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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Merck & Co., Inc.

MRK|58933Y105

Shares:3.5K

Value:$317.7K

% of Portfolio:0.2% ($317.7K/$133.8M)

97717X669

Shares:3.9K

Value:$307.7K

% of Portfolio:0.2% ($307.7K/$133.8M)

SMITH A O CORP

AOS|831865209

Shares:4.6K

Value:$303.5K

% of Portfolio:0.2% ($303.5K/$133.8M)

46138E354

Shares:3.9K

Value:$292.8K

% of Portfolio:0.2% ($292.8K/$133.8M)

TE Connectivity plc

TEL|G87052109

Shares:2.0K

Value:$288.3K

% of Portfolio:0.2% ($288.3K/$133.8M)

HERSHEY CO

HSY|427866108

Shares:1.7K

Value:$282.9K

% of Portfolio:0.2% ($282.9K/$133.8M)

464287226

Shares:2.9K

Value:$282.4K

% of Portfolio:0.2% ($282.4K/$133.8M)

808524870

Shares:10.5K

Value:$282.2K

% of Portfolio:0.2% ($282.2K/$133.8M)

Dell Technologies Inc.

DELL|24703L202

Shares:3.1K

Value:$280.5K

% of Portfolio:0.2% ($280.5K/$133.8M)

46429B697

USMV|46429B697

Shares:2.9K

Value:$274.4K

% of Portfolio:0.2% ($274.4K/$133.8M)

921908844

VIG|921908844

Shares:1.3K

Value:$254.0K

% of Portfolio:0.2% ($254.0K/$133.8M)

46434V803

HEFA|46434V803

Shares:7.0K

Value:$253.4K

% of Portfolio:0.2% ($253.4K/$133.8M)

921937835

BND|921937835

Shares:3.2K

Value:$232.5K

% of Portfolio:0.2% ($232.5K/$133.8M)

EOG RESOURCES INC

EOG|26875P101

Shares:1.7K

Value:$223.0K

% of Portfolio:0.2% ($223.0K/$133.8M)

464287804

IJR|464287804

Shares:2.1K

Value:$220.5K

% of Portfolio:0.2% ($220.5K/$133.8M)

GENERAL MILLS INC

GIS|370334104

Shares:3.7K

Value:$220.3K

% of Portfolio:0.2% ($220.3K/$133.8M)

W. P. Carey Inc.

WPC|92936U109

Shares:3.4K

Value:$216.2K

% of Portfolio:0.2% ($216.2K/$133.8M)

808524698

Shares:9.5K

Value:$213.5K

% of Portfolio:0.2% ($213.5K/$133.8M)

WILLAMETTE VALLEY VINEYARDS INC

WVVI|969136100

Shares:15.6K

Value:$92.5K

% of Portfolio:0.1% ($92.5K/$133.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	3.5K	QoQ -3.09% (-113) YoY -11.12% (-443)	All Managers (Combined)	$317.7K	0.2% ($317.7K/$133.8M)	QoQ -12.56% (-$45.6K) YoY -39.54% (-$207.8K)
(cusip97717X669)✕	3.9K	QoQ -2.18% (-86) YoY -17.49% (-817)	All Managers (Combined)	$307.7K	0.2% ($307.7K/$133.8M)	QoQ -3.47% (-$11.1K) YoY -13.51% (-$48.1K)
SMITH A O CORP(AOScusip831865209)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$303.5K	0.2% ($303.5K/$133.8M)	QoQ NEW(+$303.5K) YoY NEW(+$303.5K)
(cusip46138E354)✕	3.9K	QoQ -7.79% (-331) YoY -15.10% (-697)	All Managers (Combined)	$292.8K	0.2% ($292.8K/$133.8M)	QoQ -1.56% (-$4.7K) YoY -3.68% (-$11.2K)
TE Connectivity plc(TELcusipG87052109)	2.0K	QoQ -3.27% (-69) YoY NEW(+2.0K)	All Managers (Combined)	$288.3K	0.2% ($288.3K/$133.8M)	QoQ -4.38% (-$13.2K) YoY NEW(+$288.3K)
HERSHEY CO(HSYcusip427866108)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$282.9K	0.2% ($282.9K/$133.8M)	QoQ NEW(+$282.9K) YoY NEW(+$282.9K)
(cusip464287226)✕	2.9K	QoQ 0.00% (+0) YoY -77.52% (-9.8K)	All Managers (Combined)	$282.4K	0.2% ($282.4K/$133.8M)	QoQ +2.08% (+$5.8K) YoY -77.29% (-$961.5K)
(cusip808524870)✕	10.5K	QoQ -4.54% (-500) YoY NEW(+10.5K)	All Managers (Combined)	$282.2K	0.2% ($282.2K/$133.8M)	QoQ -0.62% (-$1.8K) YoY NEW(+$282.2K)
Dell Technologies Inc.(DELLcusip24703L202)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$280.5K	0.2% ($280.5K/$133.8M)	QoQ NEW(+$280.5K) YoY NEW(+$280.5K)
(USMVcusip46429B697)	2.9K	QoQ -7.13% (-225) YoY -21.65% (-810)	All Managers (Combined)	$274.4K	0.2% ($274.4K/$133.8M)	QoQ -2.01% (-$5.7K) YoY -12.20% (-$38.2K)
(VIGcusip921908844)	1.3K	QoQ -1.57% (-21) YoY -12.43% (-186)	All Managers (Combined)	$254.0K	0.2% ($254.0K/$133.8M)	QoQ -2.50% (-$6.5K) YoY -6.98% (-$19.1K)
(HEFAcusip46434V803)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$253.4K	0.2% ($253.4K/$133.8M)	QoQ NEW(+$253.4K) YoY NEW(+$253.4K)
(BNDcusip921937835)	3.2K	QoQ +0.22% (+7) YoY +5.28% (+159)	All Managers (Combined)	$232.5K	0.2% ($232.5K/$133.8M)	QoQ +2.36% (+$5.4K) YoY +6.47% (+$14.1K)
EOG RESOURCES INC(EOGcusip26875P101)	1.7K	QoQ -3.22% (-58) YoY -10.17% (-197)	All Managers (Combined)	$223.0K	0.2% ($223.0K/$133.8M)	QoQ +1.24% (-$2.7K) YoY -9.89% (-$24.5K)
(IJRcusip464287804)	2.1K	QoQ +0.14% (-3) YoY -19.22% (-502)	All Managers (Combined)	$220.5K	0.2% ($220.5K/$133.8M)	QoQ -9.12% (-$22.1K) YoY -23.60% (-$68.1K)
GENERAL MILLS INC(GIScusip370334104)	3.7K	QoQ -2.53% (-96) YoY -12.86% (-544)	All Managers (Combined)	$220.3K	0.2% ($220.3K/$133.8M)	QoQ -8.61% (-$20.8K) YoY -25.54% (-$75.6K)
W. P. Carey Inc.(WPCcusip92936U109)	3.4K	QoQ NEW(+3.4K) YoY -11.56% (-448)	All Managers (Combined)	$216.2K	0.2% ($216.2K/$133.8M)	QoQ NEW(+$216.2K) YoY -1.11% (-$2.4K)
(cusip808524698)✕	9.5K	QoQ -5.32% (-535) YoY -13.89% (-1.5K)	All Managers (Combined)	$213.5K	0.2% ($213.5K/$133.8M)	QoQ -3.65% (-$8.1K) YoY -56.53% (-$277.6K)
WILLAMETTE VALLEY VINEYARDS INC(WVVIcusip969136100)	15.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$92.5K	0.1% ($92.5K/$133.8M)	QoQ +77.31% (+$40.3K) YoY +18.56% (+$14.5K)