CLEARVIEW WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APO | 25K | $3.29M |
 | WVVI | 16K | $56.51K |
 | KMI | 15K | $430.99K |
 | PPL | 14K | $508.14K |
 | BAC | 13K | $661.70K |
 | CVX | 10K | $1.61M |
 | CSCO | 8K | $571.96K |
 | WMT | 6K | $644.98K |
 | BMY | 6K | $253.36K |
 | AAPL | 6K | $1.40M |
 | MDLZ | 5K | $296.92K |
 | AOS | 5K | $332.03K |
 | MSFT | 5K | $2.33M |
 | SCHW | 4K | $396.96K |
 | NVDA | 4K | $771.39K |
 | NUE | 4K | $529.37K |
 | ABBV | 4K | $869.11K |
 | EMR | 3K | $442.21K |
 | JNJ | 3K | $623.36K |
 | WPC | 3K | $223.32K |
Apollo Global Management, Inc.
APO
Shares Held
25K
Value
$3.29M
Willamette Valley Vineyards, Inc.
WVVI
Shares Held
16K
Value
$56.51K
Kinder Morgan, Inc.
KMI
Shares Held
15K
Value
$430.99K
PPL Corporation
PPL
Shares Held
14K
Value
$508.14K
Bank of America Corporation
BAC
Shares Held
13K
Value
$661.70K
Chevron Corporation
CVX
Shares Held
10K
Value
$1.61M
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$571.96K
Walmart Inc.
WMT
Shares Held
6K
Value
$644.98K
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$253.36K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.40M
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$296.92K
A. O. Smith Corporation
AOS
Shares Held
5K
Value
$332.03K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.33M
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$396.96K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$771.39K
Nucor Corporation
NUE
Shares Held
4K
Value
$529.37K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$869.11K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$442.21K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$623.36K
W. P. Carey Inc.
WPC
Shares Held
3K
Value
$223.32K