$133 Million is the total value of Clearview Wealth Advisors LLC's 641 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 125.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PENN | Exit | PENN NATL GAMING INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| FREY | Exit | FREYR BATTERY SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FTCH | Exit | FARFETCH LTD ORD SH CL Astock | $0 | – | -25 | -100.0% | 0.00% | – |
| ENSV | Exit | ENSERVCO CORP COM NEWstock | $0 | – | -100 | -100.0% | 0.00% | – |
| ARVL | Exit | ARRIVAL GROUP SHSstock | $0 | – | -100 | -100.0% | 0.00% | – |
| NVCR | Exit | NOVOCURE LTD ORD SHSstock | $0 | – | -1 | -100.0% | 0.00% | – |
| EXK | Exit | ENDEAVOUR SILVER CORP COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| NEM | Exit | NEWMONT CORP COMstock | $0 | – | -17 | -100.0% | -0.00% | – |
| SE | Exit | SEA LTD SPONSORD ADSadr | $0 | – | -20 | -100.0% | -0.00% | – |
| AGNC | Exit | AGNC INVT CORP COMreit | $0 | – | -120 | -100.0% | -0.00% | – |
| PRTY | Exit | PARTY CITY HOLDCO INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
| FSLY | Exit | FASTLY INC CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
| GTE | Exit | GRAN TIERRA ENERGY INC COMstock | $0 | – | -700 | -100.0% | -0.00% | – |
| HTZZ | Exit | HERTZ GLOBAL HLDGS INC COM NEWstock | $0 | – | -50 | -100.0% | -0.00% | – |
| APA | Exit | APA CORPORATION COMstock | $0 | – | -30 | -100.0% | -0.00% | – |
| TRVG | Exit | TRIVAGO N V SPON ADS A SHSadr | $0 | – | -250 | -100.0% | -0.00% | – |
| ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -70 | -100.0% | -0.00% | – |
| DRIV | Exit | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $0 | – | -70 | -100.0% | -0.00% | – |
| SYNH | Exit | SYNEOS HEALTH INC CL Astock | $0 | – | -160 | -100.0% | -0.00% | – |
| GPS | Exit | GAP INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| JETS | Exit | U.S. GLOBAL JETS ETFetf | $0 | – | -151 | -100.0% | -0.00% | – |
| JMIA | Exit | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $0 | – | -314 | -100.0% | -0.00% | – |
| FSTR | Exit | FOSTER L B CO COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
| EXC | Exit | EXELON CORP COMstock | $0 | – | -113 | -100.0% | -0.00% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| HYXF | Exit | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -126 | -100.0% | -0.00% | – |
| FNY | Exit | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $0 | – | -104 | -100.0% | -0.01% | – |
| XEL | Exit | XCEL ENERGY INC COMstock | $0 | – | -110 | -100.0% | -0.01% | – |
| FBT | Exit | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $0 | – | -45 | -100.0% | -0.01% | – |
| SCHO | Exit | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $0 | – | -150 | -100.0% | -0.01% | – |
| DIVO | Exit | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFetf | $0 | – | -280 | -100.0% | -0.01% | – |
| EIX | Exit | EDISON INTL COMstock | $0 | – | -169 | -100.0% | -0.01% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $0 | – | -124 | -100.0% | -0.02% | – |
| SMB | Exit | VANECK SHORT MUNI ETFetf | $0 | – | -3,000 | -100.0% | -0.03% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC COMstock | $0 | – | -4,712 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
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.