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Clearview Wealth Advisors LLC

Q2 2024 · 13F-HR

Clearview Wealth Advisors LLCholdings as filed

Filed 2024-08-01 · accession 0001754960-24-000372

$114.6M
Reported value
95
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$9.9M8.64%445,429CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$9.4M8.24%207,099CommonSOLE
78464A854SPYMSPDR SER TR$9.3M8.08%144,638CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$7.8M6.81%236,290CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$5.6M4.91%171,048CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.0M3.46%61,644CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$3.4M2.96%131,771CommonSOLE
46434V613IUSBISHARES TR$3.2M2.79%70,650CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$2.5M2.19%37,496CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.5M2.15%64,236CommonSOLE
46432F339QUALISHARES TR$2.4M2.09%13,989CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$2.3M2.03%23,050CommonSOLE
594918104MSFTMICROSOFT CORP$2.2M1.89%4,850CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.2M1.89%27,832CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$1.9M1.64%39,910CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.8M1.56%3,583CommonSOLE
464287309IVWISHARES TR$1.8M1.56%19,284CommonSOLE
166764100CVXCHEVRON CORP NEW$1.7M1.52%11,109CommonSOLE
464288588MBBISHARES TR$1.5M1.29%16,121CommonSOLE
46435G425ESGUISHARES TR$1.4M1.24%11,870CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$1.3M1.15%37,622CommonSOLE
037833100AAPLAPPLE INC$1.3M1.09%5,947CommonSOLE
464288885EFGISHARES TR$1.2M1.07%11,940CommonSOLE
464287408IVEISHARES TR$1.2M1.01%6,369CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$1.1M0.97%55,695CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$1.1M0.94%22,368CommonSOLE
464288877EFVISHARES TR$989,5900.86%18,657CommonSOLE
921910733ESGVVANGUARD WORLD FD$988,5190.86%10,231CommonSOLE
464287721IYWISHARES TR$962,3150.84%6,394CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$932,5320.81%1,097CommonSOLE
67066G104NVDANVIDIA CORPORATION$887,8200.78%7,186CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$824,6790.72%4,077CommonSOLE
060505104BACBANK AMERICA CORP$802,0460.70%20,167CommonSOLE
464287200IVVISHARES TR$774,2610.68%1,415CommonSOLE
464287432TLTISHARES TR$759,8290.66%8,279CommonSOLE
00287Y109ABBVABBVIE INC$707,3690.62%4,124CommonSOLE
670346105NUENUCOR CORP$684,2970.60%4,329CommonSOLE
931142103WMTWALMART INC$681,8300.60%10,070CommonSOLE
747525103QCOMQUALCOMM INC$664,2730.58%3,335CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$663,5450.58%13,984CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$605,5970.53%11,601CommonSOLE
023135106AMZNAMAZON COM INC$587,6730.51%3,041CommonSOLE
478160104JNJJOHNSON & JOHNSON$542,9340.47%3,715CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$538,5920.47%1,153CommonSOLE
46434G764EMXCISHARES INC$535,5130.47%9,046CommonSOLE
94106L109WMWASTE MGMT INC DEL$530,8330.46%2,488CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$516,1950.45%14,508CommonSOLE
46434V803HEFAISHARES TR$475,4780.42%13,373CommonSOLE
58933Y105MRKMERCK & CO INC$468,9360.41%3,788CommonSOLE
580135101MCDMCDONALDS CORP$466,0510.41%1,829CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$456,4600.40%17,186CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$454,1980.40%2,116CommonSOLE
742718109PGPROCTER AND GAMBLE CO$446,1870.39%2,705CommonSOLE
17275R102CSCOCISCO SYS INC$443,1020.39%9,327CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$432,8350.38%1,064CommonSOLE
464288257ACWIISHARES TR$420,5950.37%3,742CommonSOLE
69351T106PPLPPL CORP$414,5950.36%14,994CommonSOLE
291011104EMREMERSON ELEC CO$413,7270.36%3,756CommonSOLE
H1467J104CBCHUBB LIMITED$393,7430.34%1,544CommonSOLE
713448108PEPPEPSICO INC$386,9020.34%2,346CommonSOLE
548661107LOWLOWES COS INC$375,4430.33%1,703CommonSOLE
46434G103IEMGISHARES INC$366,7710.32%6,852CommonSOLE
78463V107GLDSPDR GOLD TR$362,2920.32%1,685CommonSOLE
438516106HONHONEYWELL INTL INC$349,0950.30%1,635CommonSOLE
609207105MDLZMONDELEZ INTL INC$340,8770.30%5,209CommonSOLE
125523100CITHE CIGNA GROUP$340,4870.30%1,030CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$337,6590.29%2,847CommonSOLE
97717X669DGRWWISDOMTREE TR$336,5130.29%4,312CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$335,5450.29%16,887CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$334,8470.29%4,544CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$334,1880.29%6,085CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$327,1850.29%2,175CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$319,5630.28%10,807CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$314,6290.27%2,024CommonSOLE
002824100ABTABBOTT LABS$295,6030.26%2,845CommonSOLE
244199105DEDEERE & CO$291,8050.25%781CommonSOLE
464288281EMBISHARES TR$289,2170.25%3,269CommonSOLE
26701L100BROSDUTCH BROS INC$279,9050.24%6,761CommonSOLE
46429B697USMVISHARES TR$277,1620.24%3,301CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$275,9280.24%4,248CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$271,3930.24%6,154CommonSOLE
464287804IJRISHARES TR$270,0730.24%2,532CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$262,2680.23%6,315CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$262,0610.23%1,436CommonSOLE
370334104GISGENERAL MLS INC$254,6630.22%4,026CommonSOLE
55261F104MTBM & T BK CORP$250,5220.22%1,655CommonSOLE
464287226AGGISHARES TR$240,5760.21%2,478CommonSOLE
26875P101EOGEOG RES INC$232,8600.20%1,850CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$229,4070.20%3,184CommonSOLE
02079K305GOOGLALPHABET INC$226,1570.20%1,242CommonSOLE
427866108HSYHERSHEY CO$217,7620.19%1,185CommonSOLE
30231G102XOMEXXON MOBIL CORP$215,3260.19%1,870CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$206,3420.18%3,967CommonSOLE
92936U109WPCWP CAREY INC$203,4100.18%3,695CommonSOLE
969136100WVVIWILLAMETTE VY VINEYARD INC$61,2060.05%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.