Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Clearview Wealth Advisors LLC

Q1 2024 · 13F-HR

Clearview Wealth Advisors LLCholdings as filed

Filed 2024-04-10 · accession 0001754960-24-000110

$98.0M
Reported value
104
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SER TR$16.6M17.0%270,140CommonSOLE
46434V613IUSBISHARES TR$5.4M5.47%117,643CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$4.8M4.91%104,560CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$4.1M4.20%51,023CommonSOLE
464288588MBBISHARES TR$2.7M2.77%29,322CommonSOLE
464288877EFVISHARES TR$2.7M2.71%48,740CommonSOLE
464287432TLTISHARES TR$2.5M2.59%26,833CommonSOLE
46432F339QUALISHARES TR$2.5M2.51%14,943CommonSOLE
594918104MSFTMICROSOFT CORP$2.3M2.30%5,356CommonSOLE
46434V860TFLOISHARES TR$1.8M1.85%35,761CommonSOLE
46435G425ESGUISHARES TR$1.8M1.83%15,595CommonSOLE
166764100CVXCHEVRON CORP NEW$1.8M1.83%11,342CommonSOLE
464288885EFGISHARES TR$1.7M1.78%16,776CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.7M1.76%3,588CommonSOLE
464287408IVEISHARES TR$1.7M1.74%9,148CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$1.4M1.43%31,625CommonSOLE
464287721IYWISHARES TR$1.4M1.39%10,092CommonSOLE
464287226AGGISHARES TR$1.2M1.27%12,701CommonSOLE
46434G103IEMGISHARES INC$1.2M1.19%22,652CommonSOLE
037833100AAPLAPPLE INC$1.0M1.05%6,026CommonSOLE
921910733ESGVVANGUARD WORLD FD$954,9180.97%10,247CommonSOLE
931142103WMTWALMART INC$946,6920.97%15,734CommonSOLE
78464A474SPSBSPDR SER TR$935,8800.96%31,437CommonSOLE
78468R622JNKSPDR SER TR$925,2940.94%9,719CommonSOLE
670346105NUENUCOR CORP$899,0200.92%4,543CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$874,2570.89%1,922CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$852,6340.87%4,257CommonSOLE
78463V107GLDSPDR GOLD TR$807,8620.82%3,927CommonSOLE
060505104BACBANK AMERICA CORP$801,2920.82%21,131CommonSOLE
00287Y109ABBVABBVIE INC$783,2140.80%4,301CommonSOLE
464287200IVVISHARES TR$746,7680.76%1,420CommonSOLE
67066G104NVDANVIDIA CORPORATION$737,3370.75%816CommonSOLE
384109104GGGGRACO INC$700,6950.72%7,497CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$657,8600.67%898CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$657,4580.67%7,765CommonSOLE
655663102NDSNNORDSON CORP$625,7660.64%2,279CommonSOLE
478160104JNJJOHNSON & JOHNSON$602,8740.62%3,811CommonSOLE
747525103QCOMQUALCOMM INC$588,1480.60%3,474CommonSOLE
94106L109WMWASTE MGMT INC DEL$565,3390.58%2,652CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$565,2000.58%2,218CommonSOLE
023135106AMZNAMAZON COM INC$550,3390.56%3,051CommonSOLE
101121101BXPBOSTON PROPERTIES INC$543,7830.55%8,326CommonSOLE
580135101MCDMCDONALDS CORP$538,7500.55%1,911CommonSOLE
58933Y105MRKMERCK & CO INC$525,5380.54%3,983CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$509,7540.52%9,717CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$491,1480.50%11,040CommonSOLE
17275R102CSCOCISCO SYS INC$487,4310.50%9,766CommonSOLE
464287341IXCISHARES TR$468,2150.48%10,901CommonSOLE
742718109PGPROCTER AND GAMBLE CO$453,6460.46%2,796CommonSOLE
548661107LOWLOWES COS INC$453,4190.46%1,780CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$447,4330.46%1,064CommonSOLE
291011104EMREMERSON ELEC CO$446,7200.46%3,939CommonSOLE
464287176TIPISHARES TR$435,8990.44%4,058CommonSOLE
69351T106PPLPPL CORP$432,1220.44%15,696CommonSOLE
713448108PEPPEPSICO INC$426,0320.43%2,434CommonSOLE
H1467J104CBCHUBB LIMITED$418,8420.43%1,616CommonSOLE
749685103RPMRPM INTL INC$414,8940.42%3,488CommonSOLE
464288257ACWIISHARES TR$412,1010.42%3,742CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$404,4180.41%3,614CommonSOLE
532457108LLYELI LILLY & CO$403,0210.41%518CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$391,8720.40%1,300CommonSOLE
609207105MDLZMONDELEZ INTL INC$383,7400.39%5,482CommonSOLE
30161Q104EXELEXELIXIS INC$380,5820.39%16,038CommonSOLE
125523100CITHE CIGNA GROUP$374,0860.38%1,030CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$362,2830.37%14,382CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$359,2810.37%6,625CommonSOLE
148806102CTLTEURCATALENT INC$356,4820.36%6,315CommonSOLE
97717X669DGRWWISDOMTREE TR$355,7710.36%4,670CommonSOLE
464288281EMBISHARES TR$353,8440.36%3,946CommonSOLE
438516106HONHONEYWELL INTL INC$352,1680.36%1,716CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$347,1200.35%2,869CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$347,0820.35%4,588CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$343,7600.35%4,752CommonSOLE
15677J108DAYDAYFORCE INC$342,5710.35%5,174CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$342,3660.35%2,119CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$342,0090.35%5,495CommonSOLE
002824100ABTABBOTT LABS$339,0250.35%2,983CommonSOLE
244199105DEDEERE & CO$335,5750.34%817CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$330,8570.34%2,278CommonSOLE
896239100TRMBTRIMBLE INC$324,9540.33%5,049CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$323,9530.33%17,664CommonSOLE
464287309IVWISHARES TR$321,5500.33%3,808CommonSOLE
375558103GILDGILEAD SCIENCES INC$320,7090.33%4,378CommonSOLE
46429B697USMVISHARES TR$312,5970.32%3,740CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$311,5320.32%733CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$303,9750.31%4,615CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$301,3360.31%1,414CommonSOLE
370334104GISGENERAL MLS INC$295,8640.30%4,228CommonSOLE
464287804IJRISHARES TR$288,6170.29%2,611CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$273,1180.28%1,496CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$261,0340.27%6,197CommonSOLE
55261F104MTBM & T BK CORP$252,4760.26%1,736CommonSOLE
26875P101EOGEOG RES INC$247,4980.25%1,936CommonSOLE
46434G764EMXCISHARES INC$245,5490.25%4,265CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$241,5140.25%2,682CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$240,3140.25%2,587CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$227,1080.23%1,235CommonSOLE
464287739IYRISHARES TR$224,1280.23%2,493CommonSOLE
26701L100BROSDUTCH BROS INC$223,1130.23%6,761CommonSOLE
92936U109WPCWP CAREY INC$218,5920.22%3,873CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$218,3980.22%3,007CommonSOLE
717081103PFEPFIZER INC$203,6140.21%7,337CommonSOLE
46435U713IFRAISHARES TR$202,1930.21%4,663CommonSOLE
969136100WVVIWILLAMETTE VY VINEYARD INC$78,0260.08%15,574CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.