Clearview Wealth Advisors

Clearview Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 115 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.6 $5.4M 107k 50.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $3.3M 47k 70.76
Spdr Gold Tr Gold Shs (GLD) 3.0 $2.4M 14k 171.44
Spdr Ser Tr Bloomberg High Y (JNK) 2.9 $2.4M 26k 90.40
Spdr Ser Tr Bloomberg Intl (IBND) 2.8 $2.3M 85k 27.13
Chevron Corporation (CVX) 2.4 $2.0M 12k 168.63
Microsoft Corporation (MSFT) 2.2 $1.8M 5.6k 315.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $1.6M 37k 44.23
Ishares Tr Esg Awr Msci Usa (ESGU) 2.0 $1.6M 17k 93.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $1.6M 4.1k 392.70
Tyler Technologies (TYL) 1.5 $1.2M 3.2k 386.08
Ishares Tr Core Total Usd (IUSB) 1.5 $1.2M 28k 43.71
Lockheed Martin Corporation (LMT) 1.5 $1.2M 3.0k 409.01
Pepsi (PEP) 1.5 $1.2M 7.0k 169.45
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $1.1M 8.6k 131.79
Apple (AAPL) 1.3 $1.0M 6.1k 171.21
Ishares Tr Eafe Value Etf (EFV) 1.3 $1.0M 21k 48.93
Gra (GGG) 1.2 $991k 14k 72.88
Nordson Corporation (NDSN) 1.2 $967k 4.3k 223.17
Ishares Tr Mbs Etf (MBB) 1.2 $966k 11k 88.80
Fortune Brands (FBIN) 1.1 $921k 15k 62.16
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $918k 3.7k 249.33
Eastman Chemical Company (EMN) 1.1 $911k 12k 76.72
Vanguard World Esg Us Stk Etf (ESGV) 1.1 $887k 12k 75.22
Sprouts Fmrs Mkt (SFM) 1.1 $874k 20k 42.80
RPM International (RPM) 1.1 $858k 9.0k 94.81
Ishares Tr TRS FLT RT BD (TFLO) 1.0 $841k 17k 50.74
Ceridian Hcm Hldg (DAY) 1.0 $834k 12k 67.85
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $827k 9.6k 86.30
Zebra Technologies Corporati Cl A (ZBRA) 1.0 $816k 3.5k 236.50
Epam Systems (EPAM) 1.0 $814k 3.2k 255.69
Colgate-Palmolive Company (CL) 1.0 $797k 11k 71.11
JPMorgan Chase & Co. (JPM) 1.0 $791k 5.5k 145.02
Gilead Sciences (GILD) 1.0 $783k 11k 74.94
AMN Healthcare Services (AMN) 0.9 $761k 8.9k 85.18
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $749k 3.6k 208.23
Simulations Plus (SLP) 0.9 $745k 18k 41.70
Trimble Navigation (TRMB) 0.9 $742k 14k 53.86
Nucor Corporation (NUE) 0.9 $742k 4.7k 156.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $716k 1.6k 456.64
Ishares Tr Core S&p500 Etf (IVV) 0.9 $702k 1.6k 429.36
Regeneron Pharmaceuticals (REGN) 0.9 $693k 842.00 822.96
Corcept Therapeutics Incorporated (CORT) 0.9 $688k 25k 27.25
Johnson & Johnson (JNJ) 0.8 $671k 4.3k 155.76
Smucker J M Com New (SJM) 0.8 $669k 5.4k 122.91
Abbvie (ABBV) 0.8 $658k 4.4k 149.05
Bank of America Corporation (BAC) 0.8 $614k 22k 27.38
Costco Wholesale Corporation (COST) 0.7 $605k 1.1k 564.93
Select Sector Spdr Tr Financial (XLF) 0.7 $600k 18k 33.17
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $583k 8.1k 72.38
Wal-Mart Stores (WMT) 0.7 $581k 3.6k 159.93
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $573k 3.6k 161.00
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $573k 26k 22.04
Select Sector Spdr Tr Sbi Materials (XLB) 0.7 $567k 7.2k 78.55
Cisco Systems (CSCO) 0.7 $550k 10k 53.76
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $543k 6.9k 78.14
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $541k 6.1k 88.69
McDonald's Corporation (MCD) 0.6 $525k 2.0k 263.41
NVIDIA Corporation (NVDA) 0.6 $517k 1.2k 435.02
Abbott Laboratories (ABT) 0.6 $511k 5.3k 96.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $488k 4.7k 103.32
Norfolk Southern (NSC) 0.6 $458k 2.3k 196.90
Mondelez Intl Cl A (MDLZ) 0.5 $436k 6.3k 69.39
Merck & Co (MRK) 0.5 $430k 4.2k 102.96
Procter & Gamble Company (PG) 0.5 $423k 2.9k 145.86
Waste Management (WM) 0.5 $420k 2.8k 152.45
Lowe's Companies (LOW) 0.5 $415k 2.0k 207.79
Emerson Electric (EMR) 0.5 $407k 4.2k 96.58
Qualcomm (QCOM) 0.5 $406k 3.7k 111.07
Bristol Myers Squibb (BMY) 0.5 $402k 6.9k 58.04
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.5 $390k 22k 18.11
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $387k 6.1k 63.49
Chubb (CB) 0.5 $377k 1.8k 208.15
Ishares Core Msci Emkt (IEMG) 0.5 $374k 7.9k 47.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $362k 1.0k 350.30
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $347k 3.8k 92.37
Amazon (AMZN) 0.4 $344k 2.7k 127.12
Dorian Lpg Shs Usd (LPG) 0.4 $342k 12k 28.73
Honeywell International (HON) 0.4 $333k 1.8k 184.77
Deere & Company (DE) 0.4 $327k 866.00 377.16
Stride (LRN) 0.4 $327k 7.3k 45.03
Sunstone Hotel Investors (SHO) 0.4 $322k 34k 9.35
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $320k 4.7k 68.42
Ishares Tr U.s. Tech Etf (IYW) 0.4 $316k 3.0k 104.93
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $316k 2.0k 155.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $311k 5.3k 58.79
Wiley John & Sons Cl A (WLY) 0.4 $305k 8.2k 37.17
Kinder Morgan (KMI) 0.4 $304k 18k 16.58
Strategy Ns 7handl Idx (HNDL) 0.4 $299k 16k 19.11
Cigna Corp (CI) 0.4 $295k 1.0k 286.07
Te Connectivity SHS (TEL) 0.4 $294k 2.4k 123.53
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.4 $288k 6.8k 42.20
Group 1 Automotive (GPI) 0.4 $287k 1.1k 268.71
Dave & Buster's Entertainmnt (PLAY) 0.4 $285k 7.7k 37.07
General Mills (GIS) 0.4 $284k 4.4k 63.99
Nu Skin Enterprises Cl A (NUS) 0.3 $275k 13k 21.21
PNC Financial Services (PNC) 0.3 $272k 2.2k 122.78
ICF International (ICFI) 0.3 $268k 2.2k 120.81
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $266k 2.8k 94.34
Extreme Networks (EXTR) 0.3 $264k 11k 24.21
EOG Resources (EOG) 0.3 $264k 2.1k 126.76
Leggett & Platt (LEG) 0.3 $258k 10k 25.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $258k 3.7k 69.78
Pfizer (PFE) 0.3 $257k 7.8k 33.17
Cerence (CRNC) 0.3 $247k 12k 20.37
PPL Corporation (PPL) 0.3 $244k 10k 23.56
M&T Bank Corporation (MTB) 0.3 $232k 1.8k 126.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $223k 3.0k 75.17
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $221k 4.4k 50.32
Wp Carey (WPC) 0.3 $219k 4.1k 54.08
Exxon Mobil Corporation (XOM) 0.3 $208k 1.8k 117.61
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $206k 3.6k 57.60
Spdr Ser Tr Bloomberg Invt (FLRN) 0.3 $204k 6.6k 30.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $204k 4.0k 50.89
Willamette Valley Vineyards (WVVI) 0.1 $91k 16k 5.87