
INTUITIVE SURGICAL INC	ISRG	Common	715	715	257,000	257,000	0.08	0.00	Hist	12/31/2021
Snap Inc	SNAP	CL A	5,450	5,450	256,000	256,000	0.08		Hist	12/31/2021
AMERICAN EXPRESS CO	AXP	Common	1,388	1,388	227,000	227,000	0.07	0.00	Hist	12/31/2021
VERTEX PHARMACEUTICALS INC / MA	VRTX	Common	1,000	1,000	220,000	220,000	0.07	0.00	Hist	12/31/2021
iSHARES TRUST	OEF	STOCK	1,000	1,000	219,000	219,000	0.07		Hist	12/31/2021
Navvis & Company, LLC	VV	ETF	950	950	210,000	210,000	0.06		Hist	12/31/2021
AMERICAN TOWER CORP /MA/	AMT	COM	716	716	209,000	209,000	0.06	0.00	Hist	12/31/2021
ENTERGY CORP /DE/	ETR	Common	1,835	1,835	207,000	207,000	0.06	0.00	Hist	12/31/2021
Marvell Technology, Inc.	MRVL	COMMON STOCK	2,359	2,359	206,000	206,000	0.06	0.00	Hist	12/31/2021
OSI ETF Trust	OUSM	Common	5,491	5,491	204,000	204,000	0.06		Hist	12/31/2021
iSHARES TRUST	IJJ	Common	1,826	1,826	202,000	202,000	0.06		Hist	12/31/2021
DUKE REALTY CORP	DRE	Common	3,048	3,048	200,000	200,000	0.06	0.00	Hist	12/31/2021
iSHARES TRUST	IVW	S&P500 GRW	2,396	2,396	200,000	200,000	0.06		Hist	12/31/2021