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CIK: 0001840306
Total reported value
$157.8M
$157.8M
104 檔
21.3%
At the close of Q1 2024, Clearview Wealth Advisors LLC disclosed equity holdings valued at approximately $157.8M, spread across 104 reported holdings.
During Q1 2024, Clearview Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 16.96% | +0.10% | +140.11% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.47% | -0.35% | +306.62% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.91% | +0.01% | +165.28% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.20% | -0.15% | +7.83% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 2.77% | +0.03% | +150.77% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.71% | -0.40% | +155.06% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.59% | — | +291.09% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.51% | -1.02% | +62.85% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.21% | -4.44% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.85% | — | +103.69% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.83% | +0.02% | +8.47% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.05% | -1.94% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.78% | -0.65% | EXIT | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | — | -11.39% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.74% | +0.53% | — | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.43% | +0.16% | — | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.39% | -0.62% | EXIT | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | — | -47.76% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | -0.17% | +166.02% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.02% | -8.24% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.97% | — | -13.26% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | — | +333.44% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.96% | — | — | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.94% | — | — | |
| 25 | NUE | Nucor CORP | Stock-Materials | 0.92% | +0.05% | -3.18% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | — | -36.44% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | — | -21.88% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | +0.04% | -70.84% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | — | -3.56% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.04% | -2.91% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | — | -13.31% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.08% | -30.96% | |
| 33 | GGG | Graco Inc | Stock-Industrials | 0.72% | — | -44.54% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.11% | -16.15% | |
| 35 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.67% | — | -46.51% | |
| 36 | NDSN | Nordson CORP | Stock-Industrials | 0.64% | — | -46.43% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | — | -12.85% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.60% | — | -3.20% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.58% | — | -2.03% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.58% | -0.03% | -3.14% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | — | +3.04% | |
| 42 | BXP | Bxp Inc | Stock-Real Estate | 0.55% | — | -51.07% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | — | -4.11% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | — | -2.83% | |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.52% | +0.03% | — | |
| 46 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.50% | +0.14% | NEW | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | — | -4.18% | |
| 48 | IXC | Ishares Global Energy ETF | ETF-Other | 0.48% | — | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | — | -4.28% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | — | -9.74% |
According to official SEC Form 13F filings, Clearview Wealth Advisors LLC reported a total U.S. public equity portfolio value of $157.8M across 104 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, SCHZ) accounted for 21.3% of total reported equity market value during Q1 2024.
During Q1 2024, Clearview Wealth Advisors LLC's top holdings by market value included SPYM (17.0%)、IUSB (5.5%)、SCHZ (4.9%). The largest single position, SPYM, represented 17.0% of total portfolio value.
In Q1 2024, Clearview Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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