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Longview Financial Advisors

Latest statistics and disclosures from Longview Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are OMFL, TBIL, IQLT, COWZ, SPGP, and represent 44.17% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BOXX, LMT, OMFL, VSGX, DBMF, IQLT, QLTY, EUSB, GNR, RSPG.
Started 1 new stock position in LMT.
Reduced shares in these 6 stocks: TUA, GPC, TBIL, FYLD, SPGP, AJG.
Sold out of its position in GPC.
Longview Financial Advisors was a net buyer of stock by $869k.
Longview Financial Advisors has $132M in assets under management (AUM), dropping by -1.30%.
Central Index Key (CIK): 0001786915

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Positions held by Longview Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 44 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	10.7	$14M		268k	52.49	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	9.0	$12M		236k	50.02	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	8.3	$11M		280k	39.05	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	8.3	$11M		199k	54.49	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	7.9	$10M		102k	102.78	View chart
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)	6.5	$8.5M	-4%	399k	21.32	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	6.2	$8.1M		306k	26.42	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	5.5	$7.3M		239k	30.36	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	4.0	$5.3M		94k	55.85	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	3.7	$4.9M		55k	89.72	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	3.7	$4.9M		148k	32.68	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	3.4	$4.4M		165k	26.92	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.8	$3.7M	+2%	125k	30.06	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	2.3	$3.1M		106k	29.16	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.0	$2.6M		4.8k	544.22	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	1.6	$2.1M		48k	44.65	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	1.4	$1.8M	+2%	27k	68.28	View chart
Eli Lilly & Co Stock (LLY)	1.1	$1.5M		1.6k	905.16	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.0	$1.3M		48k	26.91	View chart
Leidos Holdings Stock (LDOS)	0.9	$1.2M		8.5k	145.88	View chart
Vanguard Value Etf Etf (VTV)	0.9	$1.1M		7.0k	160.41	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.8	$1.1M	+4%	31k	35.32	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$979k		4.0k	242.10	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.7	$920k	+88%	8.5k	107.81	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.7	$893k		28k	32.23	View chart
Gmo U.s. Quality Etf Etf (QLTY)	0.5	$622k	+13%	20k	31.02	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.5	$608k	+19%	11k	57.27	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$555k		3.4k	164.27	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.4	$537k	+10%	6.7k	80.63	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$527k		963.00	547.01	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.4	$524k	+6%	18k	29.67	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.4	$494k		4.3k	113.99	View chart
Gallagher Arthur J & Co Stock (AJG)	0.3	$425k		1.6k	259.34	View chart
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB)	0.3	$390k	+18%	9.2k	42.55	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$381k		4.2k	91.15	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.3	$368k		1.9k	197.11	View chart
Science Applications Intl Corp Stock (SAIC)	0.3	$363k		3.1k	117.54	View chart
Vulcan Matls Stock (VMC)	0.3	$348k		1.4k	248.68	View chart
Southern Stock (SO)	0.3	$334k		4.3k	77.57	View chart
Chevron Corp Stock (CVX)	0.2	$247k		1.6k	156.42	View chart
Dominion Energy Stock (D)	0.2	$245k		5.0k	49.00	View chart
Cambria Global Value Etf Etf (GVAL)	0.2	$244k		12k	20.95	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$224k	NEW	479.00	467.20	View chart
Automatic Data Processing Stock (ADP)	0.2	$221k		924.00	238.76	View chart

Past Filings by Longview Financial Advisors

SEC 13F filings are viewable for Longview Financial Advisors going back to 2024

Longview Financial Advisors 2023 Q4 filed Aug. 14, 2024
Longview Financial Advisors 2024 Q1 filed Aug. 14, 2024
Longview Financial Advisors 2024 Q2 filed Aug. 14, 2024

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