Clearview Wealth Advisors LLC Portfolio Holdings by Sector
Clearview Wealth Advisors LLC
- $131 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGCP SCHZ CGDV SPLG CGGR JAAA SCHX CGXU 52 stocks |
$106,412
80.93% of portfolio
|
21
|
28
|
4
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO 1 stocks |
$2,952
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ BMY MRK 4 stocks |
$2,044
1.55% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1,770
1.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,725
1.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,595
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,312
1.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,219
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$1,059
0.81% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB PNC 2 stocks |
$729
0.55% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR AOS 2 stocks |
$685
0.52% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$614
0.47% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$582
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$536
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$534
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$533
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$508
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$486
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$477
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$463
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$448
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$444
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$435
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$434
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
$407
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$372
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$348
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$343
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
CI 1 stocks |
$338
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$334
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$319
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$280
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$223
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$220
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$216
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
WVVI 1 stocks |
$92
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|