HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR PORTFOLIO S&P 500 ETF (SPLG) |
110,505 | -152,106 | $5,321 |
| SPLG | 110,505 | -152,106 | $5,321 |
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) |
49,640 | -118,642 | $3,632 |
| SCHD | 49,640 | -118,642 | $3,632 |
| ISHARES ESG AWARE MSCI USA ETF (ESGU) |
36,462 | -56,190 | $3,298 |
| ESGU | 36,462 | -56,190 | $3,298 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) |
91,833 | +57,490 | $2,721 |
| SPSB | 91,833 | +57,490 | $2,721 |
| SPDR GOLD SHARES (GLD) |
13,496 | +13,383 | $2,473 |
| GLD | 13,496 | +13,383 | $2,473 |
| ISHARES INTERNATIONAL TREASURY BOND ETF (IGOV) |
56,753 | +56,753 | $2,282 |
| IGOV | 56,753 | +56,753 | $2,282 |
| SPDR BLOOMBERG HIGH YIELD BOND ETF (JNK) |
24,467 | +24,467 | $2,271 |
| JNK | 24,467 | +24,467 | $2,271 |
| CHEVRON CORP NEW COM |
12,133 | -2,396 | $1,980 |
| CVX | 12,133 | -2,396 | $1,980 |
| MICROSOFT CORP COM |
5,948 | -1,593 | $1,715 |
| MSFT | 5,948 | -1,593 | $1,715 |
| SCHWAB US AGGREGATE BOND ETF (SCHZ) |
35,712 | -67,711 | $1,675 |
| SCHZ | 35,712 | -67,711 | $1,675 |
| VANGUARD S&P 500 ETF (VOO) |
4,182 | -4,165 | $1,573 |
| VOO | 4,182 | -4,165 | $1,573 |
| ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) |
30,456 | -59,114 | $1,406 |
| IUSB | 30,456 | -59,114 | $1,406 |
| WALMART INC COM |
9,172 | +3,425 | $1,353 |
| WMT | 9,172 | +3,425 | $1,353 |
| LOCKHEED MARTIN CORP COM |
2,851 | +981 | $1,348 |
| LMT | 2,851 | +981 | $1,348 |
| BRISTOL MYERS SQUIBB CO COM |
18,444 | +7,693 | $1,278 |
| BMY | 18,444 | +7,693 | $1,278 |
| APPLE INC COM |
7,389 | -1,607 | $1,218 |
| AAPL | 7,389 | -1,607 | $1,218 |
| ISHARES MBS ETF (MBB) |
12,107 | -18,050 | $1,147 |
| MBB | 12,107 | -18,050 | $1,147 |
| ISHARES MSCI EAFE GROWTH ETF (EFG) |
12,066 | -18,938 | $1,130 |
| EFG | 12,066 | -18,938 | $1,130 |
| ISHARES MSCI EAFE VALUE ETF (EFV) |
22,604 | -46,468 | $1,097 |
| EFV | 22,604 | -46,468 | $1,097 |
| MARKETAXESS HLDGS INC COM |
2,566 | +2,566 | $1,004 |
| MKTX | 2,566 | +2,566 | $1,004 |
| TYLER TECHNOLOGIES INC COM |
2,618 | +2,618 | $928 |
| TYL | 2,618 | +2,618 | $928 |
| EPAM SYS INC COM |
2,968 | +2,968 | $887 |
| EPAM | 2,968 | +2,968 | $887 |
| ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) |
12,104 | -7,338 | $880 |
| USMV | 12,104 | -7,338 | $880 |
| VANGUARD ESG U.S. STOCK ETF (ESGV) |
12,108 | -14,941 | $868 |
| ESGV | 12,108 | -14,941 | $868 |
| ISHARES U.S. TREASURY BOND ETF (GOVT) |
37,094 | -111,367 | $867 |
| GOVT | 37,094 | -111,367 | $867 |
| NORDSON CORP COM |
3,894 | +3,894 | $866 |
| NDSN | 3,894 | +3,894 | $866 |
| EASTMAN CHEM CO COM |
10,055 | +10,055 | $848 |
| EMN | 10,055 | +10,055 | $848 |
| ZEBRA TECHNOLOGIES CORPORATION CL A |
2,659 | +2,659 | $846 |
| ZBRA | 2,659 | +2,659 | $846 |
| GRACO INC COM |
10,896 | +10,896 | $796 |
| GGG | 10,896 | +10,896 | $796 |
| CERIDIAN HCM HLDG INC COM |
10,623 | +10,623 | $778 |
| CDAY | 10,623 | +10,623 | $778 |
| NUCOR CORP COM |
5,025 | -2,128 | $776 |
| NUE | 5,025 | -2,128 | $776 |
| ABBVIE INC COM |
4,817 | -1,833 | $768 |
| ABBV | 4,817 | -1,833 | $768 |
| JPMORGAN CHASE & CO COM |
5,863 | -2,253 | $764 |
| JPM | 5,863 | -2,253 | $764 |
| FORTUNE BRANDS INNOVATIONS INC COM |
12,778 | +12,778 | $751 |
| FBHS | 12,778 | +12,778 | $751 |
| COLGATE PALMOLIVE CO COM |
9,953 | +9,953 | $748 |
| CL | 9,953 | +9,953 | $748 |
| TOOTSIE ROLL INDS INC COM |
16,544 | +16,544 | $743 |
| TR | 16,544 | +16,544 | $743 |
| CORCEPT THERAPEUTICS INC COM |
34,275 | +34,275 | $742 |
| CORT | 34,275 | +34,275 | $742 |
| MCKESSON CORP COM |
2,057 | +2,057 | $732 |
| MCK | 2,057 | +2,057 | $732 |
| UNIVERSAL HLTH SVCS INC CL B |
5,737 | +5,737 | $729 |
| UHS | 5,737 | +5,737 | $729 |
| ISHARES CORE S&P 500 ETF (IVV) |
1,768 | +3 | $727 |
| IVV | 1,768 | +3 | $727 |
| NORTHROP GRUMMAN CORP COM |
1,552 | +1,508 | $717 |
| NOC | 1,552 | +1,508 | $717 |
| COLLEGIUM PHARMACEUTICAL INC COM |
29,067 | +29,067 | $697 |
| COLL | 29,067 | +29,067 | $697 |
| JOHNSON & JOHNSON COM |
4,442 | -1,003 | $689 |
| JNJ | 4,442 | -1,003 | $689 |
| TRIMBLE INC COM |
13,038 | +13,024 | $683 |
| TRMB | 13,038 | +13,024 | $683 |
| BANK AMERICA CORP COM |
23,184 | -10,307 | $663 |
| BAC | 23,184 | -10,307 | $663 |
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
12,619 | +12,552 | $616 |
| IEMG | 12,619 | +12,552 | $616 |
| FINANCIAL SELECT SECTOR SPDR FUND (XLF) |
18,551 | +17,811 | $596 |
| XLF | 18,551 | +17,811 | $596 |
| COSTCO WHSL CORP NEW COM |
1,185 | -85 | $589 |
| COST | 1,185 | -85 | $589 |
| ISHARES U.S. REAL ESTATE ETF (IYR) |
6,936 | +6,936 | $589 |
| IYR | 6,936 | +6,936 | $589 |
| PEPSICO INC COM |
3,174 | -915 | $579 |
| PEP | 3,174 | -915 | $579 |
See Full List: All Stocks Held By Clearview Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clearview Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2023: $98,686 At 12/31/2022: $129,406 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 |
