HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPLG) |
270,140 | +157,632 | $16,622 |
| SPLG | 270,140 | +157,632 | $16,622 |
| ISHARES TR (IUSB) |
117,643 | +88,711 | $5,363 |
| IUSB | 117,643 | +88,711 | $5,363 |
| SCHWAB STRATEGIC TR |
104,560 | +65,145 | $4,810 |
| SCHZ | 104,560 | +65,145 | $4,810 |
| SCHWAB STRATEGIC TR |
51,023 | +3,704 | $4,114 |
| SCHD | 51,023 | +3,704 | $4,114 |
| ISHARES TR (MBB) |
29,322 | +17,629 | $2,710 |
| MBB | 29,322 | +17,629 | $2,710 |
| ISHARES TR (EFV) |
48,740 | +29,631 | $2,651 |
| EFV | 48,740 | +29,631 | $2,651 |
| ISHARES TR (TLT) |
26,833 | +19,972 | $2,539 |
| TLT | 26,833 | +19,972 | $2,539 |
| ISHARES TR (QUAL) |
14,943 | +5,767 | $2,456 |
| QUAL | 14,943 | +5,767 | $2,456 |
| MICROSOFT CORP |
5,356 | -249 | $2,253 |
| MSFT | 5,356 | -249 | $2,253 |
| ISHARES TR (TFLO) |
35,761 | +18,204 | $1,813 |
| TFLO | 35,761 | +18,204 | $1,813 |
| ISHARES TR (ESGU) |
15,595 | +1,218 | $1,793 |
| ESGU | 15,595 | +1,218 | $1,793 |
| CHEVRON CORP NEW |
11,342 | -224 | $1,789 |
| CVX | 11,342 | -224 | $1,789 |
| ISHARES TR (EFG) |
16,776 | +10,387 | $1,741 |
| EFG | 16,776 | +10,387 | $1,741 |
| VANGUARD INDEX FDS (VOO) |
3,588 | -461 | $1,725 |
| VOO | 3,588 | -461 | $1,725 |
| ISHARES TR (IVE) |
9,148 | +9,148 | $1,709 |
| IVE | 9,148 | +9,148 | $1,709 |
| BLACKROCK ETF TRUST (DYNF) |
31,625 | +31,625 | $1,404 |
| DYNF | 31,625 | +31,625 | $1,404 |
| ISHARES TR (IYW) |
10,092 | +6,237 | $1,363 |
| IYW | 10,092 | +6,237 | $1,363 |
| ISHARES TR (AGG) |
12,701 | -11,613 | $1,244 |
| AGG | 12,701 | -11,613 | $1,244 |
| ISHARES INC (IEMG) |
22,652 | +14,137 | $1,169 |
| IEMG | 22,652 | +14,137 | $1,169 |
| APPLE INC |
6,026 | -541 | $1,033 |
| AAPL | 6,026 | -541 | $1,033 |
| VANGUARD WORLD FD (ESGV) |
10,247 | -1,567 | $955 |
| ESGV | 10,247 | -1,567 | $955 |
| WALMART INC |
15,734 | +12,104 | $947 |
| WMT | 15,734 | +12,104 | $947 |
| SPDR SER TR (SPSB) |
31,437 | +31,437 | $936 |
| SPSB | 31,437 | +31,437 | $936 |
| SPDR SER TR (JNK) |
9,719 | +9,719 | $925 |
| JNK | 9,719 | +9,719 | $925 |
| NUCOR CORP |
4,543 | -149 | $899 |
| NUE | 4,543 | -149 | $899 |
| LOCKHEED MARTIN CORP |
1,922 | -1,102 | $874 |
| LMT | 1,922 | -1,102 | $874 |
| JPMORGAN CHASE & CO |
4,257 | -1,192 | $853 |
| JPM | 4,257 | -1,192 | $853 |
| SPDR GOLD TR (GLD) |
3,927 | -9,540 | $808 |
| GLD | 3,927 | -9,540 | $808 |
| BANK AMERICA CORP |
21,131 | -780 | $801 |
| BAC | 21,131 | -780 | $801 |
| ABBVIE INC |
4,301 | -129 | $783 |
| ABBV | 4,301 | -129 | $783 |
| ISHARES TR (IVV) |
1,420 | -218 | $747 |
| IVV | 1,420 | -218 | $747 |
| NVIDIA CORPORATION |
816 | -366 | $737 |
| NVDA | 816 | -366 | $737 |
| GRACO INC |
7,497 | -6,020 | $701 |
| GGG | 7,497 | -6,020 | $701 |
| COSTCO WHSL CORP NEW |
898 | -173 | $658 |
| COST | 898 | -173 | $658 |
| FORTUNE BRANDS INNOVATIONS I |
7,765 | -6,751 | $657 |
| FBIN | 7,765 | -6,751 | $657 |
| NORDSON CORP |
2,279 | -1,975 | $626 |
| NDSN | 2,279 | -1,975 | $626 |
| JOHNSON & JOHNSON |
3,811 | -562 | $603 |
| JNJ | 3,811 | -562 | $603 |
| QUALCOMM INC |
3,474 | -115 | $588 |
| QCOM | 3,474 | -115 | $588 |
| NORFOLK SOUTHN CORP |
2,218 | -72 | $565 |
| NSC | 2,218 | -72 | $565 |
| WASTE MGMT INC DEL |
2,652 | -55 | $565 |
| WM | 2,652 | -55 | $565 |
| AMAZON COM INC |
3,051 | +90 | $550 |
| AMZN | 3,051 | +90 | $550 |
| BOSTON PROPERTIES INC |
8,326 | -8,689 | $544 |
| BXP | 8,326 | -8,689 | $544 |
| MCDONALDS CORP |
1,911 | -82 | $539 |
| MCD | 1,911 | -82 | $539 |
| MERCK & CO INC |
3,983 | -116 | $526 |
| MRK | 3,983 | -116 | $526 |
| BLACKROCK ETF TRUST II (BINC) |
9,717 | +9,717 | $510 |
| BINC | 9,717 | +9,717 | $510 |
| SCHWAB STRATEGIC TR |
11,040 | +2,584 | $491 |
| SCHI | 11,040 | +2,584 | $491 |
| CISCO SYS INC |
9,766 | -426 | $487 |
| CSCO | 9,766 | -426 | $487 |
| ISHARES TR (IXC) |
10,901 | +10,901 | $468 |
| IXC | 10,901 | +10,901 | $468 |
| PROCTER AND GAMBLE CO |
2,796 | -125 | $454 |
| PG | 2,796 | -125 | $454 |
| LOWES COS INC |
1,780 | -192 | $453 |
| LOW | 1,780 | -192 | $453 |
See Full List: All Stocks Held By Clearview Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clearview Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $97,996 At 12/31/2023: $85,671 Clearview Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clearview Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
