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Clearview Wealth Advisors LLC Historic Quarter Change: USA Stocks, New

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Clearview Wealth Advisors LLC historic quarter change: USA Stocks, New

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.

  • Q3 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 0.
  • Q2 2025: Stock LEN; Country of operation United States; Class CL A; Shares before 0.
  • Q2 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 0.
  • Q2 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025TSLA
TESLA INC		United StatesCOM0596+596$0$265,053+$265,0532025-10-24
Q2 2025LEN
LENNAR CORP		United StatesCL A03,127+3,127$0$345,877+$345,8772025-07-29
Q2 2025AVGO
BROADCOM INC		United StatesCOM0944+944$0$260,132+$260,1322025-07-29
Q2 2025GOOGL
ALPHABET INC		United StatesCAP STK CL A01,240+1,240$0$218,533+$218,5332025-07-29
Q1 2025GLDM
WORLD GOLD TR		United StatesSPDR GLD MINIS09,561+9,561$0$591,730+$591,7302025-04-23
Q1 2025AOS
SMITH A O CORP		United StatesCOM04,643+4,643$0$303,466+$303,4662025-04-23
Q1 2025HSY
HERSHEY CO		United StatesCOM01,654+1,654$0$282,904+$282,9042025-04-23
Q1 2025DELL
DELL TECHNOLOGIES INC		United StatesCL C03,077+3,077$0$280,469+$280,4692025-04-23
Q1 2025WPC
WP CAREY INC		United StatesCOM03,425+3,425$0$216,152+$216,1522025-04-23
Q4 2024APO
APOLLO GLOBAL MGMT INC		United StatesCOM04,140+4,140$0$683,779+$683,7792025-01-24
Q4 2024AVGO
BROADCOM INC		United StatesCOM0941+941$0$218,136+$218,1362025-01-24
Q3 2024TEL
TE CONNECTIVITY PLC		ORD SHS02,128+2,128$0$321,307+$321,3072024-10-15
Q2 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A01,242+1,242$0$226,157+$226,1572024-08-01
Q2 2024HSY
HERSHEY CO		United StatesCOM01,185+1,185$0$217,762+$217,7622024-08-01
Q2 2024XOMXXXX
EXXON MOBIL CORP		COM01,870+1,870$0$215,326+$215,3262024-08-01
Q1 2024ZBRA
ZEBRA TECHNOLOGIES CORPORATI		United StatesCL A01,300+1,300$0$391,872+$391,8722024-04-10
Q1 2024CORT
CORCEPT THERAPEUTICS INC		United StatesCOM014,382+14,382$0$362,283+$362,2832024-04-10
Q1 2024BJ
BJS WHSL CLUB HLDGS INC		United StatesCOM04,588+4,588$0$347,082+$347,0822024-04-10
Q1 2024SCHW
SCHWAB CHARLES CORP		United StatesCOM04,752+4,752$0$343,760+$343,7602024-04-10
Q1 2024LNTH
LANTHEUS HLDGS INC		United StatesCOM05,495+5,495$0$342,009+$342,0092024-04-10
Q1 2024TYL
TYLER TECHNOLOGIES INC		United StatesCOM0733+733$0$311,532+$311,5322024-04-10
Q1 2024LHX
L3HARRIS TECHNOLOGIES INC		United StatesCOM01,414+1,414$0$301,336+$301,3362024-04-10

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