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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).

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 tr1,652,640
apollo global mgmt inc683,779
broadcom inc218,136
spdr s&p 500 etf tr212,882

New stocks bought by Clearview Wealth Advisors LLC

Additions

Ticker% Inc.
schwab strategic tr301
schwab strategic tr207
schwab strategic tr205
schwab strategic tr144
schwab strategic tr135
schwab strategic tr123
schwab strategic tr120
schwab strategic tr108

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%
Others82.9
Technology4.4
Consumer Defensive2.5
Financial Services2.2
Industrials2.1
Healthcare1.9
Energy1.7
Consumer Cyclical1.2

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%
UNALLOCATED82.9
MEGA-CAP9.6
LARGE-CAP7

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%
Others82.9
S&P 50016.6
Top 5 Winners (%)%
AVGO
broadcom inc
29.1 %
KMI
kinder morgan inc del
24.0 %
AMZN
amazon com inc
17.4 %
SCHW
schwab charles corp
14.2 %
GOOG
alphabet inc
14.1 %
Top 5 Winners ($)$
IJR
ishares tr
0.2 M
JPM
jpmorgan chase & co.
0.1 M
AMZN
amazon com inc
0.1 M
AAPL
apple inc
0.1 M
WMT
walmart inc
0.1 M
Top 5 Losers (%)%
NUE
nucor corp
-22.2 %
CI
the cigna group
-20.3 %
MDLZ
mondelez intl inc
-18.9 %
LMT
lockheed martin corp
-16.8 %
GIS
general mls inc
-13.5 %
Top 5 Losers ($)$
NUE
nucor corp
-0.1 M
LMT
lockheed martin corp
-0.1 M
IJR
ishares tr
-0.1 M
ABBV
abbvie inc
-0.1 M
CI
the cigna group
-0.1 M

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
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions