Stock Taper

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

Latest 13F filing data - Q1 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Tesla, Inc.TSLA117$24.27K
CenterPoint Energy, Inc.CNP121$3.56K
LB LIBERTY BROADBAND CORP COMLBRDA136$11.17K
Formula One GroupFWONA136$9.18K
Mastercard IncorporatedMA150$54.51K
Amgen Inc.AMGN168$40.61K
JPMorgan Chase & Co.JPM186$24.24K
Liberty Media CorporationFWONK198$14.82K
Berkshire Hathaway Inc.BRK-B200$61.75K
Phillips 66PSX204$20.7K
Darden Restaurants, Inc.DRI220$34.13K
Enbridge Inc.ENB224$8.55K
Exelon CorporationEXC231$9.68K
Exxon Mobil CorporationXOM236$25.88K
The J. M. Smucker CompanySJM265$41.7K
Pfizer Inc.PFE315$12.85K
Duke Energy CorporationDUK316$30.48K
Civista Bancshares, Inc.CIVB318$5.37K
Wolverine World Wide, Inc.WWW326$5.56K
Cisco Systems, Inc.CSCO345$18.04K