Clearview Wealth Advisors LLC
CIK:0001840306
Investment Adviser
$184M AUM
101 holdings
Salem, OR, United States
Clearview Wealth Advisors LLC is an investment adviser registered with the SEC, based in Oregon and established in 2019.
Investment Strategy
Not Available
Top Buys
C
CGGRCAPITAL GROUP GROWTH ETF+$1.7M
C
CGDVCAPITAL GROUP DIVIDEND VALUE+$1.2M
X
XTENBONDBLOXX ETF TRUST+$968.9K
T
THROBLACKROCK ETF TRUST+$917.6K
I
IAGGISHARES TR+$846.1K
Top Sells
S
SPLGSPDR SERIES TRUST-$2.3M
E
EMXCISHARES INC-$745.7K
I
IUSBISHARES TR-$520.1K
M
MRKMERCK & CO INC-$317.7K
C
CVXCHEVRON CORP NEW-$258.0K
Top Holdings
C
CGCPCAPITAL GRP FIXED INCM ETF T+8.6%$12.4M
S
SCHZSCHWAB STRATEGIC TR+7.8%$11.1M
C
CGDVCAPITAL GROUP DIVIDEND VALUE+7.3%$10.5M
C
CGGRCAPITAL GROUP GROWTH ETF+5.6%$8.1M
J
JAAAJANUS DETROIT STR TR+4.1%$5.9M
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGCP | CAPITAL GRP FIXED INCM ETF T | 8.61% | $12.4M | 549,551 | $22.26 | $22.50 | +$405.2K |
S SCHZ | SCHWAB STRATEGIC TR | 7.76% | $11.1M | 479,299 | $23.18 | $23.24 | -$109.8K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.33% | $10.5M | 266,355 | $33.55 | $39.49 | +$1.2M |
C CGGR | CAPITAL GROUP GROWTH ETF | 5.62% | $8.1M | 198,550 | $33.72 | $40.65 | +$1.7M |
J JAAA | JANUS DETROIT STR TR | 4.11% | $5.9M | 116,240 | $50.71 | $50.75 | -$59.2K |
Industry Allocation
INVESTMENT ADVICE
+2.2%
SERVICES-PREPACKAGED SOFTWARE
+1.6%
NATIONAL COMMERCIAL BANKS
+1.3%
PHARMACEUTICAL PREPARATIONS
+1.3%
RETAIL-VARIETY STORES
+1.2%