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Clearview Wealth Advisors LLC

Q1 2025 · 13F-HR

Clearview Wealth Advisors LLCholdings as filed

Filed 2025-04-23 · accession 0001754960-25-000241

$133.8M
Reported value
99
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$12.0M8.94%532,727CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$11.2M8.40%485,694CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$9.3M6.93%260,228CommonSOLE
78464A854SPYMSPDR SER TR$8.2M6.14%124,953CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$6.3M4.73%184,965CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$6.0M4.45%117,498CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.4M3.31%200,436CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$4.0M2.96%161,747CommonSOLE
46434V613IUSBISHARES TR$3.1M2.31%67,077CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$3.1M2.30%155,467CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$3.0M2.27%128,529CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$3.0M2.21%21,558CommonSOLE
46432F339QUALISHARES TR$2.7M2.02%15,815CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$2.4M1.77%94,536CommonSOLE
464287309IVWISHARES TR$2.3M1.74%25,131CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$2.1M1.55%42,663CommonSOLE
166764100CVXCHEVRON CORP NEW$1.8M1.32%10,582CommonSOLE
594918104MSFTMICROSOFT CORP$1.7M1.29%4,596CommonSOLE
464287408IVEISHARES TR$1.7M1.26%8,867CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.6M1.23%3,200CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$1.6M1.22%45,283CommonSOLE
46435G425ESGUISHARES TR$1.5M1.10%12,115CommonSOLE
464288877EFVISHARES TR$1.5M1.10%25,016CommonSOLE
464288588MBBISHARES TR$1.5M1.09%15,618CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$1.4M1.02%56,333CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$1.2M0.92%57,030CommonSOLE
037833100AAPLAPPLE INC$1.2M0.91%5,489CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$1.1M0.81%20,570CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.78%1,098CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.0M0.76%36,588CommonSOLE
464288885EFGISHARES TR$953,8680.71%9,539CommonSOLE
09789C812XTENBONDBLOXX ETF TRUST$921,0610.69%19,778CommonSOLE
921910733ESGVVANGUARD WORLD FD$879,0030.66%8,974CommonSOLE
00287Y109ABBVABBVIE INC$807,9970.60%3,856CommonSOLE
464287721IYWISHARES TR$785,7020.59%5,595CommonSOLE
464287200IVVISHARES TR$770,0220.58%1,370CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$760,8600.57%3,102CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$755,6910.56%32,253CommonSOLE
46434G764EMXCISHARES INC$745,7370.56%13,537CommonSOLE
46434G103IEMGISHARES INC$687,1050.51%12,731CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$627,0810.47%17,477CommonSOLE
98149E303GLDMWORLD GOLD TR$591,7300.44%9,561CommonSOLE
023135106AMZNAMAZON COM INC$582,7660.44%3,063CommonSOLE
67066G104NVDANVIDIA CORPORATION$571,1890.43%5,270CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$567,1000.42%20,569CommonSOLE
478160104JNJJOHNSON & JOHNSON$566,0130.42%3,413CommonSOLE
931142103WMTWALMART INC$557,6820.42%6,352CommonSOLE
060505104BACBANK AMERICA CORP$552,0970.41%13,230CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$539,0800.40%11,714CommonSOLE
580135101MCDMCDONALDS CORP$535,9640.40%1,716CommonSOLE
17275R102CSCOCISCO SYS INC$534,1480.40%8,656CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$533,9940.40%5,771CommonSOLE
94106L109WMWASTE MGMT INC DEL$533,4450.40%2,304CommonSOLE
69351T106PPLPPL CORP$508,9850.38%14,095CommonSOLE
747525103QCOMQUALCOMM INC$488,7160.37%3,182CommonSOLE
670346105NUENUCOR CORP$486,3900.36%4,042CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$477,5580.36%1,069CommonSOLE
78463V107GLDSPDR GOLD TR$473,1260.35%1,642CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$463,8940.35%1,959CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$448,5960.34%15,724CommonSOLE
438516106HONHONEYWELL INTL INC$444,2090.33%2,098CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$435,6500.33%818CommonSOLE
464288257ACWIISHARES TR$435,5250.33%3,742CommonSOLE
H1467J104CBCHUBB LIMITED$434,9850.32%1,440CommonSOLE
742718109PGPROCTER AND GAMBLE CO$407,5170.30%2,391CommonSOLE
55261F104MTBM & T BK CORP$395,4630.30%2,212CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$384,4250.29%14,035CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$383,1770.29%12,441CommonSOLE
291011104EMREMERSON ELEC CO$382,6300.29%3,490CommonSOLE
548661107LOWLOWES COS INC$372,2350.28%1,596CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$354,9440.27%5,820CommonSOLE
002824100ABTABBOTT LABS$348,4450.26%2,627CommonSOLE
244199105DEDEERE & CO$343,0950.26%731CommonSOLE
125523100CITHE CIGNA GROUP$338,8700.25%1,030CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$334,7860.25%2,596CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$334,7720.25%1,905CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$334,7250.25%4,276CommonSOLE
609207105MDLZMONDELEZ INTL INC$332,0580.25%4,894CommonSOLE
464288281EMBISHARES TR$328,9100.25%3,631CommonSOLE
713448108PEPPEPSICO INC$320,0170.24%2,134CommonSOLE
58933Y105MRKMERCK & CO INC$317,7370.24%3,540CommonSOLE
97717X669DGRWWISDOMTREE TR$307,6710.23%3,853CommonSOLE
831865209AOSSMITH A O CORP$303,4660.23%4,643CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$292,7780.22%3,918CommonSOLE
G87052109TELTE CONNECTIVITY PLC$288,2930.22%2,040CommonSOLE
427866108HSYHERSHEY CO$282,9040.21%1,654CommonSOLE
464287226AGGISHARES TR$282,4170.21%2,855CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$282,1870.21%10,494CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$280,4690.21%3,077CommonSOLE
46429B697USMVISHARES TR$274,4440.21%2,930CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$254,0410.19%1,310CommonSOLE
46434V803HEFAISHARES TR$253,4490.19%6,984CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$232,5430.17%3,166CommonSOLE
26875P101EOGEOG RES INC$223,0090.17%1,739CommonSOLE
464287804IJRISHARES TR$220,5020.16%2,109CommonSOLE
370334104GISGENERAL MLS INC$220,2920.16%3,684CommonSOLE
92936U109WPCWP CAREY INC$216,1520.16%3,425CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$213,5000.16%9,506CommonSOLE
969136100WVVIWILLAMETTE VY VINEYARD INC$92,5100.07%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.