The Analysis of Clearview Wealth Advisors LLC's Holdings
Currently, Clearview Wealth Advisors LLC holds 103 types of securities in its portfolio with a total value $157.8M. In the most recent quarter, they have increased their positions in XLG (+18.4K shares, valued at $1.1M), AVEM (+11.4K shares, valued at $877.5K), IVE (+3.8K shares, valued at $807.0K); decreased their positions in QUAL (-8.3K shares, valued at $1.6M), EFV (-10.3K shares, valued at $738.4K), IUSB (-11.1K shares, valued at $514.5K); initiated new positions in AVEM (+11.4K shares, valued at $877.5K), SHLD (+6.2K shares, valued at $398.9K), SCHI (+9.3K shares, valued at $213.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGCP CAPITAL GRP FIXED INCM ETF T603.3K shares0.31%2025-12-312026-02-17
SCHZ SCHWAB STRATEGIC TR505.8K shares1.65%2025-12-312026-02-17 CGDV CAPITAL GROUP DIVIDEND VALUE267.3K shares-3.14%2025-12-312026-02-17 CGGR CAPITAL GROUP GROWTH ETF209.6K shares0.34%2025-12-312026-02-17 JAAA JANUS DETROIT STR TR135.2K shares7.70%2025-12-312026-02-17 SPYM SPDR SERIES TRUST81.1K shares1.25%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR212.1K shares-0.36%2025-12-312026-02-17 CGXU CAPITAL GROUP INTL FOCUS EQT166.7K shares-2.09%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR155.9K shares-1.16%2025-12-312026-02-17 FNDX SCHWAB STRATEGIC TR137.4K shares0.12%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR100.4K shares-0.36%2025-12-312026-02-17 IVE ISHARES TR13.8K shares37.96%2025-12-312026-02-17 DYNF BLACKROCK ETF TRUST47.6K shares7.66%2025-12-312026-02-17 IVW ISHARES TR23.2K shares-1.43%2025-12-312026-02-17 XLG INVESCO EXCHANGE TRADED FD T38.6K shares91.61%2025-12-312026-02-17 IUSB ISHARES TR45.8K shares-19.45%2025-12-312026-02-17 FNDF SCHWAB STRATEGIC TR45.6K shares-0.96%2025-12-312026-02-17 XTEN BONDBLOXX ETF TRUST44.3K shares2.29%2025-12-312026-02-17 MSFT MICROSOFT CORP4.2K shares-7.50%2025-12-312026-02-17 EFV ISHARES TR27.9K shares-27.02%2025-12-312026-02-17 QUAL ISHARES TR8.9K shares-48.03%2025-12-312026-02-17 ESGU ISHARES TR11.7K shares0.45%2025-12-312026-02-17 MBB ISHARES TR16.8K shares4.40%2025-12-312026-02-17 SCHO SCHWAB STRATEGIC TR64.2K shares7.85%2025-12-312026-02-17 CVX CHEVRON CORP NEW10.1K shares-2.55%2025-12-312026-02-17 IEMG ISHARES INC22.4K shares-15.61%2025-12-312026-02-17 AAPL APPLE INC5.3K shares-2.99%2025-12-312026-02-17 SCHH SCHWAB STRATEGIC TR58.2K shares-0.22%2025-12-312026-02-17 BINC BLACKROCK ETF TRUST II22.7K shares5.87%2025-12-312026-02-17 BAI BLACKROCK ETF TRUST34.5K shares143.22%2025-12-312026-02-17 SPMO INVESCO EXCH TRADED FD TR II9.5K shares58.29%2025-12-312026-02-17 THRO BLACKROCK ETF TRUST27.5K shares2.29%2025-12-312026-02-17 ESGV VANGUARD WORLD FD8.8K shares-2.10%2025-12-312026-02-17 SCHA SCHWAB STRATEGIC TR35.0K shares1.68%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.2.9K shares-3.79%2025-12-312026-02-17 IAGG ISHARES TR18.8K shares6.72%2025-12-312026-02-17 GLDM WORLD GOLD TR10.6K shares40.18%2025-12-312026-02-17 AVEM AMERICAN CENTY ETF TR11.4K sharesnew addition2025-12-312026-02-17 COST COSTCO WHSL CORP NEW987 shares-10.19%2025-12-312026-02-17 SCHC SCHWAB STRATEGIC TR18.6K shares2.60%2025-12-312026-02-17 ABBV ABBVIE INC3.6K shares-4.24%2025-12-312026-02-17 IVV ISHARES TR1.1K shares-0.09%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR26.5K shares-23.76%2025-12-312026-02-17 SCHE SCHWAB STRATEGIC TR20.8K shares-1.11%2025-12-312026-02-17 AMZN AMAZON COM INC2.9K shares-7.07%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON3.2K shares-4.28%2025-12-312026-02-17 BAC BANK AMERICA CORP12.1K shares-5.71%2025-12-312026-02-17 WMT WALMART INC5.8K shares-6.86%2025-12-312026-02-17 NVDA NVIDIA CORPORATION3.5K shares-15.97%2025-12-312026-02-17 GLD SPDR GOLD TR1.5K shares0.00%2025-12-312026-02-17 NUE NUCOR CORP3.7K shares-4.58%2025-12-312026-02-17 CSCO CISCO SYS INC7.8K shares-6.59%2025-12-312026-02-17 ACWI ISHARES TR3.7K shares0.00%2025-12-312026-02-17 NSC NORFOLK SOUTHN CORP1.8K shares-4.55%2025-12-312026-02-17 QCOM QUALCOMM INC2.9K shares-4.57%2025-12-312026-02-17 FNDA SCHWAB STRATEGIC TR15.8K shares0.94%2025-12-312026-02-17 MCD MCDONALDS CORP1.6K shares-3.66%2025-12-312026-02-17 LMT LOCKHEED MARTIN CORP992 shares-4.34%2025-12-312026-02-17 SCYB SCHWAB STRATEGIC TR18.0K shares98.42%2025-12-312026-02-17 WM WASTE MGMT INC DEL2.1K shares-4.60%2025-12-312026-02-17 PPL PPL CORP13.0K shares-4.99%2025-12-312026-02-17 FNDE SCHWAB STRATEGIC TR12.4K shares-4.06%2025-12-312026-02-17 EMR EMERSON ELEC CO3.2K shares-4.95%2025-12-312026-02-17 CB CHUBB LIMITED1.3K shares-4.15%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS2.9K shares13.80%2025-12-312026-02-17 EMB ISHARES TR4.3K shares5.68%2025-12-312026-02-17 MTB M & T BK CORP2.1K shares-4.91%2025-12-312026-02-17 KMI KINDER MORGAN INC DEL14.6K shares-4.37%2025-12-312026-02-17 SHLD GLOBAL X FDS6.2K sharesnew addition2025-12-312026-02-17 SCHW SCHWAB CHARLES CORP4.0K shares-4.69%2025-12-312026-02-17 HON HONEYWELL INTL INC2.0K shares-4.40%2025-12-312026-02-17 PNC PNC FINL SVCS GROUP INC1.8K shares-4.55%2025-12-312026-02-17 DELL DELL TECHNOLOGIES INC2.9K shares-4.40%2025-12-312026-02-17 LOW LOWES COS INC1.5K shares-4.58%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.1K shares-17.25%2025-12-312026-02-17 DGRW WISDOMTREE TR3.6K shares37.74%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO2.2K shares-3.21%2025-12-312026-02-17 DE DEERE & CO678 shares-4.64%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS1.4K shares9.95%2025-12-312026-02-17 SCHP SCHWAB STRATEGIC TR11.7K shares17.14%2025-12-312026-02-17 ABT ABBOTT LABS2.4K shares-4.53%2025-12-312026-02-17 LEN LENNAR CORP2.9K shares-5.56%2025-12-312026-02-17 AOS SMITH A O CORP4.3K shares-4.51%2025-12-312026-02-17 PEP PEPSICO INC2.0K shares-3.61%2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO5.3K shares-5.20%2025-12-312026-02-17 HSY HERSHEY CO1.6K shares-3.69%2025-12-312026-02-17 EOG EOG RES INC2.6K shares-5.63%2025-12-312026-02-17 TSLA TESLA INC596 shares0.00%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR389 shares1.83%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS3.6K shares14.59%2025-12-312026-02-17 AGG ISHARES TR2.6K shares-12.86%2025-12-312026-02-17 MDLZ MONDELEZ INTL INC4.5K shares-4.86%2025-12-312026-02-17 USMV ISHARES TR2.4K shares-12.19%2025-12-312026-02-17 SCHI SCHWAB STRATEGIC TR9.3K sharesnew addition2025-12-312026-02-17 FTEC FIDELITY COVINGTON TRUST929 shares0.11%2025-12-312026-02-17 WPC WP CAREY INC3.2K shares-4.57%2025-12-312026-02-17 WVVI WILLAMETTE VY VINEYARD INC15.6K shares0.63%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available