Comparing Clear Perspective Advisors' Q3 and Q4 2021 13F Holdings: A Look at the Changes

Clear Perspective Advisors, LLC recently released their Q4 2021 13F holdings, providing investors with valuable insights into the fund's latest positions. As a professional blog writer in the financial industry, it's essential to analyze and interpret these changes in holdings to provide readers with a clear perspective. In this blog post, we'll compare the Q3 and Q4 2021 13F holdings of Clear Perspective Advisors, LLC to get a better understanding of the changes that occurred.

SPDR SER TR PORTFOLIO S&P 500 ETF:

The first company that caught our attention is the SPDR SER TR PORTFOLIO S&P 500 ETF. It saw a significant increase of 17.9% from Q3 2021 to Q4 2021. In Q4 2021, the shares increased from 838,059 to 1,011,305, and the value increased from $42,288,000 to $56,461,000.

SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF:

Another ETF that saw a positive change in the number of shares owned by Clear Perspective Advisors is the SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF. The firm bought an additional 4,882 shares, resulting in a 1.7% increase from Q3 2021 to Q4 2021. The value of these shares increased by 10.7%.

FIRST TR LOW DURATION OPPORTUNITIES ETF:

The firm reduced its position in FIRST TR LOW DURATION OPPORTUNITIES ETF by 8.8%, decreasing its shares from 425,730 to 392,649. The value of these shares declined from $2,153,300 to $1,962,900.

VANGUARD INDEX FDS S&P 500 ETF SHS NEW:

Clear Perspective Advisors also decreased its position in VANGUARD INDEX FDS S&P 500 ETF SHS NEW. It sold 648 shares, reducing its shares from 33,210 to 32,562. Despite the reduction, the value of these shares increased by 8.5%.

RBB FD INC MOTLEY FOOL 100 INDEX ETF:

The firm increased its position in the RBB FD INC MOTLEY FOOL 100 INDEX ETF by 4.3% from Q3 2021 to Q4 2021. Clear Perspective Advisors bought an additional 13,289 shares, increasing its shares from 306,484 to 319,773. The value of these shares increased by 15.5%.

APPLE COMPUTER:

Clear Perspective Advisors also increased its position in APPLE COMPUTER. The firm bought 4,101 shares, increasing its shares from 68,641 to 72,742. The value of these shares increased from $9,713,000 to $12,917,000, representing a 33% increase.

Conclusion:

Overall, Clear Perspective Advisors made some interesting changes to its holdings in the Q4 2021. The firm increased its position in some ETFs, such as the RBB FD INC MOTLEY FOOL 100 INDEX ETF and APPLE COMPUTER, while decreasing its position in other ETFs, like FIRST TR LOW DURATION OPPORTUNITIES ETF. These changes show that the company has a solid understanding of the market and is actively managing its portfolio by diversifying and reallocating its assets. As always, investors should consider these changes carefully and do their due diligence before making any investment decisions.