CW

Clearview Wealth Advisors LLC

13F
Clearview Wealth Advisors LLC
Last update 2025-04-23 99 Stocks (9 new)
Value $134.00 Mil Turnover 9 %
Countries:
Top Holdings: CGCP(8.94%)SCHZ(8.40%)CGDV(6.93%)SPLG(6.14%)CGGR(4.73%)
Summary Stock Picks Current Portfolio
Clearview Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
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
-0.86%
+1.66%
4,857.7
 
SCHZ 		Schwab US Aggregate Bond ETF
485,694
11,248.7
-0.62%
8.400
-0.05%
0.130
-1.03%
+1.80%
8,466.1
 
CGDV 		Capital Group Dividend Value ETF
260,228
9,274.5
-4.46%
6.930
-0.33%
0.060
+1.20%
+6.13%
16,424.8
 
SPLG 		SPDR Portfolio S&P 500 ETF
124,953
8,216.9
-6.26%
6.140
-0.44%
0.010
-0.17%
+1.21%
67,528.2
 
CGGR 		Capital Group Growth ETF
184,965
6,335.1
-6.80%
4.730
-0.38%
0.060
+3.05%
+3.30%
12,114.8
 
JAAA 		Janus Henderson AAA CLO ETF
117,498
5,958.3
+260.53%
4.450
+3.22%
0.030
+0.68%
+1.49%
20,796.2
 
SCHX 		Schwab U.S. Large-Cap ETF
200,436
4,425.6
-4.95%
3.310
-0.18%
0.010
-0.18%
+1.25%
53,843.2
 
CGXU 		Capital Group International Focus Equity ETF
161,747
3,959.6
+3.07%
2.960
+0.09%
0.110
+4.02%
+7.40%
3,649.1
 
IUSB 		iShares Core Total USD Bond Market ETF
67,077
3,090.9
-23.64%
2.310
-0.71%
0.010
-0.89%
+1.75%
32,200.9
 
SCHF 		Schwab International Equity ETF
155,467
3,075.1
+2.83%
2.300
+0.06%
0.010
+9.89%
+17.55%
47,787.1
 

Clearview Wealth Advisors LLC's Historical Top Holdings Breakdowns

Clearview Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Add
+3.22%
●
50.48 ($50.78) 51.04
$50.55
-0.45%
Add 260.53%
117,498
84,908
APO 		Apollo Global Management Inc2025-03-31Add
+1.79%
●
126.01 ($153.77) 172.06
$130.01
-15.45%
Add 420.72%
21,558
17,418
IUSB 		iShares Core Total USD Bond Market ETF2025-03-31Reduce
-0.71%
●
44.72 ($45.57) 46.25
$45.36
-0.45%
Reduce -23.64%
67,077
-20,767
XTEN 		BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF2025-03-31New Buy
+0.69%
●
43.99 ($45.54) 46.79
$44.95
-1.31%
New holding
19,778
19,778
EFG 		iShares MSCI EAFE Growth ETF2025-03-31Reduce
-0.62%
●
96.1 ($101.94) 106.32
$110.54
8.44%
Reduce -46.68%
9,539
-8,351
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Sold Out
-0.54%
●
85.29 ($89.02) 92.57
$84.83
-4.70%
Sold Out
0
-8,131
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Reduce
-0.44%
●
64.88 ($69.16) 72.1
$69.55
0.56%
Reduce -6.26%
124,953
-8,346
GLDM 		SPDR Gold MiniShares Trust2025-03-31New Buy
+0.44%
●
52.19 ($56.8) 61.89
$66.77
17.55%
New holding
9,561
9,561
XLG 		Invesco S&P 500 Top 50 ETF2025-03-31New Buy
+0.40%
●
45.72 ($49.35) 51.73
$49.52
0.34%
New holding
11,714
11,714
SPMO 		Invesco S&P 500 Momentum ETF2025-03-31New Buy
+0.40%
●
91.76 ($97.86) 103.26
$106.25
8.57%
New holding
5,771
5,771

Clearview Wealth Advisors LLC Total Holding History ($B)

To

Clearview Wealth Advisors LLC's Asset Allocation

To

Clearview Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

  • 1

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