$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 21.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $360,177 | +15.8% | 1,166 | 0.0% | 0.28% | +12.6% | |
CI | CIGNA CORP NEW COMstock | $341,280 | +19.3% | 1,030 | 0.0% | 0.26% | +16.3% | |
FLOT | ISHARES FLOATING RATE BOND ETFetf | $201,320 | +0.2% | 4,000 | 0.0% | 0.16% | -1.9% | |
FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $201,942 | +0.5% | 6,645 | 0.0% | 0.16% | -1.9% | |
RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $104,654 | +23.1% | 1,037 | 0.0% | 0.08% | +20.9% | |
DG | DOLLAR GEN CORP NEW COMstock | $100,963 | +3.0% | 410 | 0.0% | 0.08% | 0.0% | |
IVW | ISHARES S&P 500 GROWTH ETFetf | $95,004 | +1.1% | 1,624 | 0.0% | 0.07% | -2.7% | |
IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $92,988 | +43.1% | 4,100 | 0.0% | 0.07% | +38.5% | |
WVVI | WILLAMETTE VY VINEYARD INC COMstock | $92,932 | -3.2% | 15,574 | 0.0% | 0.07% | -5.3% | |
GD | GENERAL DYNAMICS CORP COMstock | $79,816 | +17.4% | 321 | 0.0% | 0.06% | +14.8% | |
IVE | ISHARES S&P 500 VALUE ETFetf | $73,841 | +13.6% | 509 | 0.0% | 0.06% | +9.6% | |
CTAS | CINTAS CORP COMstock | $69,507 | +15.8% | 153 | 0.0% | 0.05% | +12.5% | |
AVGO | BROADCOM INC COMstock | $67,655 | +25.3% | 121 | 0.0% | 0.05% | +20.9% | |
NVO | NOVO-NORDISK A S ADRadr | $59,414 | +35.0% | 439 | 0.0% | 0.05% | +31.4% | |
IJH | ISHARES CORE S&P MID-CAP ETFetf | $53,116 | +10.7% | 219 | 0.0% | 0.04% | +7.9% | |
WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $50,410 | +12.0% | 1,116 | 0.0% | 0.04% | +8.3% | |
RSG | REPUBLIC SVCS INC COMstock | $49,209 | -5.4% | 381 | 0.0% | 0.04% | -7.3% | |
TJX | TJX COS INC NEW COMstock | $42,586 | +29.0% | 535 | 0.0% | 0.03% | +26.9% | |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $43,051 | +16.4% | 513 | 0.0% | 0.03% | +13.8% | |
MDLZ | MONDELEZ INTL INC CL Astock | $39,990 | +21.2% | 600 | 0.0% | 0.03% | +19.2% | |
AEHR | AEHR TEST SYS COMstock | $35,778 | +43.1% | 1,780 | 0.0% | 0.03% | +40.0% | |
SRE | SEMPRA COMstock | $35,699 | +2.0% | 231 | 0.0% | 0.03% | 0.0% | |
BOND | PIMCO ACTIVE BOND ETFetf | $35,016 | +0.0% | 387 | 0.0% | 0.03% | -3.6% | |
DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $33,049 | +3.3% | 852 | 0.0% | 0.03% | +4.0% | |
AXP | AMERICAN EXPRESS CO COMstock | $33,515 | +11.7% | 226 | 0.0% | 0.03% | +8.3% | |
PDP | INVESCO DWA MOMENTUM ETFetf | $32,089 | +3.5% | 451 | 0.0% | 0.02% | 0.0% | |
WYNN | WYNN RESORTS LTD COMstock | $31,751 | +32.3% | 385 | 0.0% | 0.02% | +31.6% | |
SIL | GLOBAL X SILVER MINERS ETFetf | $32,379 | +15.6% | 1,149 | 0.0% | 0.02% | +13.6% | |
MGM | MGM RESORTS INTERNATIONAL COMstock | $30,881 | +14.4% | 921 | 0.0% | 0.02% | +14.3% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $30,528 | +5.3% | 608 | 0.0% | 0.02% | +4.3% | |
NI | NISOURCE INC COMstock | $27,228 | +8.9% | 993 | 0.0% | 0.02% | +5.0% | |
QQEW | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $27,545 | +5.9% | 310 | 0.0% | 0.02% | 0.0% | |
HF SINCLAIR CORP COMstock | $26,153 | -3.1% | 504 | 0.0% | 0.02% | -4.8% | ||
IHI | ISHARES U.S. MEDICAL DEVICES ETFetf | $25,311 | +10.0% | 481 | 0.0% | 0.02% | +11.1% | |
NOC | NORTHROP GRUMMAN CORP COMstock | $24,007 | +14.3% | 44 | 0.0% | 0.02% | +11.8% | |
FLDR | FIDELITY LOW DURATION BOND FACTOR ETFetf | $24,691 | -1.2% | 499 | 0.0% | 0.02% | -5.0% | |
ROST | ROSS STORES INC COMstock | $24,955 | +38.6% | 215 | 0.0% | 0.02% | +35.7% | |
IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $23,408 | +6.4% | 280 | 0.0% | 0.02% | +5.9% | |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $23,779 | +8.1% | 139 | 0.0% | 0.02% | +5.9% | |
SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $23,396 | +1.7% | 931 | 0.0% | 0.02% | 0.0% | |
MDT | MEDTRONIC PLC SHSstock | $21,363 | -2.9% | 274 | 0.0% | 0.02% | 0.0% | |
TXN | TEXAS INSTRS INC COMstock | $20,818 | +4.1% | 126 | 0.0% | 0.02% | 0.0% | |
WTRG | ESSENTIAL UTILS INC COMstock | $20,524 | +14.0% | 430 | 0.0% | 0.02% | +14.3% | |
PAYC | PAYCOM SOFTWARE INC COMstock | $20,791 | -5.5% | 67 | 0.0% | 0.02% | -5.9% | |
JBLU | JETBLUE AWYS CORP COMstock | $19,550 | -2.2% | 3,017 | 0.0% | 0.02% | -6.2% | |
SCI | SERVICE CORP INTL COMstock | $18,944 | +18.4% | 274 | 0.0% | 0.02% | +15.4% | |
ROYAL CARIBBEAN GROUP 4.25 06/15/2023convertible | $19,845 | +4.4% | 20,000 | 0.0% | 0.02% | 0.0% | ||
IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $19,546 | +8.6% | 315 | 0.0% | 0.02% | +7.1% | |
GLD | SPDR GOLD SHARESetf | $19,169 | +12.8% | 113 | 0.0% | 0.02% | +15.4% | |
DEO | DIAGEO PLC SPON ADR NEWadr | $19,779 | +4.1% | 111 | 0.0% | 0.02% | 0.0% | |
STE | STERIS PLC SHS USDstock | $19,867 | +10.4% | 107 | 0.0% | 0.02% | +7.1% | |
SHM | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $19,732 | +3.9% | 420 | 0.0% | 0.02% | 0.0% | |
FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $17,655 | -1.9% | 224 | 0.0% | 0.01% | 0.0% | |
BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $17,991 | +12.4% | 875 | 0.0% | 0.01% | +7.7% | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $18,127 | +6.6% | 1,481 | 0.0% | 0.01% | +7.7% | |
AWK | AMERICAN WTR WKS CO INC NEW COMstock | $17,223 | +14.8% | 113 | 0.0% | 0.01% | +8.3% | |
TTD | THE TRADE DESK INC COM CL Astock | $17,035 | -25.9% | 380 | 0.0% | 0.01% | -27.8% | |
NKE | NIKE INC CL Bstock | $15,372 | +39.7% | 131 | 0.0% | 0.01% | +33.3% | |
SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $15,641 | +4.3% | 150 | 0.0% | 0.01% | 0.0% | |
CHD | CHURCH & DWIGHT CO INC COMstock | $16,122 | +15.2% | 200 | 0.0% | 0.01% | +9.1% | |
FDLO | FIDELITY LOW VOLATILITY FACTOR ETFetf | $15,009 | +7.2% | 325 | 0.0% | 0.01% | +9.1% | |
JEPI | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $13,623 | +4.8% | 250 | 0.0% | 0.01% | +10.0% | |
CDNS | CADENCE DESIGN SYSTEM INC COMstock | $14,779 | -1.5% | 92 | 0.0% | 0.01% | -8.3% | |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $14,439 | +3.1% | 50 | 0.0% | 0.01% | 0.0% | |
AZO | AUTOZONE INC COMstock | $14,797 | +13.8% | 6 | 0.0% | 0.01% | +10.0% | |
MU | MICRON TECHNOLOGY INC COMstock | $14,570 | -2.9% | 291 | 0.0% | 0.01% | -8.3% | |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $13,997 | +16.6% | 35 | 0.0% | 0.01% | +10.0% | |
SDY | SPDR S&P DIVIDEND ETFetf | $13,512 | +12.6% | 108 | 0.0% | 0.01% | 0.0% | |
XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $12,444 | +3.7% | 100 | 0.0% | 0.01% | 0.0% | |
WARBY PARKER INC CL A COMstock | $12,411 | +3.4% | 920 | 0.0% | 0.01% | 0.0% | ||
ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $12,382 | +3.2% | 85 | 0.0% | 0.01% | 0.0% | |
UMPQ | UMPQUA HLDGS CORP COMstock | $11,745 | +6.8% | 658 | 0.0% | 0.01% | 0.0% | |
CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $12,282 | +11.7% | 685 | 0.0% | 0.01% | 0.0% | |
FDX | FEDEX CORP COMstock | $12,048 | +20.5% | 69 | 0.0% | 0.01% | +12.5% | |
SIZE | ISHARES MSCI USA SIZE FACTOR ETFetf | $12,096 | +10.0% | 106 | 0.0% | 0.01% | 0.0% | |
CLH | CLEAN HARBORS INC COMstock | $12,097 | +0.8% | 106 | 0.0% | 0.01% | -10.0% | |
VHT | VANGUARD HEALTH CARE ETFetf | $10,691 | +6.9% | 43 | 0.0% | 0.01% | 0.0% | |
INDA | ISHARES MSCI INDIA ETFetf | $9,892 | -1.1% | 237 | 0.0% | 0.01% | 0.0% | |
IDA | IDACORP INC COMstock | $9,707 | +7.9% | 90 | 0.0% | 0.01% | +14.3% | |
IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $10,837 | +8.4% | 40 | 0.0% | 0.01% | 0.0% | |
DY | DYCOM INDS INC COMstock | $10,764 | -2.1% | 115 | 0.0% | 0.01% | -11.1% | |
THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $10,800 | +8.0% | 12,000 | 0.0% | 0.01% | 0.0% | ||
VALE | VALE S A SPONSORED ADSadr | $10,460 | +30.8% | 616 | 0.0% | 0.01% | +33.3% | |
CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $10,093 | +0.9% | 4,972 | 0.0% | 0.01% | 0.0% | |
GILD | GILEAD SCIENCES INC COMstock | $10,837 | +35.5% | 126 | 0.0% | 0.01% | +33.3% | |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $9,821 | +22.8% | 100 | 0.0% | 0.01% | +33.3% | |
IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $9,562 | +6.2% | 140 | 0.0% | 0.01% | 0.0% | |
DHI | D R HORTON INC COMstock | $9,186 | +31.2% | 103 | 0.0% | 0.01% | +16.7% | |
COLM | COLUMBIA SPORTSWEAR CO COMstock | $9,546 | +36.4% | 109 | 0.0% | 0.01% | +16.7% | |
A | AGILENT TECHNOLOGIES INC COMstock | $8,829 | +26.1% | 59 | 0.0% | 0.01% | +16.7% | |
PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $9,525 | +5.8% | 150 | 0.0% | 0.01% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC COMstock | $9,113 | +1.3% | 100 | 0.0% | 0.01% | 0.0% | |
FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $8,448 | +20.7% | 176 | 0.0% | 0.01% | +16.7% | |
FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUNDetf | $8,587 | +7.3% | 93 | 0.0% | 0.01% | +16.7% | |
ISRG | INTUITIVE SURGICAL INC COM NEWstock | $8,757 | +46.0% | 33 | 0.0% | 0.01% | +40.0% | |
ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $7,404 | +23.4% | 22 | 0.0% | 0.01% | +20.0% | |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $7,946 | +13.5% | 110 | 0.0% | 0.01% | 0.0% | |
INTU | INTUIT COMstock | $6,636 | -5.2% | 17 | 0.0% | 0.01% | -16.7% | |
XNTK | SPDR NYSE TECHNOLOGY ETFetf | $6,297 | +5.0% | 65 | 0.0% | 0.01% | 0.0% | |
FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $6,270 | -10.4% | 131 | 0.0% | 0.01% | -16.7% | |
XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $7,104 | -11.2% | 55 | 0.0% | 0.01% | -16.7% | |
CC | CHEMOURS CO COMstock | $6,859 | +14.3% | 224 | 0.0% | 0.01% | 0.0% | |
PFM | INVESCO DIVIDEND ACHIEVERS ETFetf | $5,989 | +19.8% | 164 | 0.0% | 0.01% | +25.0% | |
ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $6,085 | +1.4% | 125 | 0.0% | 0.01% | 0.0% | |
ROKT | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $6,509 | +30.2% | 165 | 0.0% | 0.01% | +25.0% | |
SYNA | SYNAPTICS INC COMstock | $5,424 | -9.6% | 57 | 0.0% | 0.00% | -20.0% | |
AMGN | AMGEN INC COMstock | $5,778 | +15.6% | 22 | 0.0% | 0.00% | 0.0% | |
STZ | CONSTELLATION BRANDS INC CL Astock | $5,330 | +6.6% | 23 | 0.0% | 0.00% | 0.0% | |
DLR | DIGITAL RLTY TR INC COMreit | $5,114 | +2.3% | 51 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC COMstock | $5,620 | +12.4% | 46 | 0.0% | 0.00% | 0.0% | |
GREK | GLOBAL X MSCI GREECE ETFetf | $5,115 | +27.9% | 192 | 0.0% | 0.00% | +33.3% | |
URA | GLOBAL X URANIUM ETFetf | $4,745 | -5.1% | 236 | 0.0% | 0.00% | 0.0% | |
EWZ | ISHARES MSCI BRAZIL ETFetf | $4,559 | -8.8% | 163 | 0.0% | 0.00% | 0.0% | |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $4,740 | +18.5% | 45 | 0.0% | 0.00% | +33.3% | |
MPLX | MPLX LP COM UNIT REP LTDstock | $5,583 | +11.7% | 170 | 0.0% | 0.00% | 0.0% | |
PWR | QUANTA SVCS INC COMstock | $4,560 | +14.0% | 32 | 0.0% | 0.00% | +33.3% | |
SHOP | SHOPIFY INC CL Astock | $4,859 | +21.5% | 140 | 0.0% | 0.00% | +33.3% | |
PSLV | SPROTT PHYSICAL SILVER TR TR UNITcef | $5,546 | +38.6% | 673 | 0.0% | 0.00% | +33.3% | |
TWST | TWIST BIOSCIENCE CORP COMstock | $5,595 | -30.1% | 235 | 0.0% | 0.00% | -33.3% | |
X | UNITED STATES STL CORP NEW COMstock | $4,634 | +54.5% | 185 | 0.0% | 0.00% | +100.0% | |
YUM | YUM BRANDS INC COMstock | $4,867 | +21.7% | 38 | 0.0% | 0.00% | +33.3% | |
SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $4,281 | +7.0% | 52 | 0.0% | 0.00% | 0.0% | |
DOW | DOW INC COMstock | $3,779 | +26.0% | 75 | 0.0% | 0.00% | +50.0% | |
LW | LAMB WESTON HLDGS INC COMstock | $4,393 | +9.8% | 49 | 0.0% | 0.00% | 0.0% | |
GOGL | GOLDEN OCEAN GROUP LTD SHS NEWstock | $4,206 | +5.2% | 484 | 0.0% | 0.00% | 0.0% | |
PETQ | PETIQ INC COM CL Astock | $3,789 | +26.3% | 411 | 0.0% | 0.00% | +50.0% | |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $4,321 | +8.0% | 114 | 0.0% | 0.00% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO COMstock | $3,520 | +17.3% | 37 | 0.0% | 0.00% | +50.0% | |
FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $3,251 | +8.4% | 54 | 0.0% | 0.00% | +50.0% | |
FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $3,964 | -0.9% | 82 | 0.0% | 0.00% | 0.0% | |
CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $3,688 | -38.5% | 387 | 0.0% | 0.00% | -40.0% | |
ITM | VANECK INTERMEDIATE MUNI ETFetf | $3,649 | +21.6% | 80 | 0.0% | 0.00% | +50.0% | |
FIW | FIRST TRUST WATER ETFetf | $4,332 | +8.3% | 54 | 0.0% | 0.00% | 0.0% | |
CRWD | CROWDSTRIKE HLDGS INC CL Astock | $4,212 | -39.8% | 40 | 0.0% | 0.00% | -50.0% | |
EBAY | EBAY INC. COMstock | $3,663 | +22.1% | 88 | 0.0% | 0.00% | +50.0% | |
VTV | VANGUARD VALUE ETFetf | $3,930 | +31.0% | 28 | 0.0% | 0.00% | +50.0% | |
LAC | LITHIUM AMERS CORP NEW COM NEWstock | $3,790 | -24.2% | 200 | 0.0% | 0.00% | -25.0% | |
RGLD | ROYAL GOLD INC COMstock | $3,956 | +31.9% | 35 | 0.0% | 0.00% | +50.0% | |
GVA | GRANITE CONSTR INC COMstock | $4,068 | +35.6% | 116 | 0.0% | 0.00% | +50.0% | |
DAL | DELTA AIR LINES INC DEL COM NEWstock | $3,286 | +9.5% | 100 | 0.0% | 0.00% | +50.0% | |
POST | POST HLDGS INC COMstock | $2,888 | -3.7% | 32 | 0.0% | 0.00% | 0.0% | |
IRBT | IROBOT CORP COMstock | $2,310 | -23.0% | 48 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC COMstock | $2,022 | +1.1% | 37 | 0.0% | 0.00% | 0.0% | |
PFGC | PERFORMANCE FOOD GROUP CO COMstock | $3,095 | +54.8% | 53 | 0.0% | 0.00% | 0.0% | |
HAYW | HAYWARD HLDGS INC COMstock | $2,350 | +17.5% | 250 | 0.0% | 0.00% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $2,226 | +11.3% | 36 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $2,464 | -17.9% | 42 | 0.0% | 0.00% | 0.0% | |
OSTK | OVERSTOCK COM INC DEL COMstock | $3,059 | -23.5% | 158 | 0.0% | 0.00% | -33.3% | |
FCX | FREEPORT-MCMORAN INC CL Bstock | $2,002 | +100.2% | 52 | 0.0% | 0.00% | +100.0% | |
SIRI | SIRIUS XM HOLDINGS INC COMstock | $2,995 | -0.2% | 512 | 0.0% | 0.00% | 0.0% | |
EBS | EMERGENT BIOSOLUTIONS INC COMstock | $2,362 | -41.0% | 200 | 0.0% | 0.00% | -33.3% | |
FISV | FISERV INC COMstock | $3,032 | +1.1% | 30 | 0.0% | 0.00% | 0.0% | |
WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $3,154 | +5.1% | 100 | 0.0% | 0.00% | 0.0% | |
FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $2,002 | +0.1% | 19 | 0.0% | 0.00% | 0.0% | ||
ETSY | ETSY INC COMstock | $2,396 | +19.8% | 20 | 0.0% | 0.00% | 0.0% | |
EVGO | EVGO INC CL A COMstock | $2,177 | -45.6% | 487 | 0.0% | 0.00% | -33.3% | |
WELL | WELLTOWER INC COMreit | $2,753 | -8.2% | 42 | 0.0% | 0.00% | 0.0% | |
PH | PARKER-HANNIFIN CORP COMstock | $3,037 | +1.2% | 10 | 0.0% | 0.00% | 0.0% | |
ATO | ATMOS ENERGY CORP COMstock | $2,299 | +15.0% | 20 | 0.0% | 0.00% | 0.0% | |
VIAV | VIAVI SOLUTIONS INC COMstock | $2,102 | -29.9% | 200 | 0.0% | 0.00% | 0.0% | |
AZEK | AZEK CO INC CL Astock | $3,048 | +52.4% | 150 | 0.0% | 0.00% | 0.0% | |
BNTX | BIONTECH SE SPONSORED ADSadr | $3,004 | +0.1% | 20 | 0.0% | 0.00% | 0.0% | |
VAL | VALARIS LIMITED CL Astock | $2,299 | +15.0% | 34 | 0.0% | 0.00% | 0.0% | |
VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $2,159 | +8.0% | 31 | 0.0% | 0.00% | 0.0% | |
NRG | NRG ENERGY INC COM NEWstock | $1,414 | -29.3% | 44 | 0.0% | 0.00% | -50.0% | |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,523 | +52.3% | 15 | 0.0% | 0.00% | 0.0% | |
MELI | MERCADOLIBRE INC COMstock | $846 | -15.4% | 1 | 0.0% | 0.00% | 0.0% | |
PORTILLOS INC COM CL Astock | $816 | -18.4% | 50 | 0.0% | 0.00% | 0.0% | ||
LULU | LULULEMON ATHLETICA INC COMstock | $961 | -3.9% | 3 | 0.0% | 0.00% | 0.0% | |
PUBM | PUBMATIC INC COM CL Astock | $1,281 | -36.0% | 100 | 0.0% | 0.00% | -50.0% | |
ROBINHOOD MKTS INC COM CL Astock | $1,628 | -18.6% | 200 | 0.0% | 0.00% | -50.0% | ||
ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $1,119 | +11.9% | 10 | 0.0% | 0.00% | 0.0% | |
UUP | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $1,112 | +11.2% | 40 | 0.0% | 0.00% | 0.0% | |
QQQM | INVESCO NASDAQ 100 ETFetf | $994 | -0.6% | 9 | 0.0% | 0.00% | 0.0% | |
ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $923 | -7.7% | 9 | 0.0% | 0.00% | 0.0% | |
FCEL | FUELCELL ENERGY INC COMstock | $834 | -16.6% | 300 | 0.0% | 0.00% | 0.0% | |
SAVE | SPIRIT AIRLS INC COMstock | $1,169 | +16.9% | 60 | 0.0% | 0.00% | 0.0% | |
FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $1,747 | -12.6% | 123 | 0.0% | 0.00% | -50.0% | |
SLI | STANDARD LITHIUM LTD COMstock | $1,180 | -41.0% | 400 | 0.0% | 0.00% | -50.0% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $1,862 | -6.9% | 25 | 0.0% | 0.00% | -50.0% | |
TZOO | TRAVELZOO COM NEWstock | $1,335 | +33.5% | 300 | 0.0% | 0.00% | 0.0% | |
DDOG | DATADOG INC CL A COMstock | $1,764 | -11.8% | 24 | 0.0% | 0.00% | -50.0% | |
DTE | DTE ENERGY CO COMstock | $1,932 | -3.4% | 16 | 0.0% | 0.00% | -50.0% | |
PATH | UIPATH INC CL Astock | $953 | -4.7% | 75 | 0.0% | 0.00% | 0.0% | |
REMX | VANECK RARE EARTH/STRATEGIC METALS ETFetf | $1,082 | +8.2% | 14 | 0.0% | 0.00% | 0.0% | |
CLNE | CLEAN ENERGY FUELS CORP COMstock | $1,560 | -22.0% | 300 | 0.0% | 0.00% | -50.0% | |
CVS | CVS HEALTH CORP COMstock | $1,398 | +39.8% | 15 | 0.0% | 0.00% | 0.0% | |
BLNK | BLINK CHARGING CO COMstock | $1,097 | -45.2% | 100 | 0.0% | 0.00% | -50.0% | |
VEEV | VEEVA SYS INC CL A COMstock | $968 | -3.2% | 6 | 0.0% | 0.00% | 0.0% | |
BCS | BARCLAYS PLC ADRadr | $858 | -14.2% | 110 | 0.0% | 0.00% | 0.0% | |
VMW | VMWARE INC CL A COMstock | $1,228 | +22.8% | 10 | 0.0% | 0.00% | 0.0% | |
ADSK | AUTODESK INC COMstock | $1,869 | -6.6% | 10 | 0.0% | 0.00% | -50.0% | |
ARWR | ARROWHEAD PHARMACEUTICALS INC COMstock | $1,622 | +62.2% | 40 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC COMstock | $1,501 | +50.1% | 118 | 0.0% | 0.00% | 0.0% | |
Z | ZILLOW GROUP INC CL C CAP STKstock | $1,514 | +51.4% | 47 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $1,275 | +27.5% | 10 | 0.0% | 0.00% | 0.0% | |
ZTS | ZOETIS INC CL Astock | $1,466 | +46.6% | 10 | 0.0% | 0.00% | 0.0% | |
ATVI | ACTIVISION BLIZZARD INC COMstock | $1,148 | +14.8% | 15 | 0.0% | 0.00% | 0.0% | |
NWN | NORTHWEST NAT HLDG CO COMstock | $1,095 | +9.5% | 23 | 0.0% | 0.00% | 0.0% | |
SWBI | SMITH & WESSON BRANDS INC COMstock | $174 | – | 20 | 0.0% | 0.00% | – | |
IONQ INC COMstock | $173 | – | 50 | 0.0% | 0.00% | – | ||
ARKF | ARK FINTECH INNOVATION ETFetf | $29 | – | 2 | 0.0% | 0.00% | – | |
GRMN | GARMIN LTD SHSstock | $309 | – | 3 | 0.0% | 0.00% | – | |
MRO | MARATHON OIL CORP COMstock | $81 | – | 3 | 0.0% | 0.00% | – | |
ORGANIGRAM HLDGS INC COMstock | $132 | – | 165 | 0.0% | 0.00% | – | ||
CRNT | CERAGON NETWORKS LTD ORDstock | $191 | – | 100 | 0.0% | 0.00% | – | |
FVRR | FIVERR INTL LTD ORD SHSstock | $437 | – | 15 | 0.0% | 0.00% | – | |
SYLVAMO CORP COMMON STOCKstock | $292 | – | 6 | 0.0% | 0.00% | – | ||
TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $208 | – | 2 | 0.0% | 0.00% | – | |
EMAN | EMAGIN CORP COM NEWstock | $17 | – | 20 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC COMstock | $89 | – | 10 | 0.0% | 0.00% | – | |
FVE | ALERISLIFE INC COM NEWstock | $31 | – | 57 | 0.0% | 0.00% | – | |
PLAY | DAVE & BUSTERS ENTMT INC COMstock | $354 | – | 10 | 0.0% | 0.00% | – | |
FLGT | FULGENT GENETICS INC COMstock | $149 | – | 5 | 0.0% | 0.00% | – | |
DTM | DT MIDSTREAM INC COMMON STOCKstock | $235 | – | 4 | 0.0% | 0.00% | – | |
CLXPF | CYBIN INC COMstock | $149 | – | 500 | 0.0% | 0.00% | – | |
HA | HAWAIIAN HOLDINGS INC COMstock | $103 | – | 10 | 0.0% | 0.00% | – | |
SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $264 | – | 4 | 0.0% | 0.00% | – | |
CNDT | CONDUENT INC COMstock | $8 | – | 2 | 0.0% | 0.00% | – | |
CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $402 | -59.8% | 50 | 0.0% | 0.00% | -100.0% | |
COLB | COLUMBIA BKG SYS INC COMstock | $345 | – | 11 | 0.0% | 0.00% | – | |
HYZON MOTORS INC COM CL Astock | $465 | -53.5% | 300 | 0.0% | 0.00% | -100.0% | ||
SABR | SABRE CORP COMstock | $309 | – | 50 | 0.0% | 0.00% | – | |
VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $126 | – | 3 | 0.0% | 0.00% | – | |
CWH | CAMPING WORLD HLDGS INC CL Astock | $112 | – | 5 | 0.0% | 0.00% | – | |
JD | JD.COM INC SPON ADR CL Aadr | $561 | -43.9% | 10 | 0.0% | 0.00% | -100.0% | |
BYND | BEYOND MEAT INC COMstock | $123 | – | 10 | 0.0% | 0.00% | – | |
BIDU | BAIDU INC SPON ADR REP Aadr | $114 | – | 1 | 0.0% | 0.00% | – | |
KIRK | KIRKLANDS INC COMstock | $330 | – | 100 | 0.0% | 0.00% | – | |
AX | AXOS FINANCIAL INC COMstock | $191 | – | 5 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $348 | – | 100 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC COMstock | $325 | – | 12 | 0.0% | 0.00% | – | |
VSTO | VISTA OUTDOOR INC COMstock | $244 | – | 10 | 0.0% | 0.00% | – | |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $466 | -53.4% | 46 | 0.0% | 0.00% | -100.0% | |
VOLTA INC COM CL Astock | $142 | – | 400 | 0.0% | 0.00% | – | ||
ROCKET LAB USA INC COMstock | $377 | – | 100 | 0.0% | 0.00% | – | ||
WAB | WABTEC COMstock | $202 | – | 2 | 0.0% | 0.00% | – | |
ASTR | ASTRA SPACE INC COM CL Astock | $74 | – | 170 | 0.0% | 0.00% | – | |
FUV | ARCIMOTO INC COM NEWstock | $3 | – | 1 | 0.0% | 0.00% | – | |
QS | QUANTUMSCAPE CORP COM CL Astock | $425 | -57.5% | 75 | 0.0% | 0.00% | -100.0% | |
UPRO | PROSHARES ULTRAPRO S&P500etf | $328 | – | 10 | 0.0% | 0.00% | – | |
XRX | XEROX HOLDINGS CORP COM NEWstock | $44 | – | 3 | 0.0% | 0.00% | – | |
LAZR | LUMINAR TECHNOLOGIES INC COM CL Astock | $495 | -50.5% | 100 | 0.0% | 0.00% | -100.0% | |
ZUO | ZUORA INC COM CL Astock | $127 | – | 20 | 0.0% | 0.00% | – | |
CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $248 | – | 20 | 0.0% | 0.00% | – | |
POLESTAR AUTOMOTIVE HLDG UK ADS Aadr | $266 | – | 50 | 0.0% | 0.00% | – | ||
MAT | MATTEL INC COMstock | $178 | – | 10 | 0.0% | 0.00% | – | |
ABNB | AIRBNB INC COM CL Astock | $599 | -40.1% | 7 | 0.0% | 0.00% | -100.0% | |
AVAV | AEROVIRONMENT INC COMstock | $257 | – | 3 | 0.0% | 0.00% | – | |
MIND MEDICINE MINDMED INC COM NEWstock | $145 | – | 66 | 0.0% | 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.