- New Purchases: SPSM, UNH, BA, COST, AXP, ADBE, CRM, NSC, NEE, SCHW, APC, AVP,
- Added Positions: VGIT, AMZN, AAPL, BND, JPM, VTEB, VGSH, MSFT, JNJ, CMCSA, DIS, NFLX, SCHD, NVDA, FB, GILD, CSCO, CVS, CVX, T, NKE, PYPL, MO, BIDU, IVV, VXUS, BAC, SLV, ENB, UNP, BMY, TOT, SPDW, GS, IJK, PFE, XOM, XLV,
- Reduced Positions: VDE, MA, VB, AMGN, VOO, UL, GOOG, LOW, V, VTV, VEA, VUG, KMB, MMM, ABBV, IJH, VO, GD, SPYG, BKNG, VWO, GLD, OSBC, ORCL, GOOGL, IJR, BK, PEP, WFC, IQV, VZ, VTI, AEP, KRE, XLF, FDC, TWTR, IWF, IWD, NVS, BLK, ORLY, RHT, SNY, F,
- Sold Out: VHT, EBAY, SPTM, COO, BSV, DEO, PIN, KHC,
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- Vanguard S&P 500 (VOO) - 40,745 shares, 7.56% of the total portfolio. Shares reduced by 4.12%
- Berkshire Hathaway Inc (BRK.B) - 41,335 shares, 6.26% of the total portfolio. Shares reduced by 0.39%
- SPDR Russell 1000 ETF (ELR) - 181,770 shares, 4.32% of the total portfolio. Shares added by 358.30%
- Apple Inc (AAPL) - 23,552 shares, 3.34% of the total portfolio. Shares added by 23.61%
- Vanguard Short-Term Treasury ETF (VGSH) - 77,026 shares, 3.33% of the total portfolio. Shares added by 17.02%
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.
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