Clearview Wealth Advisors LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Clearview Wealth Advisors LLC opened 22 positions, added to 30, reduced 305 and sold out of 46.
- Q4 2025: Stock APO; Country of operation United States; Class COM; Shares before 24,705.
- Q4 2025: Stock GLDM; Country of operation United States; Class SPDR GLD MINIS; Shares before 7,542.
- Q4 2025: Stock WVVI; Country of operation United States; Class COM; Shares before 15,524.
- Q3 2025: Stock GLDM; Country of operation United States; Class SPDR GLD MINIS; Shares before 7,019.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1840306), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2025 | APO
APOLLO GLOBAL MGMT INC | United States | COM | 24,705 | 26,866 | +2,161 | $3,292,463 | $3,889,117 | +$596,654 | 2026-02-17 |
|---|
| Q4 2025 | GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 7,542 | 10,572 | +3,030 | $576,586 | $902,532 | +$325,946 | 2026-02-17 |
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| Q4 2025 | WVVI
WILLAMETTE VY VINEYARD INC | United States | COM | 15,524 | 15,622 | +98 | $56,507 | $47,647 | -$8,860 | 2026-02-17 |
|---|
| Q3 2025 | GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 7,019 | 7,542 | +523 | $459,885 | $576,586 | +$116,701 | 2025-10-24 |
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| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,240 | 1,281 | +41 | $218,533 | $311,528 | +$92,995 | 2025-10-24 |
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| Q3 2025 | APO
APOLLO GLOBAL MGMT INC | United States | COM | 22,647 | 24,705 | +2,058 | $3,212,863 | $3,292,463 | +$79,600 | 2025-10-24 |
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| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 3,063 | 3,113 | +50 | $671,992 | $683,521 | +$11,529 | 2025-10-24 |
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| Q2 2025 | APO
APOLLO GLOBAL MGMT INC | United States | COM | 21,558 | 22,647 | +1,089 | $2,952,186 | $3,212,863 | +$260,677 | 2025-07-29 |
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| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 3,102 | 3,103 | +1 | $760,860 | $899,675 | +$138,815 | 2025-07-29 |
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| Q2 2025 | EOG
EOG RES INC | United States | COM | 1,739 | 2,825 | +1,086 | $223,009 | $337,898 | +$114,889 | 2025-07-29 |
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| Q2 2025 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 3,077 | 3,091 | +14 | $280,469 | $378,957 | +$98,488 | 2025-07-29 |
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| Q2 2025 | AAPL
APPLE INC | United States | COM | 5,489 | 5,575 | +86 | $1,219,243 | $1,143,876 | -$75,367 | 2025-07-29 |
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| Q2 2025 | WMT
WALMART INC | United States | COM | 6,352 | 6,359 | +7 | $557,682 | $621,736 | +$64,054 | 2025-07-29 |
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| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,098 | 1,099 | +1 | $1,038,756 | $1,087,647 | +$48,891 | 2025-07-29 |
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| Q2 2025 | MTB
M & T BK CORP | United States | COM | 2,212 | 2,215 | +3 | $395,463 | $429,777 | +$34,314 | 2025-07-29 |
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| Q2 2025 | HSY
HERSHEY CO | United States | COM | 1,654 | 1,659 | +5 | $282,904 | $275,380 | -$7,524 | 2025-07-29 |
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| Q2 2025 | WM
WASTE MGMT INC DEL | United States | COM | 2,304 | 2,306 | +2 | $533,445 | $527,705 | -$5,740 | 2025-07-29 |
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| Q2 2025 | AOS
SMITH A O CORP | United States | COM | 4,643 | 4,649 | +6 | $303,466 | $304,835 | +$1,369 | 2025-07-29 |
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| Q1 2025 | APO
APOLLO GLOBAL MGMT INC | United States | COM | 4,140 | 21,558 | +17,418 | $683,779 | $2,952,186 | +$2,268,407 | 2025-04-23 |
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| Q1 2025 | MTB
M & T BK CORP | United States | COM | 1,584 | 2,212 | +628 | $297,864 | $395,463 | +$97,599 | 2025-04-23 |
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| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 3,061 | 3,063 | +2 | $671,553 | $582,766 | -$88,787 | 2025-04-23 |
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| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,411 | 3,413 | +2 | $493,349 | $566,013 | +$72,664 | 2025-04-23 |
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| Q4 2024 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,570 | 2,149 | +579 | $324,493 | $485,392 | +$160,899 | 2025-01-24 |
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| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 2,961 | 3,061 | +100 | $551,723 | $671,553 | +$119,830 | 2025-01-24 |
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| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,236 | 1,237 | +1 | $205,032 | $234,124 | +$29,092 | 2025-01-24 |
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| Q3 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,097 | 1,098 | +1 | $932,532 | $972,995 | +$40,463 | 2024-10-15 |
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| Q2 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 898 | 1,097 | +199 | $657,860 | $932,532 | +$274,672 | 2024-08-01 |
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| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 816 | 7,186 | +6,370 | $737,337 | $887,820 | +$150,483 | 2024-08-01 |
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| Q1 2024 | WMT
WALMART INC | United States | COM | 3,630 | 15,734 | +12,104 | $572,275 | $946,692 | +$374,417 | 2024-04-10 |
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| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 2,961 | 3,051 | +90 | $449,894 | $550,339 | +$100,445 | 2024-04-10 |
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