CW
| |
Clearview Wealth Advisors LLC13F | |
| Clearview Wealth Advisors LLC | |
| Last update 2025-04-23 | 99 Stocks (9 new) |
| Value $134.00 Mil | Turnover 9 % |
Clearview Wealth Advisors LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGCP | Capital Group Core Plus Income ETF | 532,727 | 11,959.7 | -2.10% | 8.940 | -0.19% | 0.250 | +1.97% | +3.47% | 5,229.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 485,694 | 11,248.7 | -0.62% | 8.400 | -0.05% | 0.130 | +1.07% | +3.55% | 8,608.0 | ||
CGDV | Capital Group Dividend Value ETF | 260,228 | 9,274.5 | -4.46% | 6.930 | -0.33% | 0.060 | +19.27% | +17.29% | 19,917.4 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 124,953 | 8,216.9 | -6.26% | 6.140 | -0.44% | 0.010 | +16.57% | +9.05% | 78,214.2 | ||
CGGR | Capital Group Growth ETF | 184,965 | 6,335.1 | -6.80% | 4.730 | -0.38% | 0.060 | +21.57% | +11.76% | 14,259.2 | ||
JAAA | Janus Henderson AAA CLO ETF | 117,498 | 5,958.3 | +260.53% | 4.450 | +3.22% | 0.030 | +1.85% | +2.68% | 22,850.5 | ||
SCHX | Schwab U.S. Large-Cap ETF | 200,436 | 4,425.6 | -4.95% | 3.310 | -0.18% | 0.010 | +16.80% | +9.21% | 57,707.1 | ||
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 161,747 | 3,959.6 | +3.07% | 2.960 | +0.09% | 0.110 | +14.30% | +13.28% | 3,828.7 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 67,077 | 3,090.9 | -23.64% | 2.310 | -0.71% | 0.010 | +1.36% | +3.61% | 32,829.5 | ||
SCHF | Schwab International Equity ETF | 155,467 | 3,075.1 | +2.83% | 2.300 | +0.06% | 0.010 | +11.78% | +22.84% | 50,006.7 |
Clearview Wealth Advisors LLC's Historical Top Holdings Breakdowns
Clearview Wealth Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +3.22% | 50.48 ($50.78) 51.04 | $50.70 | -0.16% | Add 260.53% | 117,498 | 84,908 | |
APO | Apollo Global Management Inc | 2025-03-31 | Add Add | +1.79% | 126.01 ($153.77) 172.06 | $152.58 | -0.77% | Add 420.72% | 21,558 | 17,418 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Reduce Reduce | -0.71% | 44.72 ($45.57) 46.25 | $45.86 | 0.64% | Reduce -23.64% | 67,077 | -20,767 | |
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 2025-03-31 | New Buy New Buy | +0.69% | 43.99 ($45.54) 46.79 | $45.41 | -0.30% | New holding | 19,778 | 19,778 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.62% | 96.1 ($101.94) 106.32 | $112.50 | 10.36% | Reduce -46.68% | 9,539 | -8,351 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.54% | 85.29 ($89.02) 92.57 | $86.03 | -3.36% | Sold Out | 0 | -8,131 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.44% | 64.88 ($69.16) 72.1 | $74.71 | 8.02% | Reduce -6.26% | 124,953 | -8,346 | |
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | New Buy New Buy | +0.44% | 52.19 ($56.8) 61.89 | $66.75 | 17.52% | New holding | 9,561 | 9,561 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | New Buy New Buy | +0.40% | 45.72 ($49.35) 51.73 | $53.67 | 8.75% | New holding | 11,714 | 11,714 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | New Buy New Buy | +0.40% | 91.76 ($97.86) 103.26 | $114.47 | 16.97% | New holding | 5,771 | 5,771 |
Clearview Wealth Advisors LLC Total Holding History ($B)
Clearview Wealth Advisors LLC's Asset Allocation
Clearview Wealth Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clearview Wealth Advisors LLC's Hypothetical Growth since 2025-03-31
Clearview Wealth Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clearview Wealth Advisors LLC's Holdings Heat Map
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Clearview Wealth Advisors LLC's Holdings Bubble Chart
Clearview Wealth Advisors LLC News
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