Clearview Wealth Advisors LLC - Q4 2020 holdings

$149 Million is the total value of Clearview Wealth Advisors LLC's 595 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
ESGU NewISHARES ESG AWARE MSCI USA ETFetf$11,607,000134,922
+100.0%
7.80%
SPLG NewSPDR PORTFOLIO S&P 500 ETFetf$8,857,000201,485
+100.0%
5.95%
GOVT NewISHARES U.S. TREASURY BOND ETFetf$8,414,000308,891
+100.0%
5.65%
SPIB NewSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf$5,476,000147,282
+100.0%
3.68%
IGSB NewISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$5,423,00098,293
+100.0%
3.64%
USFR NewWISDOMTREE FLOATING RATE TREASURY FUNDetf$4,588,000182,777
+100.0%
3.08%
SHYG NewISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf$3,932,00086,525
+100.0%
2.64%
XSOE NewWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf$3,925,00098,946
+100.0%
2.64%
SPTS NewSPDR PORTFOLIO SHORT TERM TREASURY ETFetf$3,909,000127,298
+100.0%
2.62%
SPLB NewSPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf$3,843,000116,100
+100.0%
2.58%
EFG NewISHARES MSCI EAFE GROWTH ETFetf$3,814,00037,797
+100.0%
2.56%
MBB NewISHARES MBS ETFetf$3,277,00029,760
+100.0%
2.20%
VLUE NewISHARES MSCI USA VALUE FACTOR ETFetf$2,390,00027,499
+100.0%
1.60%
USMV NewISHARES MSCI USA MIN VOL FACTOR ETFetf$2,279,00033,570
+100.0%
1.53%
MSFT NewMICROSOFT CORP COMstock$2,271,00010,211
+100.0%
1.52%
AAPL NewAPPLE INC COMstock$2,093,00015,771
+100.0%
1.41%
SHY NewISHARES 1-3 YEAR TREASURY BOND ETFetf$1,984,00022,971
+100.0%
1.33%
BOND NewPIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf$1,891,00016,719
+100.0%
1.27%
PGX NewINVESCO PREFERRED ETFetf$1,718,000112,610
+100.0%
1.15%
FTEC NewFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf$1,716,00016,419
+100.0%
1.15%
TIP NewISHARES TIPS BOND ETFetf$1,668,00013,070
+100.0%
1.12%
VNLA NewJANUS HENDERSON SHORT DURATION INCOME ETFetf$1,618,00032,050
+100.0%
1.09%
RODM NewHARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf$1,531,00054,064
+100.0%
1.03%
IHI NewISHARES U.S. MEDICAL DEVICES ETFetf$1,453,0004,440
+100.0%
0.98%
NEAR NewBLACKROCK SHORT MATURITY BOND ETFetf$1,404,00027,977
+100.0%
0.94%
SPLV NewINVESCO S&P 500 LOW VOLATILITY ETFetf$1,316,00023,410
+100.0%
0.88%
SPSB NewSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf$1,293,00041,193
+100.0%
0.87%
COST NewCOSTCO WHSL CORP NEW COMstock$1,200,0003,185
+100.0%
0.81%
AMZN NewAMAZON COM INC COMstock$1,182,000363
+100.0%
0.79%
VMBS NewVANGUARD MORTGAGE-BACKED SECURITIES ETFetf$1,109,00020,511
+100.0%
0.74%
VCSH NewVANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf$1,110,00013,339
+100.0%
0.74%
CVX NewCHEVRON CORP NEW COMstock$1,049,00012,423
+100.0%
0.70%
SPTL NewSPDR PORTFOLIO LONG TERM TREASURY ETFetf$1,027,00022,764
+100.0%
0.69%
IVV NewISHARES CORE S&P 500 ETFetf$1,024,0002,729
+100.0%
0.69%
SIZE NewISHARES MSCI USA SIZE FACTOR ETFetf$979,0008,808
+100.0%
0.66%
JNJ NewJOHNSON & JOHNSON COMstock$960,0006,102
+100.0%
0.64%
BAC NewBK OF AMERICA CORP COMstock$934,00030,805
+100.0%
0.63%
WMT NewWALMART INC COMstock$928,0006,436
+100.0%
0.62%
NSC NewNORFOLK SOUTHN CORP COMstock$823,0003,461
+100.0%
0.55%
JPM NewJPMORGAN CHASE & CO COMstock$817,0006,433
+100.0%
0.55%
GBIL NewGOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf$812,0008,110
+100.0%
0.54%
SHM NewSPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf$802,00016,104
+100.0%
0.54%
MCD NewMCDONALDS CORP COMstock$745,0003,472
+100.0%
0.50%
INTC NewINTEL CORP COMstock$714,00014,338
+100.0%
0.48%
ACWI NewISHARES MSCI ACWI INDEX FUNDetf$699,0007,699
+100.0%
0.47%
SCHR NewSCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFetf$662,00011,375
+100.0%
0.44%
ABT NewABBOTT LABS COMstock$662,0006,049
+100.0%
0.44%
MUB NewISHARES NATIONAL MUNI BOND ETFetf$648,0005,525
+100.0%
0.44%
XLP NewCONSUMER STAPLES SELECT SECTOR SPDR FUNDetf$622,0009,222
+100.0%
0.42%
VGSH NewVANGUARD SHORT-TERM GOVERNMENT BOND ETFetf$606,0009,841
+100.0%
0.41%
BMY NewBRISTOL-MYERS SQUIBB CO COMstock$605,0009,752
+100.0%
0.41%
QCOM NewQUALCOMM INC COMstock$600,0003,940
+100.0%
0.40%
PNC NewPNC FINL SVCS GROUP INC COMstock$600,0004,030
+100.0%
0.40%
PG NewPROCTER AND GAMBLE CO COMstock$595,0004,279
+100.0%
0.40%
AOK NewISHARES CONSERVATIVE ALLOCATION FUNDetf$594,00015,322
+100.0%
0.40%
ABBV NewABBVIE INC COMstock$589,0005,494
+100.0%
0.40%
MMIN NewIQ MACKAY MUNICIPAL INSURED ETFetf$589,00021,315
+100.0%
0.40%
CSCO NewCISCO SYS INC COMstock$565,00012,617
+100.0%
0.38%
BRKB NewBERKSHIRE HATHAWAY INC DEL CL B NEWstock$552,0002,380
+100.0%
0.37%
EMR NewEMERSON ELEC CO COMstock$512,0006,369
+100.0%
0.34%
LMT NewLOCKHEED MARTIN CORP COMstock$510,0001,437
+100.0%
0.34%
QUAL NewISHARES MSCI USA QUALITY FACTOR ETFetf$494,0004,247
+100.0%
0.33%
MRK NewMERCK & CO. INC COMstock$493,0006,027
+100.0%
0.33%
SWAN NewAMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf$471,00014,342
+100.0%
0.32%
HON NewHONEYWELL INTL INC COMstock$436,0002,050
+100.0%
0.29%
PFE NewPFIZER INC COMstock$426,00011,583
+100.0%
0.29%
V NewVISA INC COM CL Astock$426,0001,948
+100.0%
0.29%
KO NewCOCA COLA CO COMstock$421,0007,671
+100.0%
0.28%
T NewAT&T INC COMstock$417,00014,498
+100.0%
0.28%
EMB NewISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf$412,0003,553
+100.0%
0.28%
VIG NewVANGUARD DIVIDEND APPRECIATION INDEX FUNDetf$410,0002,904
+100.0%
0.28%
FBND NewFIDELITY TOTAL BOND ETFetf$401,0007,388
+100.0%
0.27%
MUNI NewPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf$399,0007,039
+100.0%
0.27%
NVDA NewNVIDIA CORPORATION COMstock$391,000749
+100.0%
0.26%
WM NewWASTE MGMT INC DEL COMstock$376,0003,186
+100.0%
0.25%
GIS NewGENERAL MLS INC COMstock$365,0006,211
+100.0%
0.24%
DG NewDOLLAR GEN CORP NEW COMstock$362,0001,719
+100.0%
0.24%
AMGN NewAMGEN INC COMstock$351,0001,526
+100.0%
0.24%
PPL NewPPL CORP COMstock$343,00012,155
+100.0%
0.23%
BIL NewSPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf$338,0003,691
+100.0%
0.23%
WPC NewWP CAREY INC COMreit$333,0004,720
+100.0%
0.22%
SCHO NewSCHWAB SHORT-TERM U.S. TREASURY ETFetf$328,0006,380
+100.0%
0.22%
KMB NewKIMBERLY-CLARK CORP COMstock$325,0002,407
+100.0%
0.22%
IJR NewISHARES S&P SMALL-CAP FUNDetf$323,0003,518
+100.0%
0.22%
SHV NewISHARES SHORT TREASURY BOND ETFetf$316,0002,855
+100.0%
0.21%
ESGE NewISHARES MSCI EM ESG SELECT ETFetf$311,0007,411
+100.0%
0.21%
LEG NewLEGGETT & PLATT INC COMstock$304,0006,851
+100.0%
0.20%
VZ NewVERIZON COMMUNICATIONS INC COMstock$304,0005,170
+100.0%
0.20%
NUE NewNUCOR CORP COMstock$289,0005,442
+100.0%
0.19%
USHY NewISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf$286,0006,943
+100.0%
0.19%
PEP NewPEPSICO INC COMstock$284,0001,918
+100.0%
0.19%
CB NewCHUBB LIMITED COMstock$283,0001,840
+100.0%
0.19%
KBWB NewINVESCO KBW BANK ETFetf$278,0005,516
+100.0%
0.19%
KMI NewKINDER MORGAN INC DEL COMstock$272,00019,880
+100.0%
0.18%
PYPL NewPAYPAL HLDGS INC COMstock$271,0001,158
+100.0%
0.18%
MTB NewM & T BK CORP COMstock$259,0002,031
+100.0%
0.17%
WIZ NewMERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf$255,0007,646
+100.0%
0.17%
CLX NewCLOROX CO DEL COMstock$251,0001,242
+100.0%
0.17%
HD NewHOME DEPOT INC COMstock$249,000937
+100.0%
0.17%
LQD NewISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf$232,0001,679
+100.0%
0.16%
WVVI NewWILLAMETTE VY VINEYARD INC COMstock$227,00035,674
+100.0%
0.15%
ALK NewALASKA AIR GROUP INC COMstock$225,0004,333
+100.0%
0.15%
CI NewCIGNA CORP NEW COMstock$219,0001,051
+100.0%
0.15%
DIS NewDISNEY WALT CO COMstock$218,0001,202
+100.0%
0.15%
SBUX NewSTARBUCKS CORP COMstock$212,0001,980
+100.0%
0.14%
GOOGL NewALPHABET INC CAP STK CL Astock$207,000118
+100.0%
0.14%
DGRW NewWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf$201,0003,732
+100.0%
0.14%
BA NewBOEING CO COMstock$201,000937
+100.0%
0.14%
IVW NewISHARES S&P 500 GROWTH ETFetf$190,0002,980
+100.0%
0.13%
IWP NewISHARES RUSSELL MID-CAP GROWTH ETFetf$189,0001,842
+100.0%
0.13%
MTUM NewISHARES MSCI USA MOMENTUM FACTOR ETFetf$184,0001,143
+100.0%
0.12%
DGRO NewISHARES CORE DIVIDEND GROWTH ETFetf$179,0003,989
+100.0%
0.12%
LGLV NewSPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf$167,0001,392
+100.0%
0.11%
COP NewCONOCOPHILLIPS COMstock$167,0004,186
+100.0%
0.11%
ADBE NewADOBE SYSTEMS INCORPORATED COMstock$156,000311
+100.0%
0.10%
AB NewALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock$151,0004,482
+100.0%
0.10%
FIXD NewFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf$150,0002,749
+100.0%
0.10%
QTUM NewDEFIANCE QUANTUM ETFetf$150,0003,616
+100.0%
0.10%
FDLO NewFIDELITY LOW VOLATILITY FACTOR ETFetf$149,0003,492
+100.0%
0.10%
NEE NewNEXTERA ENERGY INC COMstock$147,0001,900
+100.0%
0.10%
TSCO NewTRACTOR SUPPLY CO COMstock$146,0001,037
+100.0%
0.10%
SO NewSOUTHERN CO COMstock$137,0002,224
+100.0%
0.09%
PAWZ NewPROSHARES PET CARE ETFetf$137,0001,907
+100.0%
0.09%
PSX NewPHILLIPS 66 COMstock$131,0001,867
+100.0%
0.09%
WERN NewWERNER ENTERPRISES INC COMstock$130,0003,326
+100.0%
0.09%
LMBS NewFIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf$126,0002,443
+100.0%
0.08%
AGZ NewISHARES AGENCY BOND ETFetf$122,0001,019
+100.0%
0.08%
USB NewUS BANCORP DEL COM NEWstock$117,0002,518
+100.0%
0.08%
FDX NewFEDEX CORP COMstock$116,000446
+100.0%
0.08%
IEFA NewISHARES CORE MSCI EAFE ETFetf$116,0001,681
+100.0%
0.08%
IGIB NewISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$113,0001,831
+100.0%
0.08%
FB NewFACEBOOK INC CL Astock$112,000409
+100.0%
0.08%
FIVG NewDEFIANCE NEXT GEN CONNECTIVITY ETFetf$112,0003,337
+100.0%
0.08%
AGG NewISHARES CORE U.S. AGGREGATE BOND ETFetf$110,000932
+100.0%
0.07%
GE NewGENERAL ELECTRIC CO COMstock$107,0009,919
+100.0%
0.07%
AVGO NewBROADCOM INC COMstock$105,000238
+100.0%
0.07%
ITW NewILLINOIS TOOL WKS INC COMstock$105,000513
+100.0%
0.07%
SUB NewISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf$105,000973
+100.0%
0.07%
XOM NewEXXON MOBIL CORP COMstock$105,0002,543
+100.0%
0.07%
AOM NewISHARES MODERATE ALLOCATION FUNDetf$104,0002,400
+100.0%
0.07%
EINC NewVANECK VECTORS ENERGY INCOME ETFetf$103,0002,516
+100.0%
0.07%
IEUR NewISHARES CORE MSCI EUROPE ETFetf$101,0001,972
+100.0%
0.07%
BX NewBLACKSTONE GROUP INC COM CL Astock$95,0001,462
+100.0%
0.06%
GLD NewSPDR GOLD SHARESetf$95,000530
+100.0%
0.06%
IEF NewISHARES 7-10 YEAR TREASURY BOND ETFetf$91,000759
+100.0%
0.06%
VGT NewVANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf$91,000258
+100.0%
0.06%
TJX NewTJX COS INC NEW COMstock$89,0001,304
+100.0%
0.06%
CMCSA NewCOMCAST CORP NEW CL Astock$90,0001,725
+100.0%
0.06%
MINT NewPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf$90,000880
+100.0%
0.06%
C NewCITIGROUP INC COM NEWstock$87,0001,407
+100.0%
0.06%
SEDG NewSOLAREDGE TECHNOLOGIES INC COMstock$87,000273
+100.0%
0.06%
IWF NewISHARES RUSSELL 1000 GROWTH ETFetf$84,000350
+100.0%
0.06%
MA NewMASTERCARD INCORPORATED CL Astock$84,000235
+100.0%
0.06%
PFF NewISHARES PREFERRED AND INCOME SECURITIES ETFetf$82,0002,136
+100.0%
0.06%
SHOP NewSHOPIFY INC CL Astock$80,00071
+100.0%
0.05%
ROBO NewROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf$80,0001,313
+100.0%
0.05%
UNH NewUNITEDHEALTH GROUP INC COMstock$78,000222
+100.0%
0.05%
SCHD NewSCHWAB US DIVIDEND EQUITY ETFetf$77,0001,204
+100.0%
0.05%
ITM NewVANECK VECTORS INTERMEDIATE MUNI ETFetf$78,0001,505
+100.0%
0.05%
TXN NewTEXAS INSTRS INC COMstock$77,000469
+100.0%
0.05%
UMPQ NewUMPQUA HLDGS CORP COMstock$78,0005,139
+100.0%
0.05%
YUM NewYUM BRANDS INC COMstock$76,000698
+100.0%
0.05%
IVE NewISHARES S&P 500 VALUE ETFetf$75,000586
+100.0%
0.05%
ED NewCONSOLIDATED EDISON INC COMstock$73,0001,016
+100.0%
0.05%
RTX NewRAYTHEON TECHNOLOGIES CORP COMstock$73,0001,021
+100.0%
0.05%
CTAS NewCINTAS CORP COMstock$72,000205
+100.0%
0.05%
IJH NewISHARES S&P MIDCAP FUNDetf$72,000311
+100.0%
0.05%
FTC NewFIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf$72,000742
+100.0%
0.05%
WFC NewWELLS FARGO CO NEW COMstock$71,0002,339
+100.0%
0.05%
LLY NewLILLY ELI & CO COMstock$72,000426
+100.0%
0.05%
HYG NewISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf$68,000783
+100.0%
0.05%
IGT NewINTERNATIONAL GAME TECHNOLOGY SHS USDstock$69,0004,100
+100.0%
0.05%
ITOT NewISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$67,000771
+100.0%
0.04%
IXN NewISHARES GLOBAL TECH ETFetf$67,000222
+100.0%
0.04%
HSY NewHERSHEY CO COMstock$66,000431
+100.0%
0.04%
MO NewALTRIA GROUP INC COMstock$64,0001,565
+100.0%
0.04%
AWK NewAMERICAN WTR WKS CO INC NEW COMstock$64,000418
+100.0%
0.04%
DUK NewDUKE ENERGY CORP NEW COM NEWstock$64,000698
+100.0%
0.04%
SMB NewVANECK VECTORS SHORT MUNI ETFetf$62,0003,400
+100.0%
0.04%
IYZ NewISHARES U.S. TELECOMMUNICATIONS ETFetf$62,0002,039
+100.0%
0.04%
TRV NewTRAVELERS COMPANIES INC COMstock$60,000429
+100.0%
0.04%
PSK NewSPDR WELLS FARGO PREFERRED STOCK ETFetf$58,0001,305
+100.0%
0.04%
GD NewGENERAL DYNAMICS CORP COMstock$58,000387
+100.0%
0.04%
EVRG NewEVERGY INC COMstock$58,0001,050
+100.0%
0.04%
CRM NewSALESFORCE COM INC COMstock$57,000258
+100.0%
0.04%
RDSA NewROYAL DUTCH SHELL PLC SPONS ADR Aadr$56,0001,585
+100.0%
0.04%
NVS NewNOVARTIS AG SPONSORED ADRadr$57,000600
+100.0%
0.04%
ZTS NewZOETIS INC CL Astock$56,000336
+100.0%
0.04%
PAYC NewPAYCOM SOFTWARE INC COMstock$57,000127
+100.0%
0.04%
IWB NewISHARES RUSSELL 1000 ETFetf$55,000259
+100.0%
0.04%
IJK NewISHARES S&P MID-CAP 400 GROWTH ETFetf$53,000737
+100.0%
0.04%
TMO NewTHERMO FISHER SCIENTIFIC INC COMstock$54,000116
+100.0%
0.04%
BOCT NewINNOVATOR S&P 500 BUFFER ETF - OCTOBERetf$54,0001,800
+100.0%
0.04%
RGR NewSTURM RUGER & CO INC COMstock$52,000793
+100.0%
0.04%
RVNU NewX-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf$50,0001,706
+100.0%
0.03%
TGT NewTARGET CORP COMstock$50,000285
+100.0%
0.03%
AZN NewASTRAZENECA PLC SPONSORED ADRadr$50,0001,000
+100.0%
0.03%
IYG NewISHARES U.S. FINANCIAL SERVICES ETFetf$50,000333
+100.0%
0.03%
JNK NewSPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf$49,000452
+100.0%
0.03%
EV NewEATON VANCE CORP COM NON VTGstock$47,000690
+100.0%
0.03%
VRTX NewVERTEX PHARMACEUTICALS INC COMstock$48,000203
+100.0%
0.03%
PBCT NewPEOPLES UNITED FINANCIAL INC COMstock$47,0003,616
+100.0%
0.03%
SWKS NewSKYWORKS SOLUTIONS INC COMstock$48,000313
+100.0%
0.03%
O NewREALTY INCOME CORP COMreit$46,000741
+100.0%
0.03%
RSP NewINVESCO S&P 500 EQUAL WEIGHT ETFetf$44,000343
+100.0%
0.03%
GOOG NewALPHABET INC CAP STK CL Cstock$44,00025
+100.0%
0.03%
TLT NewISHARES 20 YEAR TREASURY BOND ETFetf$45,000283
+100.0%
0.03%
JPST NewJPMORGAN ULTRA-SHORT INCOME ETFetf$45,000880
+100.0%
0.03%
WEC NewWEC ENERGY GROUP INC COMstock$44,000481
+100.0%
0.03%
NewPROSPECT CAP CORP 4.95 07/15/2022convertible$43,00042,000
+100.0%
0.03%
BDX NewBECTON DICKINSON & CO COMstock$41,000162
+100.0%
0.03%
FAAR NewFIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf$41,0001,511
+100.0%
0.03%
IBM NewINTERNATIONAL BUSINESS MACHS COMstock$42,000331
+100.0%
0.03%
LOW NewLOWES COS INC COMstock$41,000255
+100.0%
0.03%
YUMC NewYUM CHINA HLDGS INC COMstock$40,000697
+100.0%
0.03%
NewBLACKROCK TCP CAPITAL CORP 4.625 03/01/2022convertible$40,00040,000
+100.0%
0.03%
PDP NewINVESCO DWA MOMENTUM ETFetf$40,000451
+100.0%
0.03%
CWB NewSPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf$40,000488
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MU NewMICRON TECHNOLOGY INC COMstock$27,000357
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CC NewCHEMOURS CO COMstock$22,000891
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SCI NewSERVICE CORP INTL COMstock$13,000274
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FEAC NewSKILLZ INC COMstock$14,000722
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GM NewGENERAL MTRS CO COMstock$14,000339
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U NewUNITY SOFTWARE INC COMstock$14,00093
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CGC NewCANOPY GROWTH CORP COMstock$12,000475
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EIX NewEDISON INTL COMstock$10,000160
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ELP NewCOMPANHIA PARANAENSE ENERG COP SPON ADR PFDadr$11,000747
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DY NewDYCOM INDS INC COMstock$9,000115
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ICE NewINTERCONTINENTAL EXCHANGE INC COMstock$9,00082
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F NewFORD MTR CO DEL COMstock$5,000613
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XPEV NewXPENG INC ADSadr$5,000118
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OC NewOWENS CORNING NEW COMstock$5,00065
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ALL NewALLSTATE CORP COMstock$5,00050
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SPCE NewVIRGIN GALACTIC HOLDINGS INC COMstock$5,000200
+100.0%
0.00%
VIACA NewVIACOMCBS INC CL Astock$4,000111
+100.0%
0.00%
BUD NewANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr$4,00062
+100.0%
0.00%
ST NewSENSATA TECHNOLOGIES HLDG PLC SHSstock$5,00095
+100.0%
0.00%
DNP NewDNP SELECT INCOME FD INC COMcef$4,000400
+100.0%
0.00%
FIW NewFIRST TRUST WATER ETFetf$4,00053
+100.0%
0.00%
AZO NewAUTOZONE INC COMstock$4,0003
+100.0%
0.00%
CRWD NewCROWDSTRIKE HLDGS INC CL Astock$4,00020
+100.0%
0.00%
ESGD NewISHARES MSCI EAFE ESG SELECT ETFetf$5,00067
+100.0%
0.00%
EDD NewMORGAN STANLEY EMERGING MKTS D COMcef$5,000759
+100.0%
0.00%
RGLD NewROYAL GOLD INC COMstock$4,00034
+100.0%
0.00%
IWM NewISHARES RUSSELL 2000 ETFetf$4,00021
+100.0%
0.00%
NIO NewNIO INC SPON ADSadr$5,000104
+100.0%
0.00%
CORE NewCORE MARK HOLDING CO INC COMstock$4,000120
+100.0%
0.00%
GGT NewGABELLI MULTIMEDIA TR INC COMcef$5,000616
+100.0%
0.00%
SAM NewBOSTON BEER INC CL Astock$5,0005
+100.0%
0.00%
NET NewCLOUDFLARE INC CL A COMstock$4,00050
+100.0%
0.00%
FTSL NewFIRST TRUST SENIOR LOAN FUNDetf$5,000105
+100.0%
0.00%
SAVE NewSPIRIT AIRLS INC COMstock$5,000200
+100.0%
0.00%
SUSA NewISHARES MSCI USA ESG SELECT ETFetf$4,00052
+100.0%
0.00%
TUR NewISHARES MSCI TURKEY ETFetf$4,000158
+100.0%
0.00%
CAL NewCALERES INC COMstock$5,000327
+100.0%
0.00%
MCHP NewMICROCHIP TECHNOLOGY INC. COMstock$3,00020
+100.0%
0.00%
LX NewLEXINFINTECH HLDGS LTD ADRadr$3,000500
+100.0%
0.00%
FVRR NewFIVERR INTL LTD ORD SHSstock$3,00015
+100.0%
0.00%
PH NewPARKER-HANNIFIN CORP COMstock$3,00010
+100.0%
0.00%
POST NewPOST HLDGS INC COMstock$3,00032
+100.0%
0.00%
SUSB NewISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf$3,000119
+100.0%
0.00%
RVT NewROYCE VALUE TR INC COMcef$3,000183
+100.0%
0.00%
FEMB NewFIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETFetf$3,00073
+100.0%
0.00%
IDV NewISHARES INTERNATIONAL SELECT DIVIDEND ETFetf$3,00088
+100.0%
0.00%
VIV NewTELEFONICA BRASIL SA NEW ADRadr$3,000292
+100.0%
0.00%
LIT NewGLOBAL X LITHIUM & BATTERY TECH ETFetf$3,00040
+100.0%
0.00%
BBBY NewBED BATH & BEYOND INC COMstock$3,000150
+100.0%
0.00%
TRIP NewTRIPADVISOR INC COMstock$3,000100
+100.0%
0.00%
GVA NewGRANITE CONSTR INC COMstock$3,000116
+100.0%
0.00%
GP NewGREENPOWER MTR CO INC COM NEWstock$3,000100
+100.0%
0.00%
X NewUNITED STATES STL CORP NEW COMstock$3,000185
+100.0%
0.00%
HIG NewHARTFORD FINL SVCS GROUP INC COMstock$3,00061
+100.0%
0.00%
ADSK NewAUTODESK INC COMstock$3,00010
+100.0%
0.00%
VIGI NewVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf$3,00031
+100.0%
0.00%
VTV NewVANGUARD VALUE INDEX FUNDetf$3,00028
+100.0%
0.00%
VIAV NewVIAVI SOLUTIONS INC COMstock$3,000200
+100.0%
0.00%
HPE NewHEWLETT PACKARD ENTERPRISE CO COMstock$3,000236
+100.0%
0.00%
WAB NewWABTEC COMstock$3,00043
+100.0%
0.00%
SNUG NewMERLYN.AI TACTICAL GROWTH AND INCOME ETFetf$3,000100
+100.0%
0.00%
LAZR NewLUMINAR TECHNOLOGIES INC COM CL Astock$3,000100
+100.0%
0.00%
ELF NewE L F BEAUTY INC COMstock$1,00043
+100.0%
0.00%
BKNG NewBOOKING HOLDINGS INC COMstock$2,0001
+100.0%
0.00%
BTBT NewBIT DIGITAL INC SHSstock$1,00045
+100.0%
0.00%
EWZ NewISHARES MSCI BRAZIL ETFetf$1,00027
+100.0%
0.00%
MELI NewMERCADOLIBRE INC COMstock$2,0001
+100.0%
0.00%
DDOG NewDATADOG INC CL A COMstock$2,00024
+100.0%
0.00%
VOD NewVODAFONE GROUP PLC NEW SPONSORED ADRadr$2,000117
+100.0%
0.00%
NRG NewNRG ENERGY INC COM NEWstock$2,00041
+100.0%
0.00%
HEXO NewHEXO CORP COM NEWstock$1,000250
+100.0%
0.00%
WBA NewWALGREENS BOOTS ALLIANCE INC COMstock$1,00025
+100.0%
0.00%
DMRC NewDIGIMARC CORP NEW COMstock$2,00050
+100.0%
0.00%
MNST NewMONSTER BEVERAGE CORP NEW COMstock$1,00015
+100.0%
0.00%
KMF NewKAYNE ANDERSON NEXTGEN ENRGY COMcef$2,000400
+100.0%
0.00%
HIO NewWESTERN ASSET HIGH INCOME OPPO COMcef$1,000279
+100.0%
0.00%
DOV NewDOVER CORP COMstock$2,00016
+100.0%
0.00%
FMO NewFIDUCIARY CLAYMORE ENGRY INFRA COMcef$1,000140
+100.0%
0.00%
DPW NewDPW HLDGS INC COMstock$1,000300
+100.0%
0.00%
ORBC NewORBCOMM INC COMstock$1,000140
+100.0%
0.00%
IVOL NewQUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf$1,00040
+100.0%
0.00%
ATI NewALLEGHENY TECHNOLOGIES INC COMstock$1,00050
+100.0%
0.00%
ALXN NewALEXION PHARMACEUTICALS INC COMstock$2,00014
+100.0%
0.00%
XRX NewXEROX HOLDINGS CORP COM NEWstock$1,00033
+100.0%
0.00%
EWW NewISHARES MSCI MEXICO ETFetf$2,00045
+100.0%
0.00%
ZEN NewZENDESK INC COMstock$2,00011
+100.0%
0.00%
SPYC NewSIMPLIFY US EQUITY PLUS CONVEXITY ETFetf$1,00040
+100.0%
0.00%
INDA NewISHARES MSCI INDIA INDEX FUNDetf$1,00025
+100.0%
0.00%
CHTR NewCHARTER COMMUNICATIONS INC NEW CL Astock$2,0003
+100.0%
0.00%
CHGG NewCHEGG INC COMstock$1,00010
+100.0%
0.00%
CAAS NewCHINA AUTOMOTIVE SYS INC COMstock$1,000200
+100.0%
0.00%
FEN NewFIRST TR ENERGY INCOME & GROWT COMcef$2,000176
+100.0%
0.00%
FCX NewFREEPORT-MCMORAN INC CL Bstock$1,00051
+100.0%
0.00%
IXUS NewISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf$1,00013
+100.0%
0.00%
CLNE NewCLEAN ENERGY FUELS CORP COMstock$1,000100
+100.0%
0.00%
ADMS NewADAMAS PHARMACEUTICALS INC COMstock$1,000300
+100.0%
0.00%
GRX NewGABELLI HLTHCARE & WELLNESS TR SHScef$1,000103
+100.0%
0.00%
GREK NewGLOBAL X MSCI GREECE ETFetf$1,00040
+100.0%
0.00%
NLOK NewNORTONLIFELOCK INC COMstock$1,00056
+100.0%
0.00%
BNTX NewBIONTECH SE SPONSORED ADSadr$2,00020
+100.0%
0.00%
LULU NewLULULEMON ATHLETICA INC COMstock$1,0003
+100.0%
0.00%
GLW NewCORNING INC COMstock$2,00060
+100.0%
0.00%
BCS NewBARCLAYS PLC ADRadr$1,000110
+100.0%
0.00%
BMO NewBANK MONTREAL QUE COMstock$1,00017
+100.0%
0.00%
NWN NewNORTHWEST NAT HLDG CO COMstock$1,00023
+100.0%
0.00%
MKL NewMARKEL CORP COMstock$1,0001
+100.0%
0.00%
ZBH NewZIMMER BIOMET HOLDINGS INC COMstock$2,00010
+100.0%
0.00%
UBER NewUBER TECHNOLOGIES INC COMstock$2,00038
+100.0%
0.00%
EDIT NewEDITAS MEDICINE INC COMstock$1,00010
+100.0%
0.00%
AVNS NewAVANOS MED INC COMstock$2,00041
+100.0%
0.00%
CRON NewCRONOS GROUP INC COMstock$1,000100
+100.0%
0.00%
RDSB NewROYAL DUTCH SHELL PLC SPON ADR Badr$2,00070
+100.0%
0.00%
EAGG NewISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf$2,00035
+100.0%
0.00%
MXIM NewMAXIM INTEGRATED PRODS INC COMstock$2,00023
+100.0%
0.00%
ACB NewAURORA CANNABIS INC COMstock$1,00078
+100.0%
0.00%
JD NewJD.COM INC SPON ADR CL Aadr$1,00010
+100.0%
0.00%
EIS NewISHARES MSCI ISRAEL ETFetf$1,00014
+100.0%
0.00%
VYM NewVANGUARD HIGH DIVIDEND YIELD ETFetf$1,00010
+100.0%
0.00%
EEFT NewEURONET WORLDWIDE INC COMstock$2,00015
+100.0%
0.00%
VHT NewVANGUARD HEALTH CARE INDEX FUNDetf$1,0003
+100.0%
0.00%
APHA NewAPHRIA INC COMstock$1,000100
+100.0%
0.00%
VEEV NewVEEVA SYS INC CL A COMstock$2,0006
+100.0%
0.00%
VOO NewVANGUARD S&P 500 ETFetf$1,0003
+100.0%
0.00%
JEF NewJEFFERIES FINL GROUP INC COMstock$2,000101
+100.0%
0.00%
NYCB NewNEW YORK CMNTY BANCORP INC COMstock$1,000104
+100.0%
0.00%
PIPR NewPIPER SANDLER COMPANIES COMstock$2,00015
+100.0%
0.00%
BATRA NewLIBERTY MEDIA CORP DEL COM A BRAVES GRPstock$010
+100.0%
0.00%
VWO NewVANGUARD FTSE EMERGING MARKETS ETFetf$03
+100.0%
0.00%
GRMN NewGARMIN LTD SHSstock$03
+100.0%
0.00%
DXC NewDXC TECHNOLOGY CO COMstock$08
+100.0%
0.00%
FUV NewARCIMOTO INC COMstock$01
+100.0%
0.00%
ZUO NewZUORA INC COM CL Astock$020
+100.0%
0.00%
CMCL NewCALEDONIA MNG CORP PLC SHS NEWstock$020
+100.0%
0.00%
MRO NewMARATHON OIL CORP COMstock$03
+100.0%
0.00%
CNDT NewCONDUENT INC COMstock$026
+100.0%
0.00%
COLB NewCOLUMBIA BKG SYS INC COMstock$010
+100.0%
0.00%
FLGT NewFULGENT GENETICS INC COMstock$05
+100.0%
0.00%
HA NewHAWAIIAN HOLDINGS INC COMstock$010
+100.0%
0.00%
FORD NewFORWARD INDS INC N Y COM NEWstock$0100
+100.0%
0.00%
AVAV NewAEROVIRONMENT INC COMstock$03
+100.0%
0.00%
CWH NewCAMPING WORLD HLDGS INC CL Astock$05
+100.0%
0.00%
DNOW NewNOW INC COMstock$025
+100.0%
0.00%
AX NewAXOS FINANCIAL INC COMstock$05
+100.0%
0.00%
RGT NewROYCE GLOBAL VALUE TR INC COMcef$024
+100.0%
0.00%
SWBI NewSMITH & WESSON BRANDS INC COMstock$023
+100.0%
0.00%
NewORGANIGRAM HLDGS INC COMstock$0165
+100.0%
0.00%
MNKKQ NewMALLINCKRODT PUB LTD CO SHSstock$028
+100.0%
0.00%
PLAY NewDAVE & BUSTERS ENTMT INC COMstock$010
+100.0%
0.00%
AIG NewAMERICAN INTL GROUP INC COM NEWstock$01
+100.0%
0.00%
MAT NewMATTEL INC COMstock$010
+100.0%
0.00%
KHC NewKRAFT HEINZ CO COMstock$01
+100.0%
0.00%
FIBK NewFIRST INTST BANCSYSTEM INC COM CL Astock$06
+100.0%
0.00%
FVE NewFIVE STAR SENIOR LIVING INC COM NEWstock$057
+100.0%
0.00%
SPB NewSPECTRUM BRANDS HLDGS INC NEW COMstock$02
+100.0%
0.00%
VEA NewVANGUARD FTSE DEVELOPED MARKETS ETFetf$03
+100.0%
0.00%
NewMICRO FOCUS INTL PLC SPON ADR NEWadr$011
+100.0%
0.00%
PRSP NewPERSPECTA INC COMstock$04
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-01-21
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR SER TR12Q3 202312.0%
ISHARES TR12Q3 20239.7%
ISHARES U.S. TREASURY BOND ETF12Q3 20237.5%
SCHWAB US DIVIDEND EQUITY ETF12Q3 202311.3%
ISHARES TR12Q3 20233.3%
MICROSOFT CORP COM12Q3 20232.2%
ISHARES TR12Q3 20232.9%
CHEVRON CORP NEW COM12Q3 20232.4%
APPLE INC COM12Q3 20231.6%
ISHARES TR12Q3 20232.1%

View Clearview Wealth Advisors LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-12
13F-HR2023-10-30
13F-HR2023-08-07
13F-HR2023-04-12
13F-HR2023-01-31
13F-HR2022-10-18
13F-HR2022-08-05
13F-HR2022-04-29
13F-HR2022-02-02
13F-HR2021-11-02

View Clearview Wealth Advisors LLC's complete filings history.

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