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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, GPC, ILCG, and represent 24.38% of LongView Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSV, IEFA, FBND, CGGR, ILCG, SCHX, SCHD, SCHY, WMT, ICSH.
Started 12 new stock positions in CGMS, FEN, FIDU, EFA, LIN, MSTR, IWP, SPTI, FHLC, XLE. CGBL, QCOM.
Reduced shares in these 10 stocks: SCHP, VO, AAPL, HD, EFX, KO, XOM, , VTIP, IVW.
Sold out of its positions in CSX, Canoo Inc Com Cl A, EFX, UNH, VTIP, WBD.
LongView Wealth Management was a net buyer of stock by $13M.
LongView Wealth Management has $252M in assets under management (AUM), dropping by 12.64%.
Central Index Key (CIK): 0001990190

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Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 176 positions in its portfolio as reported in the March 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	$15M	+4%	184k	80.63	View chart
Home Depot (HD)	5.9	$15M	-2%	39k	383.60	View chart
Apple (AAPL)	4.7	$12M	-3%	69k	171.48	View chart
Genuine Parts Company (GPC)	4.6	$12M		75k	154.93	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.4	$8.5M	+18%	112k	75.48	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$7.1M	+3%	21k	344.21	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.8	$7.0M	+36%	219k	31.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.2	$5.6M	+14%	91k	62.06	View chart
Ishares Tr Blackrock Ultra (ICSH)	2.1	$5.3M	+10%	105k	50.56	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$5.0M	+4%	31k	162.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$5.0M	-4%	22k	228.60	View chart
Microsoft Corporation (MSFT)	1.9	$4.8M		12k	420.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$4.6M		10k	444.01	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$4.5M	+72%	100k	45.31	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$4.4M	+5%	112k	39.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$4.1M	+94%	56k	74.22	View chart
United Parcel Service CL B (UPS)	1.6	$4.0M		27k	148.63	View chart
First Tr Mlp & Energy Income (FEI)	1.6	$3.9M		405k	9.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$3.8M	+179%	49k	76.67	View chart
Amazon (AMZN)	1.4	$3.6M		20k	180.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$3.1M		7.4k	420.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$3.1M	+6%	33k	92.72	View chart
Southern Company (SO)	1.1	$2.9M	-4%	40k	71.74	View chart
Exxon Mobil Corporation (XOM)	1.1	$2.7M	-8%	23k	116.24	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.0	$2.5M	+9%	77k	32.50	View chart
Johnson & Johnson (JNJ)	0.9	$2.3M	-2%	15k	158.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.3M		8.8k	259.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.3M	+21%	45k	50.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.2M	+13%	4.6k	480.66	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.9	$2.2M	+40%	91k	24.26	View chart
Coca-Cola Company (KO)	0.8	$2.1M	-11%	34k	61.18	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.8	$2.0M		75k	26.96	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.8	$1.9M		74k	25.78	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.7	$1.9M		38k	49.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$1.8M		14k	135.06	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.7	$1.8M	-2%	59k	30.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$1.7M	+3%	5.8k	286.63	View chart
NVIDIA Corporation (NVDA)	0.6	$1.6M		1.8k	903.57	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$1.6M	-24%	31k	52.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.5M	-8%	36k	41.77	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.6	$1.5M		42k	35.61	View chart
Church & Dwight (CHD)	0.6	$1.5M	-6%	14k	104.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.5M	-24%	5.9k	249.88	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$1.3M	+6%	60k	22.46	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$1.3M		11k	125.96	View chart
AFLAC Incorporated (AFL)	0.5	$1.3M		15k	85.86	View chart
Abbvie (ABBV)	0.5	$1.3M	-8%	7.0k	182.10	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$1.2M		6.5k	186.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.2M		12k	97.94	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.5	$1.1M		40k	28.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.1M	+6%	5.7k	191.88	View chart
Procter & Gamble Company (PG)	0.4	$1.1M		6.6k	162.26	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$1.1M	+53%	37k	28.80	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$1.1M	+19%	14k	75.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.0M	-7%	12k	83.58	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$939k		29k	32.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$935k	+2%	6.2k	150.93	View chart
Wal-Mart Stores (WMT)	0.4	$932k	+206%	16k	60.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$931k	+43%	19k	49.19	View chart
Realty Income (O)	0.4	$891k	+2%	17k	54.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$874k	-8%	4.8k	182.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$870k	+2%	5.1k	169.36	View chart
Meta Platforms Cl A (META)	0.3	$856k		1.8k	485.59	View chart
Globus Med Cl A (GMED)	0.3	$826k	-15%	15k	53.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$823k	-4%	5.4k	152.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$813k		3.4k	239.73	View chart
Duke Energy Corp Com New (DUK)	0.3	$800k	-3%	8.3k	96.71	View chart
Chevron Corporation (CVX)	0.3	$791k	-6%	5.0k	157.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$788k		12k	63.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$780k	+33%	2.7k	288.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$773k	-23%	9.2k	84.44	View chart
Pepsi (PEP)	0.3	$752k	+14%	4.3k	175.03	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$746k	+15%	28k	27.01	View chart
Costco Wholesale Corporation (COST)	0.3	$740k		1.0k	732.55	View chart
At&t (T)	0.3	$722k	-19%	41k	17.60	View chart
JPMorgan Chase & Co. (JPM)	0.3	$712k	-3%	3.6k	200.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$709k		4.0k	175.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$665k		6.6k	101.41	View chart
McDonald's Corporation (MCD)	0.3	$664k		2.4k	281.94	View chart
American Express Company (AXP)	0.3	$656k	-10%	2.9k	227.72	View chart
Rio Tinto Sponsored Adr (RIO)	0.3	$654k	-2%	10k	63.74	View chart
Bluelinx Hldgs Com New (BXC)	0.3	$637k		4.9k	130.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$630k		5.7k	110.21	View chart
Agilent Technologies Inc C ommon (A)	0.2	$630k		4.3k	145.51	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$592k	+23%	19k	31.16	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$578k	-20%	15k	39.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$559k	+5%	1.1k	525.69	View chart
Norfolk Southern (NSC)	0.2	$556k		2.2k	254.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$550k	+4%	4.5k	121.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$548k	+12%	12k	45.31	View chart
Walt Disney Company (DIS)	0.2	$535k	-2%	4.4k	122.36	View chart
Black Stone Minerals Com Unit (BSM)	0.2	$527k	-2%	33k	15.98	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$524k	-26%	10k	51.60	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$519k	+52%	19k	27.94	View chart
Abbott Laboratories (ABT)	0.2	$514k	-8%	4.5k	113.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$514k	-3%	33k	15.73	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$512k	NEW	18k	29.11	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$510k	+8%	6.7k	76.00	View chart
Keysight Technologies (KEYS)	0.2	$504k		3.2k	156.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$501k	+3%	2.7k	187.35	View chart
Digital Realty Trust (DLR)	0.2	$492k		3.4k	144.05	View chart
Medtronic SHS (MDT)	0.2	$485k		5.6k	87.14	View chart
Welltower Inc Com reit (WELL)	0.2	$478k	+2%	5.1k	93.44	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$475k	+10%	6.6k	72.33	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$472k	-20%	10k	45.59	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$465k	+33%	10k	45.61	View chart
Fastenal Company (FAST)	0.2	$456k		5.9k	77.14	View chart
Bank of America Corporation (BAC)	0.2	$451k		12k	37.92	View chart
Tractor Supply Company (TSCO)	0.2	$450k		1.7k	261.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$449k		4.1k	110.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$447k	+32%	5.9k	75.41	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$446k		6.1k	73.05	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$446k		6.3k	70.68	View chart
Vanguard World Energy Etf (VDE)	0.2	$436k	-4%	3.3k	131.69	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$426k		5.6k	76.36	View chart
Advanced Micro Devices (AMD)	0.2	$423k		2.3k	180.49	View chart
ConocoPhillips (COP)	0.2	$423k	-3%	3.3k	127.28	View chart
Anthem (ELV)	0.2	$418k		806.00	518.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$413k	+5%	2.2k	186.81	View chart
Tesla Motors (TSLA)	0.2	$411k	+2%	2.3k	175.79	View chart
PIMCO Corporate Income Fund (PCN)	0.2	$411k	+19%	29k	13.97	View chart
Visa Com Cl A (V)	0.2	$411k	-12%	1.5k	279.10	View chart
Harbor Etf Trust Scientific High (SIHY)	0.2	$392k		8.6k	45.52	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$390k	-29%	4.2k	92.41	View chart
Verizon Communications (VZ)	0.2	$384k		9.2k	41.96	View chart
Starbucks Corporation (SBUX)	0.2	$379k		4.1k	91.39	View chart
Comcast Corp Cl A (CMCSA)	0.1	$363k		8.4k	43.35	View chart
Regions Financial Corporation (RF)	0.1	$353k		17k	21.04	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$345k		7.5k	45.94	View chart
Eli Lilly & Co. (LLY)	0.1	$343k	-4%	440.00	778.64	View chart
Valero Energy Corporation (VLO)	0.1	$341k		2.0k	170.69	View chart
Microstrategy Cl A New (MSTR)	0.1	$341k	NEW	200.00	1704.56	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$337k	-9%	4.9k	68.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$335k	-27%	695.00	481.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$332k		4.6k	72.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$329k	-23%	2.7k	123.20	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$321k		6.7k	47.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$320k		551.00	580.83	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$318k	+32%	5.2k	61.53	View chart
Broadcom (AVGO)	0.1	$315k	-30%	238.00	1325.41	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$308k		7.3k	42.12	View chart
Cisco Systems (CSCO)	0.1	$307k	-2%	6.2k	49.91	View chart
Sherwin-Williams Company (SHW)	0.1	$299k	-2%	861.00	347.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$299k		1.9k	155.91	View chart
Flaherty & Crumrine Pref. Income (PFD)	0.1	$294k	-5%	28k	10.61	View chart
AutoZone (AZO)	0.1	$293k		93.00	3151.65	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$292k	+12%	1.1k	260.64	View chart
Charles Schwab Corporation (SCHW)	0.1	$284k		3.9k	72.34	View chart
BP Sponsored Adr (BP)	0.1	$283k	-19%	7.5k	37.68	View chart
Lowe's Companies (LOW)	0.1	$274k	-2%	1.1k	254.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$272k	+7%	807.00	337.19	View chart
Caterpillar (CAT)	0.1	$269k	-3%	735.00	366.38	View chart
salesforce (CRM)	0.1	$258k	-2%	858.00	301.18	View chart
Intel Corporation (INTC)	0.1	$251k		5.7k	44.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$251k		13k	19.29	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$250k		999.00	250.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$243k	+415%	4.0k	60.74	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$241k	-27%	2.2k	107.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$234k		4.3k	54.43	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$232k	NEW	8.6k	27.04	View chart
Automatic Data Processing (ADP)	0.1	$228k	-13%	913.00	249.86	View chart
Lockheed Martin Corporation (LMT)	0.1	$226k	-2%	496.00	454.87	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$219k	NEW	7.8k	28.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$218k		1.2k	179.11	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$217k		2.4k	90.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$215k	NEW	2.3k	94.40	View chart
Truist Financial Corp equities (TFC)	0.1	$213k	-20%	5.5k	38.98	View chart
Boeing Company (BA)	0.1	$209k	-14%	1.1k	192.99	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$207k	NEW	3.1k	67.80	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$206k	NEW	3.0k	69.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$205k	NEW	2.6k	79.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$205k	NEW	1.8k	114.14	View chart
Qualcomm (QCOM)	0.1	$203k	NEW	1.2k	169.30	View chart
Linde SHS (LIN)	0.1	$200k	NEW	431.00	464.32	View chart
First Trust Energy Income & Gr (FEN)	0.1	$188k	NEW	12k	16.34	View chart
DNP Select Income Fund (DNP)	0.1	$187k		21k	9.07	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 Q1 filed April 16, 2024
LongView Wealth Management 2023 Q4 filed Jan. 10, 2024

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