Clearview Wealth Advisors LLC Purchases in Q4 2024

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
32.6K
New
$50.62 - $50.97 $1.65M - $1.66M
32.6K $1.65M
EFV
Msci Eafe Value ETF

ETFs
16.2K
+ 99.45%
$51.78 - $57.15 $836K - $923K
32.4K $1.7M
APO
Apollo Global Management, Inc.

Financial Services
4.14K
New
$131.36 - $178.61 $544K - $739K
4.14K $683K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.66K
+ 1.36%
$34.49 - $39.24 $91.7K - $104K
198K $7.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.3K
+ 13.23%
$45.07 - $47.1 $463K - $483K
87.8K $3.97M
AVGO
Broadcom Inc.

Technology
941
New
$159.67 - $250.0 $150K - $235K
941 $218K
SPY
Spdr S&P 500 ETF Trust

ETFs
363
New
$567.81 - $607.81 $206K - $221K
363 $212K
SCHX
Schwab Strategic Tr Us Large C

ETFs
142K
+ 205.59%
$22.4 - $68.28 $3.18M - $9.69M
211K $4.89M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.68K
+ 45.09%
$55.45 - $61.08 $260K - $286K
15.1K $835K
SCHG
Schwab Strategic Tr Us Large C

ETFs
75.8K
+ 301.71%
$25.93 - $105.3 $1.97M - $7.99M
101K $2.81M
CGCP
Capital Group Core Plus Income

ETFs
28.6K
+ 5.55%
$22.13 - $23.17 $633K - $663K
544K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 3.38%
$180.88 - $232.93 $18.1K - $23.3K
3.06K $671K
SCHO
Schwab Short Term Us Treasury

ETFs
30.9K
+ 120.51%
$24.06 - $48.88 $743K - $1.51M
56.5K $1.36M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
401
+ 0.92%
$49.03 - $53.35 $19.7K - $21.4K
44.1K $2.26M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
82
+ 0.68%
$124.61 - $133.96 $10.2K - $11K
12.1K $1.56M
FNDX
Schwab Fundamental U S Large C

ETFs
86.7K
+ 207.29%
$23.49 - $71.77 $2.04M - $6.23M
129K $3.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
292
+ 1.95%
$176.42 - $186.91 $51.5K - $54.6K
15.3K $2.72M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.32K
+ 135.27%
$25.74 - $53.78 $163K - $340K
11K $283K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.08%
$161.86 - $196.66 $162 - $197
1.24K $234K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
228
+ 9.43%
$126.68 - $134.74 $28.9K - $30.7K
2.65K $337K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
5.56K
+ 123.98%
$22.02 - $46.16 $122K - $257K
10K $221K
BND
Vanguard Bd Index Fd Inc Total

ETFs
326
+ 11.51%
$71.75 - $75.11 $23.4K - $24.5K
3.16K $227K
SCHA
Schwab Strategic Tr Us Small C

ETFs
16K
+ 102.26%
$25.33 - $51.16 $404K - $817K
31.6K $816K
MBB
Ishares Tr

ETFs
934
+ 5.2%
$91.26 - $95.82 $85.2K - $89.5K
18.9K $1.73M
FNDA
Schwab Fundamental U S Small C

ETFs
6.98K
+ 103.55%
$29.26 - $59.11 $204K - $412K
13.7K $407K
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 1.68%
N/A
1.33K $242K
Blackrock ETF Trust Ii
6.95K
+ 51.74%
N/A
20.4K $0
IFRA
Ishares Tr

ETFs
33
+ 0.65%
$45.94 - $51.71 $1.52K - $1.71K
5.14K $238K
EMB
Ishares Tr

ETFs
116
+ 4.18%
$88.94 - $93.46 $10.3K - $10.8K
2.89K $257K
IVE
Ishares S&P 500 Value ETF

ETFs
159
+ 2.28%
$189.5 - $206.17 $30.1K - $32.8K
7.13K $1.36M
FNDE
Schwab Fundamental Emerging Mk

ETFs
163
+ 1.37%
$28.89 - $33.95 $4.71K - $5.53K
12.1K $350K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
434
+ 2.23%
$26.63 - $30.23 $11.6K - $13.1K
19.9K $530K
SCHC
Schwab Strategic Tr Intl Small

ETFs
712
+ 4.43%
$33.93 - $38.37 $24.2K - $27.3K
16.8K $576K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
253K
+ 107.73%
$22.63 - $47.53 $5.74M - $12M
489K $11.1M
FNDF
Schwab Fundamental Intl Large

ETFs
2.2K
+ 5.23%
$32.92 - $37.15 $72.5K - $81.8K
44.3K $1.47M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
231
+ 0.4%
$20.55 - $23.26 $4.75K - $5.37K
57.6K $1.21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
78.6K
+ 108.3%
$18.41 - $40.87 $1.45M - $3.21M
151K $2.8M
CGXU
Capital Group Intl Focus Equit

ETFs
6.3K
+ 4.18%
$24.67 - $26.94 $155K - $170K
157K $3.87M
CGDV
Capital Group Divid Value ETF

ETFs
2.44K
+ 0.9%
$35.16 - $37.12 $85.9K - $90.6K
272K $9.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.9K
+ 144.64%
$26.93 - $84.95 $833K - $2.63M
52.3K $1.43M
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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