Clear Perspective Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2021, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2021-12-31, active share 67.3%; sector active share 31.9% against the combined 13F book's sector weights.
Over time 8 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
179 tracked positions · as of Dec 31, 2021 · Δ vs Sep 30, 2021Portfolio Trend
Sector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 61.2% | $200,622,707 |
| Technology | 12.3% | $40,215,110 |
| Financial Services | 7.8% | $25,535,012 |
| Communication Services | 4.8% | $15,817,035 |
| Consumer Cyclical | 4.6% | $15,229,697 |
| Healthcare | 3.6% | $11,898,528 |
| Industrials | 2.1% | $6,737,892 |
| Consumer Defensive | 1.7% | $5,542,171 |
| Energy | 1.0% | $3,264,962 |
| Basic Materials | 0.6% | $1,860,028 |
| Utilities | 0.2% | $811,074 |
| Real Estate | 0.1% | $209,430 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +173,246 | 1,011,305 | $56,461,158 | |
| OSBC | Old Second Bancorp Inc | +33,961 | 63,025 | $793,484 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +13,875 | 45,493 | $3,023,919 | |
| TMFC | Motley Fool 100 Index ETF | +13,289 | 319,773 | $14,117,977 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | +13,219 | 15,438 | $2,175,059 | |
| — | +9,053 | 52,494 | $2,345,956 | ||
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +6,505 | 44,135 | $1,610,044 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +4,882 | 296,111 | $23,934,622 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +4,198 | 44,122 | $2,448,771 | |
| AAPL | Apple Inc. | +4,101 | 72,742 | $12,916,796 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +4,000 | 107,906 | $5,925,118 | |
| MSFT | Microsoft Corp | +3,630 | 27,870 | $9,373,238 | |
| GBTC | Grayscale Bitcoin Trust ETF | +2,515 | 11,780 | $364,467 | |
| CWI | Spdr Index Shares Funds | +2,500 | 14,750 | $432,322 | |
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | +2,173 | 36,861 | $1,833,466 | |
| DB | Deutsche Bank Aktiengesellschaft | +1,974 | 12,198 | $152,475 | |
| TXN | Texas Instruments Inc | +1,924 | 3,659 | $689,611 | |
| META | Meta Platforms, Inc. | +1,838 | 7,672 | $2,580,477 | |
| DOCN | DigitalOcean Holdings, Inc. | +1,800 | 4,750 | $381,567 | |
| — | +1,728 | 7,541 | $1,378,947 | ||
| TCHP | T. Rowe Price Blue Chip Growth ETF | +1,705 | 10,475 | $347,319 | |
| CVS | CVS HEALTH Corp | +1,703 | 7,122 | $734,705 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | +1,650 | 13,276 | $557,592 | |
| MCHP | Microchip Technology Inc | +1,600 | 3,500 | $304,710 | |
| BRK-B | Berkshire Hathaway Inc | +1,541 | 31,482 | $9,413,118 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPHB | Invesco Ltd. | −97,675 | 40,603 | $3,208,449 | |
| LMBS | First Trust Low Duration Opportunities ETF | −33,081 | 392,649 | $19,628,523 | |
| CMCSA | Comcast Corp | −10,726 | 11,518 | $579,700 | |
| VB | Vanguard Index Funds | −10,080 | 15,472 | $3,496,826 | |
| T | At&T Inc. | −5,035 | 29,970 | $737,263 | |
| JNJ | Johnson & Johnson | −3,688 | 9,600 | $1,642,272 | |
| PFE | Pfizer Inc | −3,404 | 19,138 | $1,130,098 | |
| — | −3,250 | 10,950 | $70,000 | ||
| ABBV | AbbVie Inc. | −2,519 | 6,339 | $858,300 | |
| BMY | Bristol Myers Squibb Co | −1,846 | 9,680 | $603,548 | |
| CRM | Salesforce, Inc. | −1,041 | 2,439 | $619,823 | |
| STOT | State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF | −1,010 | 39,219 | $1,925,652 | |
| ETHE | Grayscale Ethereum Staking ETF | −875 | 9,211 | $265,184 | |
| VZ | Verizon Communications Inc | −737 | 15,760 | $818,889 | |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | −650 | 11,454 | $1,163,268 | |
| VOO | VANGUARD 500 INDEX FUND | −648 | 32,562 | $14,215,592 | |
| MCD | Mcdonalds Corp | −520 | 4,692 | $1,257,784 | |
| MRK | Merck & Co., Inc. | −483 | 7,427 | $569,205 | |
| XLF | State Street Corp | −473 | 11,297 | $441,147 | |
| UL | Unilever PLC | −450 | 6,504 | $350,200 | |
| LDUR | PIMCO Enhanced Low Duration Active Exchange-Traded Fund | −425 | 10,428 | $1,048,952 | |
| VUG | VANGUARD GROWTH INDEX FUND | −400 | 15,604 | $5,007,320 | |
| GILD | Gilead Sciences, Inc. | −360 | 2,980 | $216,377 | |
| INTU | Intuit Inc. | −297 | 801 | $515,219 | |
| WM | Waste Management Inc | −256 | 1,744 | $291,073 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IWD | iShares Russell 1000 Value ETF | 4,440 | $745,609 | |
| BKR | Baker Hughes Co | 26,899 | $647,189 | |
| SNOW | Snowflake Inc. | 1,778 | $602,297 | |
| PD | PagerDuty, Inc. | 16,025 | $556,868 | |
| NFLX | Netflix Inc | 831 | $500,627 | |
| — | 2,212 | $337,595 | ||
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,876 | $321,996 | |
| SBUX | Starbucks Corp | 2,533 | $296,285 | |
| ISRG | Intuitive Surgical Inc | 715 | $256,899 | |
| SNAP | Snap Inc | 5,450 | $256,313 | |
| AXP | American Express Co | 1,388 | $227,076 | |
| VRTX | Vertex Pharmaceuticals Inc | 1,000 | $219,600 | |
| OEF | iShares S&P 100 ETF | 1,000 | $219,130 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | 950 | $209,969 | |
| AMT | American Tower Corp | 716 | $209,430 | |
| ETR | Entergy Corp | 1,835 | $206,712 | |
| MRVL | Marvell Technology, Inc. | 2,359 | $206,388 | |
| OUSM | ALPS | OShares U.S. Small-Cap Quality Dividend ETF | 5,491 | $204,155 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 1,826 | $202,101 | |
| IVW | iShares S&P 500 Growth ETF | 2,396 | $200,473 | |
| — | 3,048 | $200,000 | ||
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PINS | Pinterest, Inc. | 25,858 | $1,317,465 | |
| FSLY | Fastly, Inc. | 26,713 | $1,080,273 | |
| ROKU | Roku, Inc | 1,538 | $481,932 | |
| WMT | Walmart Inc. | 2,617 | $364,757 | |
| Z | Zillow Group, Inc. | 2,951 | $260,101 | |
| PLTR | Palantir Technologies Inc. | 10,775 | $259,031 | |
| GLXZ | Galaxy Gaming, Inc. | 12,539 | $54,293 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 1,011,305 | $56,461,158 | 17.23% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 296,111 | $23,934,622 | 7.30% | |
| LMBS |
First Trust Low Duration Opportunities ETF
|
Reduced | 392,649 | $19,628,523 | 5.99% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 32,562 | $14,215,592 | 4.34% | |
| TMFC |
Motley Fool 100 Index ETF
|
Added | 319,773 | $14,117,977 | 4.31% | |
| AAPL |
Apple Inc.
Technology
|
Added | 72,742 | $12,916,796 | 3.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 31,482 | $9,413,118 | 2.87% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 27,870 | $9,373,238 | 2.86% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 2,321 | $6,716,000 | 2.05% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 107,906 | $5,925,118 | 1.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,772 | $5,908,450 | 1.80% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 18,327 | $5,390,153 | 1.64% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Reduced | 15,604 | $5,007,320 | 1.53% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 14,029 | $3,971,329 | 1.21% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 32,926 | $3,770,356 | 1.15% | |
| VB |
Vanguard Index Funds
|
Reduced | 15,472 | $3,496,826 | 1.07% | |
| SPHB |
Invesco Ltd.
Financial Services
|
Reduced | 40,603 | $3,208,449 | 0.98% | |
| V |
Visa Inc.
Financial Services
|
Added | 14,725 | $3,191,054 | 0.97% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 8,761 | $3,148,002 | 0.96% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 45,493 | $3,023,919 | 0.92% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 33,851 | $2,868,872 | 0.88% | |
| OIH |
VanEck Oil Services ETF
|
Added | 15,124 | $2,795,520 | 0.85% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Held | 18,352 | $2,699,762 | 0.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,672 | $2,580,477 | 0.79% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 44,122 | $2,448,771 | 0.75% | |
|
|
Added | 52,494 | $2,345,956 | 0.72% | ||
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Added | 15,438 | $2,175,059 | 0.66% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 8,323 | $2,096,813 | 0.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,975 | $2,087,140 | 0.64% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Held | 17,321 | $1,941,857 | 0.59% | |
| STOT |
State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF
|
Reduced | 39,219 | $1,925,652 | 0.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 633 | $1,833,826 | 0.56% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
Added | 36,861 | $1,833,466 | 0.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,479 | $1,652,385 | 0.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,600 | $1,642,272 | 0.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 10,254 | $1,623,720 | 0.50% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 44,135 | $1,610,044 | 0.49% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 8,505 | $1,603,872 | 0.49% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 6,175 | $1,596,114 | 0.49% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 10,211 | $1,581,581 | 0.48% | |
| INTC |
Intel Corp
Technology
|
Added | 28,774 | $1,481,861 | 0.45% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,201 | $1,479,424 | 0.45% | |
|
|
Added | 7,541 | $1,378,947 | 0.42% | ||
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 4,692 | $1,257,784 | 0.38% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,492 | $1,251,332 | 0.38% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 5,211 | $1,172,318 | 0.36% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 7,158 | $1,170,905 | 0.36% | |
| ORCL |
Oracle Corp
Technology
|
Added | 13,409 | $1,169,398 | 0.36% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 6,792 | $1,166,526 | 0.36% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 6,710 | $1,165,594 | 0.36% |
Showing the top 50 of 179 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.