Clearview Wealth Advisors LLC Reduced Holdings in Q1 2025

Clearview Wealth Advisors LLC

  • $131 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
-13.5K
- 6.8%
$33.98 - $39.84 $458K - $538K
185K $6.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.35K
- 6.26%
$64.88 - $72.1 $541K - $602K
125K $8.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-20.8K
- 23.64%
$44.72 - $46.25 $929K - $960K
67.1K $3.09M
EFG
Msci Eafe Growth ETF

ETFs
-8.35K
- 46.68%
$96.1 - $106.37 $803K - $888K
9.54K $953K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.79K
- 9.99%
$92.45 - $106.69 $258K - $298K
25.1K $2.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10.4K
- 4.95%
$21.75 - $24.28 $227K - $254K
200K $4.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.43K
- 6.37%
$24.91 - $29.02 $160K - $187K
94.5K $2.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.7K
- 30.07%
$27.01 - $28.54 $425K - $449K
36.6K $1.02M
NVDA
Nvidia Corp

Technology
-1.49K
- 22.0%
$106.98 - $149.43 $159K - $222K
5.27K $571K
CGDV
Capital Group Divid Value ETF

ETFs
-12.1K
- 4.46%
$34.95 - $37.36 $424K - $453K
260K $9.27M
MBB
Ishares Tr

ETFs
-3.26K
- 17.28%
$90.37 - $94.08 $295K - $307K
15.6K $1.46M
MSFT
Microsoft Corp

Technology
-48
- 1.03%
$375.39 - $447.2 $18K - $21.5K
4.6K $1.73M
EFV
Msci Eafe Value ETF

ETFs
-7.37K
- 22.76%
$51.88 - $60.73 $383K - $448K
25K $1.47M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.46K
- 3.32%
$48.06 - $53.73 $70.4K - $78.7K
42.7K $2.08M
IYW
Ishares Dj Us Tech ETF

ETFs
-442
- 7.32%
$140.44 - $166.79 $62.1K - $73.7K
5.6K $785K
AAPL
Apple Inc.

Technology
-90
- 1.61%
$209.68 - $247.1 $18.9K - $22.2K
5.49K $1.22M
JPM
Jpmorgan Chase & CO

Financial Services
-754
- 19.55%
$225.19 - $279.95 $170K - $211K
3.1K $760K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-105
- 3.18%
$507.05 - $563.67 $53.2K - $59.2K
3.2K $1.64M
CGCP
Capital Group Core Plus Income

ETFs
-11.4K
- 2.1%
$21.94 - $22.64 $251K - $259K
533K $12M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-377
- 4.03%
$96.93 - $109.51 $36.5K - $41.3K
8.97K $879K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.53K
- 10.12%
$54.25 - $57.64 $82.7K - $87.9K
13.5K $745K
EMR
Emerson Electric CO

Industrials
-114
- 3.16%
$108.64 - $131.17 $12.4K - $15K
3.49K $382K
LMT
Lockheed Martin Corp

Industrials
-37
- 3.35%
$423.19 - $506.29 $15.7K - $18.7K
1.07K $477K
MRK
Merck & Co., Inc.

Healthcare
-113
- 3.09%
$83.01 - $101.02 $9.38K - $11.4K
3.54K $317K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-64
- 3.25%
$168.84 - $202.89 $10.8K - $13K
1.91K $334K
HON
Honeywell International Inc

Industrials
-51
- 2.37%
$202.75 - $226.52 $10.3K - $11.6K
2.1K $444K
BAC
Bank Of America Corp

Financial Services
-211
- 1.57%
$39.61 - $47.74 $8.36K - $10.1K
13.2K $552K
LOW
Lowes Companies Inc

Consumer Cyclical
-55
- 3.33%
$222.66 - $268.42 $12.2K - $14.8K
1.6K $372K
PEP
Pepsico Inc

Consumer Defensive
-153
- 6.69%
$142.64 - $156.42 $21.8K - $23.9K
2.13K $319K
GIS
General Mills Inc

Consumer Defensive
-96
- 2.54%
$57.56 - $65.3 $5.53K - $6.27K
3.68K $220K
NSC
Norfolk Southern Corp

Industrials
-65
- 3.21%
$227.69 - $259.76 $14.8K - $16.9K
1.96K $463K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-86
- 2.18%
$78.0 - $84.37 $6.71K - $7.26K
3.85K $307K
FNDX
Schwab Fundamental U S Large C

ETFs
-58
- 0.05%
$23.03 - $25.01 $1.34K - $1.45K
129K $3.03M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-535
- 5.33%
$21.77 - $22.56 $11.6K - $12.1K
9.51K $213K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-225
- 7.13%
$87.68 - $94.52 $19.7K - $21.3K
2.93K $274K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-331
- 7.79%
$68.32 - $75.06 $22.6K - $24.8K
3.92K $292K
QCOM
Qualcomm Inc

Technology
-27
- 0.84%
$151.94 - $175.86 $4.1K - $4.75K
3.18K $488K
VIG
Vanguard Dividend Appreciation

ETFs
-21
- 1.58%
N/A
1.31K $238K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-50
- 1.89%
$126.11 - $135.06 $6.31K - $6.75K
2.6K $334K
PG
Procter & Gamble CO

Consumer Defensive
-58
- 2.37%
$158.56 - $176.26 $9.2K - $10.2K
2.39K $407K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-500
- 4.55%
$25.69 - $26.89 $12.8K - $13.4K
10.5K $282K
NUE
Nucor Corp

Basic Materials
-131
- 3.14%
$114.48 - $142.52 $15K - $18.7K
4.04K $486K
Te Connectivity PLC
-69
- 3.27%
N/A
2.04K $0
EOG
Eog Resources Inc

Energy
-58
- 3.23%
$120.54 - $138.05 $6.99K - $8.01K
1.74K $223K
KMI
Kinder Morgan, Inc.

Energy
-441
- 2.73%
$26.1 - $31.22 $11.5K - $13.8K
15.7K $448K
CSCO
Cisco Systems, Inc.

Technology
-254
- 2.85%
$58.74 - $64.87 $14.9K - $16.5K
8.66K $534K
SCHW
Schwab Charles Corp

Financial Services
-137
- 3.1%
$71.24 - $83.64 $9.76K - $11.5K
4.28K $334K
SCHO
Schwab Short Term Us Treasury

ETFs
-174
- 0.31%
$24.1 - $24.34 $4.19K - $4.24K
56.3K $1.37M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-594
- 1.03%
$20.2 - $22.24 $12K - $13.2K
57K $1.23M
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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