Clearview Wealth Advisors LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Clearview Wealth Advisors LLC opened 0 positions, added to 3, reduced 42, sold out of 0 and left 3 unchanged. The largest increase in value was APO (+$596,654); the largest decrease was MSFT (-$317,963).
- APO: Country of operation United States; Class COM; Shares 2025-09-30 24,705; Shares 2025-12-31 26,866.
- GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 2025-09-30 7,542; Shares 2025-12-31 10,572.
- WVVI: Country of operation United States; Class COM; Shares 2025-09-30 15,524; Shares 2025-12-31 15,622.
Two Form 13F-HR filings compared (SEC CIK 1840306): 2025-09-30 (filed 2025-10-24) and 2025-12-31 (filed 2026-02-17). 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; share change is the position change.
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