$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
| VGSH | New | VANGUARD SHORT-TERM TREASURY ETFetf | $1,314,191 | – | 22,729 | +100.0% | 1.02% | – |
| VGIT | New | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $879,890 | – | 15,046 | +100.0% | 0.68% | – |
| EDV | New | VANGUARD EXTENDED DURATION TREASURY ETFetf | $352,773 | – | 4,259 | +100.0% | 0.27% | – |
| New | NUVEEN ESG DIVIDEND ETFetf | $34,261 | – | 1,430 | +100.0% | 0.03% | – | |
| AMLP | New | ALERIAN MLP ETFetf | $29,217 | – | 767 | +100.0% | 0.02% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $25,247 | – | 2,090 | +100.0% | 0.02% | – |
| CFG | New | CITIZENS FINL GROUP INC COMstock | $19,764 | – | 502 | +100.0% | 0.02% | – |
| BSM | New | BLACK STONE MINERALS L P COM UNITstock | $17,983 | – | 1,066 | +100.0% | 0.01% | – |
| QQQ | New | INVESCO QQQ TRUSTetf | $8,255 | – | 31 | +100.0% | 0.01% | – |
| VMI | New | VALMONT INDS INC COMstock | $6,283 | – | 19 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC COMstock | $4,849 | – | 67 | +100.0% | 0.00% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| PINS | New | PINTEREST INC CL Astock | $607 | – | 25 | +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% | – | |
| 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% | – |
| ALGN | New | ALIGN TECHNOLOGY INC 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.