Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

Clearview Wealth Advisors LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $130 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 $12.1M, Schwab Us Aggregate Bond ETF with a value of $11.1M, Capital Group Divid Value ETF with a value of $9.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.19M, and Capital Group Growth ETF Shs C with a value of $7.38M.

Examining the 13F form we can see an increase of $1.55M in the current position value, from $129M to 130M.

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

Portfolio value $130 Million
ETFs: $107 Million
Technology: $5.5 Million
Financial Services: $3.98 Million
Consumer Defensive: $3.24 Million
Industrials: $2.75 Million
Healthcare: $2.49 Million
Energy: $2.21 Million
Consumer Cyclical: $1.59 Million
Other: $1.19 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.7M
$52,000 0.04% of portfolio
15,574
Q4 2021 Reduced 0.64%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $130 Million
  • Prior Value $129 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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