LW
| |
LongView Wealth Management13F | |
| LongView Wealth Management | |
| Last update 2025-04-22 | 200 Stocks (8 new) |
| Value $333.00 Mil | Turnover 5 % |
LongView Wealth Management Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 815,541 | 22,802.5 | +6.27% | 6.840 | +0.40% | 0.030 | -4.29% | -1.17% | 69,036.5 | ||
HD | The Home Depot Inc | 39,432 | 14,451.4 | -0.33% | 4.340 | -0.02% | 0.000 | +0.66% | -4.56% | 364,780.4 | Retail - Cyclical | |
AAPL | Apple Inc | 63,118 | 14,020.5 | -3.26% | 4.210 | -0.16% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
JKE |
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
| 147,279 | 11,928.1 | +3.23% | 3.580 | +0.11% | - | +15.68% | +7.66% | 0 | ||
CGGR | Capital Group Growth ETF | 313,451 | 10,735.7 | +5.02% | 3.220 | +0.15% | 0.090 | +18.69% | +9.36% | 13,331.6 | ||
GPC | Genuine Parts Co | 84,341 | 10,048.4 | +0.02% | 3.020 | 0% | 0.060 | +2.66% | +5.62% | 16,836.6 | Vehicles & Parts | |
SCHX | Schwab U.S. Large-Cap ETF | 418,981 | 9,251.1 | +6.45% | 2.780 | +0.17% | 0.020 | +11.02% | +6.06% | 55,888.2 | ||
VUG | Vanguard Growth ETF | 22,177 | 8,223.6 | -1.32% | 2.470 | -0.04% | 0.010 | +18.36% | +7.08% | 151,197.7 | ||
FBND | Fidelity Total Bond ETF | 164,488 | 7,508.9 | +5.15% | 2.250 | +0.11% | 0.040 | +1.42% | +4.31% | 18,594.6 | ||
VTV | Vanguard Value ETF | 42,135 | 7,278.4 | +5.31% | 2.180 | +0.11% | 0.000 | +2.88% | +5.58% | 129,647.6 |
LongView Wealth Management's Historical Top Holdings Breakdowns
LongView Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FMDE | Fidelity Enhanced Mid Cap ETF | 2025-03-31 | Add Add | +0.68% | 30.53 ($33.12) 34.64 | $34.41 | 3.91% | Add 101.84% | 143,851 | 72,580 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.40% | 27.01 ($27.88) 28.54 | $26.50 | -4.95% | Add 6.27% | 815,541 | 48,108 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.24% | 663000 ($729331) 801950 | $728,800.00 | -0.07% | New holding | 1 | 1 | |
CGBL | Capital Group Core Balanced ETF | 2025-03-31 | Add Add | +0.24% | 30.81 ($31.74) 32.56 | $33.44 | 5.36% | Add 23.54% | 134,364 | 25,599 | |
AFL | Aflac Inc | 2025-03-31 | Add Add | +0.23% | 100.99 ($106.07) 111.19 | $105.46 | -0.58% | Add 35.77% | 26,354 | 6,943 | |
STLG | STLG | 2025-03-31 | Add Add | +0.22% | 50.75 ($55.91) 59.22 | $48.84 | -12.65% | Add 303.21% | 18,951 | 14,251 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +0.20% | 24.91 ($27.39) 29.02 | $29.21 | 6.64% | Add 17.52% | 182,243 | 27,164 | |
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 2025-03-31 | New Buy New Buy | +0.19% | 31.84 ($33.52) 34.63 | $35.28 | 5.25% | New holding | 19,800 | 19,800 | |
JKH |
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
| 2025-03-31 | Sold Out Sold Out | -0.18% | 69.69 ($76.2) 79.99 | $374.17 | 391.04% | Sold Out | 0 | -7,603 | |
CGGE | Capital Group Global Equity ETF | 2025-03-31 | New Buy New Buy | +0.17% | 25.35 ($26.38) 27.14 | $29.19 | 10.65% | New holding | 21,512 | 21,512 |
LongView Wealth Management Total Holding History ($B)
LongView Wealth Management's Asset Allocation
LongView Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LongView Wealth Management's Hypothetical Growth since 2025-03-31
LongView Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LongView Wealth Management's Holdings Heat Map
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LongView Wealth Management's Holdings Bubble Chart
LongView Wealth Management News
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