Clearview Wealth Advisors

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