$129 Million is the total value of Clearview Wealth Advisors LLC's 628 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 41.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Buy | VANGUARD S&P 500 ETFetf | $2,932,706 | +293170.6% | 8,347 | +278133.3% | 2.27% | +226500.0% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $2,808,482 | +2765.8% | 25,954 | +2414.9% | 2.17% | +2682.1% |
MBB | Buy | ISHARES MBS ETFetf | $2,797,084 | +63.1% | 30,157 | +61.0% | 2.16% | +59.0% |
ESGV | New | VANGUARD ESG U.S. STOCK ETFetf | $1,781,447 | – | 27,049 | +100.0% | 1.38% | – |
BND | New | VANGUARD TOTAL BOND MARKET ETFetf | $1,718,054 | – | 23,915 | +100.0% | 1.33% | – |
BSV | New | VANGUARD SHORT-TERM BOND ETFetf | $1,514,483 | – | 20,118 | +100.0% | 1.17% | – |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $1,388,298 | +850.9% | 9,142 | +744.1% | 1.07% | +825.0% |
VGSH | New | VANGUARD SHORT-TERM TREASURY ETFetf | $1,314,191 | – | 22,729 | +100.0% | 1.02% | – |
SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,301,015 | +314.3% | 31,817 | +305.3% | 1.00% | +303.6% |
ABBV | Buy | ABBVIE INC COMstock | $1,074,782 | +20.9% | 6,650 | +0.4% | 0.83% | +17.9% |
VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $973,970 | +5026.2% | 16,350 | +4342.9% | 0.75% | +4920.0% |
NUE | Buy | NUCOR CORP COMstock | $942,942 | +23.7% | 7,153 | +0.4% | 0.73% | +20.7% |
IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $886,201 | +918.6% | 11,896 | +908.1% | 0.68% | +892.8% |
VGIT | New | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $879,890 | – | 15,046 | +100.0% | 0.68% | – |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $859,798 | +1854.1% | 11,435 | +1812.2% | 0.66% | +1797.1% |
MCD | Buy | MCDONALDS CORP COMstock | $743,365 | +14.2% | 2,820 | +0.0% | 0.57% | +11.2% |
VUG | Buy | VANGUARD GROWTH ETFetf | $697,935 | +7654.8% | 3,275 | +7697.6% | 0.54% | +7600.0% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $678,261 | +7.2% | 1,765 | +0.1% | 0.52% | +4.4% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $595,399 | +20.5% | 3,928 | +0.5% | 0.46% | +17.3% |
HON | Buy | HONEYWELL INTL INC COMstock | $572,352 | +28.9% | 2,670 | +0.4% | 0.44% | +25.6% |
MTUM | Buy | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $562,737 | +3210.2% | 3,856 | +2936.2% | 0.44% | +3246.2% |
GIS | Buy | GENERAL MLS INC COMstock | $558,582 | +10.0% | 6,661 | +0.4% | 0.43% | +7.2% |
DE | Buy | DEERE & CO COMstock | $537,665 | +30.2% | 1,254 | +1.3% | 0.42% | +26.9% |
LEG | Buy | LEGGETT & PLATT INC COMstock | $493,061 | -2.9% | 15,298 | +0.1% | 0.38% | -5.5% |
PPL | Buy | PPL CORP COMstock | $466,966 | +15.9% | 15,981 | +0.6% | 0.36% | +13.2% |
DGRW | Buy | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $432,189 | +23.1% | 7,160 | +10.1% | 0.33% | +20.1% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $420,126 | – | 10,778 | +359166.7% | 0.32% | – |
TEL | Buy | TE CONNECTIVITY LTD SHSstock | $401,685 | +4.1% | 3,499 | +0.1% | 0.31% | +1.3% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $397,073 | +21.4% | 2,925 | +0.7% | 0.31% | +18.5% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $357,420 | +2878.5% | 1,119 | +2844.7% | 0.28% | +2660.0% |
EDV | New | VANGUARD EXTENDED DURATION TREASURY ETFetf | $352,773 | – | 4,259 | +100.0% | 0.27% | – |
COP | Buy | CONOCOPHILLIPS COMstock | $325,385 | +15.4% | 2,757 | +0.1% | 0.25% | +12.1% |
ACWI | Buy | ISHARES MSCI ACWI ETFetf | $319,354 | +9.7% | 3,762 | +0.8% | 0.25% | +6.9% |
QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $256,328 | +10.0% | 2,249 | +0.4% | 0.20% | +7.0% |
KO | Buy | COCA COLA CO COMstock | $172,363 | +14.1% | 2,709 | +0.7% | 0.13% | +10.8% |
SBUX | Buy | STARBUCKS CORP COMstock | $151,555 | +17.5% | 1,527 | +0.1% | 0.12% | +14.7% |
EINC | Buy | VANECK ENERGY INCOME ETFetf | $117,797 | +9.1% | 1,906 | +0.3% | 0.09% | +5.8% |
HSY | Buy | HERSHEY CO COMstock | $113,720 | +5.3% | 491 | +0.2% | 0.09% | +2.3% |
O | Buy | REALTY INCOME CORP COMreit | $113,306 | +12.2% | 1,786 | +2.9% | 0.09% | +10.0% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $110,938 | -0.1% | 3,227 | +1.5% | 0.09% | -2.3% |
Buy | GENERAL ELECTRIC CO COM NEWstock | $110,027 | +37.5% | 1,313 | +1.5% | 0.08% | +34.9% | |
LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $109,926 | +11.0% | 810 | +0.6% | 0.08% | +9.0% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $104,025 | +9.5% | 196 | +4.3% | 0.08% | +6.7% |
C | Buy | CITIGROUP INC COM NEWstock | $103,966 | +15.5% | 2,298 | +6.5% | 0.08% | +12.7% |
KBWB | Buy | INVESCO KBW BANK ETFetf | $101,688 | +5.9% | 1,969 | +0.4% | 0.08% | +3.9% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $94,243 | +12.2% | 988 | +0.6% | 0.07% | +9.0% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $91,765 | +13.3% | 1,835 | +0.3% | 0.07% | +10.9% |
Buy | SHELL PLC SPON ADSadr | $87,445 | +15.1% | 1,535 | +0.7% | 0.07% | +13.3% | |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $88,536 | +24.7% | 874 | +2.8% | 0.07% | +21.4% |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $84,136 | +23.7% | 448 | +0.4% | 0.06% | +20.4% |
VLO | Buy | VALERO ENERGY CORP COMstock | $82,948 | +20.2% | 653 | +0.8% | 0.06% | +16.4% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $78,427 | +10.5% | 938 | +3.2% | 0.06% | +8.9% |
PSX | Buy | PHILLIPS 66 COMstock | $77,531 | +46.3% | 744 | +12.6% | 0.06% | +42.9% |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $69,317 | +8.3% | 983 | +0.5% | 0.05% | +5.9% |
BX | Buy | BLACKSTONE INC COMstock | $69,679 | -10.7% | 939 | +1.1% | 0.05% | -12.9% |
DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $68,692 | +472.4% | 207 | +392.9% | 0.05% | +430.0% |
SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $67,856 | +3292.8% | 195 | +3800.0% | 0.05% | +2500.0% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $66,988 | +9.8% | 2,777 | +7.8% | 0.05% | +8.3% |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $67,872 | +21.2% | 308 | +0.3% | 0.05% | +18.2% |
MS | Buy | MORGAN STANLEY COM NEWstock | $64,208 | +7.0% | 755 | +0.3% | 0.05% | +4.2% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $65,116 | +20.6% | 632 | +9.9% | 0.05% | +16.3% |
LLY | Buy | LILLY ELI & CO COMstock | $61,542 | +18.4% | 168 | +3.7% | 0.05% | +17.1% |
IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $62,014 | +21.6% | 1,305 | +0.7% | 0.05% | +20.0% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $57,060 | +18.9% | 1,631 | +0.1% | 0.04% | +15.8% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $56,050 | +16.8% | 590 | +6.5% | 0.04% | +13.2% |
OAS | Buy | CHORD ENERGY CORPORATION COM NEWstock | $50,079 | +2.2% | 366 | +1.9% | 0.04% | 0.0% |
RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $49,378 | +12.2% | 349 | +0.3% | 0.04% | +8.6% |
VPU | Buy | VANGUARD UTILITIES ETFetf | $45,039 | +9.9% | 293 | +1.7% | 0.04% | +9.4% |
WRB | Buy | BERKLEY W R CORP COMstock | $39,193 | +12.0% | 540 | +0.4% | 0.03% | +7.1% |
OKE | Buy | ONEOK INC NEW COMstock | $39,012 | +44.5% | 593 | +10.8% | 0.03% | +42.9% |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $38,206 | +6.1% | 407 | +0.5% | 0.03% | +3.4% |
RODM | Buy | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $35,328 | +14.0% | 1,425 | +0.3% | 0.03% | +8.0% |
New | NUVEEN ESG DIVIDEND ETFetf | $34,261 | – | 1,430 | +100.0% | 0.03% | – | |
WHD | Buy | CACTUS INC CL Astock | $31,883 | +32.8% | 634 | +0.2% | 0.02% | +31.6% |
CAH | Buy | CARDINAL HEALTH INC COMstock | $30,867 | +18.7% | 401 | +3.4% | 0.02% | +14.3% |
BP | Buy | BP PLC SPONSORED ADRadr | $30,446 | +21.8% | 871 | +0.7% | 0.02% | +20.0% |
ETR | Buy | ENTERGY CORP NEW COMstock | $31,421 | +36.6% | 279 | +21.3% | 0.02% | +33.3% |
AMLP | New | ALERIAN MLP ETFetf | $29,217 | – | 767 | +100.0% | 0.02% | – |
ERF | Buy | ENERPLUS CORP COMstock | $29,134 | +26.7% | 1,650 | +0.2% | 0.02% | +27.8% |
Buy | RIVIAN AUTOMOTIVE INC COM CL Astock | $26,705 | +105.4% | 1,449 | +254.3% | 0.02% | +110.0% | |
IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $27,694 | +6.5% | 131 | +0.8% | 0.02% | 0.0% |
LKQ | Buy | LKQ CORP COMstock | $25,507 | +15.9% | 477 | +0.4% | 0.02% | +17.6% |
NZF | New | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $25,247 | – | 2,090 | +100.0% | 0.02% | – |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $25,310 | +15.0% | 740 | +0.7% | 0.02% | +17.6% |
ROBT | Buy | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $21,936 | +4.5% | 614 | +0.2% | 0.02% | 0.0% |
SYY | Buy | SYSCO CORP COMstock | $22,535 | +7.3% | 294 | +0.3% | 0.02% | 0.0% |
GAB | Buy | GABELLI EQUITY TR INC COMcef | $21,839 | +4.0% | 3,985 | +2.8% | 0.02% | 0.0% |
HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $20,644 | -1.7% | 1,316 | +2.3% | 0.02% | -5.9% |
CSX | Buy | CSX CORP COMstock | $19,520 | +14.8% | 630 | +0.2% | 0.02% | +15.4% |
ENB | Buy | ENBRIDGE INC COMstock | $19,019 | +5.7% | 486 | +0.6% | 0.02% | +7.1% |
CFG | New | CITIZENS FINL GROUP INC COMstock | $19,764 | – | 502 | +100.0% | 0.02% | – |
CLX | Buy | CLOROX CO DEL COMstock | $18,503 | +8.8% | 131 | +0.8% | 0.01% | +7.7% |
IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $18,599 | +9.4% | 3,437 | +1.7% | 0.01% | +7.7% |
BSM | New | BLACK STONE MINERALS L P COM UNITstock | $17,983 | – | 1,066 | +100.0% | 0.01% | – |
FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $17,098 | +0.6% | 389 | +1.3% | 0.01% | 0.0% |
UBER | Buy | UBER TECHNOLOGIES INC COMstock | $16,643 | -2.1% | 673 | +4.7% | 0.01% | 0.0% |
FTGC | Buy | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $16,223 | +8.2% | 662 | +10.3% | 0.01% | +8.3% |
ALL | Buy | ALLSTATE CORP COMstock | $15,140 | +16.5% | 111 | +9.9% | 0.01% | +20.0% |
IYE | Buy | ISHARES U.S. ENERGY ETFetf | $15,305 | +17.7% | 329 | +0.9% | 0.01% | +20.0% |
TMUS | Buy | T-MOBILE US INC COMstock | $14,280 | +19.0% | 102 | +10.9% | 0.01% | +10.0% |
TGLS | Buy | TECNOGLASS INC ORD SHSstock | $14,867 | +48.7% | 483 | +0.4% | 0.01% | +37.5% |
LMBS | Buy | FIRST TRUST LOW DURATION OPPORTUNITIES ETFetf | $13,848 | -1.1% | 292 | +1.0% | 0.01% | 0.0% |
SSB | Buy | SOUTHSTATE CORPORATION COMstock | $14,562 | -2.9% | 190 | +0.5% | 0.01% | -8.3% |
ELP | Buy | COMPANHIA PARANAENSE ENERG COP SPON ADSadr | $13,097 | +19.1% | 1,821 | +2.3% | 0.01% | +11.1% |
GDX | Buy | VANECK GOLD MINERS ETFetf | $12,743 | +15.8% | 444 | +1.6% | 0.01% | +11.1% |
NFLX | Buy | NETFLIX INC COMstock | $12,385 | +54.8% | 42 | +31.2% | 0.01% | +66.7% |
GM | Buy | GENERAL MTRS CO COMstock | $11,909 | +8.3% | 354 | +4.4% | 0.01% | 0.0% |
CCL | Buy | CARNIVAL CORP COMMON STOCKstock | $11,768 | +17.7% | 1,460 | +3.5% | 0.01% | +12.5% |
PKG | Buy | PACKAGING CORP AMER COMstock | $11,556 | +15.6% | 90 | +1.1% | 0.01% | +12.5% |
GUT | Buy | GABELLI UTIL TR COMcef | $10,220 | +13.6% | 1,360 | +2.3% | 0.01% | +14.3% |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $10,508 | +16.8% | 263 | +0.8% | 0.01% | +14.3% |
UFPI | Buy | UFP INDUSTRIES INC COMstock | $10,880 | +8.8% | 137 | +0.7% | 0.01% | 0.0% |
KEY | Buy | KEYCORP COMstock | $9,241 | +15.5% | 530 | +1.1% | 0.01% | +16.7% |
NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $9,325 | +16.6% | 103 | +1.0% | 0.01% | +16.7% |
DBA | Buy | INVESCO DB AGRICULTURE FUNDetf | $9,131 | +1.5% | 453 | +0.4% | 0.01% | 0.0% |
FTA | Buy | FIRST TRUST LARGE CAP VALUE ALPHADEX FUNDetf | $8,438 | +20.5% | 128 | +0.8% | 0.01% | +16.7% |
IXN | Buy | ISHARES GLOBAL TECH ETFetf | $8,581 | +7.3% | 191 | +0.5% | 0.01% | +16.7% |
ARCC | Buy | ARES CAPITAL CORP COMcef | $8,668 | +8.4% | 469 | +0.9% | 0.01% | +16.7% |
FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $8,875 | +10.9% | 118 | +0.9% | 0.01% | +16.7% |
QQQ | New | INVESCO QQQ TRUSTetf | $8,255 | – | 31 | +100.0% | 0.01% | – |
EIS | Buy | ISHARES MSCI ISRAEL ETFetf | $8,343 | +4.3% | 149 | +8.0% | 0.01% | 0.0% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $7,346 | +22.4% | 119 | +0.8% | 0.01% | +20.0% |
KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,720 | +10.3% | 147 | +0.7% | 0.01% | 0.0% |
HMC | Buy | HONDA MOTOR LTD AMERN SHSadr | $7,331 | +4.7% | 320 | +0.3% | 0.01% | 0.0% |
MRTN | Buy | MARTEN TRANS LTD COMstock | $6,752 | -3.5% | 341 | +0.3% | 0.01% | -16.7% |
CAG | Buy | CONAGRA BRANDS INC COMstock | $6,310 | +26.2% | 163 | +1.2% | 0.01% | +25.0% |
VMI | New | VALMONT INDS INC COMstock | $6,283 | – | 19 | +100.0% | 0.01% | – |
AMCR | Buy | AMCOR PLC ORDstock | $6,267 | +4.4% | 526 | +1.0% | 0.01% | 0.0% |
THO | Buy | THOR INDS INC COMstock | $6,663 | +11.0% | 88 | +1.1% | 0.01% | 0.0% |
GOLD | Buy | BARRICK GOLD CORP COMstock | $5,464 | +9.3% | 318 | +1.0% | 0.00% | 0.0% |
FAAR | Buy | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $5,595 | +11.9% | 187 | +6.2% | 0.00% | 0.0% |
Buy | HALEON PLC SPON ADSadr | $4,864 | +62.1% | 608 | +12.6% | 0.00% | +100.0% | |
MCHI | Buy | ISHARES MSCI CHINA ETFetf | $5,558 | +39.0% | 117 | +24.5% | 0.00% | +33.3% |
MET | New | METLIFE INC COMstock | $4,849 | – | 67 | +100.0% | 0.00% | – |
Buy | SPROTT URANIUM MINERS ETFetf | $4,761 | -4.8% | 150 | +100.0% | 0.00% | 0.0% | |
GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $4,090 | -18.2% | 764 | +3.9% | 0.00% | -25.0% |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $3,773 | +88.6% | 62 | +19.2% | 0.00% | +50.0% |
CMI | New | CUMMINS INC COMstock | $3,634 | – | 15 | +100.0% | 0.00% | – |
BKH | New | BLACK HILLS CORP COMstock | $3,447 | – | 49 | +100.0% | 0.00% | – |
EBF | New | ENNIS INC COMstock | $3,368 | – | 152 | +100.0% | 0.00% | – |
HPQ | Buy | HP INC COMstock | $3,374 | +12.5% | 125 | +0.8% | 0.00% | +50.0% |
PHO | Buy | INVESCO WATER RESOURCES ETFetf | $2,737 | +36.8% | 53 | +1.9% | 0.00% | 0.0% |
UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $2,608 | – | 15 | +100.0% | 0.00% | – |
UGI | New | UGI CORP NEW COMstock | $3,151 | – | 85 | +100.0% | 0.00% | – |
ALLY | New | ALLY FINL INC COMstock | $2,054 | – | 84 | +100.0% | 0.00% | – |
MMM | New | 3M CO COMstock | $2,878 | – | 24 | +100.0% | 0.00% | – |
TU | New | TELUS CORPORATION COMstock | $2,781 | – | 144 | +100.0% | 0.00% | – |
New | ENVIVA INC COMstock | $2,543 | – | 48 | +100.0% | 0.00% | – | |
ABR | New | ARBOR REALTY TRUST INC COMreit | $2,519 | – | 191 | +100.0% | 0.00% | – |
RCI | New | ROGERS COMMUNICATIONS INC CL Bstock | $2,670 | – | 57 | +100.0% | 0.00% | – |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,170 | +58.5% | 67 | +48.9% | 0.00% | 0.0% |
PLL | New | PIEDMONT LITHIUM INC COMstock | $880 | – | 20 | +100.0% | 0.00% | – |
MBUU | New | MALIBU BOATS INC COM CL Astock | $1,066 | – | 20 | +100.0% | 0.00% | – |
PICK | Buy | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf | $1,218 | +21.8% | 29 | +3.6% | 0.00% | 0.0% |
IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $1,714 | – | 8 | +100.0% | 0.00% | – |
IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $1,820 | – | 12 | +100.0% | 0.00% | – |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $1,885 | +88.5% | 118 | +1.7% | 0.00% | 0.0% |
HAL | New | HALLIBURTON CO COMstock | $1,574 | – | 40 | +100.0% | 0.00% | – |
GNRC | New | GENERAC HLDGS INC COMstock | $1,812 | – | 18 | +100.0% | 0.00% | – |
GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,204 | +20.4% | 117 | +1.7% | 0.00% | 0.0% |
RUN | New | SUNRUN INC COMstock | $721 | – | 30 | +100.0% | 0.00% | – |
DLTR | New | DOLLAR TREE INC COMstock | $707 | – | 5 | +100.0% | 0.00% | – |
UL | New | UNILEVER PLC SPON ADR NEWadr | $1,662 | – | 33 | +100.0% | 0.00% | – |
CAN | Buy | CANAAN INC SPONSORED ADSadr | $1,030 | +3.0% | 500 | +150.0% | 0.00% | 0.0% |
BC | New | BRUNSWICK CORP COMstock | $721 | – | 10 | +100.0% | 0.00% | – |
BGS | New | B & G FOODS INC NEW COMstock | $825 | – | 74 | +100.0% | 0.00% | – |
AZN | New | ASTRAZENECA PLC SPONSORED ADRadr | $1,356 | – | 20 | +100.0% | 0.00% | – |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $1,084 | +8.4% | 16 | +60.0% | 0.00% | 0.0% |
BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $793 | – | 9 | +800.0% | 0.00% | – |
ALK | Buy | ALASKA AIR GROUP INC COMstock | $1,846 | +84.6% | 43 | +53.6% | 0.00% | 0.0% |
RIG | Buy | TRANSOCEAN LTD REG SHSstock | $1,368 | – | 300 | +500.0% | 0.00% | – |
Buy | ORION OFFICE REIT INC COMreit | $688 | -31.2% | 80 | +6.7% | 0.00% | 0.0% | |
PINS | New | PINTEREST INC CL Astock | $607 | – | 25 | +100.0% | 0.00% | – |
SPG | Exit | SIMON PPTY GROUP INC NEW COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
DKS | Exit | DICKS SPORTING GOODS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SOFI | New | SOFI TECHNOLOGIES INC COMstock | $92 | – | 20 | +100.0% | 0.00% | – |
New | DRAFTKINGS INC NEW COM CL Astock | $570 | – | 50 | +100.0% | 0.00% | – | |
MUST | Exit | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
HAS | New | HASBRO INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
New | HEXO CORP COMstock | $288 | – | 285 | +100.0% | 0.00% | – | |
HUM | New | HUMANA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
EAGG | New | ISHARES ESG AWARE US AGGREGATE BOND ETFetf | $187 | – | 4 | +100.0% | 0.00% | – |
RGEN | New | REPLIGEN CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
JPST | Exit | JPMORGAN ULTRA-SHORT INCOME ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
ALGN | New | ALIGN TECHNOLOGY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
DVN | Exit | DEVON ENERGY CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SIG | New | SIGNET JEWELERS LIMITED SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.