$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 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $661,000 | +8.7% | 2,380 | 0.0% | 0.41% | +3.6% | |
| BIL | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $325,000 | 0.0% | 3,557 | 0.0% | 0.20% | -4.7% | |
| CB | CHUBB LIMITED COMstock | $291,000 | +0.7% | 1,831 | 0.0% | 0.18% | -4.3% | |
| GOOGL | ALPHABET INC CAP STK CL Astock | $288,000 | +18.5% | 118 | 0.0% | 0.18% | +12.7% | |
| ALK | ALASKA AIR GROUP INC COMstock | $261,000 | -13.0% | 4,333 | 0.0% | 0.16% | -17.4% | |
| CI | CIGNA CORP NEW COMstock | $249,000 | -2.0% | 1,051 | 0.0% | 0.15% | -6.7% | |
| BA | BOEING CO COMstock | $207,000 | -5.9% | 865 | 0.0% | 0.13% | -10.5% | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $201,000 | +4.1% | 3,989 | 0.0% | 0.12% | -0.8% | |
| ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $187,000 | +23.0% | 319 | 0.0% | 0.12% | +16.2% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $138,000 | +10.4% | 1,222 | 0.0% | 0.08% | +4.9% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $118,000 | +11.3% | 1,624 | 0.0% | 0.07% | +5.8% | |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $105,000 | 0.0% | 975 | 0.0% | 0.06% | -4.4% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $103,000 | +12.0% | 258 | 0.0% | 0.06% | +6.7% | |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $98,000 | +48.5% | 4,100 | 0.0% | 0.06% | +41.9% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $95,000 | +11.8% | 350 | 0.0% | 0.06% | +7.3% | |
| UNH | UNITEDHEALTH GROUP INC COMstock | $90,000 | +8.4% | 223 | 0.0% | 0.06% | +3.7% | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $90,000 | 0.0% | 880 | 0.0% | 0.06% | -3.4% | |
| RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $87,000 | +10.1% | 1,021 | 0.0% | 0.05% | +5.9% | |
| GLD | SPDR GOLD SHARESetf | $88,000 | +3.5% | 530 | 0.0% | 0.05% | -1.8% | |
| TJX | TJX COS INC NEW COMstock | $88,000 | +2.3% | 1,304 | 0.0% | 0.05% | -3.6% | |
| ROBO | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $86,000 | +3.6% | 1,313 | 0.0% | 0.05% | -1.9% | |
| IJH | ISHARES S&P MIDCAP FUNDetf | $84,000 | +3.7% | 311 | 0.0% | 0.05% | -1.9% | |
| YUM | YUM BRANDS INC COMstock | $80,000 | +5.3% | 698 | 0.0% | 0.05% | 0.0% | |
| SMB | VANECK VECTORS SHORT MUNI ETFetf | $80,000 | 0.0% | 4,450 | 0.0% | 0.05% | -5.8% | |
| CTAS | CINTAS CORP COMstock | $78,000 | +11.4% | 205 | 0.0% | 0.05% | +6.7% | |
| TGT | TARGET CORP COMstock | $76,000 | +22.6% | 315 | 0.0% | 0.05% | +17.5% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $75,000 | -3.8% | 273 | 0.0% | 0.05% | -9.8% | |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $74,000 | +1.4% | 835 | 0.0% | 0.05% | -2.1% | |
| IVE | ISHARES S&P 500 VALUE ETFetf | $75,000 | +4.2% | 509 | 0.0% | 0.05% | -2.1% | |
| MRNA | MODERNA INC COMstock | $73,000 | +78.0% | 311 | 0.0% | 0.04% | +66.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $68,000 | +9.7% | 2,813 | 0.0% | 0.04% | +5.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $64,000 | +1.6% | 418 | 0.0% | 0.04% | -2.4% | |
| EVRG | EVERGY INC COMstock | $63,000 | 0.0% | 1,050 | 0.0% | 0.04% | -4.9% | |
| ZTS | ZOETIS INC CL Astock | $63,000 | +18.9% | 336 | 0.0% | 0.04% | +14.7% | |
| SWKS | SKYWORKS SOLUTIONS INC COMstock | $60,000 | +5.3% | 313 | 0.0% | 0.04% | 0.0% | |
| BOCT | INNOVATOR S&P 500 BUFFER ETF - OCTOBERetf | $58,000 | +3.6% | 1,800 | 0.0% | 0.04% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $59,000 | +11.3% | 116 | 0.0% | 0.04% | +5.9% | |
| NVS | NOVARTIS AG SPONSORED ADRadr | $55,000 | +7.8% | 600 | 0.0% | 0.03% | +3.0% | |
| DBI | DESIGNER BRANDS INC CL Astock | $51,000 | -5.6% | 3,077 | 0.0% | 0.03% | -11.4% | |
| SPXL | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $51,000 | +24.4% | 479 | 0.0% | 0.03% | +14.8% | |
| PAYC | PAYCOM SOFTWARE INC COMstock | $46,000 | -2.1% | 127 | 0.0% | 0.03% | -6.7% | |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $46,000 | +4.5% | 1,511 | 0.0% | 0.03% | -3.4% | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $45,000 | 0.0% | 880 | 0.0% | 0.03% | -3.4% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $46,000 | +12.2% | 697 | 0.0% | 0.03% | +3.7% | |
| PROSPECT CAP CORP 4.95 07/15/2022convertible | $43,000 | 0.0% | 42,000 | 0.0% | 0.03% | -3.6% | ||
| AAL | AMERICAN AIRLS GROUP INC COMstock | $44,000 | -10.2% | 2,068 | 0.0% | 0.03% | -15.6% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $42,000 | +7.7% | 674 | 0.0% | 0.03% | +4.0% | |
| ATVI | ACTIVISION BLIZZARD INC COMstock | $41,000 | +2.5% | 427 | 0.0% | 0.02% | -3.8% | |
| PDP | INVESCO DWA MOMENTUM ETFetf | $40,000 | +5.3% | 451 | 0.0% | 0.02% | 0.0% | |
| BLACKROCK TCP CAPITAL CORP 4.625 03/01/2022convertible | $41,000 | 0.0% | 40,000 | 0.0% | 0.02% | -7.4% | ||
| ILMN | ILLUMINA INC COMstock | $41,000 | +24.2% | 86 | 0.0% | 0.02% | +19.0% | |
| BDX | BECTON DICKINSON & CO COMstock | $40,000 | 0.0% | 163 | 0.0% | 0.02% | -3.8% | |
| MDT | MEDTRONIC PLC SHSstock | $40,000 | +5.3% | 324 | 0.0% | 0.02% | 0.0% | |
| WORK | SLACK TECHNOLOGIES INC COM CL Astock | $40,000 | +8.1% | 900 | 0.0% | 0.02% | +4.2% | |
| NKE | NIKE INC CL Bstock | $39,000 | +18.2% | 251 | 0.0% | 0.02% | +14.3% | |
| FE | FIRSTENERGY CORP COMstock | $39,000 | +8.3% | 1,050 | 0.0% | 0.02% | +4.3% | |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $39,000 | +11.4% | 921 | 0.0% | 0.02% | +4.3% | |
| INTU | INTUIT COMstock | $37,000 | +27.6% | 76 | 0.0% | 0.02% | +21.1% | |
| NUAN | NUANCE COMMUNICATIONS INC COMstock | $38,000 | +22.6% | 703 | 0.0% | 0.02% | +15.0% | |
| RY | ROYAL BK CDA COMstock | $35,000 | +9.4% | 350 | 0.0% | 0.02% | +4.8% | |
| NOW | SERVICENOW INC COMstock | $34,000 | +9.7% | 62 | 0.0% | 0.02% | +5.0% | |
| WLL | WHITING PETE CORP NEW COM NEWstock | $34,000 | +54.5% | 618 | 0.0% | 0.02% | +50.0% | |
| RWL | INVESCO S&P 500 REVENUE ETFetf | $32,000 | +6.7% | 429 | 0.0% | 0.02% | +5.3% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $30,000 | +15.4% | 608 | 0.0% | 0.02% | +11.8% | |
| SRE | SEMPRA COMstock | $31,000 | 0.0% | 231 | 0.0% | 0.02% | -5.0% | |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $31,000 | 0.0% | 1,116 | 0.0% | 0.02% | -5.0% | |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $29,000 | +3.6% | 598 | 0.0% | 0.02% | 0.0% | |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $29,000 | +3.6% | 532 | 0.0% | 0.02% | 0.0% | |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $29,000 | +7.4% | 224 | 0.0% | 0.02% | 0.0% | |
| SLV | ISHARES SILVER TRUSTetf | $27,000 | +8.0% | 1,111 | 0.0% | 0.02% | +6.2% | |
| ARKK | ARK INNOVATION ETFetf | $28,000 | +7.7% | 214 | 0.0% | 0.02% | 0.0% | |
| SIVR | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $27,000 | +3.8% | 1,085 | 0.0% | 0.02% | 0.0% | |
| WRB | BERKLEY W R CORP COMstock | $26,000 | 0.0% | 347 | 0.0% | 0.02% | -5.9% | |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $26,000 | +4.0% | 422 | 0.0% | 0.02% | 0.0% | |
| HPF | HANCOCK JOHN PFD INCOME FD II COMcef | $26,000 | 0.0% | 1,226 | 0.0% | 0.02% | -5.9% | |
| K | KELLOGG CO COMstock | $26,000 | +4.0% | 400 | 0.0% | 0.02% | 0.0% | |
| ROST | ROSS STORES INC COMstock | $26,000 | +4.0% | 207 | 0.0% | 0.02% | 0.0% | |
| DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $26,000 | +44.4% | 852 | 0.0% | 0.02% | +33.3% | |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $24,000 | +4.3% | 910 | 0.0% | 0.02% | 0.0% | |
| ASAN | ASANA INC CL Astock | $24,000 | +118.2% | 382 | 0.0% | 0.02% | +114.3% | |
| MU | MICRON TECHNOLOGY INC COMstock | $25,000 | -3.8% | 290 | 0.0% | 0.02% | -11.8% | |
| PHO | INVESCO WATER RESOURCES ETFetf | $22,000 | +10.0% | 412 | 0.0% | 0.01% | +7.7% | |
| LKQ | LKQ CORP COMstock | $23,000 | +15.0% | 466 | 0.0% | 0.01% | +7.7% | |
| UNP | UNION PAC CORP COMstock | $22,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $21,000 | +16.7% | 111 | 0.0% | 0.01% | +8.3% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $21,000 | +5.0% | 139 | 0.0% | 0.01% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $19,000 | +11.8% | 400 | 0.0% | 0.01% | +9.1% | |
| DD | DUPONT DE NEMOURS INC COMstock | $20,000 | 0.0% | 256 | 0.0% | 0.01% | -7.7% | |
| GM | GENERAL MTRS CO COMstock | $20,000 | +5.3% | 339 | 0.0% | 0.01% | 0.0% | |
| ORCL | ORACLE CORP COMstock | $19,000 | +11.8% | 246 | 0.0% | 0.01% | +9.1% | |
| PLUG | PLUG POWER INC COM NEWstock | $19,000 | -5.0% | 562 | 0.0% | 0.01% | -7.7% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $18,000 | +20.0% | 47 | 0.0% | 0.01% | +10.0% | |
| HFC | HOLLYFRONTIER CORP COMstock | $17,000 | -5.6% | 504 | 0.0% | 0.01% | -16.7% | |
| NFLX | NETFLIX INC COMstock | $17,000 | 0.0% | 32 | 0.0% | 0.01% | -9.1% | |
| SONO | SONOS INC COMstock | $16,000 | -5.9% | 461 | 0.0% | 0.01% | -9.1% | |
| GILD | GILEAD SCIENCES INC COMstock | $17,000 | +6.2% | 242 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $17,000 | -15.0% | 322 | 0.0% | 0.01% | -23.1% | |
| CTXS | CITRIX SYS INC COMstock | $17,000 | -15.0% | 144 | 0.0% | 0.01% | -23.1% | |
| CHD | CHURCH & DWIGHT INC COMstock | $17,000 | 0.0% | 200 | 0.0% | 0.01% | -9.1% | |
| JWN | NORDSTROM INC COMstock | $14,000 | 0.0% | 375 | 0.0% | 0.01% | 0.0% | |
| BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $14,000 | -17.6% | 302 | 0.0% | 0.01% | -18.2% | |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $15,000 | +7.1% | 42 | 0.0% | 0.01% | 0.0% | |
| J | JACOBS ENGR GROUP INC COMstock | $14,000 | +7.7% | 104 | 0.0% | 0.01% | +12.5% | |
| GDX | VANECK VECTORS GOLD MINERS ETFetf | $15,000 | +7.1% | 437 | 0.0% | 0.01% | 0.0% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $15,000 | +15.4% | 100 | 0.0% | 0.01% | +12.5% | |
| SCI | SERVICE CORP INTL COMstock | $15,000 | +7.1% | 274 | 0.0% | 0.01% | 0.0% | |
| TMUS | T-MOBILE US INC COMstock | $13,000 | +8.3% | 92 | 0.0% | 0.01% | 0.0% | |
| XHE | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $13,000 | +8.3% | 100 | 0.0% | 0.01% | 0.0% | |
| EBS | EMERGENT BIOSOLUTIONS INC COMstock | $13,000 | -31.6% | 200 | 0.0% | 0.01% | -33.3% | |
| THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $11,000 | 0.0% | 12,000 | 0.0% | 0.01% | 0.0% | ||
| IIPR | INNOVATIVE INDL PPTYS INC COMreit | $11,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP COMstock | $12,000 | +20.0% | 150 | 0.0% | 0.01% | +16.7% | |
| CTVA | CORTEVA INC COMstock | $11,000 | -8.3% | 256 | 0.0% | 0.01% | -12.5% | |
| VALE | VALE S A SPONSORED ADSadr | $12,000 | +33.3% | 506 | 0.0% | 0.01% | +16.7% | |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $12,000 | 0.0% | 135 | 0.0% | 0.01% | -12.5% | |
| JETS | U.S. GLOBAL JETS ETFetf | $11,000 | -8.3% | 450 | 0.0% | 0.01% | -12.5% | |
| PSMT | PRICESMART INC COMstock | $11,000 | -8.3% | 120 | 0.0% | 0.01% | -12.5% | |
| EQNR | EQUINOR ASA SPONSORED ADRadr | $11,000 | +10.0% | 505 | 0.0% | 0.01% | +16.7% | |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $11,000 | -8.3% | 109 | 0.0% | 0.01% | -12.5% | |
| SAVE | SPIRIT AIRLS INC COMstock | $12,000 | -20.0% | 400 | 0.0% | 0.01% | -30.0% | |
| DHI | D R HORTON INC COMstock | $9,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $10,000 | -9.1% | 314 | 0.0% | 0.01% | -14.3% | |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $10,000 | +25.0% | 1,100 | 0.0% | 0.01% | +20.0% | |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $10,000 | +11.1% | 82 | 0.0% | 0.01% | 0.0% | |
| FCEL | FUELCELL ENERGY INC COMstock | $9,000 | -40.0% | 1,026 | 0.0% | 0.01% | -40.0% | |
| PCAR | PACCAR INC COMstock | $9,000 | -10.0% | 104 | 0.0% | 0.01% | 0.0% | |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $10,000 | +11.1% | 65 | 0.0% | 0.01% | 0.0% | |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $10,000 | +11.1% | 110 | 0.0% | 0.01% | 0.0% | |
| DKNG | DRAFTKINGS INC COM CL Astock | $10,000 | -16.7% | 200 | 0.0% | 0.01% | -25.0% | |
| SCHW | SCHWAB CHARLES CORP COMstock | $9,000 | +12.5% | 126 | 0.0% | 0.01% | +20.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $10,000 | +11.1% | 55 | 0.0% | 0.01% | 0.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| CLH | CLEAN HARBORS INC COMstock | $10,000 | +11.1% | 106 | 0.0% | 0.01% | 0.0% | |
| THO | THOR INDS INC COMstock | $10,000 | -16.7% | 85 | 0.0% | 0.01% | -25.0% | |
| BURL | BURLINGTON STORES INC COMstock | $10,000 | +11.1% | 30 | 0.0% | 0.01% | 0.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $9,000 | +50.0% | 200 | 0.0% | 0.01% | +50.0% | |
| ABNB | AIRBNB INC COM CL Astock | $9,000 | -18.2% | 57 | 0.0% | 0.01% | -14.3% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $9,000 | +12.5% | 59 | 0.0% | 0.01% | +20.0% | |
| IYLD | ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDetf | $10,000 | +11.1% | 400 | 0.0% | 0.01% | 0.0% | |
| ALC | ALCON AG ORD SHSstock | $8,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% | |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $8,000 | +14.3% | 45 | 0.0% | 0.01% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $8,000 | +14.3% | 87 | 0.0% | 0.01% | 0.0% | |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETFetf | $8,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $8,000 | +14.3% | 104 | 0.0% | 0.01% | 0.0% | |
| TRIP | TRIPADVISOR INC COMstock | $8,000 | -27.3% | 200 | 0.0% | 0.01% | -28.6% | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| FSLY | FASTLY INC CL Astock | $6,000 | -14.3% | 100 | 0.0% | 0.00% | -20.0% | |
| RUN | SUNRUN INC COMstock | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $6,000 | +20.0% | 56 | 0.0% | 0.00% | +33.3% | |
| LX | LEXINFINTECH HLDGS LTD ADRadr | $6,000 | +20.0% | 500 | 0.0% | 0.00% | +33.3% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP COMstock | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| EVBG | EVERBRIDGE INC COMstock | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| EPI | WISDOMTREE INDIA EARNINGS FUNDetf | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP COMstock | $7,000 | -12.5% | 76 | 0.0% | 0.00% | -20.0% | |
| EBAY | EBAY INC. COMstock | $6,000 | +20.0% | 88 | 0.0% | 0.00% | +33.3% | |
| HMC | HONDA MOTOR LTD AMERN SHSadr | $7,000 | 0.0% | 219 | 0.0% | 0.00% | -20.0% | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,000 | 0.0% | 145 | 0.0% | 0.00% | -20.0% | |
| SYNA | SYNAPTICS INC COMstock | $6,000 | +20.0% | 40 | 0.0% | 0.00% | +33.3% | |
| ROKT | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $7,000 | 0.0% | 164 | 0.0% | 0.00% | -20.0% | |
| DISCA | DISCOVERY INC COM SER Astock | $6,000 | -33.3% | 200 | 0.0% | 0.00% | -33.3% | |
| KNDI | KANDI TECHNOLOGIES GROUP INC COMstock | $5,000 | 0.0% | 860 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $5,000 | +25.0% | 5 | 0.0% | 0.00% | 0.0% | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| GVA | GRANITE CONSTR INC COMstock | $5,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $5,000 | -16.7% | 250 | 0.0% | 0.00% | -25.0% | |
| GRWG | GROWGENERATION CORP COMstock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CORE | CORE-MARK HLDG CO INC COMstock | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| FIW | FIRST TRUST WATER ETFetf | $5,000 | +25.0% | 54 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC COMstock | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC COMstock | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -33.3% | |
| RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC COMstock | $4,000 | 0.0% | 35 | 0.0% | 0.00% | -33.3% | |
| RVT | ROYCE VALUE TR INC COMcef | $3,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
| LAZR | LUMINAR TECHNOLOGIES INC COM CL Astock | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -33.3% | |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -33.3% | |
| DNP | DNP SELECT INCOME FD INC COMcef | $4,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% | |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC COMstock | $3,000 | +50.0% | 7 | 0.0% | 0.00% | +100.0% | |
| LORL | LORAL SPACE & COM INC COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADSadr | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -33.3% | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| BNTX | BIONTECH SE SPONSORED ADSadr | $4,000 | +100.0% | 20 | 0.0% | 0.00% | +100.0% | |
| JEF | JEFFERIES FINL GROUP INC COMstock | $3,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC COMstock | $4,000 | 0.0% | 3 | 0.0% | 0.00% | -33.3% | |
| VTV | VANGUARD VALUE INDEX FUNDetf | $4,000 | 0.0% | 28 | 0.0% | 0.00% | -33.3% | |
| ADSK | AUTODESK INC COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC COMstock | $4,000 | +33.3% | 43 | 0.0% | 0.00% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| SNUG | MERLYN.AI TACTICAL GROWTH AND INCOME ETFetf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $4,000 | +33.3% | 15 | 0.0% | 0.00% | 0.0% | |
| FSR | FISKER INC CL A COM STKstock | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC COMstock | $4,000 | 0.0% | 62 | 0.0% | 0.00% | -33.3% | |
| PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| DMRC | DIGIMARC CORP NEW COMstock | $2,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% | |
| NEM | NEWMONT CORP COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| CLNE | CLEAN ENERGY FUELS CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| DSTL | DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFetf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HOLX | HOLOGIC INC COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PIPR | PIPER SANDLER COMPANIES COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| BWEN | BROADWIND INC COM NEWstock | $2,000 | -33.3% | 500 | 0.0% | 0.00% | -50.0% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $2,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| NLOK | NORTONLIFELOCK INC COMstock | $2,000 | +100.0% | 56 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC COMstock | $2,000 | +100.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| AVNS | AVANOS MED INC COMstock | $1,000 | -50.0% | 41 | 0.0% | 0.00% | 0.0% | |
| VEEV | VEEVA SYS INC CL A COMstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| VOO | VANGUARD S&P 500 ETFetf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INC SPON ADR CL Aadr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| EDIT | EDITAS MEDICINE INC COMstock | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| DPW | AULT GLOBAL HOLDINGS INC COMstock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $2,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| PKI | PERKINELMER INC COMstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INC CL Astock | $2,000 | +100.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MICRO FOCUS INTL PLC SPON ADR NEWadr | $1,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | ||
| HOL | ASTRA SPACE INC COM CL Astock | $2,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| XM | QUALTRICS INTL INC COM CL Astock | $2,000 | +100.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ATI | ALLEGHENY TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX HOLDINGS CORP COM NEWstock | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC COMstock | $2,000 | +100.0% | 11 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC COMstock | $2,000 | +100.0% | 1 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL CORP COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| ADMS | ADAMAS PHARMACEUTICALS INC COMstock | $2,000 | +100.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FMO | FIDUCIARY CLAYMORE ENGRY INFRA COMcef | $2,000 | +100.0% | 140 | 0.0% | 0.00% | 0.0% | |
| MXIM | MAXIM INTEGRATED PRODS INC COMstock | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HGEN | HUMANIGEN INC COM NEWstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SPYC | SIMPLIFY US EQUITY PLUS CONVEXITY ETFetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO COMstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC COMstock | $2,000 | -33.3% | 60 | 0.0% | 0.00% | -50.0% | |
| DDOG | DATADOG INC CL A COMstock | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC COMstock | $1,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP COMstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| CHGG | CHEGG INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ZUO | ZUORA INC COM CL Astock | $0 | – | 20 | 0.0% | 0.00% | – | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| BATRK | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| FLGT | FULGENT GENETICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| BIDU | BAIDU INC SPON ADR REP Aadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| AX | AXOS FINANCIAL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| BATRA | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| GRMN | GARMIN LTD SHSstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
| FUV | ARCIMOTO INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC COM NEWstock | $0 | – | 57 | 0.0% | 0.00% | – | |
| HA | HAWAIIAN HOLDINGS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC COMstock | $0 | -100.0% | 165 | 0.0% | 0.00% | -100.0% | ||
| MAT | MATTEL INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| CWH | CAMPING WORLD HLDGS INC CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
| MRO | MARATHON OIL CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| FIBK | FIRST INTST BANCSYSTEM INC COM CL Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
| FORD | FORWARD INDS INC N Y COM NEWstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| AVAV | AEROVIRONMENT INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| DNOW | NOW INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| COLB | COLUMBIA BKG SYS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| RGT | ROYCE GLOBAL VALUE TR INC COMcef | $0 | – | 24 | 0.0% | 0.00% | – | |
| PLAY | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – |
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.