Clearview Wealth Advisors LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CAPITAL GRP FIXED INCM ETF T | 549,551 | 601,461 | +51,910 | 12,364,893 | 13,665,195 | 8.75% | +1,300,302 |
| CAPITAL GROUP GROWTH ETF | 198,550 | 208,911 | +10,361 | 8,071,061 | 9,175,375 | 5.87% | +1,104,314 |
| CAPITAL GROUP DIVIDEND VALUE | 266,355 | 275,955 | +9,600 | 10,518,372 | 11,598,407 | 7.42% | +1,080,035 |
| SCHWAB STRATEGIC TR | 201,943 | 212,871 | +10,928 | 4,935,478 | 5,607,033 | 3.59% | +671,555 |
| CAPITAL GROUP INTL FOCUS EQT | 163,261 | 170,287 | +7,026 | 4,429,259 | 5,043,897 | 3.23% | +614,638 |
| SCHWAB STRATEGIC TR | 479,299 | 497,588 | +18,289 | 11,138,908 | 11,678,399 | 7.48% | +539,491 |
| JANUS DETROIT STR TR | 116,240 | 125,499 | +9,259 | 5,899,163 | 6,372,821 | 4.08% | +473,658 |
| SCHWAB STRATEGIC TR | 130,166 | 137,239 | +7,073 | 3,194,281 | 3,609,379 | 2.31% | +415,098 |
| SCHWAB STRATEGIC TR | 96,044 | 100,709 | +4,665 | 2,805,456 | 3,213,624 | 2.06% | +408,168 |
| SPDR SERIES TRUST | 80,769 | 80,066 | -703 | 5,871,065 | 6,272,382 | 4.02% | +401,317 |
| ISHARES TR | 16,402 | 17,193 | +791 | 2,998,697 | 3,343,957 | 2.14% | +345,260 |
| SCHWAB STRATEGIC TR | 151,031 | 157,719 | +6,688 | 3,337,796 | 3,671,710 | 2.35% | +333,914 |
| BLACKROCK ETF TRUST | 42,318 | 44,246 | +1,928 | 2,304,619 | 2,619,378 | 1.68% | +314,759 |
| ISHARES TR | 36,127 | 38,277 | +2,150 | 2,293,368 | 2,596,301 | 1.66% | +302,933 |
| ISHARES TR | 23,109 | 23,531 | +422 | 2,544,270 | 2,840,644 | 1.82% | +296,374 |
| TESLA INC(TSLA) | 0 | 596 | +596 | 0 | 265,053 | 0.17% | +265,053 |
| APPLE INC(AAPL) | 5,575 | 5,510 | -65 | 1,143,876 | 1,402,890 | 0.90% | +259,014 |
| INVESCO EXCHANGE TRADED FD T | 17,493 | 20,121 | +2,628 | 911,390 | 1,157,368 | 0.74% | +245,978 |
| SCHWAB STRATEGIC TR | 0 | 9,060 | +9,060 | 0 | 242,174 | 0.16% | +242,174 |
| ISHARES TR | 9,368 | 10,024 | +656 | 1,830,703 | 2,070,106 | 1.33% | +239,403 |
| ISHARES INC | 25,352 | 26,503 | +1,151 | 1,521,868 | 1,747,064 | 1.12% | +225,196 |
| FIDELITY COVINGTON TRUST | 0 | 928 | +928 | 0 | 206,267 | 0.13% | +206,267 |
| SCHWAB STRATEGIC TR | 44,348 | 46,075 | +1,727 | 1,774,811 | 1,979,386 | 1.27% | +204,575 |
| ABBVIE INC(ABBV) | 3,847 | 3,754 | -93 | 713,993 | 869,114 | 0.56% | +155,121 |
| VANGUARD INDEX FDS | 3,188 | 3,188 | 0 | 1,810,880 | 1,952,267 | 1.25% | +141,387 |
| BLACKROCK ETF TRUST | 12,053 | 14,187 | +2,134 | 347,729 | 484,628 | 0.31% | +136,899 |
| BONDBLOXX ETF TRUST | 40,944 | 43,313 | +2,369 | 1,889,986 | 2,019,671 | 1.29% | +129,685 |
| WORLD GOLD TR(GLDM) | 7,019 | 7,542 | +523 | 459,885 | 576,586 | 0.37% | +116,701 |
| SCHWAB STRATEGIC TR | 33,432 | 34,394 | +962 | 845,842 | 959,588 | 0.61% | +113,746 |
| NVIDIA CORPORATION(NVDA) | 4,216 | 4,134 | -82 | 666,136 | 771,390 | 0.49% | +105,254 |
| JOHNSON & JOHNSON(JNJ) | 3,407 | 3,362 | -45 | 520,447 | 623,363 | 0.40% | +102,916 |
| BLACKROCK ETF TRUST | 25,791 | 26,932 | +1,141 | 917,644 | 1,019,647 | 0.65% | +102,003 |
| SCHWAB STRATEGIC TR | 17,016 | 18,120 | +1,104 | 724,722 | 824,653 | 0.53% | +99,931 |
| CHEVRON CORP NEW(CVX) | 10,561 | 10,369 | -192 | 1,512,272 | 1,610,147 | 1.03% | +97,875 |
| ALPHABET INC(GOOG) | 1,240 | 1,281 | +41 | 218,533 | 311,528 | 0.20% | +92,995 |
| TE CONNECTIVITY PLC(TEL) | 2,034 | 1,981 | -53 | 343,075 | 434,889 | 0.28% | +91,814 |
| SCHWAB STRATEGIC TR | 20,325 | 21,064 | +739 | 612,581 | 702,890 | 0.45% | +90,309 |
| ISHARES TR | 55,610 | 56,824 | +1,214 | 2,570,833 | 2,654,231 | 1.70% | +83,398 |
| APOLLO GLOBAL MGMT INC(APO) | 22,647 | 24,705 | +2,058 | 3,212,863 | 3,292,463 | 2.11% | +79,600 |
| VANGUARD WORLD FD | 8,946 | 8,946 | 0 | 980,839 | 1,059,564 | 0.68% | +78,725 |
| SPDR GOLD TR(GLD) | 1,542 | 1,542 | 0 | 470,048 | 548,135 | 0.35% | +78,087 |
| ISHARES TR | 15,486 | 16,100 | +614 | 1,453,964 | 1,531,874 | 0.98% | +77,910 |
| NORFOLK SOUTHN CORP(NSC) | 1,945 | 1,892 | -53 | 497,759 | 568,256 | 0.36% | +70,497 |
| INVESCO EXCH TRADED FD TR II | 5,828 | 5,992 | +164 | 655,482 | 725,401 | 0.46% | +69,919 |
| SCHWAB STRATEGIC TR | 56,734 | 59,492 | +2,758 | 1,383,175 | 1,451,605 | 0.93% | +68,430 |
| SCHWAB STRATEGIC TR | 14,827 | 15,618 | +791 | 424,803 | 486,671 | 0.31% | +61,868 |
| SCHWAB STRATEGIC TR | 12,337 | 12,947 | +610 | 407,243 | 468,162 | 0.30% | +60,919 |
| JPMORGAN CHASE & CO.(JPM) | 3,103 | 3,036 | -67 | 899,675 | 957,560 | 0.61% | +57,885 |
| ISHARES TR | 5,223 | 4,906 | -317 | 904,944 | 960,931 | 0.62% | +55,987 |
| ISHARES TR | 16,561 | 17,587 | +1,026 | 846,101 | 900,982 | 0.58% | +54,881 |
| BLACKROCK ETF TRUST II | 20,643 | 21,481 | +838 | 1,090,776 | 1,143,648 | 0.73% | +52,872 |
| DELL TECHNOLOGIES INC(DELL) | 3,091 | 3,023 | -68 | 378,957 | 428,571 | 0.27% | +49,614 |
| MICROSOFT CORP(MSFT) | 4,593 | 4,506 | -87 | 2,284,653 | 2,333,836 | 1.49% | +49,183 |
| ISHARES TR | 12,186 | 11,661 | -525 | 1,648,735 | 1,697,900 | 1.09% | +49,165 |
| LENNAR CORP(LEN) | 3,127 | 3,093 | -34 | 345,877 | 389,842 | 0.25% | +43,965 |
| BANK AMERICA CORP | 13,171 | 12,826 | -345 | 623,259 | 661,699 | 0.42% | +38,440 |
| SCHWAB STRATEGIC TR | 57,696 | 58,358 | +662 | 1,220,854 | 1,258,789 | 0.81% | +37,935 |
| ISHARES TR | 3,801 | 4,081 | +280 | 352,064 | 388,471 | 0.25% | +36,407 |
| LOWES COS INC(LOW) | 1,591 | 1,549 | -42 | 352,995 | 389,279 | 0.25% | +36,284 |
| ISHARES TR | 3,742 | 3,742 | 0 | 481,215 | 517,287 | 0.33% | +36,072 |
| PPL CORP(PPL) | 14,054 | 13,674 | -380 | 476,304 | 508,141 | 0.33% | +31,837 |
| HERSHEY CO(HSY) | 1,659 | 1,627 | -32 | 275,380 | 304,259 | 0.19% | +28,879 |
| ISHARES TR | 2,676 | 2,931 | +255 | 265,459 | 293,833 | 0.19% | +28,374 |
| SMITH A O CORP(AOS) | 4,649 | 4,523 | -126 | 304,835 | 332,033 | 0.21% | +27,198 |
| LOCKHEED MARTIN CORP(LMT) | 1,065 | 1,037 | -28 | 493,270 | 517,709 | 0.33% | +24,439 |
| ISHARES TR | 1,198 | 1,146 | -52 | 743,812 | 767,178 | 0.49% | +23,366 |
| WALMART INC(WMT) | 6,359 | 6,258 | -101 | 621,736 | 644,976 | 0.41% | +23,240 |
| SPDR S&P 500 ETF TR(SPY) | 381 | 382 | +1 | 235,275 | 254,807 | 0.16% | +19,532 |
| VANGUARD WHITEHALL FDS | 2,550 | 2,550 | 0 | 339,947 | 359,429 | 0.23% | +19,482 |
| PNC FINL SVCS GROUP INC(PNC) | 1,897 | 1,847 | -50 | 353,564 | 371,037 | 0.24% | +17,473 |
| VANGUARD SPECIALIZED FUNDS | 1,302 | 1,296 | -6 | 266,390 | 279,569 | 0.18% | +13,179 |
| AMAZON COM INC(AMZN) | 3,063 | 3,113 | +50 | 671,992 | 683,521 | 0.44% | +11,529 |
| WP CAREY INC(WPC) | 3,399 | 3,305 | -94 | 212,030 | 223,319 | 0.14% | +11,289 |
| PEPSICO INC(PEP) | 2,125 | 2,078 | -47 | 280,597 | 291,813 | 0.19% | +11,216 |
| QUALCOMM INC(QCOM) | 3,164 | 3,088 | -76 | 503,915 | 513,658 | 0.33% | +9,743 |
| NUCOR CORP(NUE) | 4,020 | 3,909 | -111 | 520,725 | 529,369 | 0.34% | +8,644 |
| SCHWAB CHARLES CORP(SCHW) | 4,270 | 4,158 | -112 | 389,595 | 396,964 | 0.25% | +7,369 |
| MCDONALDS CORP(MCD) | 1,708 | 1,666 | -42 | 498,968 | 506,220 | 0.32% | +7,252 |
| VANGUARD BD INDEX FDS | 3,111 | 3,111 | 0 | 229,063 | 231,365 | 0.15% | +2,302 |
| M & T BK CORP(MTB) | 2,215 | 2,161 | -54 | 429,777 | 426,966 | 0.27% | -2,811 |
| BERKSHIRE HATHAWAY INC DEL | 818 | 783 | -35 | 397,360 | 393,645 | 0.25% | -3,715 |
| SCHWAB STRATEGIC TR | 10,401 | 9,981 | -420 | 277,502 | 268,988 | 0.17% | -8,514 |
| INVESCO EXCH TRADED FD TR II | 3,906 | 3,754 | -152 | 284,404 | 275,837 | 0.18% | -8,567 |
| WISDOMTREE TR(WT) | 2,928 | 2,623 | -305 | 245,197 | 233,380 | 0.15% | -11,817 |
| ISHARES TR | 2,922 | 2,757 | -165 | 274,272 | 262,333 | 0.17% | -11,939 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 5,783 | 5,618 | -165 | 267,681 | 253,359 | 0.16% | -14,322 |
| ABBOTT LABS | 2,610 | 2,537 | -73 | 354,959 | 339,779 | 0.22% | -15,180 |
| SCHWAB STRATEGIC TR | 36,456 | 34,796 | -1,660 | 966,085 | 949,942 | 0.61% | -16,143 |
| EMERSON ELEC CO(EMR) | 3,466 | 3,371 | -95 | 462,113 | 442,206 | 0.28% | -19,907 |
| CHUBB LIMITED | 1,434 | 1,396 | -38 | 415,357 | 393,999 | 0.25% | -21,358 |
| CISCO SYS INC(CSCO) | 8,596 | 8,360 | -236 | 596,380 | 571,962 | 0.37% | -24,418 |
| PROCTER AND GAMBLE CO(PG) | 2,383 | 2,308 | -75 | 379,651 | 354,684 | 0.23% | -24,967 |
| EOG RES INC(EOG) | 2,825 | 2,773 | -52 | 337,898 | 310,909 | 0.20% | -26,989 |
| KINDER MORGAN INC DEL(KMI) | 15,640 | 15,224 | -416 | 459,813 | 430,990 | 0.28% | -28,823 |
| WILLAMETTE VY VINEYARD INC | 15,574 | 15,524 | -50 | 85,968 | 56,507 | 0.04% | -29,461 |
| ISHARES TR | 9,371 | 8,938 | -433 | 1,049,550 | 1,017,812 | 0.65% | -31,738 |
| MONDELEZ INTL INC(MDLZ) | 4,880 | 4,753 | -127 | 329,107 | 296,920 | 0.19% | -32,187 |
| WASTE MGMT INC DEL(WM) | 2,306 | 2,241 | -65 | 527,705 | 494,924 | 0.32% | -32,781 |
| THE CIGNA GROUP(CI) | 1,030 | 1,030 | 0 | 340,497 | 296,898 | 0.19% | -43,599 |
| DEERE & CO(DE) | 729 | 711 | -18 | 370,689 | 325,112 | 0.21% | -45,577 |