Clearview Wealth Advisors LLC Purchases in Q3 2025

Clearview Wealth Advisors LLC

  • $150 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
51.9K
+ 9.45%
$22.27 - $22.95 $1.16M - $1.19M
601K $13.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.4K
+ 5.22%
$40.2 - $44.58 $417K - $462K
209K $9.18M
CGDV
Capital Group Divid Value ETF

ETFs
9.6K
+ 3.6%
$39.59 - $42.21 $380K - $405K
276K $11.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 5.41%
$24.46 - $26.5 $267K - $290K
213K $5.61M
CGXU
Capital Group Intl Focus Equit

ETFs
7.03K
+ 4.3%
$26.49 - $29.62 $186K - $208K
170K $5.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.3K
+ 3.82%
$22.9 - $23.58 $419K - $431K
498K $11.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.26K
+ 7.97%
$50.53 - $50.82 $468K - $471K
125K $6.37M
FNDX
Schwab Fundamental U S Large C

ETFs
7.07K
+ 5.43%
$24.38 - $26.34 $172K - $186K
137K $3.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.67K
+ 4.86%
$28.92 - $32.19 $135K - $150K
101K $3.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
791
+ 4.82%
$182.33 - $194.5 $144K - $154K
17.2K $3.34M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.93K
+ 4.56%
$54.35 - $59.32 $105K - $114K
44.2K $2.62M
EFV
Msci Eafe Value ETF

ETFs
2.15K
+ 5.95%
$62.79 - $68.42 $135K - $147K
38.3K $2.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
422
+ 1.83%
$108.97 - $121.65 $46K - $51.3K
23.5K $2.84M
TSLA
Tesla, Inc.

Consumer Cyclical
596
New
$293.94 - $444.72 $175K - $265K
596 $265K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.63K
+ 15.02%
$51.78 - $57.89 $136K - $152K
20.1K $1.16M
IVE
Ishares S&P 500 Value ETF

ETFs
656
+ 7.0%
$194.44 - $206.51 $128K - $135K
10K $2.07M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
928
New
$195.29 - $223.85 $181K - $208K
928 $206K
FNDF
Schwab Fundamental Intl Large

ETFs
1.73K
+ 3.89%
$39.84 - $43.15 $68.8K - $74.5K
46.1K $1.98M
GLDM
World Gold Trust

ETFs
523
+ 7.45%
$64.73 - $76.45 $33.9K - $40K
7.54K $576K
SCHA
Schwab Strategic Tr Us Small C

ETFs
962
+ 2.88%
$25.29 - $28.33 $24.3K - $27.3K
34.4K $959K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.1K
+ 6.49%
$42.28 - $45.71 $46.7K - $50.5K
18.1K $824K
GOOGL
Alphabet Inc.

Communication Services
41
+ 3.31%
$174.36 - $254.72 $7.15K - $10.4K
1.28K $311K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
739
+ 3.64%
$30.13 - $33.37 $22.3K - $24.7K
21.1K $702K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.21K
+ 2.18%
$45.6 - $46.92 $55.4K - $57K
56.8K $2.65M
APO
Apollo Global Management, Inc.

Financial Services
2.06K
+ 9.09%
$131.55 - $156.05 $271K - $321K
24.7K $3.29M
MBB
Ishares Tr

ETFs
614
+ 3.96%
$92.46 - $95.73 $56.8K - $58.8K
16.1K $1.53M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
164
+ 2.81%
$110.74 - $122.12 $18.2K - $20K
5.99K $725K
SCHO
Schwab Short Term Us Treasury

ETFs
2.76K
+ 4.86%
$24.23 - $24.42 $66.8K - $67.4K
59.5K $1.45M
IEMG
Ishares Inc

ETFs
1.15K
+ 4.54%
N/A
26.5K $1.42M
FNDA
Schwab Fundamental U S Small C

ETFs
791
+ 5.33%
$28.75 - $31.93 $22.7K - $25.3K
15.6K $486K
FNDE
Schwab Fundamental Emerging Mk

ETFs
610
+ 4.94%
$33.13 - $36.31 $20.2K - $22.1K
12.9K $468K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.03K
+ 6.2%
$50.85 - $51.35 $52.2K - $52.7K
17.6K $900K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
662
+ 1.15%
$20.76 - $21.78 $13.7K - $14.4K
58.4K $1.26M
EMB
Ishares Tr

ETFs
280
+ 7.37%
$91.52 - $95.59 $25.6K - $26.8K
4.08K $388K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
255
+ 9.53%
$97.75 - $100.75 $24.9K - $25.7K
2.93K $293K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.26%
$617.65 - $666.84 $618 - $667
382 $254K
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 1.63%
$211.65 - $238.24 $10.6K - $11.9K
3.11K $683K
Schwab Strategic Tr
9.06K
New
N/A
9.06K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.37K
+ 5.79%
N/A
43.3K $0
Blackrock ETF Trust
1.14K
+ 4.42%
N/A
26.9K $0
Blackrock ETF Trust Ii
838
+ 4.06%
N/A
21.5K $0
Blackrock ETF Trust
2.13K
+ 17.71%
N/A
14.2K $0
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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