Clearview Wealth Advisors

Clearview Wealth Advisors as of March 31, 2025

Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 99 positions in its portfolio as reported in the March 2025 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) 8.9 $12M 533k 22.45
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.4 $11M 486k 23.16
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.9 $9.3M 260k 35.64
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.1 $8.2M 125k 65.76
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.7 $6.3M 185k 34.25
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.5 $6.0M 118k 50.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $4.4M 200k 22.08
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.0 $4.0M 162k 24.48
Ishares Tr Core Total Usd (IUSB) 2.3 $3.1M 67k 46.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $3.1M 156k 19.78
Schwab Strategic Tr Fundamental Us L (FNDX) 2.3 $3.0M 129k 23.61
Apollo Global Mgmt (APO) 2.2 $3.0M 22k 136.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.0 $2.7M 16k 170.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $2.4M 95k 25.04
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $2.3M 25k 92.83
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $2.1M 43k 48.76
Chevron Corporation (CVX) 1.3 $1.8M 11k 167.29
Microsoft Corporation (MSFT) 1.3 $1.7M 4.6k 375.43
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $1.7M 8.9k 190.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.6M 3.2k 513.91
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.6M 45k 36.14
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $1.5M 12k 121.91
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.5M 25k 58.94
Ishares Tr Mbs Etf (MBB) 1.1 $1.5M 16k 93.78
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $1.4M 56k 24.34
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $1.2M 57k 21.51
Apple (AAPL) 0.9 $1.2M 5.5k 222.12
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $1.1M 21k 52.38
Costco Wholesale Corporation (COST) 0.8 $1.0M 1.1k 946.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.0M 37k 27.96
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $954k 9.5k 100.00
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.7 $921k 20k 46.57
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $879k 9.0k 97.95
Abbvie (ABBV) 0.6 $808k 3.9k 209.54
Ishares Tr U.s. Tech Etf (IYW) 0.6 $786k 5.6k 140.43
Ishares Tr Core S&p500 Etf (IVV) 0.6 $770k 1.4k 562.06
JPMorgan Chase & Co. (JPM) 0.6 $761k 3.1k 245.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $756k 32k 23.43
Ishares Msci Emrg Chn (EMXC) 0.6 $746k 14k 55.09
Ishares Core Msci Emkt (IEMG) 0.5 $687k 13k 53.97
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $627k 18k 35.88
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $592k 9.6k 61.89
Amazon (AMZN) 0.4 $583k 3.1k 190.26
NVIDIA Corporation (NVDA) 0.4 $571k 5.3k 108.39
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $567k 21k 27.57
Johnson & Johnson (JNJ) 0.4 $566k 3.4k 165.84
Wal-Mart Stores (WMT) 0.4 $558k 6.4k 87.80
Bank of America Corporation (BAC) 0.4 $552k 13k 41.73
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $539k 12k 46.02
McDonald's Corporation (MCD) 0.4 $536k 1.7k 312.33
Cisco Systems (CSCO) 0.4 $534k 8.7k 61.71
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $534k 5.8k 92.53
Waste Management (WM) 0.4 $533k 2.3k 231.53
PPL Corporation (PPL) 0.4 $509k 14k 36.11
Qualcomm (QCOM) 0.4 $489k 3.2k 153.59
Nucor Corporation (NUE) 0.4 $486k 4.0k 120.33
Lockheed Martin Corporation (LMT) 0.4 $478k 1.1k 446.73
Spdr Gold Tr Gold Shs (GLD) 0.4 $473k 1.6k 288.14
Norfolk Southern (NSC) 0.3 $464k 2.0k 236.80
Kinder Morgan (KMI) 0.3 $449k 16k 28.53
Honeywell International (HON) 0.3 $444k 2.1k 211.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $436k 818.00 532.58
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $436k 3.7k 116.39
Chubb (CB) 0.3 $435k 1.4k 302.07
Procter & Gamble Company (PG) 0.3 $408k 2.4k 170.44
M&T Bank Corporation (MTB) 0.3 $396k 2.2k 178.78
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $384k 14k 27.39
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $383k 12k 30.80
Emerson Electric (EMR) 0.3 $383k 3.5k 109.64
Lowe's Companies (LOW) 0.3 $372k 1.6k 233.23
Bristol Myers Squibb (BMY) 0.3 $355k 5.8k 60.99
Abbott Laboratories (ABT) 0.3 $348k 2.6k 132.64
Deere & Company (DE) 0.3 $343k 731.00 469.35
Cigna Corp (CI) 0.3 $339k 1.0k 329.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $335k 2.6k 128.96
PNC Financial Services (PNC) 0.3 $335k 1.9k 175.73
Charles Schwab Corporation (SCHW) 0.3 $335k 4.3k 78.28
Mondelez Intl Cl A (MDLZ) 0.2 $332k 4.9k 67.85
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $329k 3.6k 90.58
Pepsi (PEP) 0.2 $320k 2.1k 149.96
Merck & Co (MRK) 0.2 $318k 3.5k 89.76
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $308k 3.9k 79.85
A. O. Smith Corporation (AOS) 0.2 $304k 4.6k 65.36
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $293k 3.9k 74.73
Te Connectivity Ord Shs (TEL) 0.2 $288k 2.0k 141.32
Hershey Company (HSY) 0.2 $283k 1.7k 171.04
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $282k 2.9k 98.92
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $282k 11k 26.89
Dell Technologies CL C (DELL) 0.2 $281k 3.1k 91.15
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $274k 2.9k 93.67
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $254k 1.3k 193.92
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $253k 7.0k 36.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $233k 3.2k 73.45
EOG Resources (EOG) 0.2 $223k 1.7k 128.24
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $221k 2.1k 104.55
General Mills (GIS) 0.2 $220k 3.7k 59.80
Wp Carey (WPC) 0.2 $216k 3.4k 63.11
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $214k 9.5k 22.46
Willamette Valley Vineyards (WVVI) 0.1 $93k 16k 5.94