IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clear Perspective Advisors, LLC

Q2 2017 Holdings

Filed 2017-08-14 | 484 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)COM00287Y109$297.0K4,10023.2%
Cisco Systems Inc.(CSCO)COM17275R102$279.0K8,90621.8%
Carmax Inc COM(KMX)COM143130102$160.0K2,54412.5%
Costco Wholesale Corp New COM(COST)COM22160K105$139.0K87010.9%
Conocophillips COM(COP)COM20825C104$123.0K2,7909.6%
Advanced Micro Devices Inc COM(AMD)COM007903107$46.0K3,7003.6%
AXT Inc COM(AXTI)COM00246W103$45.0K7,1003.5%
Biogen Idec Inc COM(BIIB)COM09062X103$45.0K1653.5%
Corning Inc COM(GLW)COM219350105$15.0K5001.2%
Alibaba Group Hldg LTD Sponsored ADS Isin#us01609w1027(BABA)SPONSORED ADS01609W102$7.0K500.5%
Berkshire Hathaway Inc del CL B New(BRK/B)CL B NEW084670702$7.0K41,0770.5%
Vanguard Index FDS S&P 500 ETF SHS New(VOO)S&P 500 ETF SHS922908363$6.1K27,6810.5%
Deutsche X-Trackers Msci Eafe Hedged Equity ETF(DBEF)XTRAK MSCI EAFE233051200$6.0K2000.5%
Vanguard Index FDS Vanguard Small-Cap ETF(VB)SMALL CP ETF922908751$4.1K30,5280.3%
Vanguard BD Index FD Inc Total BD Market ETF(BND)TOTAL BND MRKT921937835$3.9K47,1560.3%
Vanguard Index FDS Vanguard Mid-Cap ETF(VO)MID CAP ETF922908629$2.3K16,2460.2%
Apple Inc COM(AAPL)COM037833100$2.3K15,9900.2%
Vanguard Index FDS Vanguard Value ETF(VTV)VALUE ETF922908744$2.2K22,8300.2%
Vanguard Index FDS Vanguard Growth ETF(VUG)GROWTH ETF922908736$2.1K16,2120.2%
Wells Fargo & Co New COM(WFC)COM949746101$2.0K36,4940.2%
Mastercard Inc CL A COM(MA)CL A57636Q104$2.0K16,0780.2%
Alphabet Inc Cap STK CL C(GOOG)CL C02079K107$1.9K2,1120.1%
Visa Inc COM CL A(V)CL A92826C839$1.9K19,9480.1%
Johnson & Johnson COM(JNJ)COM478160104$1.6K12,3640.1%
Amerisource Bergen Corp COM(COR)COM03073E105$1.5K15,9330.1%
Spdr SER TR Nuveen Bloomberg Barclays MUN BD ETF(TFI)NUVEEN BRC MUNIC78468R721$1.5K30,7500.1%
Priceline GRP Inc COM NewCOM NEW741503403$1.5K7860.1%
Vanguard Intl Equity Index FDS Ftse Emerging Mkts ETF(VWO)FTSE EMR MKT ETF922042858$1.4K35,4930.1%
Facebook Inc CL A(META)CL A30303M102$1.4K9,3940.1%
Altria Group Inc COM(MO)COM02209S103$1.4K18,7270.1%
Vanguard Worlds FDS Vanguard Energy ETF(VDE)ENERGY ETF92204A306$1.4K15,6800.1%
General Electric Co COMCOM369604103$1.3K49,6610.1%
Unilever PLC Spon ADR New Isin#us9047677045SPON ADR NEW904767704$1.3K24,1500.1%
Time Warner Inc New COM NewCOM NEW887317303$1.3K12,7020.1%
United Technologies Corp COM(UTXZ)COM913017109$1.3K10,3950.1%
Pepsico Inc COM(PEP)COM713448108$1.2K10,5200.1%
Union PAC Corp COM(UNP)COM907818108$1.2K11,0970.1%
Lowes COS Inc COM(LOW)COM548661107$1.2K15,2120.1%
Express Scripts Hldg Co COMCOM30219G108$1.2K18,4030.1%
Amgen Inc COM(AMGN)COM031162100$1.2K6,7850.1%
Oracle Corp COM(ORCL)COM68389X105$1.1K22,3700.1%
Microsoft Corp COM(MSFT)COM594918104$1.1K16,0100.1%
Paypal Hldgs Inc COM(PYPL)COM70450Y103$1.1K20,2460.1%
Intel Corp COM(INTC)COM458140100$1.0K30,2490.1%
Alphabet Inc CL A(GOOGL)CL A02079K305$1.0K1,0790.1%
Procter & Gamble Co COM(PG)COM742718109$96611,0850.1%
Ishares TR Select Divid ETF FD(DVY)SELECT DIVID ETF464287168$95910,4050.1%
Philip Morris Intl Inc COM(PM)COM718172109$9337,9440.1%
Novartis AG Sponsored ADR(NVSN)SPON ADR66987V109$91610,9760.1%
Cerner Corp COM(CERNCHF)COM156782104$88713,3390.1%
Page 1 of 10Next