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CIK: 0001840306
Total reported value
$157.8M
$157.8M
95 檔
31.3%
In Q3 2024, Clearview Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $157.8M, distributed across 95 disclosed stock positions.
During Q3 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 | CGCP | Cap Group Core Plus Income | ETF-Other | 9.19% | — | +15.75% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.62% | +0.01% | +13.60% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 7.58% | -0.03% | +14.23% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.43% | +0.10% | -1.23% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.25% | +0.04% | +14.47% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.61% | +0.03% | +11.94% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 3.13% | -0.11% | +14.32% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.82% | -0.35% | +9.81% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.31% | +0.06% | +11.60% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.30% | +0.02% | +12.99% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.16% | — | +52.11% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.07% | -1.02% | +7.01% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.02% | +0.01% | +9.05% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.67% | +0.16% | +9.56% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.21% | -3.48% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.53% | -0.65% | EXIT | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | — | -3.35% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.39% | -0.15% | -23.16% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.33% | +0.03% | +11.33% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.05% | -3.11% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.21% | +0.04% | +12.01% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.17% | +0.02% | +1.01% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.06% | +0.53% | +9.37% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-Other | 1.02% | — | +3.05% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.02% | -5.82% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.97% | +0.06% | +14.57% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.79% | -0.62% | EXIT | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.77% | — | -3.89% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.11% | +0.09% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.72% | -0.40% | -12.96% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.69% | — | +9.75% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.08% | -2.13% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | -4.64% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | — | +0.14% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | — | +11.61% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | — | -2.31% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.04% | -2.57% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | -0.17% | +97.85% | |
| 39 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.55% | +0.03% | +15.70% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | — | -2.86% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | — | +14.76% | |
| 42 | NUE | Nucor CORP | Stock-Materials | 0.49% | +0.05% | -2.70% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.48% | — | +10.80% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | — | -2.13% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.44% | — | +13.33% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | -2.63% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | — | -2.94% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | — | -2.68% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | — | -32.70% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.39% | -0.03% | -3.31% |
According to official SEC Form 13F filings, Clearview Wealth Advisors LLC reported a total U.S. public equity portfolio value of $157.8M across 95 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CGCP, SCHZ, CGDV) accounted for 31.3% of total reported equity market value during Q3 2024.
During Q3 2024, Clearview Wealth Advisors LLC's top holdings by market value included CGCP (9.2%)、SCHZ (8.6%)、CGDV (7.6%). The largest single position, CGCP, represented 9.2% of total portfolio value.
In Q3 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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