Clearview Wealth Advisors
Latest statistics and disclosures from Clearview Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IUSB, SCHZ, SCHD, MBB, and represent 34.31% of Clearview Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$9.7M), IUSB, SCHZ, TLT, IVE, MBB, EFV, DYNF, EFG, QUAL.
- Started 21 new stock positions in TYL, ZBRA, CORT, IYR, EMB, IVE, IFRA, CTLT, XLY, BINC. SCHW, LNTH, LHX, BJ, IXC, EMXC, DYNF, JNK, SPSB, XLF, XLB.
- Reduced shares in these 10 stocks: UUP, SH, GLD, , AGG, CCK, EMN, , TMUS, .
- Sold out of its positions in ATGE, BFH, COR, BXMT, CRNC, CCK, EMN, EPAM, FTDR, GIII.
- Clearview Wealth Advisors was a net buyer of stock by $7.8M.
- Clearview Wealth Advisors has $98M in assets under management (AUM), dropping by 14.25%.
- Central Index Key (CIK): 0001840306
Tip: Access up to 7 years of quarterly data
Positions held by Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Clearview Wealth Advisors
Clearview Wealth Advisors holds 104 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 17.0 | $17M | +140% | 270k | 61.53 |
|
| Ishares Tr Core Total Usd (IUSB) | 5.5 | $5.4M | +306% | 118k | 45.59 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 4.9 | $4.8M | +165% | 105k | 46.00 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.2 | $4.1M | +7% | 51k | 80.63 |
|
| Ishares Tr Mbs Etf (MBB) | 2.8 | $2.7M | +150% | 29k | 92.42 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.7 | $2.7M | +155% | 49k | 54.40 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.6 | $2.5M | +291% | 27k | 94.62 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.5 | $2.5M | +62% | 15k | 164.35 |
|
| Microsoft Corporation (MSFT) | 2.3 | $2.3M | -4% | 5.4k | 420.73 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.8 | $1.8M | +103% | 36k | 50.69 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.8 | $1.8M | +8% | 16k | 114.96 |
|
| Chevron Corporation (CVX) | 1.8 | $1.8M | 11k | 157.73 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.8 | $1.7M | +162% | 17k | 103.79 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $1.7M | -11% | 3.6k | 480.70 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $1.7M | NEW | 9.1k | 186.81 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.4 | $1.4M | NEW | 32k | 44.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.4 | $1.4M | +161% | 10k | 135.05 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $1.2M | -47% | 13k | 97.94 |
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $1.2M | +166% | 23k | 51.60 |
|
| Apple (AAPL) | 1.1 | $1.0M | -8% | 6.0k | 171.47 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 1.0 | $955k | -13% | 10k | 93.19 |
|
| Wal-Mart Stores (WMT) | 1.0 | $947k | +333% | 16k | 60.17 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 1.0 | $936k | NEW | 31k | 29.77 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.9 | $925k | NEW | 9.7k | 95.20 |
|
| Nucor Corporation (NUE) | 0.9 | $899k | -3% | 4.5k | 197.89 |
|
| Lockheed Martin Corporation (LMT) | 0.9 | $874k | -36% | 1.9k | 454.87 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $853k | -21% | 4.3k | 200.29 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $808k | -70% | 3.9k | 205.72 |
|
| Bank of America Corporation (BAC) | 0.8 | $801k | -3% | 21k | 37.92 |
|
| Abbvie (ABBV) | 0.8 | $783k | -2% | 4.3k | 182.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $747k | -13% | 1.4k | 525.89 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $737k | -30% | 816.00 | 903.60 |
|
| Gra (GGG) | 0.7 | $701k | -44% | 7.5k | 93.46 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $658k | -16% | 898.00 | 732.58 |
|
| Fortune Brands (FBIN) | 0.7 | $658k | -46% | 7.8k | 84.67 |
|
| Nordson Corporation (NDSN) | 0.6 | $626k | -46% | 2.3k | 274.58 |
|
| Johnson & Johnson (JNJ) | 0.6 | $603k | -12% | 3.8k | 158.19 |
|
| Qualcomm (QCOM) | 0.6 | $588k | -3% | 3.5k | 169.30 |
|
| Waste Management (WM) | 0.6 | $565k | -2% | 2.7k | 213.17 |
|
| Norfolk Southern (NSC) | 0.6 | $565k | -3% | 2.2k | 254.82 |
|
| Amazon (AMZN) | 0.6 | $550k | +3% | 3.1k | 180.38 |
|
| Boston Properties (BXP) | 0.6 | $544k | -51% | 8.3k | 65.31 |
|
| McDonald's Corporation (MCD) | 0.5 | $539k | -4% | 1.9k | 281.92 |
|
| Merck & Co (MRK) | 0.5 | $526k | -2% | 4.0k | 131.95 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.5 | $510k | NEW | 9.7k | 52.46 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.5 | $491k | +30% | 11k | 44.49 |
|
| Cisco Systems (CSCO) | 0.5 | $487k | -4% | 9.8k | 49.91 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.5 | $468k | NEW | 11k | 42.95 |
|
| Procter & Gamble Company (PG) | 0.5 | $454k | -4% | 2.8k | 162.25 |
|
| Lowe's Companies (LOW) | 0.5 | $453k | -9% | 1.8k | 254.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $447k | 1.1k | 420.52 |
|
|
| Emerson Electric (EMR) | 0.5 | $447k | -6% | 3.9k | 113.41 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $436k | +92% | 4.1k | 107.42 |
|
| PPL Corporation (PPL) | 0.4 | $432k | -2% | 16k | 27.53 |
|
| Pepsi (PEP) | 0.4 | $426k | -9% | 2.4k | 175.03 |
|
| Chubb (CB) | 0.4 | $419k | -3% | 1.6k | 259.18 |
|
| RPM International (RPM) | 0.4 | $415k | -61% | 3.5k | 118.95 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $412k | 3.7k | 110.13 |
|
|
| Cardinal Health (CAH) | 0.4 | $404k | -54% | 3.6k | 111.90 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $403k | -61% | 518.00 | 778.03 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.4 | $392k | NEW | 1.3k | 301.44 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $384k | -12% | 5.5k | 70.00 |
|
| Exelixis (EXEL) | 0.4 | $381k | -56% | 16k | 23.73 |
|
| Cigna Corp (CI) | 0.4 | $374k | 1.0k | 363.19 |
|
|
| Corcept Therapeutics Incorporated (CORT) | 0.4 | $362k | NEW | 14k | 25.19 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $359k | -3% | 6.6k | 54.23 |
|
| Catalent (CTLT) | 0.4 | $357k | NEW | 6.3k | 56.45 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $356k | -15% | 4.7k | 76.18 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $354k | NEW | 3.9k | 89.67 |
|
| Honeywell International (HON) | 0.4 | $352k | -4% | 1.7k | 205.23 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $347k | -37% | 2.9k | 120.99 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.4 | $347k | NEW | 4.6k | 75.65 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $344k | NEW | 4.8k | 72.34 |
|
| Ceridian Hcm Hldg (DAY) | 0.3 | $343k | -58% | 5.2k | 66.21 |
|
| PNC Financial Services (PNC) | 0.3 | $342k | -3% | 2.1k | 161.57 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $342k | NEW | 5.5k | 62.24 |
|
| Abbott Laboratories (ABT) | 0.3 | $339k | -43% | 3.0k | 113.65 |
|
| Deere & Company (DE) | 0.3 | $336k | -4% | 817.00 | 410.74 |
|
| Te Connectivity SHS (TEL) | 0.3 | $331k | -4% | 2.3k | 145.24 |
|
| Trimble Navigation (TRMB) | 0.3 | $325k | -65% | 5.0k | 64.36 |
|
| Kinder Morgan (KMI) | 0.3 | $324k | -3% | 18k | 18.34 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $322k | -24% | 3.8k | 84.44 |
|
| Gilead Sciences (GILD) | 0.3 | $321k | -57% | 4.4k | 73.25 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $313k | -34% | 3.7k | 83.58 |
|
| Tyler Technologies (TYL) | 0.3 | $312k | NEW | 733.00 | 425.01 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $304k | -7% | 4.6k | 65.87 |
|
| L3harris Technologies (LHX) | 0.3 | $301k | NEW | 1.4k | 213.11 |
|
| General Mills (GIS) | 0.3 | $296k | 4.2k | 69.98 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $289k | -4% | 2.6k | 110.54 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $273k | -25% | 1.5k | 182.57 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $261k | NEW | 6.2k | 42.12 |
|
| M&T Bank Corporation (MTB) | 0.3 | $253k | -4% | 1.7k | 145.44 |
|
| EOG Resources (EOG) | 0.3 | $248k | -3% | 1.9k | 127.84 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $246k | NEW | 4.3k | 57.57 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $242k | -75% | 2.7k | 90.05 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $240k | NEW | 2.6k | 92.89 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $227k | NEW | 1.2k | 183.89 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $224k | NEW | 2.5k | 89.90 |
|
| Dutch Bros Cl A (BROS) | 0.2 | $223k | -3% | 6.8k | 33.00 |
|
| Wp Carey (WPC) | 0.2 | $219k | -2% | 3.9k | 56.44 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $218k | -19% | 3.0k | 72.63 |
|
| Pfizer (PFE) | 0.2 | $204k | -5% | 7.3k | 27.75 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $202k | NEW | 4.7k | 43.36 |
|
| Willamette Valley Vineyards (WVVI) | 0.1 | $78k | 16k | 5.01 |
|
Past Filings by Clearview Wealth Advisors
SEC 13F filings are viewable for Clearview Wealth Advisors going back to 2020
- 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
- Clearview Wealth Advisors 2020 Q4 filed Jan. 21, 2021