LongView Wealth Management

LongView Wealth Management as of March 31, 2025

Portfolio Holdings for LongView Wealth Management

LongView Wealth Management holds 201 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.8 $23M 816k 27.96
Home Depot (HD) 4.3 $15M 39k 366.49
Apple (AAPL) 4.2 $14M 63k 222.13
Ishares Tr Morningstar Grwt (ILCG) 3.6 $12M 147k 80.99
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.2 $11M 314k 34.25
Genuine Parts Company (GPC) 3.0 $10M 84k 119.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $9.3M 419k 22.08
Vanguard Index Fds Growth Etf (VUG) 2.5 $8.2M 22k 370.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.3 $7.5M 165k 45.65
Vanguard Index Fds Value Etf (VTV) 2.2 $7.3M 42k 172.74
Ishares Tr Core Msci Eafe (IEFA) 2.1 $6.9M 92k 75.65
Ishares Tr Msci Intl Qualty (IQLT) 1.9 $6.4M 162k 39.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $6.3M 80k 78.28
Ishares Tr Ultra Short-term (ICSH) 1.8 $6.0M 119k 50.70
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.5 $5.2M 145k 35.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $5.1M 11k 468.94
Vanguard Index Fds Small Cp Etf (VB) 1.4 $4.8M 22k 221.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $4.6M 182k 25.04
Fidelity Covington Trust Enhanced Mid (FMDE) 1.4 $4.5M 144k 31.34
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 1.3 $4.4M 216k 20.29
Capital Group Core Balanced SHS (CGBL) 1.2 $4.2M 134k 30.98
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $4.1M 112k 36.14
Schwab Strategic Tr Internl Divid (SCHY) 1.2 $4.0M 157k 25.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.8M 7.1k 532.59
Microsoft Corporation (MSFT) 1.1 $3.7M 9.9k 375.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $3.7M 7.1k 513.90
Southern Company (SO) 1.1 $3.6M 39k 91.95
Coca-Cola Company (KO) 1.1 $3.5M 49k 71.62
Amazon (AMZN) 1.1 $3.5M 18k 190.26
United Parcel Service CL B (UPS) 0.9 $2.9M 27k 109.99
AFLAC Incorporated (AFL) 0.9 $2.9M 26k 111.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.4M 8.8k 274.83
Exxon Mobil Corporation (XOM) 0.7 $2.4M 20k 118.93
NVIDIA Corporation (NVDA) 0.7 $2.3M 22k 108.38
Johnson & Johnson (JNJ) 0.7 $2.3M 14k 165.84
Reaves Util Income Com Sh Ben Int (UTG) 0.7 $2.3M 70k 32.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $2.2M 44k 50.83
Realty Income (O) 0.6 $2.1M 37k 58.01
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.6 $2.0M 87k 22.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.9M 17k 115.95
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.9M 7.4k 258.61
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.6 $1.9M 67k 28.33
Wal-Mart Stores (WMT) 0.6 $1.9M 21k 87.79
Ishares Tr U.s. Tech Etf (IYW) 0.6 $1.8M 13k 140.44
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.5 $1.8M 67k 27.30
Fidelity Covington Trust Enhanced Intl (FENI) 0.5 $1.7M 58k 29.76
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.6M 16k 105.60
Capital Group Dividend Growe Shs Etf (CGDG) 0.5 $1.6M 53k 30.90
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $1.6M 32k 50.02
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.5 $1.6M 48k 33.40
Duke Energy Corp Com New (DUK) 0.5 $1.6M 13k 121.97
Church & Dwight (CHD) 0.4 $1.5M 13k 110.09
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.4 $1.4M 55k 25.81
Abbvie (ABBV) 0.4 $1.4M 6.7k 209.54
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.4M 51k 26.89
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.4 $1.3M 55k 24.48
Vanguard World Mega Cap Index (MGC) 0.4 $1.3M 6.6k 201.39
Vanguard World Mega Grwth Ind (MGK) 0.4 $1.3M 4.2k 308.89
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.3M 13k 98.92
Ishares Tr National Mun Etf (MUB) 0.4 $1.2M 12k 105.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $1.2M 25k 48.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.2M 27k 45.26
At&t (T) 0.4 $1.2M 42k 28.28
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $1.1M 42k 26.82
Procter & Gamble Company (PG) 0.3 $1.1M 6.6k 170.42
Select Sector Spdr Tr Indl (XLI) 0.3 $1.1M 8.5k 131.08
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.3 $1.1M 41k 26.28
Costco Wholesale Corporation (COST) 0.3 $1.1M 1.1k 945.92
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.0M 11k 93.66
Globus Med Cl A (GMED) 0.3 $1.0M 14k 73.20
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.0M 38k 26.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $995k 11k 92.83
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $976k 17k 57.14
Ishares Tr Core S&p500 Etf (IVV) 0.3 $973k 1.7k 562.00
Ishares Tr Msci Usa Quality (GARP) 0.3 $967k 19k 51.02
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $958k 42k 22.98
Meta Platforms Cl A (META) 0.3 $941k 1.6k 576.40
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $927k 4.8k 193.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $909k 4.9k 186.29
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $868k 18k 49.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $840k 6.5k 128.95
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $824k 27k 30.73
JPMorgan Chase & Co. (JPM) 0.2 $823k 3.4k 245.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $815k 13k 63.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $798k 1.00 798442.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $792k 5.1k 156.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $779k 4.5k 173.24
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $753k 18k 41.85
American Express Company (AXP) 0.2 $752k 2.8k 269.06
Welltower Inc Com reit (WELL) 0.2 $746k 4.9k 153.23
Alphabet Cap Stk Cl A (GOOGL) 0.2 $742k 4.8k 154.65
Ishares Tr Core High Dv Etf (HDV) 0.2 $709k 5.9k 121.12
McDonald's Corporation (MCD) 0.2 $698k 2.2k 312.43
Pepsi (PEP) 0.2 $692k 4.6k 149.95
Vanguard Index Fds Large Cap Etf (VV) 0.2 $676k 2.6k 257.04
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $670k 6.6k 102.18
PIMCO Corporate Income Fund (PCN) 0.2 $656k 48k 13.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $649k 13k 51.49
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $639k 20k 32.28
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $628k 9.5k 65.76
UnitedHealth (UNH) 0.2 $618k 1.2k 523.61
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $610k 33k 18.59
Dominion Resources (D) 0.2 $609k 11k 56.07
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $596k 5.8k 103.47
Abbott Laboratories (ABT) 0.2 $590k 4.4k 132.65
Digital Realty Trust (DLR) 0.2 $578k 4.0k 143.28
Microstrategy Cl A New (MSTR) 0.2 $577k 2.0k 288.27
Capital Group New Geography SHS (CGNG) 0.2 $562k 22k 25.16
Capital Group Global Equity SHS (CGGE) 0.2 $556k 22k 25.86
Ishares Tr Core Total Usd (IUSB) 0.2 $552k 12k 46.08
Chevron Corporation (CVX) 0.2 $533k 3.2k 167.29
Tesla Motors (TSLA) 0.2 $511k 2.0k 259.16
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $511k 2.5k 202.13
Agilent Technologies Inc C ommon (A) 0.2 $506k 4.3k 116.98
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $505k 6.6k 76.57
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $486k 7.0k 69.52
Bluelinx Hldgs Com New (BXC) 0.1 $485k 6.5k 74.98
Keysight Technologies (KEYS) 0.1 $484k 3.2k 149.77
Ishares Tr Rus 1000 Etf (IWB) 0.1 $483k 1.6k 306.75
Bank of America Corporation (BAC) 0.1 $481k 12k 41.73
Norfolk Southern (NSC) 0.1 $480k 2.0k 236.83
Packaging Corporation of America (PKG) 0.1 $477k 2.4k 198.02
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $473k 2.7k 172.26
Fastenal Company (FAST) 0.1 $469k 6.0k 77.55
Select Sector Spdr Tr Financial (XLF) 0.1 $467k 9.4k 49.81
Visa Com Cl A (V) 0.1 $456k 1.3k 350.46
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $450k 6.4k 70.43
Rio Tinto Sponsored Adr (RIO) 0.1 $445k 7.4k 60.08
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $436k 9.4k 46.31
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $436k 5.7k 76.62
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $434k 5.3k 81.66
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $401k 5.2k 77.05
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $396k 5.8k 68.32
Broadcom (AVGO) 0.1 $392k 2.3k 167.43
Automatic Data Processing (ADP) 0.1 $389k 1.3k 305.55
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $385k 2.4k 160.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $384k 1.5k 251.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $378k 5.1k 73.45
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $367k 1.0k 360.97
Verizon Communications (VZ) 0.1 $365k 8.0k 45.36
Ameren Corporation (AEE) 0.1 $365k 3.6k 100.39
Ishares Tr Select Divid Etf (DVY) 0.1 $361k 2.7k 134.27
Capital Group International SHS (CGIE) 0.1 $360k 12k 29.32
Anthem (ELV) 0.1 $358k 824.00 434.71
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $357k 3.1k 116.56
Eli Lilly & Co. (LLY) 0.1 $356k 431.00 825.10
Ishares Tr Mbs Etf (MBB) 0.1 $355k 3.8k 93.77
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $355k 4.3k 82.94
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $353k 1.9k 190.60
Comcast Corp Cl A (CMCSA) 0.1 $349k 9.4k 36.90
Arthur J. Gallagher & Co. (AJG) 0.1 $345k 1.0k 345.21
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $342k 6.2k 55.45
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $341k 2.9k 117.49
Enterprise Products Partners (EPD) 0.1 $339k 9.9k 34.14
AutoZone (AZO) 0.1 $336k 88.00 3812.78
Starbucks Corporation (SBUX) 0.1 $335k 3.4k 98.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $333k 1.9k 170.91
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $326k 7.5k 43.40
Ishares Tr Core Div Grwth (DGRO) 0.1 $320k 5.2k 61.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $318k 5.5k 58.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $311k 1.7k 188.16
Harbor Etf Trust Scientific High (SIHY) 0.1 $311k 7.0k 44.65
National Grid Sponsored Adr Ne (NGG) 0.1 $310k 4.7k 65.61
ConocoPhillips (COP) 0.1 $304k 2.9k 105.02
Tractor Supply Company (TSCO) 0.1 $304k 5.5k 55.10
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $298k 15k 19.59
Sherwin-Williams Company (SHW) 0.1 $293k 839.00 349.19
Walt Disney Company (DIS) 0.1 $289k 2.9k 98.70
Ishares Tr Esg Aware Msci (ESML) 0.1 $289k 7.5k 38.41
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $288k 5.6k 51.13
Ge Aerospace Com New (GE) 0.1 $285k 1.4k 200.11
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $280k 2.7k 104.58
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $274k 10k 27.26
Nextera Energy (NEE) 0.1 $273k 3.9k 70.90
Altria (MO) 0.1 $272k 4.5k 60.02
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $272k 5.5k 49.53
Cisco Systems (CSCO) 0.1 $270k 4.4k 61.72
Ishares Tr Global 100 Etf (IOO) 0.1 $269k 2.8k 96.29
Palantir Technologies Cl A (PLTR) 0.1 $266k 3.1k 84.40
Charles Schwab Corporation (SCHW) 0.1 $258k 3.3k 78.28
Flaherty & Crumrine Pref. Income (PFD) 0.1 $256k 23k 11.22
Mastercard Incorporated Cl A (MA) 0.1 $248k 452.00 548.12
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $244k 3.1k 79.85
Lockheed Martin Corporation (LMT) 0.1 $240k 537.00 446.71
Thermo Fisher Scientific (TMO) 0.1 $237k 476.00 497.52
Valero Energy Corporation (VLO) 0.1 $237k 1.8k 132.07
Delta Air Lines Inc Del Com New (DAL) 0.1 $236k 5.4k 43.60
Vanguard World Energy Etf (VDE) 0.1 $234k 1.8k 129.71
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $228k 2.5k 92.29
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $224k 8.0k 27.92
International Business Machines (IBM) 0.1 $224k 899.00 248.74
Black Stone Minerals Com Unit (BSM) 0.1 $222k 15k 15.27
Allegion Ord Shs (ALLE) 0.1 $222k 1.7k 130.46
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $216k 3.1k 69.74
Lowe's Companies (LOW) 0.1 $214k 919.00 233.23
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $207k 5.7k 36.29
Ishares Core Msci Emkt (IEMG) 0.1 $207k 3.8k 53.97
Truist Financial Corp equities (TFC) 0.1 $205k 5.0k 41.15
Raytheon Technologies Corp (RTX) 0.1 $204k 1.5k 132.49
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $203k 608.00 334.48
DNP Select Income Fund (DNP) 0.0 $148k 15k 9.89