Clearview-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "FNDA",
  null,
  "ABT",
  "ABBV",
  null,
  "SCHH",
  "LOW",
  null,
  null,
  null,
  null,
  "EOG",
  "GIS",
  null,
  "HON",
  "MCD",
  null,
  "QCOM",
  null,
  "EMXC",
  "EMR",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  "KMI",
  "MSFT",
  "MDLZ",
  "HSY",
  "IJR",
  "EFG",
  null,
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "FNDX",
  null,
  null,
  null,
  "SCHX",
  null,
  "GLD",
  "SPLG",
  "TEL",
  "CI",
  "SCHW",
  null,
  "VIG",
  "VYM",
  null,
  "WM",
  "AOS",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  "ESGV",
  "BND",
  "VOO",
  "WMT",
  "WVVI",
  null,
  "WPC",
  "MTB",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "NSC",
  "PPL",
  null,
  "ESGU",
  "NUE",
  "BAC",
  "BRK-B",
  null,
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "COST",
  "DELL",
  "DE",
  "USMV",
  "JNJ",
  "APO",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 99
Total Value: 133844592
Accession Number: 0001754960-25-000241
Form Type: 13F-HR
CIK: clearview-wealth-advisors
Manager Name: Clearview-Wealth-Advisors

Data Enrichment

73% identified

72 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

99 positions • $133.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524755

FNDF|808524755

Shares:45.3K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$133.8M)

46435G425

ESGU|46435G425

Shares:12.1K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.8M)

464288877

Shares:25.0K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.8M)

464288588

Shares:15.6K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.8M)

808524862

Shares:56.3K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$133.8M)

808524847

SCHH|808524847

Shares:57.0K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$133.8M)

Apple Inc.

AAPL|037833100

Shares:5.5K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$133.8M)

092528603

Shares:20.6K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.1K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.8M)

808524797

SCHD|808524797

Shares:36.6K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.8M)

464288885

EFG|464288885

Shares:9.5K

Value:$953.9K

% of Portfolio:0.7% ($953.9K/$133.8M)

09789C812

Shares:19.8K

Value:$921.1K

% of Portfolio:0.7% ($921.1K/$133.8M)

921910733

ESGV|921910733

Shares:9.0K

Value:$879.0K

% of Portfolio:0.7% ($879.0K/$133.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.9K

Value:$808.0K

% of Portfolio:0.6% ($808.0K/$133.8M)

464287721

Shares:5.6K

Value:$785.7K

% of Portfolio:0.6% ($785.7K/$133.8M)

464287200

IVV|464287200

Shares:1.4K

Value:$770.0K

% of Portfolio:0.6% ($770.0K/$133.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.1K

Value:$760.9K

% of Portfolio:0.6% ($760.9K/$133.8M)

808524607

SCHA|808524607

Shares:32.3K

Value:$755.7K

% of Portfolio:0.6% ($755.7K/$133.8M)

46434G764

EMXC|46434G764

Shares:13.5K

Value:$745.7K

% of Portfolio:0.6% ($745.7K/$133.8M)

46434G103

IEMG|46434G103

Shares:12.7K

Value:$687.1K

% of Portfolio:0.5% ($687.1K/$133.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDFcusip808524755)	45.3K	QoQ +2.11% (+938) YoY NEW(+45.3K)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$133.8M)	QoQ +11.12% (+$163.8K) YoY NEW(+$1.6M)
(ESGUcusip46435G425)	12.1K	QoQ +0.35% (-43) YoY -22.31% (-3.5K)	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.8M)	QoQ -5.03% (-$78.2K) YoY -17.61% (-$315.9K)
(cusip464288877)✕	25.0K	QoQ -22.76% (-7.4K) YoY -48.67% (-23.7K)	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.8M)	QoQ -13.24% (-$225.0K) YoY -44.39% (-$1.2M)
(cusip464288588)✕	15.6K	QoQ -17.28% (-3.3K) YoY -46.73% (-13.7K)	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.8M)	QoQ -15.38% (-$266.3K) YoY -45.95% (-$1.2M)
(cusip808524862)✕	56.3K	QoQ -0.30% (-174) YoY NEW(+56.3K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$133.8M)	QoQ +0.85% (-$11.6K) YoY NEW(+$1.4M)
(SCHHcusip808524847)	57.0K	QoQ -1.03% (-594) YoY NEW(+57.0K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$133.8M)	QoQ +1.08% (-$13.2K) YoY NEW(+$1.2M)
Apple Inc.(AAPLcusip037833100)	5.5K	QoQ -1.61% (-90) YoY -8.91% (-537)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$133.8M)	QoQ -12.72% (-$177.8K) YoY +17.99% (-$186.0K)
(cusip092528603)✕	20.6K	QoQ +0.99% (+203) YoY +111.69% (+10.9K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.8M)	QoQ +1.69% (+$18.0K) YoY +111.36% (+$567.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.1K	QoQ 0.00% (+0) YoY +22.27% (+200)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.8M)	QoQ +3.25% (+$32.7K) YoY +57.89% (+$380.9K)
(SCHDcusip808524797)	36.6K	QoQ -30.07% (-15.7K) YoY -28.29% (-14.4K)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.8M)	QoQ -28.43% (-$406.4K) YoY -75.13% (-$3.1M)
(EFGcusip464288885)	9.5K	QoQ -46.67% (-8.4K) YoY -43.13% (-7.2K)	All Managers (Combined)	$953.9K	0.7% ($953.9K/$133.8M)	QoQ -44.93% (-$778.4K) YoY -45.21% (-$787.3K)
(cusip09789C812)✕	19.8K	QoQ NEW(+19.8K) YoY NEW(+19.8K)	All Managers (Combined)	$921.1K	0.7% ($921.1K/$133.8M)	QoQ NEW(+$921.1K) YoY NEW(+$921.1K)
(ESGVcusip921910733)	9.0K	QoQ -4.03% (-377) YoY -12.42% (-1.3K)	All Managers (Combined)	$879.0K	0.7% ($879.0K/$133.8M)	QoQ -10.38% (-$101.8K) YoY -7.94% (-$75.9K)
AbbVie Inc.(ABBVcusip00287Y109)	3.9K	QoQ -3.21% (-128) YoY -10.34% (-445)	All Managers (Combined)	$808.0K	0.6% ($808.0K/$133.8M)	QoQ +14.12% (-$100.0K) YoY +3.16% (-$24.8K)
(cusip464287721)✕	5.6K	QoQ -7.32% (-442) YoY -44.56% (-4.5K)	All Managers (Combined)	$785.7K	0.6% ($785.7K/$133.8M)	QoQ -18.41% (-$177.4K) YoY -42.35% (-$577.3K)
(IVVcusip464287200)	1.4K	QoQ +0.07% (-1) YoY -3.52% (-50)	All Managers (Combined)	$770.0K	0.6% ($770.0K/$133.8M)	QoQ -4.45% (-$35.9K) YoY +3.11% (-$23.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.1K	QoQ -19.55% (-754) YoY -27.13% (-1.2K)	All Managers (Combined)	$760.9K	0.6% ($760.9K/$133.8M)	QoQ -17.69% (-$163.5K) YoY -10.76% (-$91.8K)
(SCHAcusip808524607)	32.3K	QoQ +2.16% (-685) YoY NEW(+32.3K)	All Managers (Combined)	$755.7K	0.6% ($755.7K/$133.8M)	QoQ -7.43% (-$60.7K) YoY NEW(+$755.7K)
(EMXCcusip46434G764)	13.5K	QoQ -10.12% (-1.5K) YoY +217.39% (+9.3K)	All Managers (Combined)	$745.7K	0.6% ($745.7K/$133.8M)	QoQ -10.70% (-$89.4K) YoY +203.70% (+$500.2K)
(IEMGcusip46434G103)	12.7K	QoQ +56.90% (+4.6K) YoY -43.79% (-9.9K)	All Managers (Combined)	$687.1K	0.5% ($687.1K/$133.8M)	QoQ +62.15% (+$263.4K) YoY -41.21% (-$481.7K)