Latest Clearview Wealth Advisors LLC Stock Portfolio
Clearview Wealth Advisors LLC Performance:
2024 Q4: 0.08%YTD: 5.49%2023: 4.77%
Performance for 2024 Q4 is 0.08%, and YTD is 5.49%, and 2023 is 4.77%.
About Clearview Wealth Advisors LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Clearview Wealth Advisors LLC reported an equity portfolio of $131.6 Millions as of 31 Dec, 2024.
The top stock holdings of Clearview Wealth Advisors LLC are CGCP, FNDA, CGDV. The fund has invested 9.2% of it's portfolio in CAPITAL GRP FIXED INCM ETF T and 8.4% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ISHARES TR (ACWF), HERSHEY CO (HSY) and WP CAREY INC (WPC) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), BERKSHIRE HATHAWAY INC DEL and ISHARES TR (IJR). Clearview Wealth Advisors LLC opened new stock positions in JANUS DETROIT STR TR (JAAA), APOLLO GLOBAL MGMT INC and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AAXJ) and BLACKROCK ETF TRUST II (HYMU).
The top stock holdings of Clearview Wealth Advisors LLC are CGCP, FNDA, CGDV. The fund has invested 9.2% of it's portfolio in CAPITAL GRP FIXED INCM ETF T and 8.4% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ISHARES TR (ACWF), HERSHEY CO (HSY) and WP CAREY INC (WPC) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), BERKSHIRE HATHAWAY INC DEL and ISHARES TR (IJR). Clearview Wealth Advisors LLC opened new stock positions in JANUS DETROIT STR TR (JAAA), APOLLO GLOBAL MGMT INC and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AAXJ) and BLACKROCK ETF TRUST II (HYMU).
Clearview Wealth Advisors LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Clearview Wealth Advisors LLC made a return of 0.08% in the last quarter. In trailing 12 months, it's portfolio return was 5.49%.
New Buys
| Ticker | $ Bought |
|---|---|
| janus detroit str tr | 1,652,640 |
| apollo global mgmt inc | 683,779 |
| broadcom inc | 218,136 |
| spdr s&p 500 etf tr | 212,882 |
New stocks bought by Clearview Wealth Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 301 |
| schwab strategic tr | 207 |
| schwab strategic tr | 205 |
| schwab strategic tr | 144 |
| schwab strategic tr | 135 |
| schwab strategic tr | 123 |
| schwab strategic tr | 120 |
| schwab strategic tr | 108 |
Additions to existing portfolio by Clearview Wealth Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -40.15 |
| berkshire hathaway inc del | -19.57 |
| ishares tr | -16.79 |
| ishares tr | -10.51 |
| ishares tr | -10.46 |
| wisdomtree tr | -8.69 |
| procter and gamble co | -7.41 |
| spdr ser tr | -6.7 |
Clearview Wealth Advisors LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -327,299 |
| dutch bros inc | -216,555 |
| wp carey inc | -222,224 |
| hershey co | -224,700 |
Clearview Wealth Advisors LLC got rid off the above stocks
Sector Distribution
Clearview Wealth Advisors LLC has about 82.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 82.9 |
| Technology | 4.4 |
| Consumer Defensive | 2.5 |
| Financial Services | 2.2 |
| Industrials | 2.1 |
| Healthcare | 1.9 |
| Energy | 1.7 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
Clearview Wealth Advisors LLC has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 82.9 |
| MEGA-CAP | 9.6 |
| LARGE-CAP | 7 |
Stocks belong to which Index?
About 16.6% of the stocks held by Clearview Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 82.9 |
| S&P 500 | 16.6 |
Clearview Wealth Advisors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Clearview Wealth Advisors LLC
Clearview Wealth Advisors LLC has 95 stocks in it's portfolio. About 51.7% of the portfolio is in top 10 stocks. NUE proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Clearview Wealth Advisors LLC last quarter.
Last Reported on: 24 Jan, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.06 | 5,579 | 1,397,020 | reduced | -0.39 | ||
| AAXJ | ishares tr | 1.32 | 17,890 | 1,732,260 | reduced | -3.07 | ||
| AAXJ | ishares tr | 1.32 | 18,881 | 1,731,000 | added | 5.2 | ||
| AAXJ | ishares tr | 1.29 | 32,389 | 1,699,430 | added | 99.45 | ||
| AAXJ | ishares tr | 0.33 | 3,742 | 439,679 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.20 | 2,891 | 257,416 | added | 4.18 | ||
| ABBV | abbvie inc | 0.54 | 3,984 | 708,014 | reduced | -0.85 | ||
| ABT | abbott labs | 0.23 | 2,714 | 306,958 | reduced | -0.8 | ||
| ACWF | ishares tr | 3.02 | 87,844 | 3,970,540 | added | 13.23 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 1.18 | 12,072 | 1,555,150 | added | 0.68 | ||
| AMPS | ishares tr | 0.21 | 3,155 | 280,100 | reduced | -4.34 | ||
| AMZN | amazon com inc | 0.51 | 3,061 | 671,553 | added | 3.38 | ||
| AVGO | broadcom inc | 0.17 | 941 | 218,136 | new | |||
| BAC | bank america corp | 0.45 | 13,441 | 590,737 | reduced | -0.97 | ||
| BECO | blackrock etf trust | 1.72 | 44,127 | 2,261,490 | added | 0.92 | ||
| BGRN | ishares tr | 0.18 | 5,142 | 238,018 | added | 0.65 | ||
| BIL | spdr ser tr | 6.99 | 133,299 | 9,189,650 | reduced | -6.7 | ||
| BIV | vanguard bd index fds | 0.17 | 3,159 | 227,164 | added | 11.51 | ||
| BMY | bristol-myers squibb co | 0.26 | 6,011 | 340,007 | reduced | -1.12 | ||