Clearview Wealth Advisors LLC Top Holdings and 13F Report (2023) → Did You Get Your Free Bitcoin Yet? (From Crypto Swap Profits) (Ad) About Clearview Wealth Advisors LLCInvestment ActivityClearview Wealth Advisors LLC has $98.00 million in total holdings as of June 30, 2023.Clearview Wealth Advisors LLC owns shares of 104 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 39.15% of the portfolio was purchased this quarter.About 31.23% of the portfolio was sold this quarter.This quarter, Clearview Wealth Advisors LLC has purchased 111 new stocks and bought additional shares in 17 stocks.Clearview Wealth Advisors LLC sold shares of 63 stocks and completely divested from 28 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $16,621,692iShares Core Total USD Bond Market ETF $5,363,362Schwab U.S. Aggregate Bond ETF $4,809,740Schwab US Dividend Equity ETF $4,113,995iShares MBS ETF $2,709,958 Largest New Holdings this Quarter iShares S&P 500 Value ETF $1,708,955 HoldingBlackRock U.S. Equity Factor Rotation ETF $1,404,153 HoldingSPDR Portfolio Short Term Corporate Bond ETF $935,880 HoldingSPDR Bloomberg High Yield Bond ETF $925,294 HoldingBlackRock Flexible Income ETF $509,754 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 157,632 shares (about $9.70M)iShares Core Total USD Bond Market ETF 88,711 shares (about $4.04M)Schwab U.S. Aggregate Bond ETF 65,145 shares (about $3.00M)iShares 20+ Year Treasury Bond ETF 19,972 shares (about $1.89M)iShares S&P 500 Value ETF 9,148 shares (about $1.71M) Largest Sales this Quarter SPDR Gold Shares 9,540 shares (about $1.96M)iShares Core U.S. Aggregate Bond ETF 11,613 shares (about $1.14M)Colgate-Palmolive 8,119 shares (about $731.12K)RPM International 5,572 shares (about $662.78K)Eli Lilly and Company 814 shares (about $633.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClearview Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$16,621,692$9,699,084 ▲140.1%270,14017.0%ETFIUSBiShares Core Total USD Bond Market ETF$5,363,362$4,044,348 ▲306.6%117,6435.5%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$4,809,740$2,996,658 ▲165.3%104,5604.9%ETFSCHDSchwab US Dividend Equity ETF$4,113,995$298,654 ▲7.8%51,0234.2%ETFMBBiShares MBS ETF$2,709,958$1,629,283 ▲150.8%29,3222.8%ETFEFViShares MSCI EAFE Value ETF$2,651,465$1,611,932 ▲155.1%48,7402.7%ETFTLTiShares 20+ Year Treasury Bond ETF$2,538,979$1,889,781 ▲291.1%26,8332.6%ETFQUALiShares MSCI USA Quality Factor ETF$2,455,889$947,809 ▲62.8%14,9432.5%ETFMSFTMicrosoft$2,253,445$104,762 ▼-4.4%5,3562.3%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$1,812,729$922,763 ▲103.7%35,7611.8%ETFESGUiShares ESG Aware MSCI USA ETF$1,792,789$140,020 ▲8.5%15,5951.8%ManufacturingCVXChevron$1,789,021$35,332 ▼-1.9%11,3421.8%Oils/EnergyEFGiShares MSCI EAFE Growth ETF$1,741,155$1,078,051 ▲162.6%16,7761.8%ETFVOOVanguard S&P 500 ETF$1,724,752$221,603 ▼-11.4%3,5881.8%ETFIVEiShares S&P 500 Value ETF$1,708,955$1,708,955 ▲New Holding9,1481.7%ETFDYNFBlackRock U.S. Equity Factor Rotation ETF$1,404,153$1,404,153 ▲New Holding31,6251.4%ETFIYWiShares U.S. Technology ETF$1,362,972$842,336 ▲161.8%10,0921.4%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$1,243,897$1,137,342 ▼-47.8%12,7011.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,168,838$729,466 ▲166.0%22,6521.2%ETFAAPLApple$1,033,289$92,766 ▼-8.2%6,0261.1%Computer and TechnologyESGVVanguard ESG US Stock ETF$954,918$146,029 ▼-13.3%10,2471.0%ETFWMTWalmart$946,692$728,280 ▲333.4%15,7341.0%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$935,880$935,880 ▲New Holding31,4371.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$925,294$925,294 ▲New Holding9,7190.9%FinanceNUENucor$899,020$29,486 ▼-3.2%4,5430.9%Basic MaterialsLMTLockheed Martin$874,257$501,265 ▼-36.4%1,9220.9%AerospaceJPMJPMorgan Chase & Co.$852,634$238,746 ▼-21.9%4,2570.9%FinanceGLDSPDR Gold Shares$807,862$1,962,568 ▼-70.8%3,9270.8%FinanceBACBank of America$801,292$29,578 ▼-3.6%21,1310.8%FinanceABBVAbbVie$783,214$23,491 ▼-2.9%4,3010.8%MedicalIVViShares Core S&P 500 ETF$746,768$114,645 ▼-13.3%1,4200.8%ETFNVDANVIDIA$737,337$330,717 ▼-31.0%8160.8%Computer and TechnologyGGGGraco$700,695$562,650 ▼-44.5%7,4970.7%Industrial ProductsCOSTCostco Wholesale$657,860$126,737 ▼-16.2%8980.7%Retail/WholesaleFBINFortune Brands Innovations$657,458$571,603 ▼-46.5%7,7650.7%Retail/WholesaleNDSNNordson$625,766$542,294 ▼-46.4%2,2790.6%Industrial ProductsJNJJohnson & Johnson$602,874$88,905 ▼-12.9%3,8110.6%MedicalQCOMQUALCOMM$588,148$19,469 ▼-3.2%3,4740.6%Computer and TechnologyWMWaste Management$565,339$11,725 ▼-2.0%2,6520.6%Business ServicesNSCNorfolk Southern$565,200$18,347 ▼-3.1%2,2180.6%TransportationAMZNAmazon.com$550,339$16,234 ▲3.0%3,0510.6%Retail/WholesaleBXPBoston Properties$543,783$567,491 ▼-51.1%8,3260.6%FinanceMCDMcDonald's$538,750$23,117 ▼-4.1%1,9110.5%Retail/WholesaleMRKMerck & Co., Inc.$525,538$15,306 ▼-2.8%3,9830.5%MedicalBINCBlackRock Flexible Income ETF$509,754$509,754 ▲New Holding9,7170.5%ETFSCHISchwab 5-10 Year Corporate Bond ETF$491,148$114,957 ▲30.6%11,0400.5%ETFCSCOCisco Systems$487,431$21,262 ▼-4.2%9,7660.5%Computer and TechnologyIXCiShares Global Energy ETF$468,215$468,215 ▲New Holding10,9010.5%ETFPGProcter & Gamble$453,646$20,281 ▼-4.3%2,7960.5%Consumer StaplesLOWLowe's Companies$453,419$48,908 ▼-9.7%1,7800.5%Retail/WholesaleBRK.BBerkshire Hathaway$447,4330.0%1,0640.5%FinanceEMREmerson Electric$446,720$28,693 ▼-6.0%3,9390.5%Industrial ProductsTIPiShares TIPS Bond ETF$435,899$208,926 ▲92.0%4,0580.4%ETFPPLPPL$432,122$10,076 ▼-2.3%15,6960.4%UtilitiesPEPPepsiCo$426,032$45,159 ▼-9.6%2,4340.4%Consumer StaplesCBChubb$418,842$14,255 ▼-3.3%1,6160.4%FinanceRPMRPM International$414,894$662,784 ▼-61.5%3,4880.4%ConstructionACWIiShares MSCI ACWI ETF$412,101$4,956 ▼-1.2%3,7420.4%ManufacturingCAHCardinal Health$404,418$477,043 ▼-54.1%3,6140.4%MedicalLLYEli Lilly and Company$403,021$633,319 ▼-61.1%5180.4%MedicalZBRAZebra Technologies$391,872$391,872 ▲New Holding1,3000.4%Industrial ProductsMDLZMondelez International$383,740$53,130 ▼-12.2%5,4820.4%Consumer StaplesEXELExelixis$380,582$495,957 ▼-56.6%16,0380.4%MedicalCIThe Cigna Group$374,0860.0%1,0300.4%MedicalCORTCorcept Therapeutics$362,283$362,283 ▲New Holding14,3820.4%MedicalBMYBristol-Myers Squibb$359,281$11,497 ▼-3.1%6,6250.4%MedicalCTLTCatalent$356,482$356,482 ▲New Holding6,3150.4%MedicalDGRWWisdomTree U.S. Quality Dividend Growth Fund$355,771$67,345 ▼-15.9%4,6700.4%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$353,844$353,844 ▲New Holding3,9460.4%ETFHONHoneywell International$352,168$16,623 ▼-4.5%1,7160.4%Multi-Sector ConglomeratesVYMVanguard High Dividend Yield Index Fund ETF Shares$347,120$208,224 ▼-37.5%2,8690.4%ETFBJBJ's Wholesale Club$347,082$347,082 ▲New Holding4,5880.4%Consumer DiscretionarySCHWCharles Schwab$343,760$343,760 ▲New Holding4,7520.4%FinanceCDAYCeridian HCM$342,571$487,439 ▼-58.7%5,1740.3%Computer and TechnologyPNCThe PNC Financial Services Group$342,366$14,057 ▼-3.9%2,1190.3%FinanceLNTHLantheus$342,009$342,009 ▲New Holding5,4950.3%MedicalABTAbbott Laboratories$339,025$259,355 ▼-43.3%2,9830.3%MedicalDEDeere & Company$335,575$14,787 ▼-4.2%8170.3%Industrial ProductsTELTE Connectivity$330,857$16,267 ▼-4.7%2,2780.3%Computer and TechnologyTRMBTrimble$324,954$619,273 ▼-65.6%5,0490.3%Computer and TechnologyKMIKinder Morgan$323,953$10,289 ▼-3.1%17,6640.3%Oils/EnergyIVWiShares S&P 500 Growth ETF$321,550$106,733 ▼-24.9%3,8080.3%ETFGILDGilead Sciences$320,709$434,620 ▼-57.5%4,3780.3%MedicalUSMViShares MSCI USA Min Vol Factor ETF$312,597$162,484 ▼-34.2%3,7400.3%ETFTYLTyler Technologies$311,532$311,532 ▲New Holding7330.3%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$303,975$26,149 ▼-7.9%4,6150.3%ETFLHXL3Harris Technologies$301,336$301,336 ▲New Holding1,4140.3%AerospaceGISGeneral Mills$295,864$3,779 ▼-1.3%4,2280.3%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$288,617$13,265 ▼-4.4%2,6110.3%ETFVIGVanguard Dividend Appreciation ETF$273,118$93,474 ▼-25.5%1,4960.3%ETFXLFFinancial Select Sector SPDR Fund$261,034$261,034 ▲New Holding6,1970.3%ETFMTBM&T Bank$252,476$11,199 ▼-4.2%1,7360.3%FinanceEOGEOG Resources$247,498$7,798 ▼-3.1%1,9360.3%Oils/EnergyEMXCiShares MSCI Emerging Markets ex China ETF$245,549$245,549 ▲New Holding4,2650.3%ManufacturingCLColgate-Palmolive$241,514$731,116 ▼-75.2%2,6820.2%Consumer StaplesXLBMaterials Select Sector SPDR Fund$240,314$240,314 ▲New Holding2,5870.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$227,108$227,108 ▲New Holding1,2350.2%FinanceIYRiShares U.S. Real Estate ETF$224,128$224,128 ▲New Holding2,4930.2%ETFBROSDutch Bros$223,113$7,722 ▼-3.3%6,7610.2%Consumer StaplesWPCW. P. Carey$218,592$5,983 ▼-2.7%3,8730.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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