Clearview Wealth Advisors LLC Portfolio Holdings
Q3 2025•101 long positions•$155.7M portfolio value
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Holding103 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.7M 8.78% | +$1.2M Bought | — 601.5K shares | 549.6K → 601.5K +$1.2M | +9.45% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.7M 7.5% | +$429.2K Bought | — 497.6K shares | 479.3K → 497.6K +$429.2K | +3.82% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $11.6M 7.45% | +$403.5K Bought | — 276.0K shares | 266.4K → 276.0K +$403.5K | +3.6% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.2M 5.89% | +$455.1K Bought | — 208.9K shares | 198.6K → 208.9K +$455.1K | +5.22% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.4M 4.09% | +$470.2K Bought | — 125.5K shares | 116.2K → 125.5K +$470.2K | +7.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.3M 4.03% | -$55.1K Sold | — 80.1K shares | 80.8K → 80.1K −$55.1K | -0.87% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.6M 3.6% | +$287.8K Bought | — 212.9K shares | 201.9K → 212.9K +$287.8K | +5.41% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.0M 3.24% | +$208.1K Bought | — 170.3K shares | 163.3K → 170.3K +$208.1K | +4.3% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.7M 2.36% | +$155.7K Bought | — 157.7K shares | 151.0K → 157.7K +$155.7K | +4.43% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.6M 2.32% | +$186.0K Bought | — 137.2K shares | 130.2K → 137.2K +$186.0K | +5.43% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.3M 2.15% | +$153.8K Bought | — 17.2K shares | 16.4K → 17.2K +$153.8K | +4.82% | — — | Q4 2020 Held for 4y 11m | |
Asset Management - Global Financial Services | $3.3M 2.11% | +$274.3K Bought | 0.004% 24.7K shares | 22.6K → 24.7K +$274.3K | +9.09% | $76.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.06% | +$148.9K Bought | — 100.7K shares | 96.0K → 100.7K +$148.9K | +4.86% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.8M 1.82% | +$50.9K Bought | — 23.5K shares | 23.1K → 23.5K +$50.9K | +1.83% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.7M 1.7% | +$56.7K Bought | — 56.8K shares | 55.6K → 56.8K +$56.7K | +2.18% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.6M 1.68% | +$114.1K Bought | — 44.2K shares | 42.3K → 44.2K +$114.1K | +4.56% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.6M 1.67% | +$145.8K Bought | — 38.3K shares | 36.1K → 38.3K +$145.8K | +5.95% | — — | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $2.3M 1.5% | -$45.1K Sold | 0.0% 4.5K shares | 4.6K → 4.5K −$45.1K | -1.89% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.1M 1.33% | +$135.5K Bought | — 10.0K shares | 9.4K → 10.0K +$135.5K | +7.0% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.0M 1.3% | +$110.5K Bought | — 43.3K shares | 40.9K → 43.3K +$110.5K | +5.79% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.0M 1.27% | +$74.2K Bought | — 46.1K shares | 44.3K → 46.1K +$74.2K | +3.89% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.0M 1.25% | — | — 3.2K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 1.12% | +$75.9K Bought | — 26.5K shares | 25.4K → 26.5K +$75.9K | +4.54% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 1.09% | -$76.4K Sold | — 11.7K shares | 12.2K → 11.7K −$76.4K | -4.31% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $1.6M 1.03% | -$29.8K Sold | 0.001% 10.4K shares | 10.6K → 10.4K −$29.8K | -1.82% | $312.88B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.984% | +$58.4K Bought | — 16.1K shares | 15.5K → 16.1K +$58.4K | +3.96% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.932% | +$67.3K Bought | — 59.5K shares | 56.7K → 59.5K +$67.3K | +4.86% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $1.4M 0.901% | -$16.5K Sold | 0.0% 5.5K shares | 5.6K → 5.5K −$16.5K | -1.17% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.3M 0.808% | +$14.3K Bought | — 58.4K shares | 57.7K → 58.4K +$14.3K | +1.15% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.743% | +$151.2K Bought | — 20.1K shares | 17.5K → 20.1K +$151.2K | +15.02% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.734% | +$44.6K Bought | — 21.5K shares | 20.6K → 21.5K +$44.6K | +4.06% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.68% | — | — 8.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.0M 0.655% | +$43.2K Bought | — 26.9K shares | 25.8K → 26.9K +$43.2K | +4.42% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.654% | -$49.3K Sold | — 8.9K shares | 9.4K → 8.9K −$49.3K | -4.62% | — — | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $1.0M 0.653% | — | 0.0% 1.1K shares | — | — | $410.27B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $960.9K 0.617% | -$62.1K Sold | — 4.9K shares | 5.2K → 4.9K −$62.1K | -6.07% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $959.6K 0.616% | +$26.8K Bought | — 34.4K shares | 33.4K → 34.4K +$26.8K | +2.88% | — — | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $957.6K 0.615% | -$21.1K Sold | 0.0% 3.0K shares | 3.1K → 3.0K −$21.1K | -2.16% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $949.9K 0.61% | -$45.3K Sold | — 34.8K shares | 36.5K → 34.8K −$45.3K | -4.55% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $901.0K 0.579% | +$52.6K Bought | — 17.6K shares | 16.6K → 17.6K +$52.6K | +6.2% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $869.1K 0.558% | -$21.5K Sold | 0.0% 3.8K shares | 3.8K → 3.8K −$21.5K | -2.42% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $824.7K 0.53% | +$50.2K Bought | — 18.1K shares | 17.0K → 18.1K +$50.2K | +6.49% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $771.4K 0.495% | -$15.3K Sold | 0.0% 4.1K shares | 4.2K → 4.1K −$15.3K | -1.94% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $767.2K 0.493% | -$34.8K Sold | — 1.1K shares | 1.2K → 1.1K −$34.8K | -4.34% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $725.4K 0.466% | +$19.9K Bought | — 6.0K shares | 5.8K → 6.0K +$19.9K | +2.81% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $702.9K 0.451% | +$24.7K Bought | — 21.1K shares | 20.3K → 21.1K +$24.7K | +3.64% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $683.5K 0.439% | +$11.0K Bought | 0.0% 3.1K shares | 3.1K → 3.1K +$11.0K | +1.63% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $661.7K 0.425% | -$17.8K Sold | 0.0% 12.8K shares | 13.2K → 12.8K −$17.8K | -2.62% | $382.12B Mega Cap | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $645.0K 0.414% | -$10.4K Sold | 0.0% 6.3K shares | 6.4K → 6.3K −$10.4K | -1.59% | $821.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $623.4K 0.4% | -$8.3K Sold | 0.0% 3.4K shares | 3.4K → 3.4K −$8.3K | -1.32% | $446.55B Mega Cap | Q4 2020 Held for 4y 11m |
