Clearview Wealth Advisors LLC Closed Holding Positions

Clearview Wealth Advisors LLC

  • $150 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
Q2 2023 Filed on Aug 07, 2023
100
$4.76 - $9.74 $476 - $974
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2023 Filed on Apr 12, 2023
152
$49.56 - $50.75 $7.53K - $7.71K
VLTA
Volta Inc.

Consumer Cyclical
Q1 2023 Filed on Apr 12, 2023
400
$0.38 - $0.88 $152 - $352
PFG
Principal Financial Group Inc

Financial Services
Q1 2023 Filed on Apr 12, 2023
513
$69.69 - $93.39 $35.8K - $47.9K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2022 Filed on Jan 31, 2023
50
$62.85 - $86.61 $3.14K - $4.33K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2022 Filed on Jan 31, 2023
10
$131.21 - $187.48 $1.31K - $1.87K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q3 2022 Filed on Oct 18, 2022
980
$50.0 - $50.22 $49K - $49.2K
MUST
Columbia ETF Tr I Multi Sector

ETFs
Q3 2022 Filed on Oct 18, 2022
1,800
$19.47 - $20.84 $35K - $37.5K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q3 2022 Filed on Oct 18, 2022
50
$76.85 - $117.77 $3.84K - $5.89K
GPS
Gap Inc

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
200
$8.24 - $14.55 $1.65K - $2.91K
Zynga Inc Cl A
Q2 2022 Filed on Aug 05, 2022
70
N/A
SYNH
Syneos Health, Inc.

Healthcare
Q2 2022 Filed on Aug 05, 2022
160
$63.06 - $84.75 $10.1K - $13.6K
KNDI
Kandi Technologies Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
860
$2.21 - $3.14 $1.9K - $2.7K
DXCM
Dexcom Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
4
$67.99 - $132.89 $272 - $532
EXK
Endeavour Silver Corp

Basic Materials
Q2 2022 Filed on Aug 05, 2022
5
$3.1 - $5.57 $15.5 - $27.9
FSLY
Fastly, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
100
$10.04 - $19.69 $1K - $1.97K
AGNC
Agnc Investment Corp.

Real Estate
Q2 2022 Filed on Aug 05, 2022
120
$10.03 - $13.17 $1.2K - $1.58K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2022 Filed on Aug 05, 2022
45
$123.32 - $155.54 $5.55K - $7K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q2 2022 Filed on Aug 05, 2022
280
$32.82 - $38.01 $9.19K - $10.6K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q2 2022 Filed on Aug 05, 2022
100
$36.03 - $51.71 $3.6K - $5.17K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Aug 05, 2022
124
$122.23 - $195.51 $15.2K - $24.2K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2022 Filed on Aug 05, 2022
151
$16.05 - $22.8 $2.42K - $3.44K
NVCR
Novo Cure LTD

Healthcare
Q2 2022 Filed on Aug 05, 2022
1
$56.6 - $89.9 $56.6 - $89.9
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Aug 05, 2022
17
$59.67 - $85.42 $1.01K - $1.45K
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2022 Filed on Aug 05, 2022
70
$21.47 - $28.3 $1.5K - $1.98K
HOLX
Hologic Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
30
$67.12 - $79.99 $2.01K - $2.4K
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
16
$134.91 - $172.49 $2.16K - $2.76K
FNY
First Trust Mid Cap Growth Alp
Q2 2022 Filed on Aug 05, 2022
104
N/A
FSTR
Foster L B CO

Industrials
Q2 2022 Filed on Aug 05, 2022
300
$12.19 - $15.28 $3.66K - $4.58K
EXC
Exelon Corp

Utilities
Q2 2022 Filed on Aug 05, 2022
113
$40.91 - $50.25 $4.62K - $5.68K
XEL
Xcel Energy Inc

Utilities
Q2 2022 Filed on Aug 05, 2022
110
$63.91 - $76.34 $7.03K - $8.4K
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2022 Filed on Aug 05, 2022
70
$40.98 - $50.4 $2.87K - $3.53K
FTCH
Farfetch LTD

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
25
$6.81 - $17.24 $170 - $431
APA
Apa Corp

Energy
Q2 2022 Filed on Aug 05, 2022
30
$34.9 - $51.39 $1.05K - $1.54K
Enservco Corp Com New
Q2 2022 Filed on Aug 05, 2022
100
N/A
TRVG
Trivago N.V.

Communication Services
Q2 2022 Filed on Aug 05, 2022
250
$1.49 - $2.36 $373 - $590
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
10
$26.91 - $44.24 $269 - $442
SMB
Vaneck Short Muni ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
3,000
$16.77 - $17.11 $50.3K - $51.3K
ACN
Accenture PLC

Technology
Q2 2022 Filed on Aug 05, 2022
7
$270.9 - $344.47 $1.9K - $2.41K
Peoples United Financial Inc Com
Q2 2022 Filed on Aug 05, 2022
4,712
N/A
HYXF
Ishares Tr Esg Advanced High Y

ETFs
Q2 2022 Filed on Aug 05, 2022
126
$43.12 - $48.58 $5.43K - $6.12K
ARVL
Arrival

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
100
$1.31 - $3.92 $131 - $392
EIX
Edison International

Utilities
Q2 2022 Filed on Aug 05, 2022
169
$58.92 - $72.75 $9.96K - $12.3K
GTE
Gran Tierra Energy Inc.

Energy
Q2 2022 Filed on Aug 05, 2022
700
$1.09 - $2.1 $763 - $1.47K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q1 2022 Filed on Apr 29, 2022
100
$149.06 - $195.29 $14.9K - $19.5K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
2
$349.42 - $418.74 $699 - $837
DSTL
ETF Ser Solution Distillate Us

ETFs
Q1 2022 Filed on Apr 29, 2022
30
$42.45 - $46.59 $1.27K - $1.4K
BATRK
Liberty Media Corp Del

Communication Services
Q1 2022 Filed on Apr 29, 2022
10
$24.29 - $28.23 $243 - $282
STOR
Store Capital Corp

Real Estate
Q1 2022 Filed on Apr 29, 2022
1,340
$28.73 - $34.6 $38.5K - $46.4K
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