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 |
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 |
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 |
Ticker | $ Sold |
---|---|
ishares tr | -327,299 |
dutch bros inc | -216,555 |
wp carey inc | -222,224 |
hershey co | -224,700 |
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 |
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 |
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 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
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, 2025Ticker | 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 | ||