Clearview Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$130M
Signature - Title
Aryn Sands - Agent
Location
Salem, OR
Summary
This page shows a list of all the recent 13F filings made by Clearview Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clearview Wealth Advisors LLC reported 95 stock holdings with total value $130M as of Q3 2024. Top holdings included CGCP, SCHZ, CGDV, SPLG, and CGGR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 95 $130M +$11.6M -$2.75M +$8.84M CGCP, SCHZ, CGDV, SPLG, CGGR 13F-HR 10/15/2024, 03:50 PM
Q2 2024 95 $115M +$53M -$36.7M +$16.3M CGCP, SCHZ, SPLG, CGDV, CGGR 13F-HR 7/31/2024, 08:30 PM
Q1 2024 104 $98M +$38.4M -$30.6M +$7.76M SPLG, IUSB, SCHZ, SCHD, MBB 13F-HR 4/9/2024, 07:15 PM
Q4 2023 111 $85.8M +$20.3M -$21M -$655K SPLG, SCHD, GLD, AGG, MSFT 13F-HR 1/12/2024, 04:37 PM
Q3 2023 115 $80.8M +$21.1M -$35.3M -$14.2M SPLG, SCHD, GLD, JNK, IBND 13F-HR 10/30/2023, 04:19 PM
Q2 2023 685 $98.4M +$16.1M -$18.5M -$2.31M SPLG, SCHD, ESGU, SPSB, GLD 13F-HR 8/7/2023, 12:16 PM
Q1 2023 670 $98.7M +$31.2M -$65.4M -$34.1M SPLG, SCHD, ESGU, SPSB, GLD 13F-HR 4/12/2023, 08:48 AM
Q4 2022 621 $129M +$21.5M -$28.2M -$6.72M SCHD, SPLG, ESGU, SCHZ, IUSB 13F-HR 1/31/2023, 11:09 AM
Q3 2022 570 $126M +$8.39M -$7.6M +$787K SCHD, SPLG, ESGU, GOVT, SCHZ 13F-HR 10/18/2022, 08:43 AM
Q2 2022 576 $133M +$21.7M -$22.3M -$578K SPLG, SCHD, ESGU, GOVT, SCHZ 13F-HR 8/5/2022, 01:02 PM
Q1 2022 596 $152M +$33.6M -$38.4M -$4.83M SPLG, ESGU, GOVT, SCHZ, EFV 13F-HR 4/29/2022, 10:55 AM
Q4 2021 687 $164M +$15.6M -$17.5M -$1.91M ESGU, SPLG, GOVT, EFV, EFG 13F-HR 2/2/2022, 11:10 AM
Q3 2021 645 $158M +$18.1M -$20.3M -$2.23M ESGU, SPLG, GOVT, SCHJ, EFV 13F-HR 11/2/2021, 11:27 AM
Q2 2021 635 $162M +$20.2M -$18.8M +$1.4M GOVT, ESGU, SPLG, SCHJ, EFV 13F-HR 7/30/2021, 10:43 AM
Q1 2021 604 $154M +$35M -$33.4M +$1.59M GOVT, ESGU, SPLG, SCHJ, EFV Restatement 5/6/2021, 01:03 PM
Q4 2020 564 $149M $0 $0 ESGU, SPLG, GOVT, SPIB, IGSB 13F-HR 1/21/2021, 03:23 PM