Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $131 Million
  • Q1 2025

Clearview Wealth Advisors LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Million distributed in 99 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 $12M, Schwab Us Aggregate Bond ETF with a value of $11.2M, Capital Group Divid Value ETF with a value of $9.27M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.22M, and Capital Group Growth ETF Shs C with a value of $6.34M.

Examining the 13F form we can see an increase of $1.36M in the current position value, from $130M to 131M.

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

Portfolio value $131 Million
ETFs: $106 Million
Financial Services: $6.2 Million
Technology: $4.82 Million
Consumer Defensive: $3.25 Million
Industrials: $2.95 Million
Healthcare: $2.73 Million
Energy: $2.44 Million
Consumer Cyclical: $1.49 Million
Other: $1.21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$221B
$536,000 0.41% of portfolio
1,716
Q1 2025 Reduced 2.94%
$24.8B
$508,000 0.39% of portfolio
14,095
Q1 2025 Reduced 3.01%
$179B
$488,000 0.37% of portfolio
3,182
Q1 2025 Reduced 0.84%
$32B
$486,000 0.37% of portfolio
4,042
Q1 2025 Reduced 3.14%
$106B
$473,000 0.36% of portfolio
1,642
Q4 2024 Reduced 2.55%
$125B
$477,000 0.36% of portfolio
1,069
Q1 2025 Reduced 3.35%
$58.6B
$463,000 0.35% of portfolio
1,959
Q1 2025 Reduced 3.21%
$152B
$444,000 0.34% of portfolio
2,098
Q1 2025 Reduced 2.37%
$61.5B
$448,000 0.34% of portfolio
15,724
Q1 2025 Reduced 2.73%
$648B
$435,000 0.33% of portfolio
818
Q4 2024 Reduced 19.57%
$0
$435,000 0.33% of portfolio
3,742
Q1 2024 Reduced 1.19%
$119B
$434,000 0.33% of portfolio
1,440
Q1 2025 Reduced 3.16%
$386B
$407,000 0.31% of portfolio
2,391
Q1 2025 Reduced 2.37%
$32.1B
$395,000 0.3% of portfolio
2,212
Q1 2025 Added 39.65%
$75.1B
$382,000 0.29% of portfolio
3,490
Q1 2025 Reduced 3.16%
$0
$384,000 0.29% of portfolio
14,035
Q1 2025 Added 2.32%
$140B
$372,000 0.28% of portfolio
1,596
Q1 2025 Reduced 3.33%
$106B
$354,000 0.27% of portfolio
5,820
Q1 2025 Reduced 3.18%
$95.7B
$338,000 0.26% of portfolio
1,030
Q4 2021 Reduced 2.0%
$235B
$348,000 0.26% of portfolio
2,627
Q1 2025 Reduced 3.21%
$156B
$343,000 0.26% of portfolio
731
Q1 2025 Reduced 3.31%
$0
$328,000 0.25% of portfolio
3,631
Q1 2025 Added 25.6%
$160B
$334,000 0.25% of portfolio
4,276
Q1 2025 Reduced 3.1%
$92.2B
$332,000 0.25% of portfolio
4,894
Q1 2025 Reduced 3.09%
$72.5B
$334,000 0.25% of portfolio
1,905
Q1 2025 Reduced 3.25%
$0
$334,000 0.25% of portfolio
2,596
Q1 2025 Reduced 1.89%
$206B
$317,000 0.24% of portfolio
3,540
Q1 2025 Reduced 3.09%
$182B
$319,000 0.24% of portfolio
2,134
Q1 2025 Reduced 6.69%
$0
$307,000 0.23% of portfolio
3,853
Q1 2025 Reduced 2.18%
$8.34B
$303,000 0.23% of portfolio
4,643
Q1 2025 New
$0
$292,000 0.22% of portfolio
3,918
Q1 2025 Reduced 7.79%
$0
$282,000 0.21% of portfolio
10,494
Q1 2025 Reduced 4.55%
$24.8B
$282,000 0.21% of portfolio
1,654
Q1 2025 New
$0
$274,000 0.21% of portfolio
2,930
Q1 2025 Reduced 7.13%
$0
$282,000 0.21% of portfolio
2,855
Q3 2024 Added 15.21%
$29.3B
$280,000 0.21% of portfolio
3,077
Q1 2025 New
$0
$253,000 0.19% of portfolio
6,984
Q1 2025 New
$0
$238,000 0.18% of portfolio
1,310
Q1 2025 Reduced 1.58%
$0
$232,000 0.18% of portfolio
3,166
Q1 2025 Added 0.22%
$32.3B
$220,000 0.17% of portfolio
3,684
Q1 2025 Reduced 2.54%
$69.1B
$223,000 0.17% of portfolio
1,739
Q1 2025 Reduced 3.23%
$0
$220,000 0.17% of portfolio
2,109
Q1 2025 Added 0.14%
$13.1B
$216,000 0.16% of portfolio
3,425
Q1 2025 New
$0
$213,000 0.16% of portfolio
9,506
Q1 2025 Reduced 5.33%
$29.6M
$92,000 0.07% of portfolio
15,574
Q4 2021 Reduced 0.64%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.27%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.0%
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $131 Million
  • Prior Value $130 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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