CLEARVIEW WEALTH ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APO | 27K | $3.89M |
 | WVVI | 16K | $47.65K |
 | KMI | 15K | $400.22K |
 | PPL | 13K | $454.96K |
 | BAC | 12K | $665.12K |
 | CVX | 10K | $1.54M |
 | CSCO | 8K | $601.54K |
 | WMT | 6K | $649.44K |
 | AAPL | 5K | $1.45M |
 | BMY | 5K | $287.28K |
 | MDLZ | 5K | $243.42K |
 | AOS | 4K | $288.86K |
 | MSFT | 4K | $2.02M |
 | SCHW | 4K | $395.94K |
 | NUE | 4K | $608.37K |
 | ABBV | 4K | $821.33K |
 | NVDA | 3K | $647.91K |
 | JNJ | 3K | $666.02K |
 | EMR | 3K | $425.21K |
 | WPC | 3K | $202.99K |
Apollo Global Management, Inc.
APO
Shares Held
27K
Value
$3.89M
Willamette Valley Vineyards, Inc.
WVVI
Shares Held
16K
Value
$47.65K
Kinder Morgan, Inc.
KMI
Shares Held
15K
Value
$400.22K
PPL Corporation
PPL
Shares Held
13K
Value
$454.96K
Bank of America Corporation
BAC
Shares Held
12K
Value
$665.12K
Chevron Corporation
CVX
Shares Held
10K
Value
$1.54M
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$601.54K
Walmart Inc.
WMT
Shares Held
6K
Value
$649.44K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.45M
Bristol-Myers Squibb Company
BMY
Shares Held
5K
Value
$287.28K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$243.42K
A. O. Smith Corporation
AOS
Shares Held
4K
Value
$288.86K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.02M
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$395.94K
Nucor Corporation
NUE
Shares Held
4K
Value
$608.37K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$821.33K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$647.91K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$666.02K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$425.21K
W. P. Carey Inc.
WPC
Shares Held
3K
Value
$202.99K