Westview Management dba Westview Investment Advisors

Westview Management dba Westview Investment Advisors as of March 31, 2026

Portfolio Holdings for Westview Management dba Westview Investment Advisors

Westview Management dba Westview Investment Advisors holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.4 $12M 148k 82.75
Ishares Tr 3 7 Yr Treas Bd (IEI) 6.2 $12M 101k 118.60
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.9 $7.6M 150k 50.37
Ishares Tr Jpmorgan Usd Emg (EMB) 3.6 $6.9M 73k 93.93
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 3.5 $6.7M 355k 19.00
Ssga Active Etf Tr State Street Bla (SRLN) 3.1 $6.0M 150k 40.14
Cambria Etf Tr Emrg Sharehldr (EYLD) 2.8 $5.4M 130k 41.41
NVIDIA Corporation (NVDA) 2.8 $5.3M 31k 174.40
Alphabet Cap Stk Cl C (GOOG) 2.8 $5.3M 19k 286.87
Ishares Tr Msci Euro Fl Etf (EUFN) 2.6 $5.1M 145k 34.85
Casey's General Stores (CASY) 2.4 $4.7M 6.4k 727.81
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 2.4 $4.6M 126k 36.18
Amazon (AMZN) 2.2 $4.2M 20k 208.27
Corning Incorporated (GLW) 2.2 $4.1M 31k 135.97
Ishares Tr Latn Amer 40 Etf (ILF) 2.1 $4.0M 114k 35.52
Microsoft Corporation (MSFT) 2.1 $4.0M 11k 370.18
Ishares Tr Trust Ishare 0-1 (SHV) 2.0 $3.8M 34k 110.39
Spdr Series Trust State Street Spd (XOP) 1.9 $3.7M 21k 181.83
Meta Platforms Cl A (META) 1.9 $3.7M 6.5k 572.09
TJX Companies (TJX) 1.9 $3.7M 23k 159.70
Spdr Series Trust State Street Spd (KRE) 1.9 $3.6M 56k 65.15
Mastercard Incorporated Cl A (MA) 1.8 $3.5M 6.9k 499.63
Sharkninja Com Shs (SN) 1.8 $3.5M 33k 105.90
Astrazeneca Ord (AZN) 1.7 $3.4M 17k 197.22
Shell Spon Ads (SHEL) 1.7 $3.3M 36k 93.00
Western Asset Managed Municipals Fnd (MMU) 1.6 $3.0M 297k 10.28
Palo Alto Networks (PANW) 1.6 $3.0M 19k 160.32
Charles Schwab Corporation (SCHW) 1.5 $2.9M 31k 93.98
Waste Connections (WCN) 1.5 $2.9M 18k 162.44
CRH Ord (CRH) 1.5 $2.8M 27k 105.12
JPMorgan Chase & Co. (JPM) 1.5 $2.8M 9.6k 294.18
Intuit (INTU) 1.4 $2.8M 6.4k 432.38
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $2.6M 5.9k 446.55
Costco Wholesale Corporation (COST) 1.4 $2.6M 2.6k 996.36
Advanced Micro Devices (AMD) 1.3 $2.4M 12k 203.43
Tractor Supply Company (TSCO) 1.1 $2.1M 46k 45.30
Sherwin-Williams Company (SHW) 1.0 $2.0M 6.2k 320.53
Simpson Manufacturing (SSD) 1.0 $2.0M 12k 171.62
MercadoLibre (MELI) 1.0 $2.0M 1.1k 1729.30
Broadcom (AVGO) 0.9 $1.8M 5.7k 309.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.7M 57k 30.68
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $1.7M 16k 109.69
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.6M 53k 30.96
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.6M 6.0k 261.90
Ishares Tr Msci Usa Value (VLUE) 0.8 $1.5M 10k 142.20
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.7 $1.4M 117k 12.18
BlackRock MuniHoldings Fund (MHD) 0.7 $1.3M 119k 11.28
Argenx Se Sponsored Adr (ARGX) 0.7 $1.3M 1.7k 730.25
Aaon Com Par $0.004 (AAON) 0.6 $1.2M 15k 82.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $1.2M 23k 52.56
Veracyte (VCYT) 0.5 $986k 31k 32.21
Tg Therapeutics (TGTX) 0.5 $972k 29k 33.22
Alphabet Cap Stk Cl A (GOOGL) 0.5 $884k 3.1k 287.55
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $858k 13k 65.69
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $633k 7.0k 90.94
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $618k 54k 11.50
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $615k 14k 45.50
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.3 $577k 36k 16.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $552k 5.7k 96.70
Ishares Tr Esg Select Scre (XJH) 0.2 $401k 8.8k 45.37
Spdr Gold Tr Gold Shs (GLD) 0.2 $387k 900.00 430.29
Oneok (OKE) 0.2 $371k 4.1k 90.39
Eaton Vance Mun Income Tr Sh Ben Int (EVN) 0.2 $342k 33k 10.41
United Parcel Svcs CL B (UPS) 0.2 $335k 3.4k 98.38
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $271k 13k 20.41
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $261k 1.4k 191.85
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $243k 5.4k 45.06
Blackrock Muniyield Insured Fund (MYI) 0.1 $209k 20k 10.51
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $158k 15k 10.30
Blackrock Muniyield Quality Fund (MQY) 0.1 $118k 11k 10.98