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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HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.1K

Value:$444.2K

% of Portfolio:0.3% ($444.2K/$133.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:818

Value:$435.6K

% of Portfolio:0.3% ($435.6K/$133.8M)

464288257

Shares:3.7K

Value:$435.5K

% of Portfolio:0.3% ($435.5K/$133.8M)

Chubb Ltd

CB|H1467J104

Shares:1.4K

Value:$435.0K

% of Portfolio:0.3% ($435.0K/$133.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.4K

Value:$407.5K

% of Portfolio:0.3% ($407.5K/$133.8M)

M&T BANK CORP

MTB|55261F104

Shares:2.2K

Value:$395.5K

% of Portfolio:0.3% ($395.5K/$133.8M)

808524763

FNDA|808524763

Shares:14.0K

Value:$384.4K

% of Portfolio:0.3% ($384.4K/$133.8M)

808524730

Shares:12.4K

Value:$383.2K

% of Portfolio:0.3% ($383.2K/$133.8M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.5K

Value:$382.6K

% of Portfolio:0.3% ($382.6K/$133.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.6K

Value:$372.2K

% of Portfolio:0.3% ($372.2K/$133.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.8K

Value:$354.9K

% of Portfolio:0.3% ($354.9K/$133.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.6K

Value:$348.4K

% of Portfolio:0.3% ($348.4K/$133.8M)

DEERE & CO

DE|244199105

Shares:731

Value:$343.1K

% of Portfolio:0.3% ($343.1K/$133.8M)

Cigna Group

CI|125523100

Shares:1.0K

Value:$338.9K

% of Portfolio:0.3% ($338.9K/$133.8M)

921946406

VYM|921946406

Shares:2.6K

Value:$334.8K

% of Portfolio:0.3% ($334.8K/$133.8M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.9K

Value:$334.8K

% of Portfolio:0.3% ($334.8K/$133.8M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:4.3K

Value:$334.7K

% of Portfolio:0.3% ($334.7K/$133.8M)

Mondelez International, Inc.

MDLZ|609207105

Shares:4.9K

Value:$332.1K

% of Portfolio:0.2% ($332.1K/$133.8M)

464288281

Shares:3.6K

Value:$328.9K

% of Portfolio:0.2% ($328.9K/$133.8M)

PEPSICO INC

PEP|713448108

Shares:2.1K

Value:$320.0K

% of Portfolio:0.2% ($320.0K/$133.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.1K	QoQ -2.37% (-51) YoY +22.26% (+382)	All Managers (Combined)	$444.2K	0.3% ($444.2K/$133.8M)	QoQ -8.48% (-$41.2K) YoY +26.13% (+$92.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	818	QoQ 0.00% (+0) YoY -23.12% (-246)	All Managers (Combined)	$435.6K	0.3% ($435.6K/$133.8M)	QoQ +17.49% (+$64.9K) YoY -2.63% (-$11.8K)
(cusip464288257)✕	3.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$435.5K	0.3% ($435.5K/$133.8M)	QoQ -0.94% (-$4.2K) YoY +5.68% (+$23.4K)
Chubb Ltd(CBcusipH1467J104)	1.4K	QoQ -3.16% (-47) YoY -10.89% (-176)	All Managers (Combined)	$435.0K	0.3% ($435.0K/$133.8M)	QoQ +5.86% (-$24.1K) YoY +3.85% (-$16.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.4K	QoQ -2.36% (-58) YoY -14.48% (-405)	All Managers (Combined)	$407.5K	0.3% ($407.5K/$133.8M)	QoQ -0.73% (-$3.0K) YoY -10.16% (-$46.1K)
M&T BANK CORP(MTBcusip55261F104)	2.2K	QoQ +39.64% (+628) YoY +27.41% (+476)	All Managers (Combined)	$395.5K	0.3% ($395.5K/$133.8M)	QoQ +32.76% (+$97.6K) YoY +56.63% (+$143.0K)
(FNDAcusip808524763)	14.0K	QoQ +2.31% (-318) YoY NEW(+14.0K)	All Managers (Combined)	$384.4K	0.3% ($384.4K/$133.8M)	QoQ -5.63% (-$23.0K) YoY NEW(+$384.4K)
(cusip808524730)✕	12.4K	QoQ +3.07% (+371) YoY NEW(+12.4K)	All Managers (Combined)	$383.2K	0.3% ($383.2K/$133.8M)	QoQ +9.28% (+$32.5K) YoY NEW(+$383.2K)
EMERSON ELECTRIC CO(EMRcusip291011104)	3.5K	QoQ -3.16% (-114) YoY -11.39% (-449)	All Managers (Combined)	$382.6K	0.3% ($382.6K/$133.8M)	QoQ -14.32% (-$64.0K) YoY -14.34% (-$64.1K)
LOWES COMPANIES INC(LOWcusip548661107)	1.6K	QoQ -3.33% (-55) YoY -10.33% (-184)	All Managers (Combined)	$372.2K	0.3% ($372.2K/$133.8M)	QoQ -8.64% (-$35.2K) YoY -17.90% (-$81.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.8K	QoQ -3.17% (-191) YoY -12.15% (-805)	All Managers (Combined)	$354.9K	0.3% ($354.9K/$133.8M)	QoQ +4.39% (-$14.9K) YoY -1.20% (-$4.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.6K	QoQ -3.20% (-87) YoY -11.93% (-356)	All Managers (Combined)	$348.4K	0.3% ($348.4K/$133.8M)	QoQ +13.51% (-$41.5K) YoY +2.77% (-$9.4K)
DEERE & CO(DEcusip244199105)	731	QoQ -3.30% (-25) YoY -10.52% (-86)	All Managers (Combined)	$343.1K	0.3% ($343.1K/$133.8M)	QoQ +7.11% (-$22.8K) YoY +2.24% (-$7.5K)
Cigna Group(CIcusip125523100)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$338.9K	0.3% ($338.9K/$133.8M)	QoQ +19.14% (+$54.4K) YoY -9.41% (-$35.2K)
(VYMcusip921946406)	2.6K	QoQ -1.88% (-50) YoY -9.51% (-273)	All Managers (Combined)	$334.8K	0.3% ($334.8K/$133.8M)	QoQ -0.83% (-$2.8K) YoY -3.55% (-$12.3K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.9K	QoQ -3.25% (-64) YoY -10.09% (-214)	All Managers (Combined)	$334.8K	0.3% ($334.8K/$133.8M)	QoQ -11.81% (-$44.9K) YoY -2.21% (-$7.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	4.3K	QoQ -3.10% (-137) YoY -10.01% (-476)	All Managers (Combined)	$334.7K	0.3% ($334.7K/$133.8M)	QoQ +2.48% (-$8.1K) YoY -2.62% (-$9.0K)
Mondelez International, Inc.(MDLZcusip609207105)	4.9K	QoQ -3.08% (-156) YoY -10.72% (-588)	All Managers (Combined)	$332.1K	0.2% ($332.1K/$133.8M)	QoQ +10.08% (-$30.4K) YoY -13.46% (-$51.7K)
(cusip464288281)✕	3.6K	QoQ +25.59% (+740) YoY -7.98% (-315)	All Managers (Combined)	$328.9K	0.2% ($328.9K/$133.8M)	QoQ +27.77% (+$71.5K) YoY -7.04% (-$24.9K)
PEPSICO INC(PEPcusip713448108)	2.1K	QoQ -6.68% (-153) YoY -12.32% (-300)	All Managers (Combined)	$320.0K	0.2% ($320.0K/$133.8M)	QoQ -7.98% (-$27.8K) YoY -24.88% (-$106.0K)