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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, COWZ, IQLT, SPGP, and represent 44.05% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BOXX, KO, PM, GSEW, DUK, ICOW, COWZ, CTA, OMFL, SPGP.
Started 4 new stock positions in DUK, KO, PM, GSEW.
Reduced shares in these 10 stocks: LDOS, SAIC, TUA, SYLD, QQQM, QLTY, IVV, DBMF, RSP, AVUV.
Sold out of its positions in LDOS, SAIC.
Longview Financial Advisors was a net seller of stock by $-193k.
Longview Financial Advisors has $137M in assets under management (AUM), dropping by 3.80%.
Central Index Key (CIK): 0001786915

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 46 positions in its portfolio as reported in the September 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)	10.5	$14M		270k	52.99	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	8.7	$12M		236k	50.04	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	8.5	$12M		201k	57.83	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	8.5	$12M		280k	41.49	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	7.9	$11M		102k	104.67	View chart
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)	6.6	$9.0M	-2%	390k	22.99	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	6.3	$8.6M		308k	27.85	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	5.6	$7.7M		244k	31.63	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	4.1	$5.6M		149k	37.59	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	4.0	$5.5M		95k	57.67	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	3.8	$5.2M		54k	95.95	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	3.2	$4.4M	+2%	169k	26.00	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.5	$3.4M		122k	28.13	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	2.3	$3.1M		106k	29.23	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.0	$2.8M		4.8k	573.79	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	1.7	$2.3M		48k	48.65	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	1.3	$1.8M	-5%	25k	72.37	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	1.0	$1.4M	+52%	13k	108.94	View chart
Eli Lilly & Co Stock (LLY)	1.0	$1.4M	-2%	1.6k	885.94	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.0	$1.4M		48k	29.06	View chart
Vanguard Value Etf Etf (VTV)	0.9	$1.2M		7.0k	174.57	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.8	$1.1M		30k	35.78	View chart
Vanguard Mid-cap Etf Etf (VO)	0.8	$1.1M		4.0k	263.86	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.7	$976k		28k	35.25	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.5	$654k		11k	61.51	View chart
Gmo U.s. Quality Etf Etf (QLTY)	0.4	$588k	-10%	18k	32.61	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.4	$567k		18k	31.78	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$554k	-8%	3.1k	179.18	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.4	$527k		4.4k	120.33	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.4	$494k	-3%	6.4k	76.64	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$492k	-11%	853.00	577.20	View chart
Gallagher Arthur J & Co Stock (AJG)	0.4	$483k	+4%	1.7k	281.47	View chart
Southern Stock (SO)	0.3	$424k	+9%	4.7k	90.20	View chart
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB)	0.3	$407k		9.2k	44.30	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$364k		4.1k	87.82	View chart
Vulcan Matls Stock (VMC)	0.3	$351k		1.4k	250.43	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$304k	-18%	1.5k	200.97	View chart
Dominion Energy Stock (D)	0.2	$289k		5.0k	57.79	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$279k		477.00	585.02	View chart
Cambria Global Value Etf Etf (GVAL)	0.2	$262k		12k	22.48	View chart
Automatic Data Processing Stock (ADP)	0.2	$238k	-6%	861.00	276.73	View chart
Chevron Corp Stock (CVX)	0.2	$230k		1.6k	147.27	View chart
Coca Cola Stock (KO)	0.2	$229k	NEW	3.2k	71.87	View chart
Philip Morris Intl Stock (PM)	0.2	$221k	NEW	1.8k	121.45	View chart
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)	0.2	$218k	NEW	2.8k	77.48	View chart
Duke Energy Corp Stock (DUK)	0.2	$215k	NEW	1.9k	115.33	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 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q1 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q2 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q3 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q3 filed Oct. 15, 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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