Clearview Wealth Advisors as of Dec. 31, 2023
Portfolio Holdings for Clearview Wealth Advisors
Clearview Wealth Advisors holds 111 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 7.3 | $6.3M | 113k | 55.90 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.2 | $3.6M | 47k | 76.13 | |
Spdr Gold Tr Gold Shs (GLD) | 3.0 | $2.6M | 14k | 191.16 | |
Ishares Tr Core Us Aggbd Et (AGG) | 2.8 | $2.4M | 24k | 99.25 | |
Microsoft Corporation (MSFT) | 2.5 | $2.1M | 5.6k | 376.03 | |
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 2.3 | $2.0M | 73k | 27.09 | |
Proshares Tr Short S&p 500 Ne (SH) | 2.3 | $2.0M | 152k | 12.99 | |
Proshares Tr Pshs Sh Msci Eaf (EFZ) | 2.3 | $2.0M | 114k | 17.15 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.1 | $1.8M | 39k | 46.62 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $1.8M | 4.0k | 436.80 | |
Chevron Corporation (CVX) | 2.0 | $1.7M | 12k | 149.16 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 1.8 | $1.5M | 14k | 104.92 | |
Lockheed Martin Corporation (LMT) | 1.6 | $1.4M | 3.0k | 453.30 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $1.4M | 9.2k | 147.13 | |
Ishares Tr Core Total Usd (IUSB) | 1.6 | $1.3M | 29k | 46.07 | |
Apple (AAPL) | 1.5 | $1.3M | 6.6k | 192.54 | |
Boston Properties (BXP) | 1.4 | $1.2M | 17k | 70.17 | |
Gra (GGG) | 1.4 | $1.2M | 14k | 86.76 | |
Nordson Corporation (NDSN) | 1.3 | $1.1M | 4.3k | 264.16 | |
Fortune Brands (FBIN) | 1.3 | $1.1M | 15k | 76.14 | |
Ishares Tr Mbs Etf (MBB) | 1.3 | $1.1M | 12k | 94.08 | |
Crown Holdings (CCK) | 1.3 | $1.1M | 12k | 92.09 | |
Eastman Chemical Company (EMN) | 1.2 | $1.1M | 12k | 89.82 | |
RPM International (RPM) | 1.2 | $1.0M | 9.1k | 111.63 | |
Vanguard World Esg Us Stk Etf (ESGV) | 1.2 | $1.0M | 12k | 85.06 | |
Ishares Tr Eafe Value Etf (EFV) | 1.2 | $996k | 19k | 52.10 | |
Epam Systems (EPAM) | 1.1 | $932k | 3.1k | 297.34 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $927k | 5.4k | 170.09 | |
Exelixis (EXEL) | 1.0 | $886k | 37k | 23.99 | |
Ishares Tr TRS FLT RT BD (TFLO) | 1.0 | $886k | 18k | 50.47 | |
Colgate-Palmolive Company (CL) | 1.0 | $861k | 11k | 79.71 | |
Ceridian Hcm Hldg (DAY) | 1.0 | $841k | 13k | 67.12 | |
Gilead Sciences (GILD) | 1.0 | $835k | 10k | 81.01 | |
Metropcs Communications (TMUS) | 1.0 | $820k | 5.1k | 160.34 | |
Nucor Corporation (NUE) | 1.0 | $817k | 4.7k | 174.03 | |
Cardinal Health (CAH) | 0.9 | $794k | 7.9k | 100.80 | |
AmerisourceBergen (COR) | 0.9 | $787k | 3.8k | 205.38 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $782k | 1.6k | 477.56 | |
Trimble Navigation (TRMB) | 0.9 | $781k | 15k | 53.20 | |
Eli Lilly & Co. (LLY) | 0.9 | $776k | 1.3k | 582.73 | |
Regeneron Pharmaceuticals (REGN) | 0.9 | $751k | 855.00 | 878.29 | |
Bank of America Corporation (BAC) | 0.9 | $738k | 22k | 33.67 | |
Costco Wholesale Corporation (COST) | 0.8 | $707k | 1.1k | 659.80 | |
Abbvie (ABBV) | 0.8 | $687k | 4.4k | 154.97 | |
Johnson & Johnson (JNJ) | 0.8 | $686k | 4.4k | 156.76 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $678k | 6.9k | 98.88 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $619k | 6.4k | 96.85 | |
McDonald's Corporation (MCD) | 0.7 | $591k | 2.0k | 296.48 | |
NVIDIA Corporation (NVDA) | 0.7 | $585k | 1.2k | 495.25 | |
Abbott Laboratories (ABT) | 0.7 | $580k | 5.3k | 110.07 | |
Wal-Mart Stores (WMT) | 0.7 | $572k | 3.6k | 157.65 | |
Norfolk Southern (NSC) | 0.6 | $541k | 2.3k | 236.34 | |
Qualcomm (QCOM) | 0.6 | $519k | 3.6k | 144.61 | |
Cisco Systems (CSCO) | 0.6 | $515k | 10k | 50.52 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $512k | 4.6k | 111.63 | |
Waste Management (WM) | 0.6 | $485k | 2.7k | 179.11 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $473k | 3.9k | 122.75 | |
Photronics (PLAB) | 0.5 | $462k | 15k | 31.37 | |
Pepsi (PEP) | 0.5 | $457k | 2.7k | 169.86 | |
Mondelez Intl Cl A (MDLZ) | 0.5 | $452k | 6.2k | 72.42 | |
Amazon (AMZN) | 0.5 | $450k | 3.0k | 151.94 | |
Merck & Co (MRK) | 0.5 | $447k | 4.1k | 109.02 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $444k | 5.7k | 78.02 | |
Lowe's Companies (LOW) | 0.5 | $439k | 2.0k | 222.49 | |
PPL Corporation (PPL) | 0.5 | $435k | 16k | 27.10 | |
Ishares Core Msci Emkt (IEMG) | 0.5 | $431k | 8.5k | 50.58 | |
Procter & Gamble Company (PG) | 0.5 | $428k | 2.9k | 146.52 | |
Emerson Electric (EMR) | 0.5 | $408k | 4.2k | 97.32 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $390k | 5.6k | 70.28 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $385k | 3.8k | 101.77 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $381k | 5.1k | 75.09 | |
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.4 | $380k | 8.5k | 44.94 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $380k | 1.1k | 356.66 | |
Chubb (CB) | 0.4 | $378k | 1.7k | 226.01 | |
Honeywell International (HON) | 0.4 | $377k | 1.8k | 209.75 | |
M.D.C. Holdings (MDC) | 0.4 | $375k | 6.8k | 55.25 | |
G-III Apparel (GIII) | 0.4 | $365k | 11k | 33.98 | |
St. Joe Company (JOE) | 0.4 | $356k | 5.9k | 60.18 | |
Bristol Myers Squibb (BMY) | 0.4 | $351k | 6.8k | 51.31 | |
Listed Fd Tr Swan Hedged Eqty (HEGD) | 0.4 | $350k | 18k | 19.52 | |
Cerence (CRNC) | 0.4 | $346k | 18k | 19.66 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $342k | 2.0k | 170.43 | |
PNC Financial Services (PNC) | 0.4 | $342k | 2.2k | 154.86 | |
Deere & Company (DE) | 0.4 | $341k | 853.00 | 399.64 | |
Te Connectivity SHS (TEL) | 0.4 | $336k | 2.4k | 140.50 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $331k | 14k | 23.04 | |
Alliance Data Systems Corporation (BFH) | 0.4 | $327k | 9.9k | 32.94 | |
Kinder Morgan (KMI) | 0.4 | $322k | 18k | 17.64 | |
PennyMac Mortgage Investment Trust (PMT) | 0.4 | $318k | 21k | 14.95 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $314k | 5.0k | 62.66 | |
Cigna Corp (CI) | 0.4 | $308k | 1.0k | 299.45 | |
Adtalem Global Ed (ATGE) | 0.4 | $308k | 5.2k | 58.95 | |
Frontdoor (FTDR) | 0.3 | $297k | 8.4k | 35.22 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $296k | 2.7k | 108.26 | |
Ishares Tr S&p 100 Etf (OEF) | 0.3 | $295k | 1.3k | 223.40 | |
Blackstone Mtg Tr Com Cl A (BXMT) | 0.3 | $291k | 14k | 21.27 | |
General Mills (GIS) | 0.3 | $279k | 4.3k | 65.15 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $275k | 3.7k | 73.55 | |
Strategy Ns 7handl Idx (HNDL) | 0.3 | $272k | 13k | 20.68 | |
Leggett & Platt (LEG) | 0.3 | $262k | 10k | 26.17 | |
Wp Carey (WPC) | 0.3 | $258k | 4.0k | 64.81 | |
M&T Bank Corporation (MTB) | 0.3 | $249k | 1.8k | 137.06 | |
EOG Resources (EOG) | 0.3 | $242k | 2.0k | 120.95 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $231k | 3.0k | 77.02 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $227k | 2.1k | 107.50 | |
Pfizer (PFE) | 0.3 | $223k | 7.7k | 28.79 | |
Dutch Bros Cl A (BROS) | 0.3 | $222k | 7.0k | 31.67 | |
Home Depot (HD) | 0.3 | $215k | 621.00 | 346.29 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $211k | 3.6k | 58.33 | |
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $210k | 4.2k | 50.24 | |
Willamette Valley Vineyards (WVVI) | 0.1 | $83k | 16k | 5.30 |