Portfolio (Quarterly)
Guide ↗
Clearview Wealth Management LLC
· CIK 0001857588| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | HUMA | HUMACYTE INC | Healthcare | 13,000.0 | $10K | 0.01% | NEW | — | $0.78 | -16.7% |
| 62 | — | T3 DEFENSE INC | — | 40,952.0 | $7K | 0.01% | NEW | — | $0.17 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.3%
Financial Services
34.5%
Industrials
12.8%
Consumer Cyclical
9.1%
Communication Services
1.2%
Healthcare
0.1%