Westview Management dba Westview Investment Advisors

Westview Management dba Westview Investment Advisors as of Dec. 31, 2025

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