$98.7 Million is the total value of Clearview Wealth Advisors LLC's 673 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 71.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $2,721,035 | +169.7% | 91,833 | +167.4% | 2.76% | +253.5% |
| GLD | Buy | SPDR GOLD SHARESetf | $2,472,737 | +12799.7% | 13,496 | +11843.4% | 2.50% | +16600.0% |
| IGOV | New | ISHARES INTERNATIONAL TREASURY BOND ETFetf | $2,282,038 | – | 56,753 | +100.0% | 2.31% | – |
| JNK | New | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $2,271,071 | – | 24,467 | +100.0% | 2.30% | – |
| WMT | Buy | WALMART INC COMstock | $1,352,546 | +66.0% | 9,172 | +59.6% | 1.37% | +117.5% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $1,347,841 | +48.2% | 2,851 | +52.5% | 1.37% | +94.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,278,385 | +65.3% | 18,444 | +71.6% | 1.30% | +116.6% |
| MKTX | New | MARKETAXESS HLDGS INC COMstock | $1,004,085 | – | 2,566 | +100.0% | 1.02% | – |
| TYL | New | TYLER TECHNOLOGIES INC COMstock | $928,448 | – | 2,618 | +100.0% | 0.94% | – |
| EPAM | New | EPAM SYS INC COMstock | $887,432 | – | 2,968 | +100.0% | 0.90% | – |
| NDSN | New | NORDSON CORP COMstock | $865,520 | – | 3,894 | +100.0% | 0.88% | – |
| EMN | New | EASTMAN CHEM CO COMstock | $848,039 | – | 10,055 | +100.0% | 0.86% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $845,562 | – | 2,659 | +100.0% | 0.86% | – |
| GGG | New | GRACO INC COMstock | $795,517 | – | 10,896 | +100.0% | 0.81% | – |
| CDAY | New | CERIDIAN HCM HLDG INC COMstock | $777,816 | – | 10,623 | +100.0% | 0.79% | – |
| FBHS | New | FORTUNE BRANDS INNOVATIONS INC COMstock | $750,502 | – | 12,778 | +100.0% | 0.76% | – |
| CL | New | COLGATE PALMOLIVE CO COMstock | $747,968 | – | 9,953 | +100.0% | 0.76% | – |
| TR | New | TOOTSIE ROLL INDS INC COMstock | $743,018 | – | 16,544 | +100.0% | 0.75% | – |
| CORT | New | CORCEPT THERAPEUTICS INC COMstock | $742,397 | – | 34,275 | +100.0% | 0.75% | – |
| MCK | New | MCKESSON CORP COMstock | $732,395 | – | 2,057 | +100.0% | 0.74% | – |
| UHS | New | UNIVERSAL HLTH SVCS INC CL Bstock | $729,193 | – | 5,737 | +100.0% | 0.74% | – |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $726,931 | +7.2% | 1,768 | +0.2% | 0.74% | +40.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $716,643 | +2885.1% | 1,552 | +3427.3% | 0.73% | +3721.1% |
| COLL | New | COLLEGIUM PHARMACEUTICAL INC COMstock | $697,317 | – | 29,067 | +100.0% | 0.71% | – |
| TRMB | Buy | TRIMBLE INC COMstock | $683,452 | +96432.8% | 13,038 | +93028.6% | 0.69% | +69100.0% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $615,723 | +19323.4% | 12,619 | +18734.3% | 0.62% | +31100.0% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $596,430 | +2256.5% | 18,551 | +2406.9% | 0.60% | +2920.0% |
| IYR | New | ISHARES U.S. REAL ESTATE ETFetf | $588,898 | – | 6,936 | +100.0% | 0.60% | – |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $573,803 | +7977.2% | 3,837 | +6876.4% | 0.58% | +11520.0% |
| XLB | New | MATERIALS SELECT SECTOR SPDR FUNDetf | $568,517 | – | 7,048 | +100.0% | 0.58% | – |
| DGRW | Buy | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $474,994 | +9.9% | 7,619 | +6.4% | 0.48% | +44.0% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $451,019 | +1027.8% | 6,469 | +978.2% | 0.46% | +1374.2% |
| LOW | Buy | LOWES COS INC COMstock | $424,536 | +799.1% | 2,123 | +795.8% | 0.43% | +1094.4% |
| QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $417,606 | +62.9% | 3,366 | +49.7% | 0.42% | +113.6% |
| HNDL | Buy | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $387,771 | +4.4% | 19,168 | +1.0% | 0.39% | +36.9% |
| ZEUS | New | OLYMPIC STEEL INC COMstock | $346,379 | – | 6,634 | +100.0% | 0.35% | – |
| SCVL | New | SHOE CARNIVAL INC COMstock | $309,570 | – | 12,069 | +100.0% | 0.31% | – |
| ETH | New | ETHAN ALLEN INTERIORS INC COMstock | $304,389 | – | 11,084 | +100.0% | 0.31% | – |
| RGP | New | RESOURCES CONNECTION INC COMstock | $302,852 | – | 17,752 | +100.0% | 0.31% | – |
| SENEA | New | SENECA FOODS CORP NEW CL Astock | $298,305 | – | 5,707 | +100.0% | 0.30% | – |
| BOOM | New | DMC GLOBAL INC COMstock | $291,740 | – | 13,279 | +100.0% | 0.30% | – |
| TRST | New | TRUSTCO BK CORP N Y COM NEWstock | $288,099 | – | 9,020 | +100.0% | 0.29% | – |
| GCO | New | GENESCO INC COMstock | $280,657 | – | 7,610 | +100.0% | 0.28% | – |
| CPF | New | CENTRAL PAC FINL CORP COM NEWstock | $267,402 | – | 14,938 | +100.0% | 0.27% | – |
| ZUMZ | New | ZUMIEZ INC COMstock | $266,606 | – | 14,458 | +100.0% | 0.27% | – |
| EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $264,206 | +563.1% | 3,062 | +550.1% | 0.27% | +764.5% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $232,308 | +0.1% | 2,118 | +0.7% | 0.24% | +31.3% |
| QTUM | Buy | DEFIANCE QUANTUM ETFetf | $133,648 | +18.9% | 2,872 | +0.1% | 0.14% | +55.2% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $120,338 | +8.5% | 3,291 | +2.0% | 0.12% | +41.9% |
| EINC | Buy | VANECK ENERGY INCOME ETFetf | $116,833 | -0.8% | 1,917 | +0.6% | 0.12% | +29.7% |
| O | Buy | REALTY INCOME CORP COMreit | $113,704 | +0.4% | 1,795 | +0.5% | 0.12% | +30.7% |
| LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $111,367 | +1.3% | 814 | +0.5% | 0.11% | +32.9% |
| C | Buy | CITIGROUP INC COM NEWstock | $108,178 | +4.1% | 2,307 | +0.4% | 0.11% | +37.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $103,512 | -1.1% | 1,057 | +1.9% | 0.10% | +29.6% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $100,793 | -9.4% | 2,696 | +0.1% | 0.10% | +18.6% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $99,493 | +8.4% | 1,990 | +8.4% | 0.10% | +42.3% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $95,394 | +1.2% | 997 | +0.9% | 0.10% | +32.9% |
| SO | Buy | SOUTHERN CO COMstock | $96,218 | -2.3% | 1,382 | +0.2% | 0.10% | +27.6% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $92,028 | +10.9% | 659 | +0.9% | 0.09% | +45.3% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $92,181 | -8.7% | 438 | +6.8% | 0.09% | +19.2% |
| Buy | SHELL PLC SPON ADSadr | $89,045 | +1.8% | 1,547 | +0.8% | 0.09% | +32.4% | |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $85,483 | -3.4% | 879 | +0.6% | 0.09% | +27.9% |
| BX | Buy | BLACKSTONE INC COMstock | $83,283 | +19.5% | 948 | +1.0% | 0.08% | +55.6% |
| KBWB | Buy | INVESCO KBW BANK ETFetf | $83,139 | -18.2% | 1,980 | +0.6% | 0.08% | +6.3% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $77,338 | -8.1% | 451 | +0.7% | 0.08% | +20.0% |
| NVO | Buy | NOVO-NORDISK A S ADRadr | $73,045 | +22.9% | 459 | +4.6% | 0.07% | +60.9% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $73,516 | -7.9% | 322 | +0.3% | 0.07% | +19.4% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $72,459 | -7.6% | 940 | +0.2% | 0.07% | +19.7% |
| CTAS | Buy | CINTAS CORP COMstock | $71,275 | +2.5% | 154 | +0.7% | 0.07% | +33.3% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $67,152 | -3.1% | 992 | +0.9% | 0.07% | +25.9% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $66,449 | +3.5% | 756 | +0.1% | 0.07% | +34.0% |
| USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $66,096 | +4.2% | 1,859 | +1.3% | 0.07% | +36.7% |
| TSLA | Buy | TESLA INC COMstock | $62,031 | +149.3% | 299 | +48.0% | 0.06% | +231.6% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $61,884 | +8.5% | 1,632 | +0.1% | 0.06% | +43.2% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $61,301 | -5.9% | 635 | +0.5% | 0.06% | +24.0% |
| FB | Buy | META PLATFORMS INC CL Astock | $59,979 | +165.1% | 283 | +50.5% | 0.06% | +258.8% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $53,914 | -3.8% | 592 | +0.3% | 0.06% | +27.9% |
| ARKK | Buy | ARK INNOVATION ETFetf | $52,406 | +166.6% | 1,299 | +106.5% | 0.05% | +253.3% |
| BEN | Buy | FRANKLIN RESOURCES INC COMstock | $51,504 | +3.0% | 1,911 | +0.8% | 0.05% | +33.3% |
| AFL | Buy | AFLAC INC COMstock | $51,725 | -10.1% | 801 | +0.3% | 0.05% | +18.2% |
| OAS | Buy | CHORD ENERGY CORPORATION COM NEWstock | $50,660 | +1.2% | 376 | +2.7% | 0.05% | +30.8% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $50,685 | +2.6% | 350 | +0.3% | 0.05% | +34.2% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $44,200 | +18.6% | 425 | +1.2% | 0.04% | +55.2% |
| VPU | Buy | VANGUARD UTILITIES ETFetf | $43,665 | -3.1% | 295 | +0.7% | 0.04% | +25.7% |
| FIVG | Buy | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $40,650 | +10.6% | 1,239 | +0.7% | 0.04% | +46.4% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $39,176 | +16.9% | 237 | +4.9% | 0.04% | +53.8% |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $38,819 | +1.6% | 409 | +0.5% | 0.04% | +30.0% |
| OKE | Buy | ONEOK INC NEW COMstock | $38,201 | -2.1% | 601 | +1.3% | 0.04% | +30.0% |
| SIL | Buy | GLOBAL X SILVER MINERS ETFetf | $35,384 | +9.3% | 1,151 | +0.2% | 0.04% | +44.0% |
| ETR | Buy | ENTERGY CORP NEW COMstock | $30,355 | -3.4% | 281 | +0.7% | 0.03% | +29.2% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $29,766 | +17.6% | 551 | +14.6% | 0.03% | +50.0% |
| AMLP | Buy | ALERIAN MLP ETFetf | $29,962 | +2.5% | 775 | +1.0% | 0.03% | +30.4% |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $29,741 | +7.4% | 132 | +0.8% | 0.03% | +42.9% |
| PPA | New | INVESCO AEROSPACE & DEFENSE ETFetf | $28,232 | – | 350 | +100.0% | 0.03% | – |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $29,096 | +5.8% | 80 | +1.3% | 0.03% | +38.1% |
| LKQ | Buy | LKQ CORP COMstock | $27,240 | +6.8% | 479 | +0.4% | 0.03% | +40.0% |
| WHD | Buy | CACTUS INC CL Astock | $26,232 | -17.7% | 636 | +0.3% | 0.03% | +8.0% |
| FNV | New | FRANCO NEV CORP COMstock | $26,588 | – | 182 | +100.0% | 0.03% | – |
| DVN | New | DEVON ENERGY CORP NEW COMstock | $25,338 | – | 500 | +100.0% | 0.03% | – |
| SCCO | New | SOUTHERN COPPER CORP COMstock | $26,001 | – | 341 | +100.0% | 0.03% | – |
| CCJ | New | CAMECO CORP COMstock | $24,704 | – | 944 | +100.0% | 0.02% | – |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $25,154 | -0.4% | 2,104 | +0.7% | 0.02% | +25.0% |
| ERF | Buy | ENERPLUS CORP COMstock | $23,870 | -18.1% | 1,656 | +0.4% | 0.02% | +4.3% |
| GAB | Buy | GABELLI EQUITY TR INC COMcef | $23,517 | +7.7% | 4,097 | +2.8% | 0.02% | +41.2% |
| SYY | Buy | SYSCO CORP COMstock | $22,883 | +1.5% | 296 | +0.7% | 0.02% | +35.3% |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $21,432 | +4.4% | 491 | +14.2% | 0.02% | +37.5% |
| CLX | Buy | CLOROX CO DEL COMstock | $21,028 | +13.6% | 132 | +0.8% | 0.02% | +50.0% |
| TGLS | Buy | TECNOGLASS INC ORD SHSstock | $20,317 | +36.7% | 484 | +0.2% | 0.02% | +90.9% |
| HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $20,901 | +1.2% | 1,346 | +2.3% | 0.02% | +31.2% |
| HMC | Buy | HONDA MOTOR LTD AMERN SHSadr | $19,727 | +169.1% | 744 | +132.5% | 0.02% | +233.3% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $19,538 | +32.2% | 93 | +1.1% | 0.02% | +81.8% |
| CHD | Buy | CHURCH & DWIGHT CO INC COMstock | $18,831 | +16.8% | 213 | +6.5% | 0.02% | +58.3% |
| USXF | Buy | ISHARES ESG ADVANCED MSCI USA ETFetf | $18,817 | +9.9% | 569 | +2.0% | 0.02% | +46.2% |
| CSX | Buy | CSX CORP COMstock | $18,900 | -3.2% | 631 | +0.2% | 0.02% | +26.7% |
| CCI | Buy | CROWN CASTLE INC COMreit | $18,900 | +1.2% | 141 | +2.9% | 0.02% | +35.7% |
| ENB | Buy | ENBRIDGE INC COMstock | $18,683 | -1.8% | 489 | +0.6% | 0.02% | +26.7% |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $17,835 | -4.1% | 3,497 | +1.7% | 0.02% | +28.6% |
| FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $17,705 | +3.6% | 392 | +0.8% | 0.02% | +38.5% |
| BSM | Buy | BLACK STONE MINERALS L P COM UNITstock | $17,238 | -4.1% | 1,098 | +3.0% | 0.02% | +21.4% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $17,162 | +8.1% | 226 | +1.3% | 0.02% | +41.7% |
| CFG | Buy | CITIZENS FINL GROUP INC COMstock | $15,394 | -22.1% | 506 | +0.8% | 0.02% | +6.7% |
| FDX | Buy | FEDEX CORP COMstock | $15,997 | +32.8% | 70 | +1.4% | 0.02% | +77.8% |
| D | Buy | DOMINION ENERGY INC COMstock | $15,519 | -8.6% | 277 | +0.4% | 0.02% | +23.1% |
| IYE | Buy | ISHARES U.S. ENERGY ETFetf | $14,529 | -5.1% | 332 | +0.9% | 0.02% | +25.0% |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $14,856 | -2.3% | 60 | +1.7% | 0.02% | +25.0% |
| LMBS | Buy | FIRST TRUST LOW DURATION OPPORTUNITIES ETFetf | $14,061 | +1.5% | 293 | +0.3% | 0.01% | +27.3% |
| SSB | Buy | SOUTHSTATE CORPORATION COMstock | $13,673 | -6.1% | 191 | +0.5% | 0.01% | +27.3% |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $14,006 | +67.9% | 608 | +62.6% | 0.01% | +133.3% |
| PKG | Buy | PACKAGING CORP AMER COMstock | $12,659 | +9.5% | 91 | +1.1% | 0.01% | +44.4% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $12,978 | +42.4% | 110 | +10.0% | 0.01% | +85.7% |
| AXS | New | AXIS CAP HLDGS LTD SHSstock | $12,158 | – | 223 | +100.0% | 0.01% | – |
| SIG | Buy | SIGNET JEWELERS LIMITED SHSstock | $11,823 | – | 152 | +100.0% | 0.01% | – |
| ESML | Buy | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $11,878 | +3.7% | 349 | +0.3% | 0.01% | +33.3% |
| TRTN | New | TRITON INTL LTD CL Astock | $11,632 | – | 184 | +100.0% | 0.01% | – |
| IVZ | New | INVESCO LTD SHSstock | $11,431 | – | 697 | +100.0% | 0.01% | – |
| CX | New | CEMEX SAB DE CV SPON ADR NEWadr | $12,089 | – | 2,186 | +100.0% | 0.01% | – |
| CRM | Buy | SALESFORCE INC COMstock | $11,787 | +56.0% | 59 | +3.5% | 0.01% | +100.0% |
| LCTU | Buy | BLACKROCK U.S. CARBON TRANSITION READINESS ETFetf | $11,462 | +7.0% | 253 | +0.4% | 0.01% | +50.0% |
| CM | New | CANADIAN IMPERIAL BK COMM TORO COMstock | $11,114 | – | 262 | +100.0% | 0.01% | – |
| BNS | New | BANK NOVA SCOTIA HALIFAX COMstock | $10,676 | – | 212 | +100.0% | 0.01% | – |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $10,629 | +1.2% | 264 | +0.4% | 0.01% | +37.5% |
| NVT | New | NVENT ELECTRIC PLC SHSstock | $11,164 | – | 260 | +100.0% | 0.01% | – |
| PRGO | New | PERRIGO CO PLC SHSstock | $11,048 | – | 308 | +100.0% | 0.01% | – |
| TM | New | TOYOTA MOTOR CORP ADSadr | $11,052 | – | 78 | +100.0% | 0.01% | – |
| FN | New | FABRINET SHSstock | $11,163 | – | 94 | +100.0% | 0.01% | – |
| JHG | New | JANUS HENDERSON GROUP PLC ORD SHSstock | $10,949 | – | 411 | +100.0% | 0.01% | – |
| NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $9,492 | +1.8% | 104 | +1.0% | 0.01% | +42.9% |
| PFF | Buy | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $9,520 | +3.4% | 304 | +1.0% | 0.01% | +42.9% |
| ESGD | Buy | ISHARES ESG AWARE MSCI EAFE ETFetf | $10,309 | +18.3% | 143 | +8.3% | 0.01% | +42.9% |
| CAJ | New | CANON INC SPONSORED ADRadr | $10,213 | – | 459 | +100.0% | 0.01% | – |
| New | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $9,515 | – | 116 | +100.0% | 0.01% | – | |
| GUT | Buy | GABELLI UTIL TR COMcef | $9,946 | -2.7% | 1,391 | +2.3% | 0.01% | +25.0% |
| VALE | Buy | VALE S A SPONSORED ADSadr | $9,968 | -4.7% | 631 | +2.4% | 0.01% | +25.0% |
| ARCC | Buy | ARES CAPITAL CORP COMcef | $8,657 | -0.1% | 473 | +0.9% | 0.01% | +28.6% |
| FTC | Buy | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUNDetf | $8,763 | +2.0% | 94 | +1.1% | 0.01% | +28.6% |
| FDT | Buy | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $9,008 | +6.6% | 177 | +0.6% | 0.01% | +28.6% |
| COLB | Buy | COLUMBIA BKG SYS INC COMstock | $8,623 | +2399.4% | 402 | +3554.5% | 0.01% | – |
| TER | Buy | TERADYNE INC COMstock | $8,316 | +26.4% | 77 | +2.7% | 0.01% | +60.0% |
| CS | New | CREDIT SUISSE GROUP SPONSORED ADRadr | $8,152 | – | 9,162 | +100.0% | 0.01% | – |
| MRTN | Buy | MARTEN TRANS LTD COMstock | $7,172 | +6.2% | 342 | +0.3% | 0.01% | +40.0% |
| LAC | Buy | LITHIUM AMERS CORP NEW COM NEWstock | $6,528 | +72.2% | 300 | +50.0% | 0.01% | +133.3% |
| KEY | Buy | KEYCORP COMstock | $6,759 | -26.9% | 539 | +1.7% | 0.01% | 0.0% |
| SYNA | Buy | SYNAPTICS INC COMstock | $6,447 | +18.9% | 58 | +1.8% | 0.01% | +75.0% |
| QRVO | Buy | QORVO INC COMstock | $5,688 | +16.2% | 56 | +3.7% | 0.01% | +50.0% |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $6,180 | -2.1% | 164 | +0.6% | 0.01% | +20.0% |
| HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $6,393 | +3.1% | 160 | +0.6% | 0.01% | +20.0% |
| FAAR | Buy | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $5,591 | -0.1% | 188 | +0.5% | 0.01% | +50.0% |
| FISV | Buy | FISERV INC COMstock | $5,652 | +86.4% | 50 | +66.7% | 0.01% | +200.0% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $5,603 | +4.2% | 109 | +0.9% | 0.01% | +50.0% |
| AMCR | Buy | AMCOR PLC ORDstock | $6,055 | -3.4% | 532 | +1.1% | 0.01% | +20.0% |
| POST | Buy | POST HLDGS INC COMstock | $4,763 | +64.9% | 53 | +65.6% | 0.01% | +150.0% |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $5,238 | +59.4% | 150 | +50.0% | 0.01% | +66.7% |
| LITE | Buy | LUMENTUM HLDGS INC COMstock | $4,807 | +7.1% | 89 | +3.5% | 0.01% | +66.7% |
| GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $4,487 | +9.7% | 795 | +4.1% | 0.01% | +66.7% |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC COM CL Astock | $4,157 | +12.7% | 397 | +2.6% | 0.00% | +33.3% |
| HPQ | Buy | HP INC COMstock | $3,719 | +10.2% | 126 | +0.8% | 0.00% | +33.3% |
| CRNC | Buy | CERENCE INC COMstock | $4,073 | +58.1% | 145 | +4.3% | 0.00% | +100.0% |
| ROL | New | ROLLINS INC COMstock | $2,702 | – | 72 | +100.0% | 0.00% | – |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $2,978 | -0.4% | 23 | +4.5% | 0.00% | +50.0% |
| PINS | Buy | PINTEREST INC CL Astock | $2,727 | +349.3% | 100 | +300.0% | 0.00% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $3,030 | -13.9% | 38 | +2.7% | 0.00% | 0.0% |
| GOLF | New | ACUSHNET HLDGS CORP COMstock | $3,107 | – | 61 | +100.0% | 0.00% | – |
| SQ | Buy | BLOCK INC CL Astock | $3,364 | +16.4% | 49 | +6.5% | 0.00% | +50.0% |
| EXPE | New | EXPEDIA GROUP INC COM NEWstock | $2,911 | – | 30 | +100.0% | 0.00% | – |
| OSH | New | OAK STR HEALTH INC COMstock | $2,321 | – | 60 | +100.0% | 0.00% | – |
| NEU | New | NEWMARKET CORP COMstock | $1,825 | – | 5 | +100.0% | 0.00% | – |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $1,620 | +6.4% | 30 | +100.0% | 0.00% | +100.0% |
| RPM | New | RPM INTL INC COMstock | $2,443 | – | 28 | +100.0% | 0.00% | – |
| UUP | Buy | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $1,868 | +68.0% | 67 | +67.5% | 0.00% | +100.0% |
| SANM | New | SANMINA CORPORATION COMstock | $1,952 | – | 32 | +100.0% | 0.00% | – |
| SE | New | SEA LTD SPONSORD ADSadr | $1,731 | – | 20 | +100.0% | 0.00% | – |
| SHW | New | SHERWIN WILLIAMS CO COMstock | $2,248 | – | 10 | +100.0% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INC COMstock | $2,103 | – | 10 | +100.0% | 0.00% | – |
| CELH | Buy | CELSIUS HLDGS INC COM NEWstock | $1,859 | +19.1% | 20 | +33.3% | 0.00% | +100.0% |
| CTLT | New | CATALENT INC COMstock | $1,971 | – | 30 | +100.0% | 0.00% | – |
| BOX | New | BOX INC CL Astock | $1,607 | – | 60 | +100.0% | 0.00% | – |
| RNR | New | RENAISSANCERE HLDGS LTD COMstock | $1,803 | – | 9 | +100.0% | 0.00% | – |
| ALK | Buy | ALASKA AIR GROUP INC COMstock | $2,434 | +31.9% | 58 | +34.9% | 0.00% | +100.0% |
| ALRM | Buy | ALARM COM HLDGS INC COMstock | $1,710 | +11.5% | 34 | +9.7% | 0.00% | +100.0% |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD SHSstock | $1,859 | – | 8 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTD ORDstock | $1,950 | – | 15 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC CL A COMstock | $1,480 | – | 24 | +100.0% | 0.00% | – |
| DOCU | Buy | DOCUSIGN INC COMstock | $1,166 | +31.5% | 20 | +25.0% | 0.00% | 0.0% |
| New | GXO LOGISTICS INCORPORATED COMMON STOCKstock | $1,009 | – | 20 | +100.0% | 0.00% | – | |
| EFZ | New | PROSHARES SHORT MSCI EAFEetf | $737 | – | 40 | +100.0% | 0.00% | – |
| SH | New | PROSHARES SHORT S&P500etf | $810 | – | 54 | +100.0% | 0.00% | – |
| MCFT | New | MASTERCRAFT BOAT HLDGS INC COMstock | $913 | – | 30 | +100.0% | 0.00% | – |
| CEVA | Buy | CEVA INC COMstock | $1,187 | +36.4% | 39 | +14.7% | 0.00% | 0.0% |
| HTZZ | New | HERTZ GLOBAL HLDGS INC COM NEWstock | $815 | – | 50 | +100.0% | 0.00% | – |
| New | KNIGHTSCOPE INC CLASS A COMstock | $891 | – | 1,000 | +100.0% | 0.00% | – | |
| CVNA | New | CARVANA CO CL Astock | $587 | – | 60 | +100.0% | 0.00% | – |
| HVT | New | HAVERTY FURNITURE COS INC COMstock | $638 | – | 20 | +100.0% | 0.00% | – |
| SOFI | Buy | SOFI TECHNOLOGIES INC COMstock | $607 | +559.8% | 100 | +400.0% | 0.00% | – |
| ELY | New | TOPGOLF CALLAWAY BRANDS CORP COMstock | $865 | – | 40 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP COMstock | $961 | – | 6 | +100.0% | 0.00% | – |
| AMWD | New | AMERICAN WOODMARK CORPORATION COMstock | $625 | – | 12 | +100.0% | 0.00% | – |
| SFM | New | SPROUTS FMRS MKT INC COMstock | $1,226 | – | 35 | +100.0% | 0.00% | – |
| AYX | Buy | ALTERYX INC COM CL Astock | $1,000 | +51.7% | 17 | +30.8% | 0.00% | 0.0% |
| FSR | New | FISKER INC CL A COM STKstock | $614 | – | 100 | +100.0% | 0.00% | – |
| SKX | New | SKECHERS U S A INC CL Astock | $1,188 | – | 25 | +100.0% | 0.00% | – |
| SIX | New | SIX FLAGS ENTMT CORP NEW COMstock | $534 | – | 20 | +100.0% | 0.00% | – |
| New | DRAGANFLY INC. COM NEWstock | $640 | – | 500 | +100.0% | 0.00% | – | |
| WTM | New | WHITE MTNS INS GROUP LTD COMstock | $1,377 | – | 1 | +100.0% | 0.00% | – |
| PRDO | New | PERDOCEO ED CORP COMstock | $725 | – | 54 | +100.0% | 0.00% | – |
| Buy | ORION OFFICE REIT INC COMreit | $544 | -20.9% | 81 | +1.2% | 0.00% | 0.0% | |
| LIFE | New | ATYR PHARMA INC COM NEWstock | $1,050 | – | 500 | +100.0% | 0.00% | – |
| LPG | New | DORIAN LPG LTD SHS USDstock | $698 | – | 35 | +100.0% | 0.00% | – |
| GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,200 | -0.3% | 118 | +0.9% | 0.00% | 0.0% |
| LHX | New | L3HARRIS TECHNOLOGIES INC COMstock | $785 | – | 4 | +100.0% | 0.00% | – |
| U | Buy | UNITY SOFTWARE INC COMstock | $1,233 | +30.8% | 38 | +15.2% | 0.00% | 0.0% |
| CROX | New | CROCS INC COMstock | $1,264 | – | 10 | +100.0% | 0.00% | – |
| KR | New | KROGER CO COMstock | $1,037 | – | 21 | +100.0% | 0.00% | – |
| TDOC | Buy | TELADOC HEALTH INC COMstock | $1,399 | +23.3% | 54 | +12.5% | 0.00% | 0.0% |
| FIVE | Exit | FIVE BELOW INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HAS | Exit | HASBRO INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| EBIX | New | EBIX INC COM NEWstock | $448 | – | 34 | +100.0% | 0.00% | – |
| LEVI | New | LEVI STRAUSS & CO NEW CL A COM STKstock | $365 | – | 20 | +100.0% | 0.00% | – |
| AI | New | C3 AI INC CL Astock | $235 | – | 7 | +100.0% | 0.00% | – |
| HZO | New | MARINEMAX INC COMstock | $489 | – | 17 | +100.0% | 0.00% | – |
| New | VICTORIAS SECRET AND CO COMMON STOCKstock | $342 | – | 10 | +100.0% | 0.00% | – | |
| HUM | Exit | HUMANA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| APPH | New | APPHARVEST INC COMstock | $105 | – | 172 | +100.0% | 0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| New | ZIMVIE INC COMstock | $72 | – | 10 | +100.0% | 0.00% | – | |
| ACI | New | ALBERTSONS COS INC COMMON STOCKstock | $416 | – | 20 | +100.0% | 0.00% | – |
| ESTC | New | ELASTIC N V ORD SHSstock | $232 | – | 4 | +100.0% | 0.00% | – |
| BBY | Exit | BEST BUY INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| HAFC | New | HANMI FINL CORP COM NEWstock | $483 | – | 26 | +100.0% | 0.00% | – |
| RGEN | Exit | REPLIGEN CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 15 | Q2 2024 | 17.0% |
| ISHARES TR | 15 | Q2 2024 | 9.7% |
| SCHWAB US DIVIDEND EQUITY ETF | 15 | Q2 2024 | 11.3% |
| ISHARES TR | 15 | Q2 2024 | 3.3% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 2.5% |
| ISHARES TR | 15 | Q2 2024 | 2.9% |
| CHEVRON CORP NEW COM | 15 | Q2 2024 | 2.4% |
| APPLE INC COM | 15 | Q2 2024 | 1.6% |
| ISHARES TR | 15 | Q2 2024 | 2.1% |
| VANGUARD S&P 500 ETF | 15 | Q2 2024 | 2.3% |
View Clearview Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| N-PX | 2024-08-01 |
| 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 |
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.