$126 Million is the total value of Clearview Wealth Advisors LLC's 633 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COMstock | $1,812,000 | -9.3% | 7,778 | 0.0% | 1.44% | -4.1% | |
| ACWI | ISHARES MSCI ACWI ETFetf | $291,000 | -7.0% | 3,733 | 0.0% | 0.23% | -1.3% | |
| CI | CIGNA CORP NEW COMstock | $286,000 | +5.5% | 1,030 | 0.0% | 0.23% | +11.8% | |
| FLOT | ISHARES FLOATING RATE BOND ETFetf | $201,000 | +0.5% | 4,000 | 0.0% | 0.16% | +6.0% | |
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $201,000 | +0.5% | 6,645 | 0.0% | 0.16% | +6.0% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $146,000 | -5.8% | 1,083 | 0.0% | 0.12% | 0.0% | |
| WVVI | WILLAMETTE VY VINEYARD INC COMstock | $96,000 | -2.0% | 15,574 | 0.0% | 0.08% | +4.1% | |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $94,000 | -4.1% | 1,624 | 0.0% | 0.08% | +2.7% | |
| UNH | UNITEDHEALTH GROUP INC COMstock | $95,000 | -2.1% | 188 | 0.0% | 0.08% | +2.7% | |
| FB | META PLATFORMS INC CL Astock | $93,000 | -16.2% | 688 | 0.0% | 0.07% | -10.8% | |
| TSCO | TRACTOR SUPPLY CO COMstock | $90,000 | -4.3% | 483 | 0.0% | 0.07% | +1.4% | |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETFetf | $75,000 | -8.5% | 1,819 | 0.0% | 0.06% | -3.3% | |
| IVE | ISHARES S&P 500 VALUE ETFetf | $65,000 | -7.1% | 509 | 0.0% | 0.05% | 0.0% | |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $65,000 | -14.5% | 4,100 | 0.0% | 0.05% | -8.8% | |
| AVGO | BROADCOM INC COMstock | $54,000 | -8.5% | 121 | 0.0% | 0.04% | -2.3% | |
| PSX | PHILLIPS 66 COMstock | $53,000 | -1.9% | 661 | 0.0% | 0.04% | +5.0% | |
| IEUR | ISHARES CORE MSCI EUROPE ETFetf | $51,000 | -12.1% | 1,296 | 0.0% | 0.04% | -7.0% | |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $48,000 | -4.0% | 219 | 0.0% | 0.04% | +2.7% | |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $45,000 | +25.0% | 1,116 | 0.0% | 0.04% | +33.3% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $44,000 | -6.4% | 348 | 0.0% | 0.04% | 0.0% | |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $43,000 | -17.3% | 2,067 | 0.0% | 0.03% | -12.8% | |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETFetf | $42,000 | -10.6% | 1,104 | 0.0% | 0.03% | -5.7% | |
| VPU | VANGUARD UTILITIES ETFetf | $41,000 | -6.8% | 288 | 0.0% | 0.03% | -3.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $37,000 | +8.8% | 513 | 0.0% | 0.03% | +16.0% | |
| SRE | SEMPRA COMstock | $35,000 | 0.0% | 231 | 0.0% | 0.03% | +7.7% | |
| BOND | PIMCO ACTIVE BOND ETFetf | $35,000 | -5.4% | 387 | 0.0% | 0.03% | 0.0% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $33,000 | -10.8% | 600 | 0.0% | 0.03% | -7.1% | |
| TJX | TJX COS INC NEW COMstock | $33,000 | +10.0% | 535 | 0.0% | 0.03% | +18.2% | |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $31,000 | -11.4% | 1,421 | 0.0% | 0.02% | -3.8% | |
| DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $32,000 | +28.0% | 852 | 0.0% | 0.02% | +31.6% | |
| PDP | INVESCO DWA MOMENTUM ETFetf | $31,000 | 0.0% | 451 | 0.0% | 0.02% | +8.7% | |
| SPLB | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $30,000 | -9.1% | 1,386 | 0.0% | 0.02% | -4.0% | |
| PRU | PRUDENTIAL FINL INC COMstock | $29,000 | -12.1% | 343 | 0.0% | 0.02% | -8.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $29,000 | 0.0% | 608 | 0.0% | 0.02% | +4.5% | |
| COIN | COINBASE GLOBAL INC COM CL Astock | $26,000 | +36.8% | 403 | 0.0% | 0.02% | +50.0% | |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $27,000 | 0.0% | 921 | 0.0% | 0.02% | +5.0% | |
| QQEW | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $26,000 | -3.7% | 310 | 0.0% | 0.02% | +5.0% | |
| HF SINCLAIR CORP COMstock | $27,000 | +17.4% | 504 | 0.0% | 0.02% | +23.5% | ||
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETFetf | $25,000 | 0.0% | 499 | 0.0% | 0.02% | +5.3% | |
| NI | NISOURCE INC COMstock | $25,000 | -13.8% | 993 | 0.0% | 0.02% | -9.1% | |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFetf | $24,000 | -4.0% | 500 | 0.0% | 0.02% | 0.0% | |
| TTD | THE TRADE DESK INC COM CL Astock | $23,000 | +43.8% | 380 | 0.0% | 0.02% | +50.0% | |
| SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $23,000 | -8.0% | 931 | 0.0% | 0.02% | -5.3% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $22,000 | +15.8% | 139 | 0.0% | 0.02% | +21.4% | |
| SLV | ISHARES SILVER TRUSTetf | $22,000 | -4.3% | 1,239 | 0.0% | 0.02% | 0.0% | |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $21,000 | -8.7% | 613 | 0.0% | 0.02% | 0.0% | |
| MDT | MEDTRONIC PLC SHSstock | $22,000 | -12.0% | 274 | 0.0% | 0.02% | -10.5% | |
| PAYC | PAYCOM SOFTWARE INC COMstock | $22,000 | +15.8% | 67 | 0.0% | 0.02% | +21.4% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $22,000 | 0.0% | 280 | 0.0% | 0.02% | +6.2% | |
| TXN | TEXAS INSTRS INC COMstock | $20,000 | +5.3% | 126 | 0.0% | 0.02% | +14.3% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $19,000 | 0.0% | 111 | 0.0% | 0.02% | +7.1% | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $19,000 | -13.6% | 368 | 0.0% | 0.02% | -6.2% | |
| IMCV | ISHARES MORNINGSTAR MID-CAP ETFetf | $18,000 | -5.3% | 315 | 0.0% | 0.01% | 0.0% | |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $18,000 | 0.0% | 224 | 0.0% | 0.01% | +7.7% | |
| WTRG | ESSENTIAL UTILS INC COMstock | $18,000 | -10.0% | 430 | 0.0% | 0.01% | -6.7% | |
| ROST | ROSS STORES INC COMstock | $18,000 | +20.0% | 215 | 0.0% | 0.01% | +27.3% | |
| SCI | SERVICE CORP INTL COMstock | $16,000 | -15.8% | 274 | 0.0% | 0.01% | -7.1% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $17,000 | +6.2% | 1,481 | 0.0% | 0.01% | +8.3% | |
| CTXS | CITRIX SYS INC COMstock | $15,000 | +7.1% | 145 | 0.0% | 0.01% | +20.0% | |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $15,000 | -6.2% | 150 | 0.0% | 0.01% | 0.0% | |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $15,000 | -6.2% | 600 | 0.0% | 0.01% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $15,000 | -11.8% | 113 | 0.0% | 0.01% | -7.7% | |
| MRNA | MODERNA INC COMstock | $15,000 | -16.7% | 125 | 0.0% | 0.01% | -7.7% | |
| EWW | ISHARES MSCI MEXICO ETFetf | $14,000 | -6.7% | 321 | 0.0% | 0.01% | 0.0% | |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETFetf | $14,000 | 0.0% | 325 | 0.0% | 0.01% | +10.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $14,000 | 0.0% | 50 | 0.0% | 0.01% | +10.0% | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $14,000 | -26.3% | 200 | 0.0% | 0.01% | -21.4% | |
| LUV | SOUTHWEST AIRLS CO COMstock | $14,000 | -12.5% | 452 | 0.0% | 0.01% | -8.3% | |
| TMUS | T-MOBILE US INC COMstock | $12,000 | 0.0% | 92 | 0.0% | 0.01% | +11.1% | |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $12,000 | -7.7% | 35 | 0.0% | 0.01% | 0.0% | |
| AZO | AUTOZONE INC COMstock | $13,000 | 0.0% | 6 | 0.0% | 0.01% | 0.0% | |
| TWTR | TWITTER INC COMstock | $13,000 | +18.2% | 300 | 0.0% | 0.01% | +25.0% | |
| SDY | SPDR S&P DIVIDEND ETFetf | $12,000 | -7.7% | 108 | 0.0% | 0.01% | 0.0% | |
| CLH | CLEAN HARBORS INC COMstock | $12,000 | +33.3% | 106 | 0.0% | 0.01% | +42.9% | |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $12,000 | -7.7% | 42 | 0.0% | 0.01% | 0.0% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $12,000 | 0.0% | 38 | 0.0% | 0.01% | +11.1% | |
| FITB | FIFTH THIRD BANCORP COMstock | $13,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| WARBY PARKER INC CL A COMstock | $12,000 | +20.0% | 920 | 0.0% | 0.01% | +42.9% | ||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $13,000 | -7.1% | 250 | 0.0% | 0.01% | 0.0% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $12,000 | -7.7% | 100 | 0.0% | 0.01% | 0.0% | |
| UMPQ | UMPQUA HLDGS CORP COMstock | $11,000 | 0.0% | 658 | 0.0% | 0.01% | +12.5% | |
| NKE | NIKE INC CL Bstock | $11,000 | -15.4% | 131 | 0.0% | 0.01% | -10.0% | |
| DY | DYCOM INDS INC COMstock | $11,000 | 0.0% | 115 | 0.0% | 0.01% | +12.5% | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $10,000 | -16.7% | 1,410 | 0.0% | 0.01% | -11.1% | |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $10,000 | 0.0% | 40 | 0.0% | 0.01% | +14.3% | |
| UFPI | UFP INDUSTRIES INC COMstock | $10,000 | +11.1% | 136 | 0.0% | 0.01% | +14.3% | |
| VHT | VANGUARD HEALTH CARE ETFetf | $10,000 | 0.0% | 43 | 0.0% | 0.01% | +14.3% | |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $10,000 | 0.0% | 4,972 | 0.0% | 0.01% | +14.3% | |
| INDA | ISHARES MSCI INDIA ETFetf | $10,000 | +11.1% | 237 | 0.0% | 0.01% | +14.3% | |
| THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $10,000 | +11.1% | 12,000 | 0.0% | 0.01% | +14.3% | ||
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $9,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
| IDA | IDACORP INC COMstock | $9,000 | -10.0% | 90 | 0.0% | 0.01% | 0.0% | |
| VUG | VANGUARD GROWTH ETFetf | $9,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% | |
| PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $9,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC COMstock | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $7,000 | -12.5% | 110 | 0.0% | 0.01% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $7,000 | 0.0% | 59 | 0.0% | 0.01% | +20.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $8,000 | -11.1% | 100 | 0.0% | 0.01% | -14.3% | |
| DHI | D R HORTON INC COMstock | $7,000 | 0.0% | 103 | 0.0% | 0.01% | +20.0% | |
| IXN | ISHARES GLOBAL TECH ETFetf | $8,000 | -11.1% | 190 | 0.0% | 0.01% | -14.3% | |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $7,000 | -12.5% | 109 | 0.0% | 0.01% | 0.0% | |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $7,000 | 0.0% | 131 | 0.0% | 0.01% | +20.0% | |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $8,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $8,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% | |
| EIS | ISHARES MSCI ISRAEL ETFetf | $8,000 | 0.0% | 138 | 0.0% | 0.01% | 0.0% | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $8,000 | -11.1% | 102 | 0.0% | 0.01% | -14.3% | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,000 | 0.0% | 146 | 0.0% | 0.01% | +20.0% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $7,000 | 0.0% | 40 | 0.0% | 0.01% | +20.0% | |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUNDetf | $8,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% | |
| TWST | TWIST BIOSCIENCE CORP COMstock | $8,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% | |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $8,000 | +14.3% | 235 | 0.0% | 0.01% | +20.0% | |
| NFLX | NETFLIX INC COMstock | $8,000 | +33.3% | 32 | 0.0% | 0.01% | +50.0% | |
| GILD | GILEAD SCIENCES INC COMstock | $8,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
| BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $6,000 | +20.0% | 302 | 0.0% | 0.01% | +25.0% | |
| THO | THOR INDS INC COMstock | $6,000 | -14.3% | 87 | 0.0% | 0.01% | 0.0% | |
| ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $6,000 | 0.0% | 125 | 0.0% | 0.01% | +25.0% | |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $6,000 | -14.3% | 65 | 0.0% | 0.01% | 0.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $6,000 | +20.0% | 387 | 0.0% | 0.01% | +25.0% | |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $6,000 | -14.3% | 33 | 0.0% | 0.01% | 0.0% | |
| STZ | CONSTELLATION BRANDS INC CL Astock | $5,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| BB | BLACKBERRY LTD COMstock | $5,000 | 0.0% | 1,020 | 0.0% | 0.00% | 0.0% | |
| LAC | LITHIUM AMERS CORP NEW COM NEWstock | $5,000 | +25.0% | 200 | 0.0% | 0.00% | +33.3% | |
| MPLX | MPLX LP COM UNIT REP LTDstock | $5,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $5,000 | +25.0% | 163 | 0.0% | 0.00% | +33.3% | |
| EA | ELECTRONIC ARTS INC COMstock | $5,000 | -16.7% | 46 | 0.0% | 0.00% | 0.0% | |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $5,000 | -16.7% | 176 | 0.0% | 0.00% | 0.0% | |
| PFM | INVESCO DIVIDEND ACHIEVERS ETFetf | $5,000 | -16.7% | 164 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC COMstock | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| MCHI | ISHARES MSCI CHINA ETFetf | $4,000 | -20.0% | 94 | 0.0% | 0.00% | -25.0% | |
| OSTK | OVERSTOCK COM INC DEL COMstock | $4,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| QGEN | QIAGEN NV SHS NEWstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -25.0% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $4,000 | -20.0% | 114 | 0.0% | 0.00% | -25.0% | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP CL Astock | $4,000 | +33.3% | 102 | 0.0% | 0.00% | +50.0% | |
| GOGL | GOLDEN OCEAN GROUP LTD SHS NEWstock | $4,000 | -33.3% | 484 | 0.0% | 0.00% | -25.0% | |
| EBS | EMERGENT BIOSOLUTIONS INC COMstock | $4,000 | -33.3% | 200 | 0.0% | 0.00% | -25.0% | |
| SIX | SIX FLAGS ENTMT CORP NEW COMstock | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GREK | GLOBAL X MSCI GREECE ETFetf | $4,000 | -20.0% | 192 | 0.0% | 0.00% | -25.0% | |
| EVGO | EVGO INC CL A COMstock | $4,000 | +33.3% | 487 | 0.0% | 0.00% | +50.0% | |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $4,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% | |
| PWR | QUANTA SVCS INC COMstock | $4,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INC CL Astock | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| FIW | FIRST TRUST WATER ETFetf | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $4,000 | -20.0% | 45 | 0.0% | 0.00% | -25.0% | |
| VAL | VALARIS LIMITED CL Astock | $2,000 | +100.0% | 34 | 0.0% | 0.00% | +100.0% | |
| PHO | INVESCO WATER RESOURCES ETFetf | $2,000 | 0.0% | 52 | 0.0% | 0.00% | +100.0% | |
| IRBT | IROBOT CORP COMstock | $3,000 | +50.0% | 48 | 0.0% | 0.00% | +100.0% | |
| SOXX | ISHARES SEMICONDUCTOR ETFetf | $2,000 | 0.0% | 5 | 0.0% | 0.00% | +100.0% | |
| HAYW | HAYWARD HLDGS INC COMstock | $2,000 | -50.0% | 250 | 0.0% | 0.00% | -33.3% | |
| GVA | GRANITE CONSTR INC COMstock | $3,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| FISV | FISERV INC COMstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,000 | 0.0% | 45 | 0.0% | 0.00% | +100.0% | |
| FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $2,000 | 0.0% | 123 | 0.0% | 0.00% | +100.0% | |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $2,000 | 0.0% | 19 | 0.0% | 0.00% | +100.0% | ||
| EVBG | EVERBRIDGE INC COMstock | $2,000 | +100.0% | 50 | 0.0% | 0.00% | +100.0% | |
| ETSY | ETSY INC COMstock | $2,000 | +100.0% | 20 | 0.0% | 0.00% | +100.0% | |
| EBAY | EBAY INC. COMstock | $3,000 | -25.0% | 88 | 0.0% | 0.00% | -33.3% | |
| DOW | DOW INC COMstock | $3,000 | -25.0% | 75 | 0.0% | 0.00% | -33.3% | |
| PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PFGC | PERFORMANCE FOOD GROUP CO COMstock | $2,000 | 0.0% | 53 | 0.0% | 0.00% | +100.0% | |
| PETQ | PETIQ INC COM CL Astock | $3,000 | -57.1% | 411 | 0.0% | 0.00% | -60.0% | |
| DDOG | DATADOG INC CL A COMstock | $2,000 | 0.0% | 24 | 0.0% | 0.00% | +100.0% | |
| DTE | DTE ENERGY CO COMstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | +100.0% | |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETFetf | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC COMstock | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| PUBM | PUBMATIC INC COM CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
| ROBINHOOD MKTS INC COM CL Astock | $2,000 | 0.0% | 200 | 0.0% | 0.00% | +100.0% | ||
| RGLD | ROYAL GOLD INC COMstock | $3,000 | -25.0% | 35 | 0.0% | 0.00% | -33.3% | |
| CLNE | CLEAN ENERGY FUELS CORP COMstock | $2,000 | +100.0% | 300 | 0.0% | 0.00% | +100.0% | |
| BLNK | BLINK CHARGING CO COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
| BNTX | BIONTECH SE SPONSORED ADSadr | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $3,000 | 0.0% | 512 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CL Astock | $3,000 | -25.0% | 300 | 0.0% | 0.00% | -33.3% | |
| BBY | BEST BUY INC COMstock | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SLI | STANDARD LITHIUM LTD COMstock | $2,000 | 0.0% | 400 | 0.0% | 0.00% | +100.0% | |
| AZEK | AZEK CO INC CL Astock | $2,000 | -33.3% | 150 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $2,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
| ADSK | AUTODESK INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | +100.0% | |
| ATO | ATMOS ENERGY CORP COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | +100.0% | |
| X | UNITED STATES STL CORP NEW COMstock | $3,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| ITM | VANECK INTERMEDIATE MUNI ETFetf | $3,000 | -25.0% | 80 | 0.0% | 0.00% | -33.3% | |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $2,000 | -33.3% | 52 | 0.0% | 0.00% | 0.0% | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $2,000 | 0.0% | 31 | 0.0% | 0.00% | +100.0% | |
| VTV | VANGUARD VALUE ETFetf | $3,000 | -25.0% | 28 | 0.0% | 0.00% | -33.3% | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SNUG | ALPHA ARCHITECT ETF TRUST MERLYN AI TACTICAL GROWTH & INCOME FUNDetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
| WELL | WELLTOWER INC COMreit | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| AFRM | AFFIRM HLDGS INC COM CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -33.3% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $2,000 | 0.0% | 37 | 0.0% | 0.00% | +100.0% | |
| TZOO | TRAVELZOO COM NEWstock | $1,000 | -50.0% | 300 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| HEXO | HEXO CORP COM NEWstock | $1,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ORION OFFICE REIT INC COMreit | $1,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | ||
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| SONO | SONOS INC COMstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $1,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| TELESAT CORP CL A & CL B SHSstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| PATH | UIPATH INC CL Astock | $1,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $1,000 | -50.0% | 450 | 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% | |
| CAN | CANAAN INC SPONSORED ADSadr | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC COM CL Astock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| HIO | WESTERN ASSET HIGH INCOME OPPO COMstock | $1,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COMstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $1,000 | -50.0% | 52 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INC CL Astock | $1,000 | -50.0% | 10 | 0.0% | 0.00% | 0.0% | |
| QQQM | INVESCO NASDAQ 100 ETFetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| FCEL | FUELCELL ENERGY INC COMstock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| OGN | ORGANON & CO COMMON STOCKstock | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INC CL C CAP STKstock | $1,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PORTILLOS INC COM CL Astock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | ||
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| TLRY | TILRAY BRANDS INC COM CL 2stock | $1,000 | 0.0% | 451 | 0.0% | 0.00% | 0.0% | |
| LYFT | LYFT INC CL A COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HYZON MOTORS INC COM CL Astock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | ||
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| LAZR | LUMINAR TECHNOLOGIES INC COM CL Astock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $1,000 | -50.0% | 192 | 0.0% | 0.00% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC COMstock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| LYV | LIVE NATION ENTERTAINMENT INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| VEEV | VEEVA SYS INC CL A COMstock | $1,000 | 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% | |
| DXC | DXC TECHNOLOGY CO COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
| PLAY | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| BIDU | BAIDU INC SPON ADR REP Aadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| SYLVAMO CORP COMMON STOCKstock | $0 | – | 6 | 0.0% | 0.00% | – | ||
| AX | AXOS FINANCIAL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC COMstock | $0 | – | 165 | 0.0% | 0.00% | – | ||
| EDIT | EDITAS MEDICINE INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| ASTR | ASTRA SPACE INC COM CL Astock | $0 | – | 170 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 12 | 0.0% | 0.00% | – | ||
| EMAN | EMAGIN CORP COM NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| MRO | MARATHON OIL CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| FUV | ARCIMOTO INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC COMMON STOCKstock | $0 | – | 47 | 0.0% | 0.00% | – | ||
| VTRS | VIATRIS INC COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| VSTO | VISTA OUTDOOR INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| VOLTA INC COM CL Astock | $0 | -100.0% | 400 | 0.0% | 0.00% | -100.0% | ||
| KIRK | KIRKLANDS INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| WAB | WABTEC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| AVAV | AEROVIRONMENT INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| FVE | ALERISLIFE INC COM NEWstock | $0 | – | 57 | 0.0% | 0.00% | – | |
| XRX | XEROX HOLDINGS CORP COM NEWstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| ZIMVIE INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | ||
| IIPR | INNOVATIVE INDL PPTYS INC COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
| ARKF | ARK FINTECH INNOVATION ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| GRMN | GARMIN LTD SHSstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD REG SHSstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| CRNT | CERAGON NETWORKS LTD ORDstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $0 | -100.0% | 15 | 0.0% | 0.00% | -100.0% | |
| IONQ INC COMstock | $0 | – | 50 | 0.0% | 0.00% | – | ||
| CWH | CAMPING WORLD HLDGS INC CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
| CVNA | CARVANA CO CL Astock | $0 | – | 10 | 0.0% | 0.00% | – | |
| SABR | SABRE CORP COMstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| COLB | COLUMBIA BKG SYS INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
| RMO | ROMEO POWER INC COMstock | $0 | – | 500 | 0.0% | 0.00% | – | |
| ROCKET LAB USA INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | ||
| BYND | BEYOND MEAT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| UPRO | PROSHARES ULTRAPRO S&P500etf | $0 | – | 10 | 0.0% | 0.00% | – | |
| SWBI | SMITH & WESSON BRANDS INC COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| POLESTAR AUTOMOTIVE HLDG UK ADS Aadr | $0 | – | 50 | 0.0% | 0.00% | – | ||
| ANY | SPHERE 3D CORP NEW COMstock | $0 | – | 200 | 0.0% | 0.00% | – | |
| CLXPF | CYBIN INC COMstock | $0 | – | 500 | 0.0% | 0.00% | – | |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| ZUO | ZUORA INC COM CL Astock | $0 | – | 20 | 0.0% | 0.00% | – | |
| FLGT | FULGENT GENETICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | – | 20 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
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.