IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clear Perspective Advisors, LLC

Q3 2017 Holdings

Filed 2017-11-13 | 493 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
AbbVie Inc.(ABBV)COM00287Y109$364.0K4,10027.0%
Cisco Systems Inc(CSCO)COM17275R102$306.0K9,10622.7%
Costco Wholesale Corp New COM(COST)COM22160K105$143.0K87010.6%
Conocophillips COM(COP)COM20825C104$140.0K2,79010.4%
Carmax Inc COM(KMX)COM143130102$136.0K1,79410.1%
Biogen Idec Inc COM(BIIB)COM09062X103$52.0K1653.9%
Consolidated Edison Inc COM(ED)COM209115104$49.0K6133.6%
Brighthouse Finl Inc COM(BHF)COM10922N103$24.0K3931.8%
Corning Inc COM(GLW)COM219350105$15.0K5001.1%
Berkshire Hathaway Inc del CL B New(BRK/B)CL B NEW084670702$7.5K40,9400.6%
Vanguard Index FDS S&P 500 ETF SHS New(VOO)S&P 500 ETF SHS922908363$6.5K28,0840.5%
Vanguard Index FDS Vanguard Small-Cap ETF(VB)REIT ETF922908751$4.5K31,8380.3%
Vanguard BD Index FD Inc Total BD Market ETF(BND)TOTAL BND MRKT921937835$3.8K46,8760.3%
Apple Inc.(AAPL)COM037833100$2.6K16,8170.2%
Vanguard Index FDS Vanguard Mid-Cap ETF(VO)MID CAP ETF922908629$2.5K16,7510.2%
Mastercard Inc CL A COM(MA)CL A57636Q104$2.2K15,3540.2%
Vanguard Index FDS Vanguard Value ETF(VTV)TOTAL STK MKT922908744$2.2K21,6300.2%
Wells Fargo & Co New COM(WFC)COM949746101$2.2K39,1160.2%
Vanguard Index FDS Vanguard Growth ETF(VUG)GROWTH ETF922908736$2.1K16,1350.2%
Alphabet Inc Cap STK CL C(GOOG)CL C02079K107$2.0K2,1300.2%
Visa Inc COM CL A(V)CL A92826C839$2.0K18,8000.1%
Vanguard Intl Equity Index FDS Ftse Emerging Mkts ETF(VWO)FTSE SMCAP ETF922042858$1.6K36,9950.1%
Johnson & Johnson COM(JNJ)COM478160104$1.6K12,0260.1%
Facebook Inc CL A(META)CL A30303M102$1.5K9,0540.1%
Spdr SER TR Nuveen Bloomberg Barclays MUN BD ETF(TFI)NUVEEN BRC MUNIC78468R721$1.5K30,2500.1%
United Technologies Corp COM(UTXZ)COM913017109$1.4K11,9310.1%
Priceline GRP Inc COM NewCOM NEW741503403$1.4K7390.1%
Unilever PLC Spon ADR New Isin#us9047677045SPON ADR NEW904767704$1.3K22,5100.1%
Amgen Inc COM(AMGN)COM031162100$1.3K6,8760.1%
Altria Group Inc COM(MO)COM02209S103$1.2K18,2490.1%
General Electric Co COMCOM369604103$1.2K47,8300.1%
Lowes COS Inc COM(LOW)COM548661107$1.1K14,1120.1%
Pepsico Inc COM(PEP)COM713448108$1.1K9,9570.1%
Ishares TR Select Divid ETF FD(DVY)SELECT DIVID ETF464287168$1.1K11,5780.1%
Oracle Corp COM(ORCL)COM68389X105$1.1K22,3570.1%
Microsoft Corp COM(MSFT)COM594918104$1.1K14,4010.1%
Express Scripts Hldg Co COMCOM30219G108$1.1K16,8380.1%
Intel Corp COM(INTC)COM458140100$1.0K26,5990.1%
Procter & Gamble Co COM(PG)COM742718109$99910,9850.1%
Vanguard Worlds FDS Vanguard Energy ETF(VDE)ENERGY ETF92204A306$98010,4670.1%
Alphabet Inc CL A(GOOGL)CL A02079K305$9781,0040.1%
Novartis AG Sponsored ADR(NVSN)SPON ADR66987V109$92610,7910.1%
Amerisource Bergen Corp COM(COR)COM03073E105$92211,1450.1%
Chevron Corp New COM(CVX)COM166764100$8887,5560.1%
Union PAC Corp COM(UNP)COM907818108$8837,6170.1%
Philip Morris Intl Inc COM(PM)COM718172109$8647,7810.1%
Verizon Communications Inc COM(VZ)COM92343V104$86017,3860.1%
Cerner Corp COM(CERNCHF)COM156782104$84911,9090.1%
Old Second Bancorp Inc del COM(OSBC)COM680277100$795$59,1050.1%
Spdr S&P 500 ETF TR TR Unit(SPY)TR UNIT78462F103$7593,0210.1%
Page 1 of 10Next