News + Filings Holdings
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Clear Perspective Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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INVESCO EXCH TRADED FD TR II
| SPHB | Common | 40,603 | -97,675 | 3,208,000 | -6,900,000 | 0.97 | |
Hist
| 12/31/2021 |
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VANGUARD INDEX FUNDS
| VB | ETF | 15,472 | -10,080 | 3,497,000 | -2,090,000 | 1.06 | |
Hist
| 12/31/2021 |
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LMBS
| LMBS | Common Stock | 392,649 | -33,081 | 19,629,000 | -1,904,000 | 5.96 | |
Hist
| 12/31/2021 |
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COMCAST CORP
| CMCSA | Common | 11,518 | -10,726 | 580,000 | -664,000 | 0.18 | |
Hist
| 12/31/2021 |
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JOHNSON & JOHNSON
| JNJ | Common | 9,600 | -3,688 | 1,642,000 | -504,000 | 0.50 | 0.00 |
Hist
| 12/31/2021 |
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Salesforce, Inc.
| CRM | Common | 2,439 | -1,041 | 620,000 | -324,000 | 0.19 | 0.00 |
Hist
| 12/31/2021 |
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Block, Inc.
| SQ | Common | 2,434 | -148 | 393,000 | -226,000 | 0.12 | |
Hist
| 12/31/2021 |
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AT&T CORP
| T | Common | 29,970 | -5,035 | 737,000 | -208,000 | 0.22 | |
Hist
| 12/31/2021 |
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Walt Disney Co
| DIS | Common | 10,211 | -239 | 1,582,000 | -186,000 | 0.48 | 0.00 |
Hist
| 12/31/2021 |
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AbbVie Inc.
| ABBV | COM | 6,339 | -2,519 | 858,000 | -98,000 | 0.26 | 0.00 |
Hist
| 12/31/2021 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 9,680 | -1,846 | 604,000 | -78,000 | 0.18 | 0.00 |
Hist
| 12/31/2021 |
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INTUIT INC.
| INTU | Common | 801 | -297 | 515,000 | -77,000 | 0.16 | 0.00 |
Hist
| 12/31/2021 |
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JPMORGAN CHASE & CO
| JPM | Common | 10,254 | -132 | 1,624,000 | -76,000 | 0.49 | 0.00 |
Hist
| 12/31/2021 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 15,760 | -737 | 819,000 | -72,000 | 0.25 | 0.00 |
Hist
| 12/31/2021 |
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PIMCO ETF Trust
| MINT | Common | 11,454 | -650 | 1,163,000 | -71,000 | 0.35 | |
Hist
| 12/31/2021 |
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SSGA Active Trust
| STOT | Common | 39,219 | -1,010 | 1,926,000 | -68,000 | 0.58 | |
Hist
| 12/31/2021 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | UNIT SER 1 | 595 | -225 | 237,000 | -57,000 | 0.07 | |
Hist
| 12/31/2021 |
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PIMCO ETF Trust
| LDUR | Common | 10,428 | -425 | 1,049,000 | -56,000 | 0.32 | |
Hist
| 12/31/2021 |
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ZYNGA INC
| ZNGA | Common | 10,950 | -3,250 | 70,000 | -37,000 | 0.02 | |
Hist
| 12/31/2021 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 33,851 | -135 | 2,869,000 | -35,000 | 0.87 | |
Hist
| 12/31/2021 |
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T-Mobile US, Inc.
| TMUS | COM | 1,831 | -88 | 212,000 | -33,000 | 0.06 | 0.00 |
Hist
| 12/31/2021 |
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UNILEVER PLC
| UL | SPON ADR NEW | 6,504 | -450 | 350,000 | -27,000 | 0.11 | |
Hist
| 12/31/2021 |
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Merck & Co., Inc.
| MRK | COM | 7,427 | -483 | 569,000 | -25,000 | 0.17 | 0.00 |
Hist
| 12/31/2021 |
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GILEAD SCIENCES, INC.
| GILD | Common | 2,980 | -360 | 216,000 | -17,000 | 0.07 | 0.00 |
Hist
| 12/31/2021 |
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WASTE MANAGEMENT INC
| WM | Common | 1,744 | -256 | 291,000 | -8,000 | 0.09 | 0.00 |
Hist
| 12/31/2021 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 12,573 | -228 | 642,000 | -4,000 | 0.19 | |
Hist
| 12/31/2021 |
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SSGA FUNDS MANAGEMENT INC
| XLF | Common | 11,297 | -473 | 441,000 | -1,000 | 0.13 | |
Hist
| 12/31/2021 |
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MCDONALDS CORP
| MCD | Common | 4,692 | -520 | 1,258,000 | 1,000 | 0.38 | 0.00 |
Hist
| 12/31/2021 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 5,355 | -218 | 238,000 | 1,000 | 0.07 | 0.00 |
Hist
| 12/31/2021 |
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BAXTER INTERNATIONAL INC
| BAX | Common | 3,036 | -176 | 261,000 | 3,000 | 0.08 | 0.00 |
Hist
| 12/31/2021 |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 7,022 | -130 | 337,000 | 5,000 | 0.10 | 0.00 |
Hist
| 12/31/2021 |
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KIMBERLY CLARK CORP
| KMB | Common | 1,993 | -100 | 285,000 | 8,000 | 0.09 | 0.00 |
Hist
| 12/31/2021 |
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ANALOG DEVICES INC
| ADI | Common | 1,445 | -10 | 254,000 | 10,000 | 0.08 | 0.00 |
Hist
| 12/31/2021 |
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Grayscale Ethereum Trust (ETH)
| ETHE | Common | 9,211 | -875 | 298,000 | 11,000 | 0.09 | 0.00 |
Hist
| 12/31/2021 |
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ISHARES GOLD TRUST
| IAU | Common | 14,693 | -250 | 511,000 | 12,000 | 0.16 | |
Hist
| 12/31/2021 |
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