Clearview Wealth Advisors LLC quarter change: USA Stocks, Unchanged
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).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2025-09-30 1,542; Shares 2025-12-31 1,542.
- CI: Country of operation United States; Class COM; Shares 2025-09-30 1,030; Shares 2025-12-31 1,030.
- TSLA: Country of operation United States; Class COM; Shares 2025-09-30 596; Shares 2025-12-31 596.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Greycroft LP | United States | $0.158B | 12 |
| Vannoy Advisory Group, Inc. | United States | $0.158B | 29 |
| LAVELLE CAPITAL LP | United States | $0.158B | 89 |
| BOYAR ASSET MANAGEMENT INC. | United States | $0.158B | 75 |
| H PARTNERS MANAGEMENT, LLC | United States | $0.158B | 3 |
| Troluce Capital Advisors LLC | United States | $0.158B | 11 |
| Niatross Investments Ltd | Hong Kong | $0.158B | 1 |
| Crestwood Capital Management, L.P. | United States | $0.158B | 13 |
| Dean, Jacobson Financial Services, LLC | United States | $0.158B | 18 |
| Strategent Financial, LLC | United States | $0.158B | 40 |