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Company Main View
Name:
Clearview Wealth Advisors LLC
City:
SALEM
State:
OR
Zip:
97301
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$97,996,000
Total Value Change :
$12,228,000
Securities Held Change :
-7
All Securities Held :
104
New Positions
:
13
Closed Positions
:
28
Increased Positions
:
25
Unchanged Positions
:
3
Decreased Positions
:
63
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
BRK.B
Berkshire Hathaway B
52
-
$413.72
$447,000
1,064
0.46%
68,000
0
0
Property & Casualty I...
CI
Cigna Corporation
64
-
$338.10
$374,000
1,030
0.38%
66,000
0
0
Health Care Plans
WVVI
Willamette Valley Vineyards...
104
-
$4.12
$78,000
15,574
0.08%
-5,000
0
0.314
Beverage - Wineries &...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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