Clearview Wealth Advisors
Latest statistics and disclosures from Clearview Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGCP, SCHZ, CGDV, SPLG, CGGR, and represent 37.51% of Clearview Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHZ (+$5.8M), SCHX, SCHG, FNDX, JAAA, SCHF, EFV, SCHD, SCHO, APO.
- Started 4 new stock positions in SPY, AVGO, APO, JAAA.
- Reduced shares in these 10 stocks: SPLG, HEFA, IEMG, HSY, WPC, BROS, IVW, IYW, BRK.B, VOO.
- Sold out of its positions in BROS, HSY, HEFA, WPC.
- Clearview Wealth Advisors was a net buyer of stock by $20M.
- Clearview Wealth Advisors has $132M in assets under management (AUM), dropping by 1.39%.
- Central Index Key (CIK): 0001840306
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Portfolio Holdings for Clearview Wealth Advisors
Clearview Wealth Advisors holds 95 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 9.2 | $12M | +5% | 544k | 22.20 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.4 | $11M | +107% | 489k | 22.70 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 7.3 | $9.6M | 272k | 35.26 |
|
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 7.0 | $9.2M | -6% | 133k | 68.94 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 5.6 | $7.4M | 199k | 37.17 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.7 | $4.9M | +205% | 211k | 23.18 |
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| Ishares Tr Core Total Usd (IUSB) | 3.0 | $4.0M | +13% | 88k | 45.20 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.9 | $3.9M | +4% | 157k | 24.67 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.3 | $3.0M | +207% | 129k | 23.68 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $2.8M | -4% | 28k | 101.53 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.1 | $2.8M | +301% | 101k | 27.87 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.1 | $2.8M | +108% | 151k | 18.50 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $2.7M | 15k | 178.09 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.7 | $2.3M | 44k | 51.25 |
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| Microsoft Corporation (MSFT) | 1.5 | $2.0M | 4.6k | 421.47 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $1.8M | -4% | 3.3k | 538.81 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.3 | $1.7M | -3% | 18k | 96.83 |
|
| Ishares Tr Mbs Etf (MBB) | 1.3 | $1.7M | +5% | 19k | 91.68 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.3 | $1.7M | +99% | 32k | 52.47 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.3 | $1.7M | NEW | 33k | 50.71 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.2 | $1.6M | 12k | 128.82 |
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| Chevron Corporation (CVX) | 1.2 | $1.6M | 11k | 144.85 |
|
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.1 | $1.5M | +5% | 44k | 33.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $1.4M | +144% | 52k | 27.32 |
|
| Apple (AAPL) | 1.1 | $1.4M | 5.6k | 250.41 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $1.4M | +2% | 7.1k | 190.87 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $1.4M | +120% | 57k | 24.06 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.9 | $1.2M | 58k | 21.06 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $1.1M | +51% | 20k | 52.02 |
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| Costco Wholesale Corporation (COST) | 0.8 | $1.0M | 1.1k | 916.23 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.7 | $981k | -4% | 9.4k | 104.89 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $963k | -10% | 6.0k | 159.53 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $924k | 3.9k | 239.73 |
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| NVIDIA Corporation (NVDA) | 0.7 | $907k | -3% | 6.8k | 134.29 |
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| Wal-Mart Stores (WMT) | 0.7 | $879k | 9.7k | 90.35 |
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| Ishares Msci Emrg Chn (EMXC) | 0.6 | $835k | +45% | 15k | 55.45 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $816k | +102% | 32k | 25.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $806k | -3% | 1.4k | 588.70 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $710k | -10% | 8.1k | 87.33 |
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| Abbvie (ABBV) | 0.5 | $708k | 4.0k | 177.71 |
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| Apollo Global Mgmt (APO) | 0.5 | $684k | NEW | 4.1k | 165.16 |
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| Amazon (AMZN) | 0.5 | $672k | +3% | 3.1k | 219.39 |
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| Bank of America Corporation (BAC) | 0.4 | $591k | 13k | 43.95 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.4 | $576k | +4% | 17k | 34.33 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $538k | 1.1k | 485.96 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $530k | +2% | 20k | 26.63 |
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| Cisco Systems (CSCO) | 0.4 | $528k | 8.9k | 59.20 |
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| McDonald's Corporation (MCD) | 0.4 | $513k | 1.8k | 289.86 |
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| Johnson & Johnson (JNJ) | 0.4 | $493k | -6% | 3.4k | 144.63 |
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| Qualcomm (QCOM) | 0.4 | $493k | 3.2k | 153.62 |
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| Nucor Corporation (NUE) | 0.4 | $487k | 4.2k | 116.70 |
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| Honeywell International (HON) | 0.4 | $485k | +36% | 2.1k | 225.87 |
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| Waste Management (WM) | 0.4 | $484k | 2.4k | 201.81 |
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| Norfolk Southern (NSC) | 0.4 | $475k | 2.0k | 234.65 |
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| PPL Corporation (PPL) | 0.4 | $472k | 15k | 32.46 |
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| Emerson Electric (EMR) | 0.3 | $447k | 3.6k | 123.92 |
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| Kinder Morgan (KMI) | 0.3 | $443k | 16k | 27.40 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $440k | 3.7k | 117.50 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $424k | -40% | 8.1k | 52.22 |
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| Chubb (CB) | 0.3 | $411k | 1.5k | 276.32 |
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| Procter & Gamble Company (PG) | 0.3 | $411k | -7% | 2.4k | 167.63 |
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| Lowe's Companies (LOW) | 0.3 | $408k | 1.7k | 246.80 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $407k | +103% | 14k | 29.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $398k | -2% | 1.6k | 242.13 |
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| PNC Financial Services (PNC) | 0.3 | $380k | 2.0k | 192.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $371k | -19% | 818.00 | 453.28 |
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| Merck & Co (MRK) | 0.3 | $363k | 3.7k | 99.48 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.3 | $351k | 12k | 29.05 |
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| Pepsi (PEP) | 0.3 | $348k | 2.3k | 152.07 |
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| Bristol Myers Squibb (BMY) | 0.3 | $340k | 6.0k | 56.56 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $338k | +9% | 2.6k | 127.59 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $327k | 4.4k | 74.01 |
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| Deere & Company (DE) | 0.2 | $320k | 756.00 | 423.70 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $319k | -8% | 3.9k | 80.92 |
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| Abbott Laboratories (ABT) | 0.2 | $307k | 2.7k | 113.10 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $302k | 5.1k | 59.73 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $302k | 2.1k | 142.97 |
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| M&T Bank Corporation (MTB) | 0.2 | $298k | 1.6k | 188.05 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $297k | -3% | 4.2k | 70.00 |
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| Cigna Corp (CI) | 0.2 | $284k | 1.0k | 276.14 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $284k | +135% | 11k | 25.83 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $280k | -4% | 3.2k | 88.78 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $277k | 2.9k | 96.90 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $261k | 1.3k | 195.76 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $257k | +4% | 2.9k | 89.04 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $243k | -16% | 2.1k | 115.21 |
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| General Mills (GIS) | 0.2 | $241k | -3% | 3.8k | 63.78 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $238k | 5.1k | 46.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $234k | 1.2k | 189.27 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $227k | +11% | 3.2k | 71.91 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.2 | $222k | +123% | 10k | 22.07 |
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| EOG Resources (EOG) | 0.2 | $220k | 1.8k | 122.58 |
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| Broadcom (AVGO) | 0.2 | $218k | NEW | 941.00 | 231.81 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $213k | NEW | 363.00 | 586.45 |
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| Willamette Valley Vineyards (WVVI) | 0.0 | $52k | 16k | 3.35 |
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Past Filings by Clearview Wealth Advisors
SEC 13F filings are viewable for Clearview Wealth Advisors going back to 2020
- Clearview Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- Clearview Wealth Advisors 2024 Q3 filed Oct. 15, 2024
- Clearview Wealth Advisors 2024 Q2 filed Aug. 1, 2024
- Clearview Wealth Advisors 2024 Q1 filed April 10, 2024
- Clearview Wealth Advisors 2023 Q4 filed Jan. 12, 2024
- Clearview Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Clearview Wealth Advisors 2023 Q2 filed Aug. 7, 2023
- Clearview Wealth Advisors 2023 Q1 filed April 12, 2023
- Clearview Wealth Advisors 2022 Q4 filed Jan. 31, 2023
- Clearview Wealth Advisors 2022 Q3 filed Oct. 18, 2022
- Clearview Wealth Advisors 2022 Q2 filed Aug. 5, 2022
- Clearview Wealth Advisors 2022 Q1 filed April 29, 2022
- Clearview Wealth Advisors 2021 Q4 filed Feb. 2, 2022
- Clearview Wealth Advisors 2021 Q3 filed Nov. 2, 2021
- Clearview Wealth Advisors 2021 Q2 filed July 30, 2021
- Clearview Wealth Advisors 2021 Q1 restated filed May 6, 2021