$161 Million is the total value of Clearview Wealth Advisors LLC's 670 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 103.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNKKQ | Exit | MALLINCKRODT PUB LTD CO SHSstock | $0 | – | -28 | -100.0% | 0.00% | – |
| EEFT | Exit | EURONET WORLDWIDE INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
| SCHQ | Exit | SCHWAB LONG-TERM U.S. TREASURY ETFetf | $0 | – | -39 | -100.0% | -0.00% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC COMstock | $0 | – | -14 | -100.0% | -0.00% | – |
| PRSP | Exit | PERSPECTA INC COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
| AVUV | Exit | AVANTIS U.S. SMALL CAP VALUE ETFetf | $0 | – | -14 | -100.0% | -0.00% | – |
| ATCX | Exit | ATLAS TECHNICAL CONSULTANTS IN COM CLS Astock | $0 | – | -200 | -100.0% | -0.00% | – |
| HEXO | Exit | HEXO CORP COM NEWstock | $0 | – | -250 | -100.0% | -0.00% | – |
| NEBC | Exit | NEBULA CARAVEL ACQUISITION COR COM CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
| EWC | Exit | ISHARES MSCI CANADA ETFetf | $0 | – | -31 | -100.0% | -0.00% | – |
| PSFE | Exit | PAYSAFE LIMITED ORDstock | $0 | – | -100 | -100.0% | -0.00% | – |
| NVTA | Exit | INVITAE CORP COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| M | Exit | MACYS INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| BLUE | Exit | BLUEBIRD BIO INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| BOX | Exit | BOX INC CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
| IJS | Exit | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $0 | – | -50 | -100.0% | -0.00% | – |
| AMC | Exit | AMC ENTMT HLDGS INC CL A COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
| HRL | Exit | HORMEL FOODS CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| DRI | Exit | DARDEN RESTAURANTS INC COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
| SAM | Exit | BOSTON BEER INC CL Astock | $0 | – | -5 | -100.0% | -0.00% | – |
| OC | Exit | OWENS CORNING NEW COMstock | $0 | – | -65 | -100.0% | -0.00% | – |
| APHA | Exit | APHRIA INC COMstock | $0 | – | -400 | -100.0% | -0.01% | – |
| MYRG | Exit | MYR GROUP INC DEL COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| SKLZ | Exit | SKILLZ INC COMstock | $0 | – | -362 | -100.0% | -0.01% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS COMstock | $0 | – | -36 | -100.0% | -0.01% | – |
| SILV | Exit | SILVERCREST METALS INC COMstock | $0 | – | -2,222 | -100.0% | -0.01% | – |
| IPHI | Exit | INPHI CORP COMstock | $0 | – | -113 | -100.0% | -0.01% | – |
| CAH | Exit | CARDINAL HEALTH INC COMstock | $0 | – | -380 | -100.0% | -0.02% | – |
| FLIR | Exit | FLIR SYS INC COMstock | $0 | – | -500 | -100.0% | -0.02% | – |
| RF | Exit | REGIONS FINANCIAL CORP NEW COMstock | $0 | – | -2,010 | -100.0% | -0.03% | – |
| EINC | Exit | VANECK VECTORS ENERGY INCOME ETFetf | $0 | – | -2,532 | -100.0% | -0.08% | – |
| IVOL | Exit | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $0 | – | -33,015 | -100.0% | -0.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 12.0% |
| ISHARES TR | 12 | Q3 2023 | 9.7% |
| ISHARES U.S. TREASURY BOND ETF | 12 | Q3 2023 | 7.5% |
| SCHWAB US DIVIDEND EQUITY ETF | 12 | Q3 2023 | 11.3% |
| ISHARES TR | 12 | Q3 2023 | 3.3% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 2.2% |
| ISHARES TR | 12 | Q3 2023 | 2.9% |
| CHEVRON CORP NEW COM | 12 | Q3 2023 | 2.4% |
| APPLE INC COM | 12 | Q3 2023 | 1.6% |
| ISHARES TR | 12 | Q3 2023 | 2.1% |
View Clearview Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-02 |
View Clearview Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.