Clear Perspective Advisors, LLC Buys John B Sanfilippo & Son Inc, Vanguard S&P 500 ETF, Vanguard Intermediate-Term Government Bond ETF, Sells Berkshire Hathaway Inc, Vanguard Growth ETF, Vanguard Value ETF

Investment company Clear Perspective Advisors, LLC (Current Portfolio) buys John B Sanfilippo & Son Inc, Vanguard S&P 500 ETF, Vanguard Intermediate-Term Government Bond ETF, Vanguard Tax-Exempt Bond ETF, Alphabet Inc, sells Berkshire Hathaway Inc, Vanguard Growth ETF, Vanguard Value ETF, JPMorgan Chase, Goldman Sachs Group Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Clear Perspective Advisors, LLC. As of 2019Q2, Clear Perspective Advisors, LLC owns 185 stocks with a total value of $154 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/portfolioportfolio

These are the top 5 holdings of Clear Perspective Advisors, LLC
  1. Vanguard S&P 500 ETF (VOO) - 49,669 shares, 8.66% of the total portfolio. Shares added by 21.90%
  2. SPDR Russell 1000 ETF (ELR) - 312,998 shares, 7.01% of the total portfolio. Shares added by 72.19%
  3. Berkshire Hathaway Inc (BRK.B) - 3,922 shares, 5.41% of the total portfolio. Shares reduced by 90.51%
  4. Apple Inc (AAPL) - 22,104 shares, 2.84% of the total portfolio. Shares reduced by 6.15%
  5. Vanguard Short-Term Government Bond ETF (VGSH) - 65,459 shares, 2.58% of the total portfolio. Shares reduced by 15.02%
New Purchase: John B Sanfilippo & Son Inc (JBSS)

Clear Perspective Advisors, LLC initiated holding in John B Sanfilippo & Son Inc. The purchase prices were between $69.85 and $82.28, with an estimated average price of $75.88. The stock is now traded at around $79.25. The impact to a portfolio due to this purchase was 1.75%. The holding were 13 shares as of .

New Purchase: Tencent Holdings Ltd (TCEHY)

Clear Perspective Advisors, LLC initiated holding in Tencent Holdings Ltd. The purchase prices were between $40.86 and $50.4, with an estimated average price of $46.07. The stock is now traded at around $42.77. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,140 shares as of .

New Purchase: iShares National Muni Bond ETF (MUB)

Clear Perspective Advisors, LLC initiated holding in iShares National Muni Bond ETF. The purchase prices were between $110.67 and $113.09, with an estimated average price of $111.96. The stock is now traded at around $114.95. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,189 shares as of .

New Purchase: The Home Depot Inc (HD)

Clear Perspective Advisors, LLC initiated holding in The Home Depot Inc. The purchase prices were between $188.91 and $211.25, with an estimated average price of $199.47. The stock is now traded at around $206.70. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,136 shares as of .

New Purchase: Waste Management Inc (WM)

Clear Perspective Advisors, LLC initiated holding in Waste Management Inc. The purchase prices were between $100.57 and $116.97, with an estimated average price of $108.46. The stock is now traded at around $117.72. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,075 shares as of .

New Purchase: Target Corp (TGT)

Clear Perspective Advisors, LLC initiated holding in Target Corp. The purchase prices were between $70.78 and $88.3, with an estimated average price of $80.85. The stock is now traded at around $82.04. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,479 shares as of .

Added: Vanguard S&P 500 ETF (VOO)

Clear Perspective Advisors, LLC added to a holding in Vanguard S&P 500 ETF by 21.90%. The purchase prices were between $252.12 and $271.73, with an estimated average price of $264.51. The stock is now traded at around $264.58. The impact to a portfolio due to this purchase was 1.56%. The holding were 49,669 shares as of .

Added: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Clear Perspective Advisors, LLC added to a holding in Vanguard Intermediate-Term Government Bond ETF by 75.78%. The purchase prices were between $63.83 and $66.03, with an estimated average price of $64.73. The stock is now traded at around $66.88. The impact to a portfolio due to this purchase was 0.96%. The holding were 51,940 shares as of .

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Clear Perspective Advisors, LLC added to a holding in Vanguard Tax-Exempt Bond ETF by 77.24%. The purchase prices were between $51.93 and $53.07, with an estimated average price of $52.52. The stock is now traded at around $53.96. The impact to a portfolio due to this purchase was 0.52%. The holding were 34,650 shares as of .

Added: Alphabet Inc (GOOG)

Clear Perspective Advisors, LLC added to a holding in Alphabet Inc by 33.69%. The purchase prices were between $1036.23 and $1287.58, with an estimated average price of $1154.77. The stock is now traded at around $1174.71. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,516 shares as of .

Added: Vanguard Total International Stock (VXUS)

Clear Perspective Advisors, LLC added to a holding in Vanguard Total International Stock by 96.03%. The purchase prices were between $50.45 and $53.55, with an estimated average price of $52.24. The stock is now traded at around $49.88. The impact to a portfolio due to this purchase was 0.32%. The holding were 19,189 shares as of .

Added: Vanguard High Dividend Yield Index Fund (VYM)

Clear Perspective Advisors, LLC added to a holding in Vanguard High Dividend Yield Index Fund by 51.80%. The purchase prices were between $82.53 and $88.09, with an estimated average price of $86.47. The stock is now traded at around $85.25. The impact to a portfolio due to this purchase was 0.2%. The holding were 10,550 shares as of .

Sold Out: Goldman Sachs Group Inc (GS)

Clear Perspective Advisors, LLC sold out a holding in Goldman Sachs Group Inc. The sale prices were between $182.49 and $207.9, with an estimated average price of $197.97.

Sold Out: Macy's Inc (M)

Clear Perspective Advisors, LLC sold out a holding in Macy's Inc. The sale prices were between $20.43 and $25.99, with an estimated average price of $22.75.

Sold Out: Norfolk Southern Corp (NSC)

Clear Perspective Advisors, LLC sold out a holding in Norfolk Southern Corp. The sale prices were between $190.77 and $206.7, with an estimated average price of $198.37.

Sold Out: Dow Inc (DOW)

Clear Perspective Advisors, LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.



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