Clear Perspective Advisors, LLC Buys Vanguard Intermediate-Term Treasury ETF, Amazon.com Inc, Apple Inc, Sells Vanguard Health Care, Vanguard Energy, eBay Inc

Investment company Clear Perspective Advisors, LLC buys Vanguard Intermediate-Term Treasury ETF, Amazon.com Inc, Apple Inc, Vanguard Total Bond Market ETF, JPMorgan Chase, Vanguard Tax-Exempt Bond, Microsoft Corp, SPDR Portfolio Small Cap, UnitedHealth Group Inc, Boeing Co, Johnson & Johnson, Costco Wholesale Corp, American Express Co, Adobe Inc, The Walt Disney Co, Salesforce.com Inc, Comcast Corp, Norfolk Southern Corp, Anadarko Petroleum Corp, NextEra Energy Inc, Charles Schwab Corp, Netflix Inc, NVIDIA Corp, Gilead Sciences Inc, CVS Health Corp, Nike Inc, Avon Products Inc, Baidu Inc, sells Vanguard Health Care, Vanguard Energy, eBay Inc, Vanguard Small-Cap, Amgen Inc, Unilever PLC, Lowe's Inc, SPDR Portfolio Total Stock Market, The Cooper Inc, Vanguard Short-Term Bond, Vanguard FTSE Developed Markets, Diageo PLC, Invesco India, The Kraft Heinz Co, Kimberly-Clark Corp, 3M Co, AbbVie Inc, Vanguard Mid-Cap, General Dynamics Corp, SPDR Series Trust Portfolio S&P 500 Growth, SPDR Gold Trust, American Electric Power Co Inc, IQVIA Holdings Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Clear Perspective Advisors, LLC. As of 2019Q1, Clear Perspective Advisors, LLC owns 136 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of Clear Perspective Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/clear+perspective+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Clear Perspective Advisors, LLC
  1. Vanguard S&P 500 (VOO) - 40,745 shares, 7.56% of the total portfolio. Shares reduced by 4.12%
  2. Berkshire Hathaway Inc (BRK.B) - 41,335 shares, 6.26% of the total portfolio. Shares reduced by 0.39%
  3. SPDR Russell 1000 ETF (ELR) - 181,770 shares, 4.32% of the total portfolio. Shares added by 358.30%
  4. Apple Inc (AAPL) - 23,552 shares, 3.34% of the total portfolio. Shares added by 23.61%
  5. Vanguard Short-Term Treasury ETF (VGSH) - 77,026 shares, 3.33% of the total portfolio. Shares added by 17.02%
New Purchase: SPDR Portfolio Small Cap (SPSM)

Clear Perspective Advisors, LLC initiated holding in SPDR Portfolio Small Cap. The purchase prices were between $26.03 and $31.28, with an estimated average price of $29.65. The stock is now traded at around $30.90. The impact to a portfolio due to this purchase was 0.37%. The holding were 17,265 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Clear Perspective Advisors, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $236.02 and $271.13, with an estimated average price of $255.35. The stock is now traded at around $240.56. The impact to a portfolio due to this purchase was 0.32%. The holding were 2,005 shares as of .

New Purchase: Boeing Co (BA)

Clear Perspective Advisors, LLC initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $359.75. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,014 shares as of .

New Purchase: Costco Wholesale Corp (COST)

Clear Perspective Advisors, LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $200.42 and $242.14, with an estimated average price of $218.37. The stock is now traded at around $243.02. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,379 shares as of .

New Purchase: American Express Co (AXP)

Clear Perspective Advisors, LLC initiated holding in American Express Co. The purchase prices were between $93.43 and $113.55, with an estimated average price of $104.9. The stock is now traded at around $117.49. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,896 shares as of .

New Purchase: Adobe Inc (ADBE)

Clear Perspective Advisors, LLC initiated holding in Adobe Inc. The purchase prices were between $215.7 and $267.69, with an estimated average price of $251.74. The stock is now traded at around $276.76. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,013 shares as of .

Added: Vanguard Intermediate-Term Treasury ETF (VGIT)

Clear Perspective Advisors, LLC added to a holding in Vanguard Intermediate-Term Treasury ETF by 222.94%. The purchase prices were between $63.16 and $64.6, with an estimated average price of $63.6. The stock is now traded at around $64.19. The impact to a portfolio due to this purchase was 0.94%. The holding were 29,549 shares as of .

Added: Amazon.com Inc (AMZN)

Clear Perspective Advisors, LLC added to a holding in Amazon.com Inc by 86.54%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1917.77. The impact to a portfolio due to this purchase was 0.82%. The holding were 1,330 shares as of .

Added: Apple Inc (AAPL)

Clear Perspective Advisors, LLC added to a holding in Apple Inc by 23.61%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $202.90. The impact to a portfolio due to this purchase was 0.64%. The holding were 23,552 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

Clear Perspective Advisors, LLC added to a holding in Vanguard Total Bond Market ETF by 36.28%. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $80.90. The impact to a portfolio due to this purchase was 0.62%. The holding were 40,001 shares as of .

Added: JPMorgan Chase & Co (JPM)

Clear Perspective Advisors, LLC added to a holding in JPMorgan Chase & Co by 81.16%. The purchase prices were between $97.11 and $107.19, with an estimated average price of $103. The stock is now traded at around $112.61. The impact to a portfolio due to this purchase was 0.58%. The holding were 16,384 shares as of .

Added: Vanguard Tax-Exempt Bond (VTEB)

Clear Perspective Advisors, LLC added to a holding in Vanguard Tax-Exempt Bond by 228.57%. The purchase prices were between $50.99 and $52.21, with an estimated average price of $51.4. The stock is now traded at around $52.38. The impact to a portfolio due to this purchase was 0.51%. The holding were 19,550 shares as of .

Sold Out: Vanguard Health Care (VHT)

Clear Perspective Advisors, LLC sold out a holding in Vanguard Health Care. The sale prices were between $154.88 and $175.58, with an estimated average price of $169.4.

Sold Out: eBay Inc (EBAY)

Clear Perspective Advisors, LLC sold out a holding in eBay Inc. The sale prices were between $28.07 and $37.58, with an estimated average price of $34.56.

Sold Out: SPDR Portfolio Total Stock Market (SPTM)

Clear Perspective Advisors, LLC sold out a holding in SPDR Portfolio Total Stock Market. The sale prices were between $30.18 and $35.45, with an estimated average price of $33.8.

Sold Out: The Cooper Companies Inc (COO)

Clear Perspective Advisors, LLC sold out a holding in The Cooper Companies Inc. The sale prices were between $246.18 and $297.25, with an estimated average price of $278.59.

Sold Out: Vanguard Short-Term Bond (BSV)

Clear Perspective Advisors, LLC sold out a holding in Vanguard Short-Term Bond. The sale prices were between $77.85 and $79.34, with an estimated average price of $78.46.

Sold Out: Diageo PLC (DEO)

Clear Perspective Advisors, LLC sold out a holding in Diageo PLC. The sale prices were between $138.1 and $165.23, with an estimated average price of $152.33.



Here is the complete portfolio of Clear Perspective Advisors, LLC. Also check out:

1. Clear Perspective Advisors, LLC's Undervalued Stocks
2. Clear Perspective Advisors, LLC's Top Growth Companies, and
3. Clear Perspective Advisors, LLC's High Yield stocks
4. Stocks that Clear Perspective Advisors, LLC keeps buying