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Clearview Wealth Advisors LLC

Q4 2024 · 13F-HR

Clearview Wealth Advisors LLCholdings as filed

Filed 2025-01-24 · accession 0001754960-25-000065

$131.6M
Reported value
95
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$12.1M9.18%544,175CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$11.1M8.43%488,707CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$9.6M7.30%272,364CommonSOLE
78464A854SPYMSPDR SER TR$9.2M6.99%133,299CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$7.4M5.61%198,457CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.9M3.72%210,878CommonSOLE
46434V613IUSBISHARES TR$4.0M3.02%87,844CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$3.9M2.94%156,932CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$3.0M2.31%128,587CommonSOLE
464287309IVWISHARES TR$2.8M2.15%27,921CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$2.8M2.14%100,970CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.8M2.13%151,185CommonSOLE
46432F339QUALISHARES TR$2.7M2.07%15,261CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$2.3M1.72%44,127CommonSOLE
594918104MSFTMICROSOFT CORP$2.0M1.49%4,644CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.8M1.35%3,305CommonSOLE
464288885EFGISHARES TR$1.7M1.32%17,890CommonSOLE
464288588MBBISHARES TR$1.7M1.32%18,881CommonSOLE
464288877EFVISHARES TR$1.7M1.29%32,389CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$1.7M1.26%32,590CommonSOLE
46435G425ESGUISHARES TR$1.6M1.18%12,072CommonSOLE
166764100CVXCHEVRON CORP NEW$1.6M1.18%10,719CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$1.5M1.12%44,345CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.4M1.09%52,321CommonSOLE
037833100AAPLAPPLE INC$1.4M1.06%5,579CommonSOLE
464287408IVEISHARES TR$1.4M1.03%7,125CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$1.4M1.03%56,507CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$1.2M0.92%57,624CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$1.1M0.81%20,367CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.76%1,098CommonSOLE
921910733ESGVVANGUARD WORLD FD$980,8260.75%9,351CommonSOLE
464287721IYWISHARES TR$963,0940.73%6,037CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$924,3990.70%3,856CommonSOLE
67066G104NVDANVIDIA CORPORATION$907,2950.69%6,756CommonSOLE
931142103WMTWALMART INC$878,4700.67%9,723CommonSOLE
46434G764EMXCISHARES INC$835,1720.63%15,062CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$816,3460.62%31,568CommonSOLE
464287200IVVISHARES TR$805,9240.61%1,369CommonSOLE
464287432TLTISHARES TR$710,0430.54%8,131CommonSOLE
00287Y109ABBVABBVIE INC$708,0140.54%3,984CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$683,7790.52%4,140CommonSOLE
023135106AMZNAMAZON COM INC$671,5530.51%3,061CommonSOLE
060505104BACBANK AMERICA CORP$590,7370.45%13,441CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$576,3040.44%16,787CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$537,4770.41%1,106CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$530,2420.40%19,911CommonSOLE
17275R102CSCOCISCO SYS INC$527,4670.40%8,910CommonSOLE
580135101MCDMCDONALDS CORP$512,4680.39%1,768CommonSOLE
478160104JNJJOHNSON & JOHNSON$493,3490.38%3,411CommonSOLE
747525103QCOMQUALCOMM INC$492,9670.37%3,209CommonSOLE
670346105NUENUCOR CORP$487,0070.37%4,173CommonSOLE
438516106HONHONEYWELL INTL INC$485,3920.37%2,149CommonSOLE
94106L109WMWASTE MGMT INC DEL$483,7310.37%2,397CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$474,9390.36%2,024CommonSOLE
69351T106PPLPPL CORP$471,7540.36%14,533CommonSOLE
291011104EMREMERSON ELEC CO$446,6210.34%3,604CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$442,9280.34%16,165CommonSOLE
464288257ACWIISHARES TR$439,6790.33%3,742CommonSOLE
46434G103IEMGISHARES INC$423,7250.32%8,114CommonSOLE
H1467J104CBCHUBB LIMITED$410,8950.31%1,487CommonSOLE
742718109PGPROCTER AND GAMBLE CO$410,5160.31%2,449CommonSOLE
548661107LOWLOWES COS INC$407,4670.31%1,651CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$407,4000.31%13,717CommonSOLE
78463V107GLDSPDR GOLD TR$397,5770.30%1,642CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$379,6450.29%1,969CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$370,7830.28%818CommonSOLE
58933Y105MRKMERCK & CO INC$363,3860.28%3,653CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$350,6280.27%12,070CommonSOLE
713448108PEPPEPSICO INC$347,7870.26%2,287CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$340,0070.26%6,011CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$337,6090.26%2,646CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$326,6060.25%4,413CommonSOLE
244199105DEDEERE & CO$320,3170.24%756CommonSOLE
97717X669DGRWWISDOMTREE TR$318,7480.24%3,939CommonSOLE
002824100ABTABBOTT LABS$306,9580.23%2,714CommonSOLE
609207105MDLZMONDELEZ INTL INC$301,6370.23%5,050CommonSOLE
G87052109TELTE CONNECTIVITY PLC$301,5240.23%2,109CommonSOLE
55261F104MTBM & T BK CORP$297,8640.23%1,584CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$297,4310.23%4,249CommonSOLE
125523100CITHE CIGNA GROUP$284,4240.22%1,030CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$283,9750.22%10,994CommonSOLE
46429B697USMVISHARES TR$280,1000.21%3,155CommonSOLE
464287226AGGISHARES TR$276,6500.21%2,855CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$260,5630.20%1,331CommonSOLE
464288281EMBISHARES TR$257,4160.20%2,891CommonSOLE
464287804IJRISHARES TR$242,6350.18%2,106CommonSOLE
370334104GISGENERAL MLS INC$241,0700.18%3,780CommonSOLE
46435U713IFRAISHARES TR$238,0180.18%5,142CommonSOLE
02079K305GOOGLALPHABET INC$234,1240.18%1,237CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$227,1640.17%3,159CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$221,5940.17%10,041CommonSOLE
26875P101EOGEOG RES INC$220,2760.17%1,797CommonSOLE
11135F101AVGOBROADCOM INC$218,1360.17%941CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$212,8820.16%363CommonSOLE
969136100WVVIWILLAMETTE VY VINEYARD INC$52,1730.04%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.