Westview Management dba Westview Investment Advisors

Westview Management dba Westview Investment Advisors as of June 30, 2026

Portfolio Holdings for Westview Management dba Westview Investment Advisors

Westview Management dba Westview Investment Advisors holds 67 positions in its portfolio as reported in the June 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 $13M 158k 82.65
Ishares Tr 3 7 Yr Treas Bd (IEI) 5.7 $12M 100k 117.45
Ishares Tr Jpmorgan Usd Emg (EMB) 3.8 $7.8M 81k 96.44
Corning Incorporated (GLW) 3.7 $7.6M 30k 255.43
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $7.3M 144k 50.49
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 3.2 $6.6M 344k 19.29
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 3.1 $6.4M 158k 40.29
Alphabet Cap Stk Cl C (GOOG) 3.1 $6.3M 18k 353.34
Advanced Micro Devices (AMD) 3.0 $6.2M 11k 580.90
NVIDIA Corporation (NVDA) 3.0 $6.0M 30k 200.09
Cambria Etf Tr Emrg Sharehldr (EYLD) 2.9 $6.0M 132k 45.41
Palo Alto Networks (PANW) 2.9 $5.8M 17k 341.03
Ishares Tr Msci Euro Fl Etf (EUFN) 2.8 $5.6M 144k 38.99
Casey's General Stores (CASY) 2.5 $5.1M 6.4k 794.80
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 2.4 $4.9M 124k 39.75
Sharkninja Com Shs (SN) 2.3 $4.7M 31k 152.27
Amazon (AMZN) 2.3 $4.7M 20k 238.34
Microsoft Corporation (MSFT) 2.0 $4.1M 11k 373.03
Ishares Tr Trust Ishare 0-1 (SHV) 2.0 $4.1M 37k 110.35
Spdr Series Trust St Str Sp Regbnk (KRE) 1.9 $3.8M 51k 74.85
Ishares Tr Latn Amer 40 Etf (ILF) 1.8 $3.8M 112k 33.75
Mastercard Incorporated Cl A (MA) 1.7 $3.5M 6.9k 513.62
TJX Companies (TJX) 1.7 $3.5M 23k 151.50
Western Asset Managed Municipals Fnd (MMU) 1.5 $3.1M 295k 10.42
Astrazeneca Ord (AZN) 1.5 $3.1M 16k 189.62
JPMorgan Chase & Co. (JPM) 1.5 $3.0M 9.3k 327.33
Vertex Pharmaceuticals Incorporated (VRTX) 1.5 $3.0M 6.0k 496.74
Charles Schwab Corporation (SCHW) 1.4 $2.8M 30k 92.27
CRH Ord (CRH) 1.4 $2.8M 26k 107.00
Ares Management Corporation Cl A Com Stk (ARES) 1.4 $2.8M 25k 111.31
Shell Spon Ads (SHEL) 1.3 $2.6M 33k 77.54
Constellation Energy (CEG) 1.2 $2.5M 10k 248.37
Costco Wholesale Corporation (COST) 1.2 $2.5M 2.7k 935.41
Simpson Manufacturing (SSD) 1.2 $2.4M 11k 209.34
Broadcom (AVGO) 1.1 $2.2M 5.9k 377.75
Sherwin-Williams Company (SHW) 1.0 $2.0M 5.9k 344.33
Ishares Tr Msci Usa Value (VLUE) 1.0 $2.0M 10k 199.80
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.0 $2.0M 16k 127.81
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.9M 6.4k 303.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $1.9M 52k 36.87
Aaon Com Par $0.004 (AAON) 0.9 $1.9M 15k 126.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.8M 57k 31.71
Veracyte (VCYT) 0.9 $1.8M 31k 58.73
Fidelity Covington Trust Clean Energy Etf (FRNW) 0.9 $1.7M 71k 24.38
Tg Therapeutics (TGTX) 0.8 $1.6M 29k 54.94
Argenx Se Sponsored Adr (ARGX) 0.8 $1.6M 1.7k 927.77
BlackRock MuniHoldings Fund (MHD) 0.7 $1.5M 122k 11.90
Blackrock Muniyield Insured Fund (MYI) 0.6 $1.3M 115k 11.11
Neurocrine Biosciences (NBIX) 0.6 $1.2M 6.9k 168.54
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $1.0M 20k 52.41
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.0M 2.8k 357.35
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.5 $949k 75k 12.68
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $756k 6.5k 117.06
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $617k 12k 49.99
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.3 $566k 35k 16.17
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $561k 8.3k 67.24
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $434k 36k 12.12
Ishares Tr Esg Select Scre (XJH) 0.2 $401k 7.7k 52.15
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $390k 3.8k 103.96
United Parcel Svcs CL B (UPS) 0.2 $387k 3.6k 107.50
Oneok (OKE) 0.2 $357k 4.1k 86.94
Spdr Gold Tr Gold Shs (GLD) 0.1 $267k 725.00 368.38
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $242k 4.6k 52.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $240k 1.1k 212.77
Morgan Stanley Etf Trust Calve Index Etf (CVIE) 0.1 $207k 2.4k 85.01
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $161k 15k 10.54
Eaton Vance Mun Income Tr Sh Ben Int (EVN) 0.1 $153k 14k 11.26