Clearview Wealth Advisors

Clearview Wealth Advisors as of March 31, 2024

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 270k 61.53
Ishares Tr Core Total Usd (IUSB) 5.5 $5.4M 118k 45.59
Schwab Strategic Tr Us Aggregate B (SCHZ) 4.9 $4.8M 105k 46.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.2 $4.1M 51k 80.63
Ishares Tr Mbs Etf (MBB) 2.8 $2.7M 29k 92.42
Ishares Tr Eafe Value Etf (EFV) 2.7 $2.7M 49k 54.40
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.6 $2.5M 27k 94.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $2.5M 15k 164.35
Microsoft Corporation (MSFT) 2.3 $2.3M 5.4k 420.73
Ishares Tr TRS FLT RT BD (TFLO) 1.8 $1.8M 36k 50.69
Ishares Tr Esg Awr Msci Usa (ESGU) 1.8 $1.8M 16k 114.96
Chevron Corporation (CVX) 1.8 $1.8M 11k 157.73
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $1.7M 17k 103.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $1.7M 3.6k 480.70
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $1.7M 9.1k 186.81
Blackrock Etf Trust Us Eqt Factor (DYNF) 1.4 $1.4M 32k 44.40
Ishares Tr U.s. Tech Etf (IYW) 1.4 $1.4M 10k 135.05
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.2M 13k 97.94
Ishares Core Msci Emkt (IEMG) 1.2 $1.2M 23k 51.60
Apple (AAPL) 1.1 $1.0M 6.0k 171.47
Vanguard World Esg Us Stk Etf (ESGV) 1.0 $955k 10k 93.19
Wal-Mart Stores (WMT) 1.0 $947k 16k 60.17
Spdr Ser Tr Portfolio Short (SPSB) 1.0 $936k 31k 29.77
Spdr Ser Tr Bloomberg High Y (JNK) 0.9 $925k 9.7k 95.20
Nucor Corporation (NUE) 0.9 $899k 4.5k 197.89
Lockheed Martin Corporation (LMT) 0.9 $874k 1.9k 454.87
JPMorgan Chase & Co. (JPM) 0.9 $853k 4.3k 200.29
Spdr Gold Tr Gold Shs (GLD) 0.8 $808k 3.9k 205.72
Bank of America Corporation (BAC) 0.8 $801k 21k 37.92
Abbvie (ABBV) 0.8 $783k 4.3k 182.10
Ishares Tr Core S&p500 Etf (IVV) 0.8 $747k 1.4k 525.89
NVIDIA Corporation (NVDA) 0.8 $737k 816.00 903.60
Gra (GGG) 0.7 $701k 7.5k 93.46
Costco Wholesale Corporation (COST) 0.7 $658k 898.00 732.58
Fortune Brands (FBIN) 0.7 $658k 7.8k 84.67
Nordson Corporation (NDSN) 0.6 $626k 2.3k 274.58
Johnson & Johnson (JNJ) 0.6 $603k 3.8k 158.19
Qualcomm (QCOM) 0.6 $588k 3.5k 169.30
Waste Management (WM) 0.6 $565k 2.7k 213.17
Norfolk Southern (NSC) 0.6 $565k 2.2k 254.82
Amazon (AMZN) 0.6 $550k 3.1k 180.38
Boston Properties (BXP) 0.6 $544k 8.3k 65.31
McDonald's Corporation (MCD) 0.5 $539k 1.9k 281.92
Merck & Co (MRK) 0.5 $526k 4.0k 131.95
Blackrock Etf Trust Ii Flexible Income (BINC) 0.5 $510k 9.7k 52.46
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.5 $491k 11k 44.49
Cisco Systems (CSCO) 0.5 $487k 9.8k 49.91
Ishares Tr Global Energ Etf (IXC) 0.5 $468k 11k 42.95
Procter & Gamble Company (PG) 0.5 $454k 2.8k 162.25
Lowe's Companies (LOW) 0.5 $453k 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 3.9k 113.41
Ishares Tr Tips Bd Etf (TIP) 0.4 $436k 4.1k 107.42
PPL Corporation (PPL) 0.4 $432k 16k 27.53
Pepsi (PEP) 0.4 $426k 2.4k 175.03
Chubb (CB) 0.4 $419k 1.6k 259.18
RPM International (RPM) 0.4 $415k 3.5k 118.95
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $412k 3.7k 110.13
Cardinal Health (CAH) 0.4 $404k 3.6k 111.90
Eli Lilly & Co. (LLY) 0.4 $403k 518.00 778.03
Zebra Technologies Corporati Cl A (ZBRA) 0.4 $392k 1.3k 301.44
Mondelez Intl Cl A (MDLZ) 0.4 $384k 5.5k 70.00
Exelixis (EXEL) 0.4 $381k 16k 23.73
Cigna Corp (CI) 0.4 $374k 1.0k 363.19
Corcept Therapeutics Incorporated (CORT) 0.4 $362k 14k 25.19
Bristol Myers Squibb (BMY) 0.4 $359k 6.6k 54.23
Catalent (CTLT) 0.4 $357k 6.3k 56.45
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $356k 4.7k 76.18
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $354k 3.9k 89.67
Honeywell International (HON) 0.4 $352k 1.7k 205.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $347k 2.9k 120.99
Bj's Wholesale Club Holdings (BJ) 0.4 $347k 4.6k 75.65
Charles Schwab Corporation (SCHW) 0.4 $344k 4.8k 72.34
Ceridian Hcm Hldg (DAY) 0.3 $343k 5.2k 66.21
PNC Financial Services (PNC) 0.3 $342k 2.1k 161.57
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.3 $342k 5.5k 62.24
Abbott Laboratories (ABT) 0.3 $339k 3.0k 113.65
Deere & Company (DE) 0.3 $336k 817.00 410.74
Te Connectivity SHS (TEL) 0.3 $331k 2.3k 145.24
Trimble Navigation (TRMB) 0.3 $325k 5.0k 64.36
Kinder Morgan (KMI) 0.3 $324k 18k 18.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $322k 3.8k 84.44
Gilead Sciences (GILD) 0.3 $321k 4.4k 73.25
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $313k 3.7k 83.58
Tyler Technologies (TYL) 0.3 $312k 733.00 425.01
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $304k 4.6k 65.87
L3harris Technologies (LHX) 0.3 $301k 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 2.6k 110.54
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $273k 1.5k 182.57
Select Sector Spdr Tr Financial (XLF) 0.3 $261k 6.2k 42.12
M&T Bank Corporation (MTB) 0.3 $253k 1.7k 145.44
EOG Resources (EOG) 0.3 $248k 1.9k 127.84
Ishares Msci Emrg Chn (EMXC) 0.3 $246k 4.3k 57.57
Colgate-Palmolive Company (CL) 0.2 $242k 2.7k 90.05
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $240k 2.6k 92.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $227k 1.2k 183.89
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $224k 2.5k 89.90
Dutch Bros Cl A (BROS) 0.2 $223k 6.8k 33.00
Wp Carey (WPC) 0.2 $219k 3.9k 56.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $218k 3.0k 72.63
Pfizer (PFE) 0.2 $204k 7.3k 27.75
Ishares Tr Us Infrastruc (IFRA) 0.2 $202k 4.7k 43.36
Willamette Valley Vineyards (WVVI) 0.1 $78k 16k 5.01