Clearview Wealth Advisors LLC Reduced Holdings in Q3 2024

Clearview Wealth Advisors LLC

  • $129 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.45K
- 23.16%
$77.02 - $85.06 $496K - $548K
21.4K $1.81M
BAC
Bank Of America Corp

Financial Services
-6.6K
- 32.7%
$36.65 - $44.13 $242K - $291K
13.6K $538K
MSFT
Microsoft Corp

Technology
-169
- 3.48%
$395.15 - $467.56 $66.8K - $79K
4.68K $2.01M
CVX
Chevron Corp

Energy
-345
- 3.11%
$137.88 - $161.97 $47.6K - $55.9K
10.8K $1.58M
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.13K
- 30.9%
$32.34 - $35.85 $134K - $148K
9.24K $327K
QCOM
Qualcomm Inc

Technology
-98
- 2.94%
$156.12 - $209.64 $15.3K - $20.5K
3.24K $550K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.67K
- 27.15%
$43.73 - $46.29 $73.1K - $77.4K
4.48K $206K
EFV
Msci Eafe Value ETF

ETFs
-2.42K
- 12.96%
$51.72 - $57.96 $125K - $140K
16.2K $934K
NUE
Nucor Corp

Basic Materials
-117
- 2.7%
$137.77 - $166.14 $16.1K - $19.4K
4.21K $633K
MRK
Merck & Co., Inc.

Healthcare
-106
- 2.8%
$111.15 - $128.97 $11.8K - $13.7K
3.68K $418K
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 2.63%
$161.02 - $200.0 $12.9K - $16K
2.96K $551K
NVDA
Nvidia Corp

Technology
-153
- 2.13%
$98.91 - $134.91 $15.1K - $20.6K
7.03K $854K
EMB
Ishares Tr

ETFs
-494
- 15.11%
$87.75 - $93.74 $43.3K - $46.3K
2.78K $259K
WM
Waste Management Inc

Industrials
-67
- 2.69%
$196.96 - $223.45 $13.2K - $15K
2.42K $502K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-429
- 15.07%
$117.9 - $128.2 $50.6K - $55K
2.42K $309K
HON
Honeywell International Inc

Industrials
-65
- 3.98%
$196.73 - $220.21 $12.8K - $14.3K
1.57K $324K
VIG
Vanguard Dividend Appreciation

ETFs
-127
- 8.84%
$182.15 - $182.15 $23.1K - $23.1K
1.31K $238K
GOOGL
Alphabet Inc.

Communication Services
-6
- 0.48%
$148.65 - $191.18 $892 - $1.15K
1.24K $204K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-351
- 11.02%
$71.45 - $75.64 $25.1K - $26.5K
2.83K $212K
EMR
Emerson Electric CO

Industrials
-121
- 3.22%
$98.19 - $118.87 $11.9K - $14.4K
3.64K $397K
EOG
Eog Resources Inc

Energy
-38
- 2.05%
$117.9 - $132.65 $4.48K - $5.04K
1.81K $222K
JPM
Jpmorgan Chase & CO

Financial Services
-189
- 4.64%
$194.9 - $224.8 $36.8K - $42.5K
3.89K $819K
PEP
Pepsico Inc

Consumer Defensive
-41
- 1.75%
$161.9 - $179.3 $6.64K - $7.35K
2.31K $391K
HSY
Hershey CO

Consumer Defensive
-13
- 1.1%
$182.45 - $203.25 $2.37K - $2.64K
1.17K $224K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-398
- 3.89%
$91.37 - $101.65 $36.4K - $40.5K
9.83K $999K
PG
Procter & Gamble CO

Consumer Defensive
-60
- 2.22%
$160.76 - $177.82 $9.65K - $10.7K
2.65K $457K
ABT
Abbott Laboratories

Healthcare
-109
- 3.83%
$100.07 - $118.13 $10.9K - $12.9K
2.74K $311K
WPC
W. P. Carey Inc.

Real Estate
-128
- 3.46%
$54.63 - $63.96 $6.99K - $8.19K
3.57K $222K
KMI
Kinder Morgan, Inc.

Energy
-613
- 3.63%
$19.72 - $22.22 $12.1K - $13.6K
16.3K $359K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3
- 0.09%
$83.76 - $91.82 $251 - $275
3.3K $301K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1
- 0.04%
$105.53 - $118.34 $106 - $118
2.53K $296K
DE
Deere & CO

Industrials
-17
- 2.18%
$344.84 - $418.0 $5.86K - $7.11K
764 $318K
MTB
M&T Bank Corp

Financial Services
-55
- 3.32%
$146.49 - $179.85 $8.06K - $9.89K
1.6K $284K
CSCO
Cisco Systems, Inc.

Technology
-350
- 3.75%
$44.74 - $53.22 $15.7K - $18.6K
8.98K $477K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-114
- 2.19%
$64.35 - $75.71 $7.34K - $8.63K
5.1K $375K
GIS
General Mills Inc

Consumer Defensive
-104
- 2.58%
$62.5 - $75.15 $6.5K - $7.82K
3.92K $289K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-120
- 3.35%
$475.2 - $527.7 $57K - $63.3K
3.46K $1.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 4.42%
$405.19 - $478.57 $19K - $22.5K
1.02K $468K
CB
Chubb LTD

Financial Services
-42
- 2.72%
$252.51 - $292.2 $10.6K - $12.3K
1.5K $433K
JNJ
Johnson & Johnson

Healthcare
-79
- 2.13%
$145.48 - $167.38 $11.5K - $13.2K
3.64K $589K
AAPL
Apple Inc.

Technology
-346
- 5.82%
$207.23 - $234.82 $71.7K - $81.2K
5.6K $1.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-41
- 2.03%
$156.14 - $187.2 $6.4K - $7.68K
1.98K $366K
BMY
Bristol Myers Squibb CO

Healthcare
-236
- 3.74%
$39.66 - $51.75 $9.36K - $12.2K
6.08K $314K
NSC
Norfolk Southern Corp

Industrials
-70
- 3.31%
$213.75 - $259.69 $15K - $18.2K
2.05K $508K
PPL
Ppl Corp

Utilities
-335
- 2.23%
$27.36 - $33.08 $9.17K - $11.1K
14.7K $484K
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 2.35%
$213.3 - $270.78 $8.53K - $10.8K
1.66K $450K
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 2.68%
$245.82 - $304.51 $12K - $14.9K
1.78K $542K
ABBV
Abb Vie Inc.

Healthcare
-106
- 2.57%
$163.84 - $199.33 $17.4K - $21.1K
4.02K $793K
WMT
Walmart Inc.

Consumer Defensive
-233
- 2.31%
$66.91 - $81.4 $15.6K - $19K
9.84K $794K
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clearview Wealth Advisors LLC Portfolio

Follow Clearview Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email