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:

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808524888

Shares:17.5K

Value:$627.1K

% of Portfolio:0.5% ($627.1K/$133.8M)

98149E303

Shares:9.6K

Value:$591.7K

% of Portfolio:0.4% ($591.7K/$133.8M)

AMAZON COM INC

AMZN|023135106

Shares:3.1K

Value:$582.8K

% of Portfolio:0.4% ($582.8K/$133.8M)

NVIDIA CORP

NVDA|67066G104

Shares:5.3K

Value:$571.2K

% of Portfolio:0.4% ($571.2K/$133.8M)

808524706

Shares:20.6K

Value:$567.1K

% of Portfolio:0.4% ($567.1K/$133.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.4K

Value:$566.0K

% of Portfolio:0.4% ($566.0K/$133.8M)

Walmart Inc.

WMT|931142103

Shares:6.4K

Value:$557.7K

% of Portfolio:0.4% ($557.7K/$133.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:13.2K

Value:$552.1K

% of Portfolio:0.4% ($552.1K/$133.8M)

46137V233

Shares:11.7K

Value:$539.1K

% of Portfolio:0.4% ($539.1K/$133.8M)

MCDONALDS CORP

MCD|580135101

Shares:1.7K

Value:$536.0K

% of Portfolio:0.4% ($536.0K/$133.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.7K

Value:$534.1K

% of Portfolio:0.4% ($534.1K/$133.8M)

46138E339

Shares:5.8K

Value:$534.0K

% of Portfolio:0.4% ($534.0K/$133.8M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.3K

Value:$533.4K

% of Portfolio:0.4% ($533.4K/$133.8M)

PPL Corp

PPL|69351T106

Shares:14.1K

Value:$509.0K

% of Portfolio:0.4% ($509.0K/$133.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.2K

Value:$488.7K

% of Portfolio:0.4% ($488.7K/$133.8M)

NUCOR CORP

NUE|670346105

Shares:4.0K

Value:$486.4K

% of Portfolio:0.4% ($486.4K/$133.8M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$477.6K

% of Portfolio:0.4% ($477.6K/$133.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.6K

Value:$473.1K

% of Portfolio:0.4% ($473.1K/$133.8M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.0K

Value:$463.9K

% of Portfolio:0.3% ($463.9K/$133.8M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:15.7K

Value:$448.6K

% of Portfolio:0.3% ($448.6K/$133.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524888)✕	17.5K	QoQ +4.11% (+690) YoY NEW(+17.5K)	All Managers (Combined)	$627.1K	0.5% ($627.1K/$133.8M)	QoQ +8.81% (+$50.8K) YoY NEW(+$627.1K)
(cusip98149E303)✕	9.6K	QoQ NEW(+9.6K) YoY NEW(+9.6K)	All Managers (Combined)	$591.7K	0.4% ($591.7K/$133.8M)	QoQ NEW(+$591.7K) YoY NEW(+$591.7K)
AMAZON COM INC(AMZNcusip023135106)	3.1K	QoQ +0.06% (-2) YoY +0.39% (+12)	All Managers (Combined)	$582.8K	0.4% ($582.8K/$133.8M)	QoQ -13.22% (-$88.8K) YoY +5.89% (+$32.4K)
NVIDIA CORP(NVDAcusip67066G104)	5.3K	QoQ -21.99% (-1.5K) YoY +545.83% (-4.5K)	All Managers (Combined)	$571.2K	0.4% ($571.2K/$133.8M)	QoQ -37.04% (-$336.1K) YoY -22.53% (-$166.1K)
(cusip808524706)✕	20.6K	QoQ +3.30% (+658) YoY NEW(+20.6K)	All Managers (Combined)	$567.1K	0.4% ($567.1K/$133.8M)	QoQ +6.95% (+$36.9K) YoY NEW(+$567.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.4K	QoQ +0.05% (+2) YoY -10.44% (-398)	All Managers (Combined)	$566.0K	0.4% ($566.0K/$133.8M)	QoQ +14.72% (+$72.7K) YoY -6.11% (-$36.9K)
Walmart Inc.(WMTcusip931142103)	6.4K	QoQ -34.67% (-3.4K) YoY -59.62% (-9.4K)	All Managers (Combined)	$557.7K	0.4% ($557.7K/$133.8M)	QoQ -36.51% (-$320.8K) YoY -41.09% (-$389.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	13.2K	QoQ -1.56% (-211) YoY -37.39% (-7.9K)	All Managers (Combined)	$552.1K	0.4% ($552.1K/$133.8M)	QoQ -6.54% (-$38.6K) YoY -31.09% (-$249.2K)
(cusip46137V233)✕	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$539.1K	0.4% ($539.1K/$133.8M)	QoQ NEW(+$539.1K) YoY NEW(+$539.1K)
MCDONALDS CORP(MCDcusip580135101)	1.7K	QoQ -2.94% (-52) YoY -10.20% (-195)	All Managers (Combined)	$536.0K	0.4% ($536.0K/$133.8M)	QoQ +4.58% (-$23.5K) YoY -0.51% (-$2.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.7K	QoQ -2.85% (-254) YoY -11.36% (-1.1K)	All Managers (Combined)	$534.1K	0.4% ($534.1K/$133.8M)	QoQ +1.26% (-$6.7K) YoY +9.58% (-$46.7K)
(cusip46138E339)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$534.0K	0.4% ($534.0K/$133.8M)	QoQ NEW(+$534.0K) YoY NEW(+$534.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.3K	QoQ -3.87% (-93) YoY -13.12% (-348)	All Managers (Combined)	$533.4K	0.4% ($533.4K/$133.8M)	QoQ +10.27% (-$49.7K) YoY -5.64% (-$31.9K)
PPL Corp(PPLcusip69351T106)	14.1K	QoQ -3.01% (-438) YoY -10.20% (-1.6K)	All Managers (Combined)	$509.0K	0.4% ($509.0K/$133.8M)	QoQ +7.89% (-$37.2K) YoY +17.78% (-$76.9K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.2K	QoQ -0.84% (-27) YoY -8.40% (-292)	All Managers (Combined)	$488.7K	0.4% ($488.7K/$133.8M)	QoQ -0.86% (-$4.3K) YoY -16.90% (-$99.4K)
NUCOR CORP(NUEcusip670346105)	4.0K	QoQ -3.13% (-131) YoY -11.02% (-501)	All Managers (Combined)	$486.4K	0.4% ($486.4K/$133.8M)	QoQ -0.12% (-$617) YoY -45.89% (-$412.6K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ -3.34% (-37) YoY -44.38% (-853)	All Managers (Combined)	$477.6K	0.4% ($477.6K/$133.8M)	QoQ -11.14% (-$59.9K) YoY -45.37% (-$396.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.6K	QoQ 0.00% (+0) YoY -58.18% (-2.3K)	All Managers (Combined)	$473.1K	0.4% ($473.1K/$133.8M)	QoQ +19.00% (+$75.5K) YoY -41.43% (-$334.7K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.0K	QoQ -3.21% (-65) YoY -11.67% (-259)	All Managers (Combined)	$463.9K	0.3% ($463.9K/$133.8M)	QoQ -2.32% (-$11.0K) YoY -17.92% (-$101.3K)
KINDER MORGAN, INC.(KMIcusip49456B101)	15.7K	QoQ -2.72% (-441) YoY -10.98% (-1.9K)	All Managers (Combined)	$448.6K	0.3% ($448.6K/$133.8M)	QoQ +1.27% (-$5.7K) YoY +38.47% (-$124.6K)