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Clear Perspective Advisors, LLC

Q1 2019 Holdings

Filed 2019-05-08 | 137 holdings | $523.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Avon Prods Inc COM(AVPUSD)COM054303102$5921,6500.0%
Ford Motor Co del COM PAR(F)COM345370860$17618,8440.0%
Anadarko Pete Corp COM(APC3EUR)COM032511107$2043,2000.0%
RED HAT Inc COMCOM756577102$2061,1300.0%
Nextera Energy Inc COM(NEE)COM65339F101$2131,1240.0%
Schwab Charles Corp New COM(SCHW)COM808513105$2164,7290.0%
Macys Inc COM(M)COM55616P104$2229,0000.0%
Select Sector Spdr TR Financial(XLF)SBI INT-FINL81369Y605$2228,6270.0%
Iqvia Hldgs Inc COM(IQV)COM46266C105$2231,6370.0%
Norfolk Southn Corp COM(NSC)COM655844108$2291,1890.0%
Merck & Co Inc New COM(MRK)COM58933Y105$2352,9990.0%
American Electric Power Co(AEP)COM025537101$2362,8380.0%
iShares S & P Midcap Growth(IJK)S&P MC 400GR ETF464287606$2461,1220.0%
Salesforce.com Inc COM Stock(CRM)COM79466L302$2501,5740.0%
Ishares TR Core U S Aggregate BD ETF(AGG)CORE US AGGBD ET464287226$2522,3100.0%
Conocophillips COM(COP)COM20825C104$2654,0300.1%
Mondelez Intl Inc CL A(MDLZ)CL A609207105$2655,2910.1%
Select Sector Spdr TR Utils(XLU)SBI INT-UTILS81369Y886$2664,5650.1%
Select Sector Spdr TR Health Care(XLV)SBI HEALTHCARE81369Y209$2682,9190.1%
Paychex Inc COM(PAYX)COM704326107$2713,3440.1%
Ishares TR Russell 1000 Value ETF(IWD)RUS 1000 VAL ETF464287598$2722,2050.1%
Baidu COM Inc Spons ADR Repstg ORD SHS CL A(BIDUN)SPON ADR REP A056752108$2741,6100.1%
Adobe SYS Inc COM(ADBE)COM00724F101$2751,0130.1%
Kimberly Clark Corp COM(KMB)COM494368103$2762,2400.1%
Goldman Sachs Group Inc COM(GS)COM38141G104$2761,3650.1%
Ishares TR Core S&P 500 ETF(IVV)CORE S&P500 ETF464287200$2809840.1%
Ishares Silver TR Ishares(SLV)ISHARES46428Q109$28019,7800.1%
Sanofi Spons ADR Isin#us80105n1054(SNY)SPONS ADR80105N105$2806,6890.1%
Spdr Index SHS FDS Spdr Port Developed World Ex-US ETF(SPDW)PORTFOLIO DEVLPD78463X889$2839,6970.1%
Microchip Technology Inc COM(MCHP)COM595017104$2842,9000.1%
Total S A Sponsored ADR(TTEN)SPONSORED ADR89151E109$2845,1000.1%
Terex Corp New.01 PV(TEX)COM NEW880779103$2878,5350.1%
Vaneck Vectors ETF TR Gold Miners ETF(GDX)GOLD MINERS ETF92189F106$31414,0000.1%
Ishares TR Msci UTD Kingdom ETF New(EWU)MSCI UK ETF NEW46435G334$322$9,7500.1%
American Express Company(AXP)OM025816109$3242,8960.1%
Bristol Myers Squibb Co COM(BMY)COM110122108$3267,0750.1%
Baxter Intl Inc COM(BAX)COM071813109$3284,2150.1%
Twitter Inc COM(TWTRUSD)COM90184L102$3359,7250.1%
Costco Wholesale Corp New COM(COST)COM22160K105$3381,3790.1%
General Mills Inc COM(GIS)COM370334104$3386,5610.1%
Dowdupont Inc COMCOM26078J100$3528,3770.1%
Lockheed Martin Corp COM(LMT)SHS B539830109$3551,1440.1%
First Data Corp New COM CL A(FDC)COM CL A32008D106$36314,4670.1%
Boeing Co COM(BA)COM097023105$3871,0140.1%
Invesco Exchange- Traded FD TR II Natl Amt-Free MUN BD ETF(PZA)NATL AMT MUNI46138E537$39815,5000.1%
Vanguard Index FDS Vanguard Total STK MKT ETF(VTI)SM CP VAL ETF922908769$4042,7950.1%
Ishares TR U S Healthcare ETF(IYH)US HLTHCARE ETF464287762$4072,1000.1%
Citigroup Inc COM New Isin#us1729674242(C)COM NEW172967424$4326,2290.1%
3M Co COM(MMM)COM88579Y101$4402,0290.1%
O Reilly Automotive Inc New COM(ORLY)COM67103H107$4411,0820.1%
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