Clear Perspectives Financial Planning, LLC Portfolio Holdings

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

Clear Perspectives Financial Planning, LLC has filed its 13F form on May 11, 2023 for Q1 2023 where it was disclosed a total value porftolio of $178 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $17.8M, Vanguard Whitehall Fds (Vangua with a value of $17.6M, Invesco S&P 500 Equal Weight E with a value of $14.6M, Vanguard Value ETF with a value of $14.4M, and Vanguard Index Fds S&P 500 ETF with a value of $11.2M.

Examining the 13F form we can see an decrease of $9.81M in the current position value, from $188M to 178M.

Clear Perspectives Financial Planning, LLC is based out at Cincinnati, OH

Below you can find more details about Clear Perspectives Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
ETFs: $157 Million
Consumer Defensive: $18.1 Million
Healthcare: $968,000
Industrials: $491,000
Financial Services: $438,000
Technology: $437,000
Consumer Cyclical: $366,000
Communication Services: $234,000
Other: $330,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$580M
$22,000 0.01% of portfolio
200
Q2 2021 New
$818M
$15,000 0.01% of portfolio
100
Q2 2021 New
$1.58B
$11,000 0.01% of portfolio
136
Q4 2020 New
$352M
$5,000 0.0% of portfolio
318
Q1 2023 Reduced 75.87%
$1.84B
$5,000 0.0% of portfolio
326
Q4 2020 New
$377M
$0 0.0% of portfolio
400
Q4 2022 New
$812M
$5,000 0.0% of portfolio
969
Q2 2021 New
$1.46B
$1,000 0.0% of portfolio
719
Q4 2020 New
$652M
$0 0.0% of portfolio
4
Q4 2022 New
$516M
$0 0.0% of portfolio
65
Q4 2021 New
$616M
$0 0.0% of portfolio
1
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $178 Million
  • Prior Value $188 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 11, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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