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Westview Management dba Westview Investment Advisors

Latest statistics and disclosures from Westview Management dba Westview Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002073768

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Positions held by Westview Management dba Westview Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Westview Management dba Westview Investment Advisors

Westview Management dba Westview Investment Advisors holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	6.5	$14M	162k	83.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	6.0	$13M	105k	119.35	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.0	$8.3M	164k	50.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	3.6	$7.6M	79k	96.28	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	3.6	$7.5M	386k	19.39	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	3.2	$6.7M	161k	41.27	View chart
Alphabet Cap Stk Cl C (GOOG)	3.1	$6.6M	21k	313.80	View chart
NVIDIA Corporation (NVDA)	3.0	$6.2M	33k	186.50	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	2.8	$5.8M	156k	37.09	View chart
Microsoft Corporation (MSFT)	2.4	$5.1M	11k	483.60	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	2.4	$5.0M	131k	38.33	View chart
Amazon (AMZN)	2.3	$4.9M	21k	230.82	View chart
Casey's General Stores (CASY)	2.3	$4.8M	8.7k	552.72	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	2.2	$4.6M	134k	34.45	View chart
Corning Incorporated (GLW)	2.2	$4.6M	53k	87.56	View chart
Meta Platforms Cl A (META)	2.2	$4.6M	7.0k	660.13	View chart
Mastercard Incorporated Cl A (MA)	2.1	$4.3M	7.5k	570.85	View chart
Sharkninja Com Shs (SN)	2.0	$4.1M	37k	111.90	View chart
Spdr Series Trust State Street Spd (KRE)	1.9	$4.0M	62k	64.81	View chart
TJX Companies (TJX)	1.9	$4.0M	26k	153.61	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.9	$3.9M	36k	110.15	View chart
CRH Ord (CRH)	1.7	$3.6M	29k	124.80	View chart
Astrazeneca Sponsored Adr	1.7	$3.6M	39k	91.93	View chart
JPMorgan Chase & Co. (JPM)	1.6	$3.4M	11k	322.23	View chart
Waste Connections (WCN)	1.6	$3.3M	19k	175.36	View chart
Charles Schwab Corporation (SCHW)	1.6	$3.3M	33k	99.91	View chart
MercadoLibre (MELI)	1.5	$3.2M	1.6k	2014.49	View chart
Western Asset Managed Municipals Fnd (MMU)	1.5	$3.1M	297k	10.44	View chart
Palo Alto Networks (PANW)	1.5	$3.0M	17k	184.20	View chart
AES Corporation (AES)	1.4	$3.0M	208k	14.34	View chart
Tractor Supply Company (TSCO)	1.4	$3.0M	59k	50.01	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	1.4	$2.8M	6.3k	453.37	View chart
Shell Spon Ads (SHEL)	1.3	$2.8M	38k	73.48	View chart
Sherwin-Williams Company (SHW)	1.3	$2.7M	8.2k	324.04	View chart
Advanced Micro Devices (AMD)	1.1	$2.4M	11k	214.15	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$2.4M	23k	103.56	View chart
Boston Scientific Corporation (BSX)	1.1	$2.4M	25k	95.35	View chart
Autodesk (ADSK)	1.1	$2.3M	7.9k	296.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$2.3M	19k	121.75	View chart
Costco Wholesale Corporation (COST)	1.0	$2.2M	2.5k	862.28	View chart
Ryan Specialty Holdings Cl A (RYAN)	1.0	$2.1M	40k	51.63	View chart
Simpson Manufacturing (SSD)	1.0	$2.1M	13k	161.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.0M	71k	27.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$2.0M	65k	30.07	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.7	$1.5M	118k	12.58	View chart
Veracyte (VCYT)	0.7	$1.4M	33k	42.10	View chart
Aaon Com Par $0.004 (AAON)	0.6	$1.4M	18k	76.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$1.2M	23k	52.88	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.6	$1.2M	122k	10.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.1M	4.3k	257.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$984k	3.1k	312.98	View chart
Tg Therapeutics (TGTX)	0.5	$955k	32k	29.81	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$881k	13k	67.43	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.3	$716k	44k	16.32	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$646k	54k	12.02	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$515k	5.3k	97.80	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$490k	11k	46.04	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$461k	6.9k	67.22	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$457k	10k	45.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$436k	1.1k	396.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$409k	4.6k	89.47	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.2	$408k	38k	10.76	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.2	$399k	7.9k	50.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$365k	4.5k	81.17	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$342k	9.2k	37.39	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$313k	7.0k	44.65	View chart
Oneok (OKE)	0.1	$287k	3.9k	73.50	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$279k	13k	21.00	View chart
United Parcel Service CL B (UPS)	0.1	$258k	2.6k	99.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$240k	1.3k	191.56	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$213k	20k	10.87	View chart
BlackRock Municipal Income Trust II (BLE)	0.1	$208k	20k	10.44	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.1	$164k	15k	10.70	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$121k	11k	11.30	View chart
Tronox Holdings SHS (TROX)	0.0	$42k	10k	4.17	View chart

Past Filings by Westview Management dba Westview Investment Advisors

SEC 13F filings are viewable for Westview Management dba Westview Investment Advisors going back to 2025

Westview Management dba Westview Investment Advisors 2025 Q4 filed Jan. 9, 2026

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