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Clearview Wealth Advisors LLC Buys Schwab U.S. ...

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·9 min read
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Investment company Clearview Wealth Advisors LLC (Current Portfolio) buys Schwab U.S. Tips ETF, iShares Core Total USD Bond Market ETF, BTC iShares MSCI USA Min Vol Factor ETF, Global X S&P 500 Covered Call ETF, Abbott Laboratories, sells iShares MBS ETF, Schwab 1-5 Year Corporate Bond ETF, SPDR Portfolio Short Term Treasury ETF, SPDR Portfolio Short Term Corporate Bond ETF, iShares 0-5 Year High Yield Corporate Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Clearview Wealth Advisors LLC. As of 2021Q4, Clearview Wealth Advisors LLC owns 682 stocks with a total value of $164 million. These are the details of the buys and sells.

  • New Purchases: XYLD, UUP, FDL, AGNC, HNDL, MUST, SDY, PSMB, GSK, QS, PFG, RWT, ACLS, QUS, PETQ, XLNX, BLDR, PKX, ORI, RIO, FSTR, RMO, HAYW, DOCN, PATH, VAL, EVGO, FREY, VLTA, BCI, FV, LAZR, IGM, IYF, DXCM, DVN, QQQM, CLF, CX, SOXX, XLF, XSVM, ACN, SLI, SLI, EMAN, CLM, WDC, AOSL, RYI, MPLX, NCLH, GOGO, ANY, SABR, SNAP, UPST, SGH, ROKU, ACMR, ZS, ESTC, LYFT, NOVA, SNOW, AI, PUBM, WYNN,

  • Added Positions: SCHP, SPLG, IUSB, USMV, ABT, EFG, TIP, STIP, DGRW, ESGU, EFV, LEG, SJNK, STAG, FMB, SPLV, SRLN, MUB, GOOGL, TLH, CVX, QYLD, SCHA, BROS, DGRO, VCSH, XLP, JPM, LOW, PFM, BAC, GE, NI, PNC, KMI, VIG, HON, LMT, NUE, WPC, WM, ABBV, XLE, CB, ARE, AMGN, AZO, CCI, EPD, HSY, HD, MTB, VTRS, NVO, PPL, PRU, O, RS, SYNA, TSCO, TRMB, X, MA, DAL, TSLA, STOR, AYX, RBLX, EUSB, JPST, USIG, XLU, ALK, AB, AEP, CDNS, ELP, VALE, DLR, LLY, FCEL, IDA, JBLU, KMB, MRTN, OKE, LUV, TGT, TER, TXN, TZOO, WRB, WAB, GAB, GGT, GUT, IGD, CLNE, EDD, LULU, VMW, V, AAL, GOOG, SHLX, QRVO, SQ, TTD, DOCU, UBER, FVRR, CYBN, OPEN, CHPT, CHPT, ARKK, DIA, DIVO, DMXF, DRIV, DSI, EEM, ESGD, ESGE, ESML, EWW, FAAR, FIVG, HYG, IEFA, IEUR, IJK, IXUS, JNK, PFF, QTUM, SPY, SUSA, SWAN, USXF, VUG,

  • Reduced Positions: MBB, SCHJ, SPTS, USFR, SPSB, SHYG, XSOE, IYW, SHY, VLUE, IXG, MCD, BOND, PYPL, COST, SUSB, VRP, SHM, VYM, MSFT, IBM, JNJ, CLX, COMT, GBIL, INTC, IGLB, USHY, VNLA, COP, NSC, PG, AOK, BRK.B, EMR, UMPQ, IGSB, USB, VZ, ADBE, AAPL, YUM, BIL, SUB, MRK, PEP, PFE, AWK, PSX, FB, FALN, FMHI, LMBS, MMIN, MTUM, MUNI, SCHV, SPIB, BA, KO, XOM, FITB, GD, ITW, MS, SO, WMT, EVRG, YUMC, FTEC, WIZ, AMZN, FE, NVDA, PAYC, SHOP, DOW, EPRF, IWP, PGX, SCHO, SMB, SPLB, ATVI, AMD, CSX, LUMN, CSCO, D, DUK, NEE, GIS, HPQ, QCOM, RDS.A, STLD, RGR, RTX, KYN, AVGO, HPE, NET, CARR, OTIS, CIBR, EINC, EMB, FDLO, ITM, JEPI, KBWB, QQEW, RODM, RSP, SCHD, SIZE, SMMU, VMBS, XHE, ALL, MO, ARCC, BP, BBY, BMY, CEVA, CI, C, CMI, DE, ENB, F, FCX, GILD, INTU, MDLZ, MRVL, NRG, PBCT, PLUG, CRM, SIRI, TJX, DIS, WFC, HIO, FEN, EXK, BUD, CGC, PRTY, CC, KHC, LITE, MFGP, ZM, U, OGN, ASTR, SLVM, AOM, ARKF, IGIB, EWZ, GREK, IWM, LIT, MCHI, NEAR, PEY, SCHI, VGSH,

  • Sold Out: IGHG, SEDG, BOCT, TFC, ASAN, NVS, IP, DBI, K, NUSI, RY, WY, BTT, ALC, CTVA, SYN, FBND, ILMN, FUTY, UNP, EQNR, DD, IWD, PCAR, PAWZ, PAVE, IYLD, PDBC, HDRO, RUN, DSKE, DELL, PINS, MJ, ATI, MTTR, AMOM, BAB, EDC, IEI, SPB, GLW, FORD, JEF, LORL, MKL, NYCB, PIPR, BKNG, PHM, UAA, WBA, DNOW, DNP, RVT, FMO, TITN, AMTX, DMRC, KMF, ZG, TRIP, RGT, ADMS,


For the details of Clearview Wealth Advisors LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/clearview+wealth+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Clearview Wealth Advisors LLC

  1. iShares MSCI USA ESG Optimized ETF (ESGU) - 113,437 shares, 7.47% of the total portfolio. Shares added by 2.52%

  2. SPDR Portfolio S&P 500 ETF (SPLG) - 213,979 shares, 7.29% of the total portfolio. Shares added by 18.47%

  3. BTC iShares U.S. Treasury Bond ETF (GOVT) - 285,918 shares, 4.66% of the total portfolio. Shares reduced by 0.64%

  4. BTC iShares MSCI EAFE Value ETF (EFV) - 107,150 shares, 3.29% of the total portfolio. Shares added by 5.44%

  5. BTC iShares MSCI EAFE Growth ETF (EFG) - 48,649 shares, 3.27% of the total portfolio. Shares added by 9.39%

New Purchase: Global X S&P 500 Covered Call ETF (XYLD)

Clearview Wealth Advisors LLC initiated holding in Global X S&P 500 Covered Call ETF. The purchase prices were between $46.93 and $50.17, with an estimated average price of $49. The stock is now traded at around $49.200000. The impact to a portfolio due to this purchase was 0.43%. The holding were 13,896 shares as of 2021-12-31.

New Purchase: Invesco DB US Dollar Index Bullish Fund (UUP)

Clearview Wealth Advisors LLC initiated holding in Invesco DB US Dollar Index Bullish Fund. The purchase prices were between $25.05 and $25.97, with an estimated average price of $25.52. The stock is now traded at around $25.700000. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,365 shares as of 2021-12-31.

New Purchase: First Trust Morningstar Dividend Leaders Index Fun (FDL)

Clearview Wealth Advisors LLC initiated holding in First Trust Morningstar Dividend Leaders Index Fun. The purchase prices were between $32.2 and $35.56, with an estimated average price of $33.43. The stock is now traded at around $36.488000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,008 shares as of 2021-12-31.

New Purchase: AGNC Investment Corp (AGNC)

Clearview Wealth Advisors LLC initiated holding in AGNC Investment Corp. The purchase prices were between $14.76 and $16.6, with an estimated average price of $15.84. The stock is now traded at around $14.410000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,320 shares as of 2021-12-31.

New Purchase: Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)

Clearview Wealth Advisors LLC initiated holding in Strategy Shares Nasdaq 7HANDL Index ETF. The purchase prices were between $24.42 and $25.85, with an estimated average price of $25.32. The stock is now traded at around $24.980000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,746 shares as of 2021-12-31.

New Purchase: Columbia Multi-Sector Municipal Income ETF (MUST)

Clearview Wealth Advisors LLC initiated holding in Columbia Multi-Sector Municipal Income ETF. The purchase prices were between $22.21 and $22.51, with an estimated average price of $22.37. The stock is now traded at around $21.710000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,800 shares as of 2021-12-31.

Added: Schwab U.S. Tips ETF (SCHP)

Clearview Wealth Advisors LLC added to a holding in Schwab U.S. Tips ETF by 135.17%. The purchase prices were between $61.62 and $63.22, with an estimated average price of $62.39. The stock is now traded at around $61.280000. The impact to a portfolio due to this purchase was 1.65%. The holding were 74,783 shares as of 2021-12-31.

Added: iShares Core Total USD Bond Market ETF (IUSB)

Clearview Wealth Advisors LLC added to a holding in iShares Core Total USD Bond Market ETF by 52.70%. The purchase prices were between $52.47 and $53.31, with an estimated average price of $52.9. The stock is now traded at around $51.890000. The impact to a portfolio due to this purchase was 0.98%. The holding were 87,830 shares as of 2021-12-31.

Added: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Clearview Wealth Advisors LLC added to a holding in BTC iShares MSCI USA Min Vol Factor ETF by 77.30%. The purchase prices were between $73.05 and $81.04, with an estimated average price of $77.29. The stock is now traded at around $76.810500. The impact to a portfolio due to this purchase was 0.91%. The holding were 42,211 shares as of 2021-12-31.

Added: Abbott Laboratories (ABT)

Clearview Wealth Advisors LLC added to a holding in Abbott Laboratories by 79.54%. The purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now traded at around $130.160000. The impact to a portfolio due to this purchase was 0.42%. The holding were 11,033 shares as of 2021-12-31.

Added: iShares TIPS Bond ETF (TIP)

Clearview Wealth Advisors LLC added to a holding in iShares TIPS Bond ETF by 144.08%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.623700. The impact to a portfolio due to this purchase was 0.28%. The holding were 5,936 shares as of 2021-12-31.

Added: iShares 0-5 Year TIPS Bond ETF (STIP)

Clearview Wealth Advisors LLC added to a holding in iShares 0-5 Year TIPS Bond ETF by 51.19%. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $104.680000. The impact to a portfolio due to this purchase was 0.23%. The holding were 10,698 shares as of 2021-12-31.

Sold Out: ProShares Investment Grade-Interest Rate Hedged (IGHG)

Clearview Wealth Advisors LLC sold out a holding in ProShares Investment Grade-Interest Rate Hedged. The sale prices were between $73.57 and $75.32, with an estimated average price of $74.65.

Sold Out: SolarEdge Technologies Inc (SEDG)

Clearview Wealth Advisors LLC sold out a holding in SolarEdge Technologies Inc. The sale prices were between $255.27 and $368.33, with an estimated average price of $316.41.

Sold Out: Innovator U.S. Equity Buffer ETF - October (BOCT)

Clearview Wealth Advisors LLC sold out a holding in Innovator U.S. Equity Buffer ETF - October. The sale prices were between $32.57 and $34.62, with an estimated average price of $33.9.

Sold Out: Asana Inc (ASAN)

Clearview Wealth Advisors LLC sold out a holding in Asana Inc. The sale prices were between $64.2 and $142.68, with an estimated average price of $105.54.

Sold Out: Novartis AG (NVS)

Clearview Wealth Advisors LLC sold out a holding in Novartis AG. The sale prices were between $79.7 and $88.13, with an estimated average price of $83.08.

Sold Out: Designer Brands Inc (DBI)

Clearview Wealth Advisors LLC sold out a holding in Designer Brands Inc. The sale prices were between $12.51 and $17.34, with an estimated average price of $14.35.



Here is the complete portfolio of Clearview Wealth Advisors LLC. Also check out:

1. Clearview Wealth Advisors LLC's Undervalued Stocks

2. Clearview Wealth Advisors LLC's Top Growth Companies, and

3. Clearview Wealth Advisors LLC's High Yield stocks

4. Stocks that Clearview Wealth Advisors LLC keeps buyingThis article first appeared on GuruFocus.