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LongView Wealth Management

Latest statistics and disclosures from LongView Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, HD, AAPL, ILCG, GPC, and represent 23.15% of LongView Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FBND, SCHX, CGBL, CGGR, SCHD, ILCG, CGDV, VTV, FNDF, MUB.
Started 16 new stock positions in D, IBM, AEE, CGDG, ALLE, ES, RTX, LIN, EPD, CGCB. LVHI, GARP, GOVT, FSTA, BSCR, GE.
Reduced shares in these 10 stocks: MDT, PKG, QCOM, , IEMG, VWO, IWB, AGG, SPTI, EIPI.
Sold out of its positions in QCOM, XLE, WBD, MDT.
LongView Wealth Management was a net buyer of stock by $25M.
LongView Wealth Management has $313M in assets under management (AUM), dropping by 15.69%.
Central Index Key (CIK): 0001990190

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Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 194 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
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.9	$19M	+6%	219k	84.53	View chart
Home Depot (HD)	5.1	$16M		39k	405.20	View chart
Apple (AAPL)	4.9	$16M		67k	233.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.7	$12M	+11%	137k	84.04	View chart
Genuine Parts Company (GPC)	3.5	$11M		79k	139.68	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.2	$9.9M	+14%	285k	34.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.8	$8.7M	+20%	128k	67.85	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$8.7M	+9%	23k	383.93	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.2	$6.8M	+38%	145k	46.74	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$6.7M	+15%	38k	174.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$6.2M		79k	78.69	View chart
Ishares Tr Blackrock Ultra (ICSH)	1.9	$5.9M	+10%	116k	50.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$5.8M	+14%	75k	78.05	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$5.6M	+8%	136k	41.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$5.1M	+3%	11k	488.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$5.0M	+3%	21k	237.21	View chart
Microsoft Corporation (MSFT)	1.5	$4.7M	-2%	11k	430.31	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.5	$4.7M	+27%	130k	36.44	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	1.4	$4.4M	-2%	229k	19.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$3.8M	+16%	36k	104.18	View chart
United Parcel Service CL B (UPS)	1.2	$3.7M		27k	136.34	View chart
Southern Company (SO)	1.2	$3.7M	+5%	41k	90.18	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.2	$3.6M	+25%	139k	26.17	View chart
Amazon (AMZN)	1.1	$3.4M		18k	186.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$3.4M		7.3k	460.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$3.3M	+34%	88k	37.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$3.1M	+14%	6.0k	527.70	View chart
Coca-Cola Company (KO)	1.0	$3.1M		43k	71.86	View chart
Exxon Mobil Corporation (XOM)	0.9	$2.8M	-2%	24k	117.22	View chart
NVIDIA Corporation (NVDA)	0.8	$2.6M	+10%	21k	121.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$2.5M		8.8k	283.18	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.8	$2.5M		75k	32.81	View chart
Johnson & Johnson (JNJ)	0.8	$2.4M		15k	162.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.4M	+5%	46k	52.81	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.7	$2.3M	+6%	73k	32.16	View chart
Capital Group Core Balanced SHS (CGBL)	0.7	$2.2M	+153%	72k	31.05	View chart
AFLAC Incorporated (AFL)	0.7	$2.2M	+23%	19k	111.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.0M	-4%	13k	151.62	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.6	$1.8M	-4%	35k	50.50	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.6	$1.7M	+40%	58k	30.15	View chart
Wal-Mart Stores (WMT)	0.6	$1.7M	+4%	21k	80.75	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.5	$1.7M		63k	26.97	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$1.7M	+18%	72k	23.12	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.6M		15k	106.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.6M	+8%	6.2k	263.83	View chart
Realty Income (O)	0.5	$1.6M	+19%	25k	63.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.5M	-10%	31k	47.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$1.5M	-4%	27k	53.63	View chart
Church & Dwight (CHD)	0.5	$1.5M		14k	104.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.5M	-9%	14k	101.27	View chart
Duke Energy Corp Com New (DUK)	0.5	$1.5M	+45%	13k	115.30	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$1.4M		11k	135.45	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$1.4M		6.9k	206.64	View chart
Abbvie (ABBV)	0.4	$1.4M		7.1k	197.48	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$1.3M	+7%	44k	30.28	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$1.3M	+84%	38k	34.28	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$1.3M	+3%	4.0k	321.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.2M	+4%	5.9k	200.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.1M	+185%	9.5k	119.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$1.1M		14k	80.37	View chart
Procter & Gamble Company (PG)	0.4	$1.1M	-5%	6.4k	173.21	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$1.1M		40k	27.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.1M	+12%	21k	50.28	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.1M	+373%	9.8k	108.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.0M	-5%	11k	91.31	View chart
Globus Med Cl A (GMED)	0.3	$1.0M	-9%	14k	71.54	View chart
Meta Platforms Cl A (META)	0.3	$989k		1.7k	572.45	View chart
Costco Wholesale Corporation (COST)	0.3	$984k	+10%	1.1k	886.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$955k		29k	33.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$942k		9.8k	95.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$942k	-4%	5.6k	167.18	View chart
At&t (T)	0.3	$904k		41k	22.00	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$877k		13k	67.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$876k	-3%	3.3k	263.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$870k	-4%	4.4k	198.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$865k		4.8k	179.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$832k	+15%	1.4k	576.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$825k	-2%	5.0k	165.85	View chart
American Express Company (AXP)	0.3	$817k		3.0k	271.21	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$784k	+166%	28k	27.84	View chart
JPMorgan Chase & Co. (JPM)	0.2	$754k	+3%	3.6k	210.86	View chart
Pepsi (PEP)	0.2	$742k		4.4k	170.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$729k	+13%	5.7k	128.19	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$722k		6.1k	117.62	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$700k		6.6k	106.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$687k	-19%	2.2k	314.38	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$683k	+61%	26k	25.91	View chart
Bluelinx Hldgs Com New (BXC)	0.2	$680k	+31%	6.5k	105.42	View chart
PIMCO Corporate Income Fund (PCN)	0.2	$678k	+9%	48k	14.19	View chart
McDonald's Corporation (MCD)	0.2	$676k	-4%	2.2k	304.57	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$667k	+8%	13k	50.65	View chart
Digital Realty Trust (DLR)	0.2	$667k	+14%	4.1k	161.85	View chart
Welltower Inc Com reit (WELL)	0.2	$659k	-2%	5.1k	128.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$645k	+58%	12k	55.63	View chart
Agilent Technologies Inc C ommon (A)	0.2	$643k		4.3k	148.48	View chart
Dominion Resources (D)	0.2	$622k	NEW	11k	57.79	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$585k	-8%	13k	44.67	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$577k	-11%	8.1k	71.17	View chart
Capital Group International SHS (CGIE)	0.2	$576k	+77%	19k	30.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$542k		2.7k	202.76	View chart
Chevron Corporation (CVX)	0.2	$542k	-14%	3.7k	147.27	View chart
Norfolk Southern (NSC)	0.2	$538k		2.2k	248.52	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$536k		6.7k	79.46	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$534k	+10%	7.3k	72.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$531k		33k	16.05	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$529k	+8%	7.0k	75.17	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$527k	+9%	11k	47.12	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$527k	-3%	18k	29.07	View chart
Abbott Laboratories (ABT)	0.2	$521k	+2%	4.6k	114.02	View chart
Packaging Corporation of America (PKG)	0.2	$519k	-38%	2.4k	215.40	View chart
Keysight Technologies (KEYS)	0.2	$514k		3.2k	158.93	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$507k	+138%	5.0k	101.32	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$500k		2.7k	181.99	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$494k	+14%	7.3k	67.51	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$464k		9.8k	47.21	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$459k	NEW	15k	30.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$457k	-2%	5.8k	78.36	View chart
Bank of America Corporation (BAC)	0.1	$453k	-2%	11k	39.68	View chart
Tesla Motors (TSLA)	0.1	$442k		1.7k	261.63	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$440k		5.3k	83.00	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$433k	-11%	29k	15.10	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$432k	-7%	5.6k	76.59	View chart
Fastenal Company (FAST)	0.1	$427k		6.0k	71.42	View chart
Regions Financial Corporation (RF)	0.1	$423k		18k	23.33	View chart
Comcast Corp Cl A (CMCSA)	0.1	$422k	-7%	10k	41.77	View chart
Verizon Communications (VZ)	0.1	$417k		9.3k	44.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$412k	-5%	2.1k	197.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$404k	-9%	3.5k	116.96	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$400k	NEW	15k	26.95	View chart
Harbor Etf Trust Scientific High (SIHY)	0.1	$399k		8.5k	46.66	View chart
Walt Disney Company (DIS)	0.1	$396k	-2%	4.1k	96.18	View chart
Visa Com Cl A (V)	0.1	$391k	-2%	1.4k	274.95	View chart
Broadcom (AVGO)	0.1	$390k	+866%	2.3k	172.51	View chart
Eli Lilly & Co. (LLY)	0.1	$385k		434.00	886.91	View chart
Anthem (ELV)	0.1	$384k	-8%	739.00	520.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$363k	+14%	1.4k	267.33	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$362k	+40%	5.0k	72.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$362k		2.7k	135.05	View chart
Vanguard World Energy Etf (VDE)	0.1	$354k	-9%	2.9k	122.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$352k	+4%	4.7k	75.11	View chart
Nextera Energy (NEE)	0.1	$350k	-2%	4.1k	84.53	View chart
Automatic Data Processing (ADP)	0.1	$350k		1.3k	276.78	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$344k		4.9k	69.67	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$343k		7.5k	45.70	View chart
Wells Fargo & Company (WFC)	0.1	$342k		6.1k	56.49	View chart
Sherwin-Williams Company (SHW)	0.1	$341k	+3%	893.00	381.67	View chart
Lockheed Martin Corporation (LMT)	0.1	$339k		580.00	584.56	View chart
ConocoPhillips (COP)	0.1	$337k		3.2k	105.28	View chart
Microstrategy Cl A New (MSTR)	0.1	$337k	+900%	2.0k	168.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$335k		892.00	375.18	View chart
Starbucks Corporation (SBUX)	0.1	$333k	-2%	3.4k	97.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$332k		7.3k	45.32	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$329k	-35%	5.7k	57.41	View chart
Tractor Supply Company (TSCO)	0.1	$326k		1.1k	290.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$324k	NEW	14k	23.45	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$321k		1.9k	167.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$321k	-5%	650.00	493.80	View chart
Advanced Micro Devices (AMD)	0.1	$321k	+2%	2.0k	164.08	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$318k	+7%	5.0k	63.85	View chart
Thermo Fisher Scientific (TMO)	0.1	$317k		512.00	618.93	View chart
Ameren Corporation (AEE)	0.1	$313k	NEW	3.6k	87.46	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$310k	-6%	6.1k	50.79	View chart
AutoZone (AZO)	0.1	$293k		93.00	3150.04	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$289k	-27%	10k	29.06	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$287k	-15%	3.0k	95.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$282k	+13%	4.5k	62.31	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$282k		1.0k	281.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$280k	+6%	2.4k	117.29	View chart
Lowe's Companies (LOW)	0.1	$280k		1.0k	270.85	View chart
Cisco Systems (CSCO)	0.1	$277k		5.2k	53.22	View chart
Flaherty & Crumrine Pref. Income (PFD)	0.1	$272k	-10%	23k	11.95	View chart
Valero Energy Corporation (VLO)	0.1	$266k		2.0k	135.03	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$260k	NEW	5.1k	51.05	View chart
Caterpillar (CAT)	0.1	$255k		652.00	391.38	View chart
Ishares Tr Msci Usa Quality (GARP)	0.1	$251k	NEW	4.7k	53.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$250k	NEW	13k	19.72	View chart
International Business Machines (IBM)	0.1	$250k	NEW	1.1k	221.02	View chart
Allegion Ord Shs (ALLE)	0.1	$249k	NEW	1.7k	145.74	View chart
Hp (HPQ)	0.1	$236k		6.6k	35.87	View chart
Eversource Energy (ES)	0.1	$235k	NEW	3.5k	68.06	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$234k	NEW	7.5k	31.08	View chart
Charles Schwab Corporation (SCHW)	0.1	$229k	-9%	3.5k	64.81	View chart
Enterprise Products Partners (EPD)	0.1	$229k	NEW	7.9k	29.11	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$229k		2.4k	95.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$228k		1.2k	189.80	View chart
Altria (MO)	0.1	$225k		4.4k	51.04	View chart
Ge Aerospace Com New (GE)	0.1	$225k	NEW	1.2k	188.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$218k	NEW	1.8k	121.16	View chart
Truist Financial Corp equities (TFC)	0.1	$213k	-6%	5.0k	42.77	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$210k		608.00	345.29	View chart
BP Sponsored Adr (BP)	0.1	$206k	-8%	6.6k	31.39	View chart
Linde SHS (LIN)	0.1	$206k	NEW	431.00	476.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$204k	-5%	2.4k	83.62	View chart
DNP Select Income Fund (DNP)	0.0	$150k		15k	10.04	View chart

Past Filings by LongView Wealth Management

SEC 13F filings are viewable for LongView Wealth Management going back to 2023

LongView Wealth Management 2024 Q3 filed Oct. 9, 2024
LongView Wealth Management 2024 Q2 filed July 22, 2024
LongView Wealth Management 2024 Q1 filed April 16, 2024
LongView Wealth Management 2023 Q4 filed Jan. 10, 2024

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