Clear Perspective Advisors, LLC current holdings: USA Stocks
Clear Perspective Advisors, LLC reported $0.12 billion in share positions in stocks (listed in the US), 105 positions, in its Form 13F for the quarter ended 2021-12-31; the largest are AAPL, BRKB, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 72,742; Value $12,917,000.
- BRKB: Country of operation —; Class CL B NEW; Shares 31,482; Value $9,413,000.
- MSFT: Country of operation United States; Class COM; Shares 27,870; Value $9,373,000.
- GOOG: Country of operation United States; Class CL C; Shares 2,321; Value $6,716,000.
Form 13F-HR as filed (SEC CIK 1704677): quarter ended 2021-12-31, filed 2022-02-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2021-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE COMPUTER | United States | COM | 72,742 | $12,917,000 | 10.35% | 2021-12-31 | 2022-02-17 | |
| BRKB BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 31,482 | $9,413,000 | 7.55% | 2021-12-31 | 2022-02-17 | ||
| MSFT MICROSOFT CORP | United States | COM | 27,870 | $9,373,000 | 7.51% | 2021-12-31 | 2022-02-17 | +51.33% |
| GOOG ALPHABET INC-CL C | United States | CL C | 2,321 | $6,716,000 | 5.38% | 2021-12-31 | 2022-02-17 | +133.15% |
| AMZN AMAZON COM INC | United States | COM | 1,772 | $5,908,000 | 4.74% | 2021-12-31 | 2022-02-17 | +47.95% |
| NVDA NVIDIA CORP COM | United States | COM | 18,327 | $5,390,000 | 4.32% | 2021-12-31 | 2022-02-17 | +672.56% |
| V VISA INC | United States | CL A | 14,725 | $3,191,000 | 2.56% | 2021-12-31 | 2022-02-17 | +68.83% |
| MA MASTERCARD INC - CLASS A | United States | COM | 8,761 | $3,148,000 | 2.52% | 2021-12-31 | 2022-02-17 | +56.85% |
| META META PLATFORMS INC CL A | United States | CL A | 7,672 | $2,580,000 | 2.07% | 2021-12-31 | 2022-02-17 | +119.65% |
| UNP UNION PACIFIC CORP | United States | COM | 8,323 | $2,097,000 | 1.68% | 2021-12-31 | 2022-02-17 | +8.82% |
| TSLA TESLA INC COM | United States | COM | 1,975 | $2,087,000 | 1.67% | 2021-12-31 | 2022-02-17 | +0.16% |
| GOOGL ALPHABET INC-CL A | United States | CL A | 633 | $1,834,000 | 1.47% | 2021-12-31 | 2022-02-17 | +135.36% |
| JNJ JOHNSON & JOHNSON | United States | COM | 9,600 | $1,642,000 | 1.32% | 2021-12-31 | 2022-02-17 | +56.41% |
| JPM JP MORGAN CHASE & CO | United States | COM | 10,254 | $1,624,000 | 1.30% | 2021-12-31 | 2022-02-17 | +111.54% |
| PYPL PAYPAL HOLDINGS INC | United States | COM | 8,505 | $1,604,000 | 1.29% | 2021-12-31 | 2022-02-17 | -71.42% |
| LOW LOWES COMPANIES INC | United States | COM | 6,175 | $1,596,000 | 1.28% | 2021-12-31 | 2022-02-17 | -27.55% |
| DIS DISNEY WALT CO DISNEY COM | United States | COM DISNEY | 10,211 | $1,582,000 | 1.27% | 2021-12-31 | 2022-02-17 | -31.95% |
| INTC INTEL CORP | United States | COM | 28,774 | $1,482,000 | 1.19% | 2021-12-31 | 2022-02-17 | +125.11% |
| SHW SHERWIN WILLIAMS CO COM | United States | COM | 4,201 | $1,479,000 | 1.19% | 2021-12-31 | 2022-02-17 | -6.17% |
| MCD MCDONALD'S CORP | United States | COM | 4,692 | $1,258,000 | 1.01% | 2021-12-31 | 2022-02-17 | -12.72% |
| UNH UNITEDHEALTH GROUP INC COM | United States | COM | 2,492 | $1,251,000 | 1.00% | 2021-12-31 | 2022-02-17 | -25.33% |
| AMGN AMGEN INC COM | United States | COM | 5,211 | $1,172,000 | 0.94% | 2021-12-31 | 2022-02-17 | +88.31% |
| PG PROCTER & GAMBLE CO | United States | COM | 7,158 | $1,171,000 | 0.94% | 2021-12-31 | 2022-02-17 | -9.33% |
| ORCL ORACLE CORP | United States | COM | 13,409 | $1,169,000 | 0.94% | 2021-12-31 | 2022-02-17 | +58.00% |
| PEP PEPSICO INC | United States | COM | 6,710 | $1,166,000 | 0.93% | 2021-12-31 | 2022-02-17 | -25.92% |
| LLY LILLY ELI & CO | United States | COM | 4,211 | $1,163,000 | 0.93% | 2021-12-31 | 2022-02-17 | +328.87% |
| ADBE ADOBE SYS INC COM | United States | COM | 2,049 | $1,162,000 | 0.93% | 2021-12-31 | 2022-02-17 | -58.88% |
| UPS UNITED PARCEL SERVICE - CLASS B | United States | CL B | 5,417 | $1,161,000 | 0.93% | 2021-12-31 | 2022-02-17 | -56.18% |
| PFE PFIZER INC COM | United States | COM | 19,138 | $1,130,000 | 0.91% | 2021-12-31 | 2022-02-17 | -51.36% |
| CSCO CISCO SYSTEMS INC | United States | COM | 15,643 | $991,000 | 0.79% | 2021-12-31 | 2022-02-17 | +68.75% |
| ENB ENBRIDGE INC | COM | 24,284 | $950,000 | 0.76% | 2021-12-31 | 2022-02-17 | +19.37% | |
| F FORD MOTOR CO DEL COM PAR | United States | COM | 45,408 | $943,000 | 0.76% | 2021-12-31 | 2022-02-17 | -40.78% |
| CVX CHEVRON CORP | United States | COM | 7,966 | $935,000 | 0.75% | 2021-12-31 | 2022-02-17 | +74.16% |
| HD HOME DEPOT INC COM | United States | COM | 2,220 | $921,000 | 0.74% | 2021-12-31 | 2022-02-17 | -30.59% |
| COST COSTCO WHOLESALE CORP | United States | COM | 1,596 | $906,000 | 0.73% | 2021-12-31 | 2022-02-17 | +62.87% |
| ABBV ABBVIE INC | United States | COM | 6,339 | $858,000 | 0.69% | 2021-12-31 | 2022-02-17 | +94.45% |
| VZ VERIZON COMMUNICATIONS | United States | COM | 15,760 | $819,000 | 0.66% | 2021-12-31 | 2022-02-17 | -11.51% |
| AVGO BROADCOM INC COM | United States | COM | 1,192 | $793,000 | 0.64% | 2021-12-31 | 2022-02-17 | +433.66% |
| OSBC OLD SECOND BANCORP INC DEL COM | United States | COM | 63,025 | $793,000 | 0.64% | 2021-12-31 | 2022-02-17 | +95.79% |
| ACN ACCENTURE PLC | SHS CLASS A | 1,896 | $786,000 | 0.63% | 2021-12-31 | 2022-02-17 | -57.27% | |
| T AT&T INC | United States | COM | 29,970 | $737,000 | 0.59% | 2021-12-31 | 2022-02-17 | +31.75% |
| ZS ZSCALER INC COM | United States | COM | 2,290 | $736,000 | 0.59% | 2021-12-31 | 2022-02-17 | -38.27% |
| CVS CVS HEALTH CORP COM | United States | COM | 7,122 | $735,000 | 0.59% | 2021-12-31 | 2022-02-17 | -15.57% |
| MMM 3 M CO | United States | COM | 4,034 | $717,000 | 0.57% | 2021-12-31 | 2022-02-17 | +13.45% |
| TXN TEXAS INSTRUMENTS INC | United States | COM | 3,659 | $690,000 | 0.55% | 2021-12-31 | 2022-02-17 | +49.46% |
| BKR BAKER HUGHES CO CL A | United States | CL A | 26,899 | $647,000 | 0.52% | 2021-12-31 | 2022-02-17 | +132.42% |
| ORLY O REILLY AUTOMOTIVE INC NEW COM | United States | COM | 912 | $644,000 | 0.52% | 2021-12-31 | 2022-02-17 | +82.82% |
| CAT CATERPILLAR INC COM | United States | COM | 3,013 | $623,000 | 0.50% | 2021-12-31 | 2022-02-17 | +299.85% |
| CRM SALESFORCE.COM INC COM STOCK | United States | COM | 2,439 | $620,000 | 0.50% | 2021-12-31 | 2022-02-17 | -11.34% |
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 9,680 | $604,000 | 0.48% | 2021-12-31 | 2022-02-17 | +0.82% |
| SNOW SNOWFLAKE INC CL A | United States | CL A | 1,778 | $602,000 | 0.48% | 2021-12-31 | 2022-02-17 | -2.49% |
| GD GENERAL DYNAMICS CORP | United States | COM | 2,850 | $594,000 | 0.48% | 2021-12-31 | 2022-02-17 | +59.42% |
| CMCSA COMCAST CORP CL A | United States | CL A | 11,518 | $580,000 | 0.46% | 2021-12-31 | 2022-02-17 | -54.21% |
| MRK MERCK & CO INC NEW COM | United States | COM | 7,427 | $569,000 | 0.46% | 2021-12-31 | 2022-02-17 | +94.78% |
| FISV FISERV INC COM | United States | COM | 5,469 | $568,000 | 0.46% | 2021-12-31 | 2022-02-17 | — split 2025-10-29, ratio not on file |
| PD PAGERDUTY INC COM | United States | COM | 16,025 | $557,000 | 0.45% | 2021-12-31 | 2022-02-17 | -56.98% |
| ABT ABBOTT LABORATORIES | United States | COM | 3,800 | $535,000 | 0.43% | 2021-12-31 | 2022-02-17 | -28.27% |
| IQV IQVIA HLDGS INC COM | United States | COM | 1,848 | $521,000 | 0.42% | 2021-12-31 | 2022-02-17 | -4.66% |
| SCHW SCHWAB CHARLES CORP NEW COM | United States | COM | 6,179 | $520,000 | 0.42% | 2021-12-31 | 2022-02-17 | +17.84% |
| INTU INTUIT INCORPORATED COM | United States | COM | 801 | $515,000 | 0.41% | 2021-12-31 | 2022-02-17 | -58.33% |
| IAU ISHARES GOLD TR ISHARES NEW | United States | ISHARES | 14,693 | $511,000 | 0.41% | 2021-12-31 | 2022-02-17 | +125.57% |
| NFLX NETFLIX INC COM | United States | COM | 831 | $501,000 | 0.40% | 2021-12-31 | 2022-02-17 | +16.70% |
| XOMXXXX EXXON MOBIL CORP | COM | 7,993 | $489,000 | 0.39% | 2021-12-31 | 2022-02-17 | ||
| GLD SPDR GOLD TR GOLD SHS | United States | GOLD SHS | 2,829 | $484,000 | 0.39% | 2021-12-31 | 2022-02-17 | +123.96% |
| NKE NIKE INC CL B | United States | CL B | 2,780 | $463,000 | 0.37% | 2021-12-31 | 2022-02-17 | -78.50% |
| TGT TARGET CORP COM | United States | COM | 1,987 | $460,000 | 0.37% | 2021-12-31 | 2022-02-17 | -32.41% |
| BNY BANK OF NEW YORK MELLON CORP COM | United States | COM | 7,484 | $435,000 | 0.35% | 2021-12-31 | 2022-02-17 | +153.06% |
| RTX RAYTHEON TECHNOLOGIES CORP | United States | COM | 4,966 | $427,000 | 0.34% | 2021-12-31 | 2022-02-17 | +117.22% |
| MO ALTRIA GROUP INC | United States | COM | 8,336 | $395,000 | 0.32% | 2021-12-31 | 2022-02-17 | +45.01% |
| XYZ BLOCK INC CL A | United States | CL A | 2,434 | $393,000 | 0.32% | 2021-12-31 | 2022-02-17 | -54.15% |
| MELI MERCADOLIBRE INC COM | COM | 290 | $391,000 | 0.31% | 2021-12-31 | 2022-02-17 | +27.92% | |
| NEE NEXTERA ENERGY INC COM | United States | COM | 4,132 | $386,000 | 0.31% | 2021-12-31 | 2022-02-17 | -18.71% |
| DOCN DIGITALOCEAN HLDGS INC COM | United States | COM | 4,750 | $382,000 | 0.31% | 2021-12-31 | 2022-02-17 | +68.07% |
| CLF CLEVELAND-CLIFFS INC NEW COM | United States | COM | 17,483 | $381,000 | 0.31% | 2021-12-31 | 2022-02-17 | -49.43% |
| PAYX PAYCHEX INC | United States | COM | 2,640 | $360,000 | 0.29% | 2021-12-31 | 2022-02-17 | -27.25% |
| WFC WELLS FARGO & CO NEW COM | United States | COM | 7,022 | $337,000 | 0.27% | 2021-12-31 | 2022-02-17 | +67.74% |
| LMT LOCKHEED MARTIN CORP COM | United States | COM | 910 | $323,000 | 0.26% | 2021-12-31 | 2022-02-17 | +44.12% |
| QCOM QUALCOMM INC | United States | COM | 1,764 | $323,000 | 0.26% | 2021-12-31 | 2022-02-17 | +0.67% |
| MCHP MICROCHIP TECHNOLOGY INC COM | United States | COM | 3,500 | $305,000 | 0.24% | 2021-12-31 | 2022-02-17 | -9.51% |
| PM PHILIP MORRIS INTL INC | United States | COM | 3,192 | $303,000 | 0.24% | 2021-12-31 | 2022-02-17 | +104.11% |
| SBUX STARBUCKS CORP COM | United States | COM | 2,533 | $296,000 | 0.24% | 2021-12-31 | 2022-02-17 | -18.41% |
| LULU LULULEMON ATHLETICA INC COM | COM | 753 | $295,000 | 0.24% | 2021-12-31 | 2022-02-17 | -75.25% | |
| WM WASTE MGMT INC DEL COM | United States | COM | 1,744 | $291,000 | 0.23% | 2021-12-31 | 2022-02-17 | +24.08% |
| KMB KIMBERLY CLARK CORP COM | United States | COM | 1,993 | $285,000 | 0.23% | 2021-12-31 | 2022-02-17 | -30.74% |
| KO COCA COLA COMPANY | United States | COM | 4,493 | $266,000 | 0.21% | 2021-12-31 | 2022-02-17 | +46.66% |
| BAX BAXTER INTL | United States | COM | 3,036 | $261,000 | 0.21% | 2021-12-31 | 2022-02-17 | -72.65% |
| ISRG INTUITIVE SURGICAL INC COM NEW | United States | COM NEW | 715 | $257,000 | 0.21% | 2021-12-31 | 2022-02-17 | +14.72% |
| SNAP SNAP INC CL A | United States | CL A | 5,450 | $256,000 | 0.21% | 2021-12-31 | 2022-02-17 | — split 2022-05-24, ratio not on file |
| ADI ANALOG DEVICES INC COM | United States | COM | 1,445 | $254,000 | 0.20% | 2021-12-31 | 2022-02-17 | +126.56% |
| EPD ENTERPRISE PRODS PARTNERS L P COM UNIT | United States | COM | 11,150 | $245,000 | 0.20% | 2021-12-31 | 2022-02-17 | +64.03% |
| BGS B & G FOODS INC NEW COM | United States | COM | 7,823 | $240,000 | 0.19% | 2021-12-31 | 2022-02-17 | -90.01% |
| BAC BANK OF AMERICA CORPORATION COM | United States | COM | 5,355 | $238,000 | 0.19% | 2021-12-31 | 2022-02-17 | +23.53% |
| AXP AMERICAN EXPRESS COMPANY | United States | COM | 1,388 | $227,000 | 0.18% | 2021-12-31 | 2022-02-17 | +86.67% |
| DE DEERE & CO | United States | COM | 650 | $223,000 | 0.18% | 2021-12-31 | 2022-02-17 | +98.46% |
| ETSY ETSY INC COM | United States | COM | 1,006 | $220,000 | 0.18% | 2021-12-31 | 2022-02-17 | -68.36% |
| VRTX VERTEX PHARMACEUTICALS INC COM | United States | COM | 1,000 | $220,000 | 0.18% | 2021-12-31 | 2022-02-17 | +139.86% |
| AEP AMERICAN ELECTRIC POWER | United States | COM | 2,457 | $219,000 | 0.18% | 2021-12-31 | 2022-02-17 | +34.09% |
| GILD GILEAD SCIENCES INC | United States | COM | 2,980 | $216,000 | 0.17% | 2021-12-31 | 2022-02-17 | +108.35% |
| TMUS T-MOBILE US INC COM | United States | COM | 1,831 | $212,000 | 0.17% | 2021-12-31 | 2022-02-17 | +40.52% |
| AMT AMERICAN TOWER CORP NEW COM | United States | COM | 716 | $209,000 | 0.17% | 2021-12-31 | 2022-02-17 | -42.79% |
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