Clearview Wealth Advisors LLC Purchases in Q1 2025

Clearview Wealth Advisors LLC

  • $131 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
84.9K
+ 260.53%
$50.48 - $51.04 $4.29M - $4.33M
117K $5.96M
APO
Apollo Global Management, Inc.

Financial Services
17.4K
+ 420.72%
$126.01 - $172.06 $2.19M - $3M
21.6K $2.95M
GLDM
World Gold Trust

ETFs
9.56K
New
$52.19 - $61.89 $499K - $592K
9.56K $591K
XLG
Invesco Exchange Traded Fd Tr

ETFs
11.7K
New
$45.72 - $51.73 $536K - $606K
11.7K $539K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.77K
New
$91.76 - $103.26 $530K - $596K
5.77K $533K
IVE
Ishares S&P 500 Value ETF

ETFs
1.74K
+ 24.45%
$185.78 - $198.58 $324K - $346K
8.87K $1.69M
AOS
Smith A O Corp

Industrials
4.64K
New
$65.16 - $72.69 $303K - $337K
4.64K $303K
HSY
Hershey CO

Consumer Defensive
1.65K
New
$144.74 - $186.36 $239K - $308K
1.65K $282K
DELL
Dell Technologies Inc.

Technology
3.08K
New
$90.34 - $124.66 $278K - $384K
3.08K $280K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.28K
+ 2.83%
$18.36 - $20.51 $78.6K - $87.8K
155K $3.08M
IEMG
Ishares Inc

ETFs
4.62K
+ 56.9%
N/A
12.7K $682K
WPC
W. P. Carey Inc.

Real Estate
3.43K
New
$53.5 - $65.05 $183K - $223K
3.43K $216K
FNDF
Schwab Fundamental Intl Large

ETFs
938
+ 2.12%
$32.9 - $37.45 $30.9K - $35.1K
45.3K $1.64M
MTB
M&T Bank Corp

Financial Services
628
+ 39.65%
$170.47 - $201.98 $107K - $127K
2.21K $395K
CGXU
Capital Group Intl Focus Equit

ETFs
4.82K
+ 3.07%
$24.48 - $26.59 $118K - $128K
162K $3.96M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.06%
$142.06 - $167.7 $284 - $335
3.41K $566K
EMB
Ishares Tr

ETFs
740
+ 25.6%
$88.64 - $92.03 $65.6K - $68.1K
3.63K $328K
SCHC
Schwab Strategic Tr Intl Small

ETFs
690
+ 4.11%
$33.57 - $37.22 $23.2K - $25.7K
17.5K $627K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
658
+ 3.3%
$25.81 - $28.52 $17K - $18.8K
20.6K $567K
FNDE
Schwab Fundamental Emerging Mk

ETFs
371
+ 3.07%
$28.11 - $32.0 $10.4K - $11.9K
12.4K $383K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7
+ 0.22%
$71.17 - $73.66 $498 - $516
3.17K $232K
XTEN
Bondbloxx ETF Tr Bloomberg 10
19.8K
New
N/A
19.8K $0
Blackrock ETF Trust Ii
203
+ 1.0%
N/A
20.6K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
554
+ 3.63%
$168.16 - $186.21 $93.2K - $103K
15.8K $2.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.14%
$102.49 - $119.96 $307 - $360
2.11K $220K
FNDA
Schwab Fundamental U S Small C

ETFs
318
+ 2.32%
$26.87 - $30.99 $8.54K - $9.85K
14K $384K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.07%
$554.06 - $615.85 $554 - $616
1.37K $769K
SCHA
Schwab Strategic Tr Us Small C

ETFs
685
+ 2.17%
$23.16 - $27.04 $15.9K - $18.5K
32.3K $755K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
43
+ 0.36%
$120.24 - $134.3 $5.17K - $5.77K
12.1K $1.48M
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.07%
$190.26 - $242.06 $381 - $484
3.06K $582K
Activity Summary
Buys All Purchases 31 New Holdings 9 Increased Positions 22 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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