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 38.07% of Clearview Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CGCP, SCHZ, CGDV, IVW, CGGR, EFG, CGXU, SCHX, IEMG, SCHF.
- Started 2 new stock positions in IFRA, Te Connectivity.
- Reduced shares in these 10 stocks: SCHD, , BAC, , HEFA, EFV, SPLG, AAPL, SCHI, MSFT.
- Sold out of its positions in XOM, TEL.
- Clearview Wealth Advisors was a net buyer of stock by $8.8M.
- Clearview Wealth Advisors has $130M in assets under management (AUM), dropping by 13.26%.
- 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 September 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 | +15% | 516k | 23.12 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.6 | $11M | +13% | 235k | 47.52 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 7.6 | $9.8M | +14% | 270k | 36.44 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 7.4 | $9.6M | 143k | 67.51 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 5.3 | $6.8M | +14% | 196k | 34.79 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.6 | $4.7M | +11% | 69k | 67.85 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 3.1 | $4.1M | +14% | 151k | 26.97 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.8 | $3.7M | +9% | 78k | 47.12 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.3 | $3.0M | +11% | 42k | 71.76 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.3 | $3.0M | +12% | 73k | 41.12 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $2.8M | +52% | 29k | 95.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $2.7M | +7% | 15k | 179.30 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $2.6M | +9% | 25k | 104.18 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.7 | $2.2M | +9% | 44k | 49.47 |
|
| Microsoft Corporation (MSFT) | 1.6 | $2.0M | -3% | 4.7k | 430.26 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.5 | $2.0M | +54% | 19k | 107.65 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $1.8M | -3% | 3.5k | 527.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $1.8M | -23% | 21k | 84.53 |
|
| Ishares Tr Mbs Etf (MBB) | 1.3 | $1.7M | +11% | 18k | 95.81 |
|
| Chevron Corporation (CVX) | 1.2 | $1.6M | -3% | 11k | 147.27 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.2 | $1.6M | +12% | 42k | 37.37 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.2 | $1.5M | 12k | 126.18 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $1.4M | +9% | 7.0k | 197.16 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.0 | $1.3M | +3% | 57k | 23.17 |
|
| Apple (AAPL) | 1.0 | $1.3M | -5% | 5.6k | 233.02 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $1.3M | +14% | 26k | 48.98 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $1.0M | +5% | 6.7k | 151.63 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $1000k | -3% | 9.8k | 101.65 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $973k | 1.1k | 886.15 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $934k | -12% | 16k | 57.53 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $891k | +9% | 9.1k | 98.10 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $854k | -2% | 7.0k | 121.45 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $820k | -4% | 3.9k | 210.85 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $817k | 1.4k | 576.72 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $804k | +11% | 16k | 51.50 |
|
| Wal-Mart Stores (WMT) | 0.6 | $794k | -2% | 9.8k | 80.75 |
|
| Abbvie (ABBV) | 0.6 | $794k | -2% | 4.0k | 197.49 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $778k | +97% | 14k | 57.41 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.6 | $719k | +15% | 13k | 53.53 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $655k | -2% | 1.1k | 584.59 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $634k | +14% | 10k | 61.11 |
|
| Nucor Corporation (NUE) | 0.5 | $633k | -2% | 4.2k | 150.33 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $619k | +10% | 16k | 38.53 |
|
| Johnson & Johnson (JNJ) | 0.5 | $589k | -2% | 3.6k | 162.05 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $568k | +13% | 20k | 29.18 |
|
| Amazon (AMZN) | 0.4 | $552k | -2% | 3.0k | 186.33 |
|
| Qualcomm (QCOM) | 0.4 | $551k | -2% | 3.2k | 170.05 |
|
| McDonald's Corporation (MCD) | 0.4 | $542k | -2% | 1.8k | 304.48 |
|
| Bank of America Corporation (BAC) | 0.4 | $539k | -32% | 14k | 39.68 |
|
| Norfolk Southern (NSC) | 0.4 | $508k | -3% | 2.0k | 248.45 |
|
| Waste Management (WM) | 0.4 | $503k | -2% | 2.4k | 207.62 |
|
| PPL Corporation (PPL) | 0.4 | $485k | -2% | 15k | 33.08 |
|
| Cisco Systems (CSCO) | 0.4 | $478k | -3% | 9.0k | 53.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $468k | -4% | 1.0k | 460.26 |
|
| Procter & Gamble Company (PG) | 0.4 | $458k | -2% | 2.6k | 173.20 |
|
| Lowe's Companies (LOW) | 0.3 | $450k | -2% | 1.7k | 270.85 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $447k | 3.7k | 119.55 |
|
|
| Chubb (CB) | 0.3 | $433k | -2% | 1.5k | 288.37 |
|
| Merck & Co (MRK) | 0.3 | $418k | -2% | 3.7k | 113.56 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $410k | 1.7k | 243.06 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $402k | +10% | 6.7k | 59.57 |
|
| Emerson Electric (EMR) | 0.3 | $398k | -3% | 3.6k | 109.36 |
|
| Pepsi (PEP) | 0.3 | $392k | 2.3k | 170.06 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.3 | $384k | +10% | 12k | 32.27 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $375k | -2% | 5.1k | 73.67 |
|
| PNC Financial Services (PNC) | 0.3 | $367k | -2% | 2.0k | 184.81 |
|
| Kinder Morgan (KMI) | 0.3 | $360k | -3% | 16k | 22.09 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $359k | 4.3k | 83.22 |
|
|
| Cigna Corp (CI) | 0.3 | $357k | 1.0k | 346.44 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $327k | -30% | 9.2k | 35.42 |
|
| Honeywell International (HON) | 0.3 | $325k | -3% | 1.6k | 206.68 |
|
| Te Connectivity Ord Shs | 0.2 | $321k | NEW | 2.1k | 150.99 |
|
| Deere & Company (DE) | 0.2 | $319k | -2% | 764.00 | 417.33 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $315k | +3% | 4.4k | 71.72 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $315k | -3% | 6.1k | 51.74 |
|
| Abbott Laboratories (ABT) | 0.2 | $312k | -3% | 2.7k | 114.00 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $310k | -15% | 2.4k | 128.20 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $301k | 3.3k | 91.31 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $296k | 2.5k | 116.96 |
|
|
| General Mills (GIS) | 0.2 | $290k | -2% | 3.9k | 73.85 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $289k | +15% | 2.9k | 101.28 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $288k | -2% | 4.4k | 64.81 |
|
| M&T Bank Corporation (MTB) | 0.2 | $285k | -3% | 1.6k | 178.14 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $260k | -15% | 2.8k | 93.57 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $259k | -8% | 1.3k | 197.99 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $251k | +17% | 4.7k | 53.63 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $240k | NEW | 5.1k | 46.97 |
|
| Hershey Company (HSY) | 0.2 | $225k | 1.2k | 191.72 |
|
|
| EOG Resources (EOG) | 0.2 | $223k | -2% | 1.8k | 122.93 |
|
| Wp Carey (WPC) | 0.2 | $222k | -3% | 3.6k | 62.30 |
|
| Dutch Bros Cl A (BROS) | 0.2 | $217k | 6.8k | 32.03 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $213k | -11% | 2.8k | 75.11 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.2 | $207k | -27% | 4.5k | 46.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $205k | 1.2k | 165.88 |
|
|
| Willamette Valley Vineyards (WVVI) | 0.0 | $54k | 16k | 3.48 |
|
Past Filings by Clearview Wealth Advisors
SEC 13F filings are viewable for Clearview Wealth Advisors going back to 2020
- 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
- Clearview Wealth Advisors 2021 Q1 filed April 26, 2021