Clear Perspective Advisors, LLC

13F Filings History

Latest 13F report
Q4 2021 - Feb 17, 2022
Value $
$329M
Signature - Title
Stewart Beach - Managing Member
Location
Aurora, IL
Summary
This page shows a list of all the recent 13F filings made by Clear Perspective Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clear Perspective Advisors, LLC reported 181 stock holdings with total value $329M as of Q4 2021. Top holdings included SPLG, SCHD, LMBS, VOO, and TMFC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 181 $329M +$33.4M -$19.5M +$13.9M SPLG, SCHD, LMBS, VOO, TMFC 13F-HR 2/17/2022, 01:11 PM
Q3 2021 169 $292M +$23.8M -$11.5M +$12.3M SPLG, SCHD, LMBS, VOO, TMFC 13F-HR 11/12/2021, 12:16 PM
Q2 2021 162 $288M +$27M -$11.8M +$15.2M SPLG, SCHD, LMBS, VOO, SPHB 13F-HR 8/13/2021, 04:35 PM
Q1 2021 152 $255M +$35.4M -$36.1M -$713K SPLG, SCHD, LMBS, VOO, SPHB 13F-HR 5/14/2021, 03:01 PM
Q4 2020 143 $245M +$9.48M -$1.02M +$8.47M SPLG, SCHD, SPTS, VGIT, VOO 13F-HR 2/16/2021, 12:12 PM
Q3 2020 137 $11.9M $0 $0 DIS, LOW, GOOGL, PG, NKE 13F-HR 11/3/2020, 08:01 PM
Q2 2020 120 $181M +$22.8M -$14.4M +$8.37M SPLG, VOO, SCHD, SPTS, VGIT 13F-HR 8/14/2020, 05:20 PM
Q1 2020 111 $150M +$35.1M -$22.2M +$12.9M SPLG, VOO, SCHD, SPTS, VGIT 13F-HR 5/13/2020, 03:31 PM
Q4 2019 134 $162M +$7.5M -$82.4M -$75M VOO, SPLG, BRKB, AAPL, IJH 13F-HR 2/10/2020, 01:20 PM
Q3 2019 150 $220M +$74.2M -$8.18M +$66.1M VOO, SPLG, VGSH, BRKB, BND 13F-HR 11/14/2019, 04:17 PM
Q2 2019 189 $145M +$19.3M -$8.53M +$10.7M VOO, SPLG, AAPL, VGSH, BND 13F-HR 8/12/2019, 03:39 PM
Q1 2019 137 $140M +$18.9M -$12.6M +$6.29M VOO, BRKB, SPLG, AAPL, VGSH 13F-HR 5/8/2019, 03:19 PM
Q4 2018 135 $120M +$11.2M -$12.3M -$1.08M VOO, BRKB, VGSH, IJH, VTV 13F-HR 2/4/2019, 02:42 PM
Q3 2018 143 $133M +$11.4M -$21.9M -$10.4M VOO, BRKB, IJH, BND, VB 13F-HR 11/13/2018, 09:33 AM
Q2 2018 489 $141M +$16M -$11.6M +$4.48M VOO, BRKB, BND, IJH, VB 13F-HR 8/7/2018, 11:40 AM
Q1 2018 492 $134M +$14.9M -$9.21M +$5.65M BRKB, VOO, VB, BND, VO 13F-HR 5/14/2018, 02:10 PM
Q4 2017 461 $131M +$8.42M -$5.82M +$2.61M BRKB, VOO, VB, BND, VO 13F-HR 2/1/2018, 02:57 PM
Q3 2017 469 $122M +$9.1M -$10.9M -$1.8M BRKB, VOO, VB, BND, AAPL 13F-HR 11/13/2017, 04:55 PM
Q2 2017 471 $119M +$10.7M -$20.9M -$10.2M BRKB, VOO, VB, BND, VO 13F-HR 8/14/2017, 05:14 PM
Q1 2017 413 $127M +$6.06M -$10.6M -$4.55M BRKB, VOO, VB, BND, VO 13F-HR 5/15/2017, 09:37 AM
Q4 2016 412 $108M $0 $0 BRKB, VOO, VB, BND, AAPL 13F-HR 5/15/2017, 09:36 AM