Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $129 Million
  • Q3 2024

Clearview Wealth Advisors LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $11.9M, Schwab Us Aggregate Bond ETF with a value of $11.2M, Capital Group Divid Value ETF with a value of $9.84M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.64M, and Capital Group Growth ETF Shs C with a value of $6.81M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $114M to 129M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $106 Million
Technology: $5.2 Million
Consumer Defensive: $3.56 Million
Financial Services: $3.2 Million
Healthcare: $2.78 Million
Industrials: $2.7 Million
Energy: $2.17 Million
Consumer Cyclical: $1.76 Million
Other: $1.54 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.14B
$216,000 0.17% of portfolio
6,761
Q1 2024 Reduced 3.35%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $129 Million
  • Prior Value $114 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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