Longview Wealth Management Top Holdings and 13F Report (2024)

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About Longview Wealth Management

Investment Activity

Longview Wealth Management has $252.30 million in total holdings as of March 31, 2024.
Longview Wealth Management owns shares of 176 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 8.04% of the portfolio was purchased this quarter.
About 2.85% of the portfolio was sold this quarter.
This quarter, Longview Wealth Management has purchased 170 new stocks and bought additional shares in 72 stocks.
Longview Wealth Management sold shares of 72 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Schwab US Dividend Equity ETF: $14,798,195
Home Depot: $14,769,331
Apple: $11,828,063
Genuine Parts: $11,652,420
iShares Morningstar Growth ETF: $8,467,871

Largest New Holdings this Quarter

CAPITAL GROUP CORE BALANCED: $512,132 Holding
MicroStrategy: $340,912 Holding
Capital Group U.S. Multi-Sector Income ETF: $232,436 Holding
SPDR Portfolio Intermediate Term Treasury ETF: $219,100 Holding
Energy Select Sector SPDR Fund: $214,947 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF: 31,511 shares (about $2.42M)
iShares Core MSCI EAFE ETF: 27,108 shares (about $2.01M)
Fidelity Total Bond ETF: 42,069 shares (about $1.91M)
Capital Group Growth ETF: 58,998 shares (about $1.89M)
iShares Morningstar Growth ETF: 17,823 shares (about $1.35M)

Largest Sales this Quarter

Schwab U.S. TIPS ETF: 10,234 shares (about $533.81K)
Vanguard Mid-Cap ETF: 1,957 shares (about $489.01K)
Apple: 2,585 shares (about $443.28K)
Home Depot: 877 shares (about $336.42K)
Coca-Cola: 4,530 shares (about $277.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHD Schwab US Dividend Equity ETF	$14,798,195	$647,056 ▲	4.6%	183,532	5.9%	ETF
HD Home Depot	$14,769,331	$336,416 ▼	-2.2%	38,502	5.9%	Retail/Wholesale
AAPL Apple	$11,828,063	$443,278 ▼	-3.6%	68,976	4.7%	Computer and Technology
GPC Genuine Parts	$11,652,420		0.0%	75,211	4.6%	Auto/Tires/Trucks
ILCG iShares Morningstar Growth ETF	$8,467,871	$1,345,279 ▲	18.9%	112,187	3.4%	ETF
VUG Vanguard Growth ETF	$7,132,289	$256,778 ▲	3.7%	20,721	2.8%	ETF
CGGR Capital Group Growth ETF	$7,013,529	$1,887,349 ▲	36.8%	219,241	2.8%	ETF
SCHX Schwab US Large-Cap ETF	$5,624,230	$719,769 ▲	14.7%	90,626	2.2%	ETF
ICSH BlackRock Ultra Short-Term Bond ETF	$5,329,692	$524,359 ▲	10.9%	105,413	2.1%	ETF
VTV Vanguard Value ETF	$5,001,866	$210,901 ▲	4.4%	30,713	2.0%	ETF
VB Vanguard Small-Cap ETF	$4,972,859	$238,425 ▼	-4.6%	21,754	2.0%	ETF
MSFT Microsoft	$4,830,792	$79,097 ▼	-1.6%	11,482	1.9%	Computer and Technology
QQQ Invesco QQQ	$4,563,094	$7,992 ▼	-0.2%	10,277	1.8%	Finance
FBND Fidelity Total Bond ETF	$4,547,328	$1,906,153 ▲	72.2%	100,360	1.8%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$4,422,244	$237,563 ▲	5.7%	111,504	1.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,142,150	$2,011,959 ▲	94.4%	55,809	1.6%	ETF
UPS United Parcel Service	$4,022,439	$14,863 ▼	-0.4%	27,063	1.6%	Transportation
FEI First Trust MLP and Energy Income Fund	$3,914,425	$61,724 ▼	-1.6%	404,801	1.6%	Financial Services
BSV Vanguard Short-Term Bond ETF	$3,764,284	$2,415,959 ▲	179.2%	49,097	1.5%	ETF
AMZN Amazon.com	$3,563,948	$51,408 ▼	-1.4%	19,758	1.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$3,097,476	$34,061 ▲	1.1%	7,366	1.2%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$3,081,694	$195,915 ▲	6.8%	33,237	1.2%	ETF
SO Southern	$2,880,434	$142,476 ▼	-4.7%	40,151	1.1%	Utilities
XOM Exxon Mobil	$2,678,859	$253,286 ▼	-8.6%	23,046	1.1%	Oils/Energy
CGDV Capital Group Dividend Value ETF	$2,501,178	$225,876 ▲	9.9%	76,959	1.0%	ETF
JNJ Johnson & Johnson	$2,326,729	$50,622 ▼	-2.1%	14,708	0.9%	Medical
VTI Vanguard Total Stock Market ETF	$2,286,270	$520 ▲	0.0%	8,797	0.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,263,936	$407,283 ▲	21.9%	45,125	0.9%	ETF
VOO Vanguard S&P 500 ETF	$2,205,272	$268,209 ▲	13.8%	4,588	0.9%	ETF
SCHY Schwab International Dividend Equity ETF	$2,199,438	$638,597 ▲	40.9%	90,661	0.9%	ETF
KO Coca-Cola	$2,104,587	$277,145 ▼	-11.6%	34,400	0.8%	Consumer Staples
REAVES UTIL INCOME FD	$2,030,991	$23,374 ▼	-1.1%	75,333	0.8%	COM SH BEN INT
CGXU Capital Group International Focus Equity ETF	$1,909,332		0.0%	74,063	0.8%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$1,891,310		0.0%	37,902	0.7%	ETF
IYW iShares U.S. Technology ETF	$1,832,575	$5,402 ▼	-0.3%	13,569	0.7%	Manufacturing
FIDELITY COVINGTON TRUST	$1,809,990	$53,964 ▼	-2.9%	59,266	0.7%	ENHANCED MID
MGK Vanguard Mega Cap Growth ETF	$1,671,626	$57,899 ▲	3.6%	5,832	0.7%	ETF
NVDA NVIDIA	$1,614,675	$14,457 ▲	0.9%	1,787	0.6%	Computer and Technology
SCHP Schwab U.S. TIPS ETF	$1,603,366	$533,812 ▼	-25.0%	30,739	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,509,313	$144,774 ▼	-8.8%	36,134	0.6%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$1,505,413		0.0%	42,275	0.6%	ETF
CHD Church & Dwight	$1,492,017	$106,915 ▼	-6.7%	14,304	0.6%	Consumer Staples
VO Vanguard Mid-Cap ETF	$1,473,032	$489,012 ▼	-24.9%	5,895	0.6%	ETF
CGCP Capital Group Core Plus Income ETF	$1,349,856	$88,224 ▲	7.0%	60,100	0.5%	ETF
XLI Industrial Select Sector SPDR Fund	$1,317,371	$10,202 ▲	0.8%	10,459	0.5%	ETF
AFL Aflac	$1,295,651	$1,374 ▲	0.1%	15,090	0.5%	Finance
ABBV AbbVie	$1,282,315	$120,183 ▼	-8.6%	7,042	0.5%	Medical
MGC Vanguard Mega Cap ETF	$1,215,792	$14,576 ▲	1.2%	6,506	0.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,182,885	$12,144 ▲	1.0%	12,078	0.5%	Finance
FIDELITY COVINGTON TRUST	$1,145,419	$8,422 ▲	0.7%	40,120	0.5%	ENHANCED INTL
VBR Vanguard Small-Cap Value ETF	$1,087,576	$67,158 ▲	6.6%	5,668	0.4%	ETF
PG Procter & Gamble	$1,067,813	$12,007 ▼	-1.1%	6,581	0.4%	Consumer Staples
CGGO Capital Group Global Growth Equity ETF	$1,061,540	$370,685 ▲	53.7%	36,859	0.4%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$1,059,838	$175,133 ▲	19.8%	13,949	0.4%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,017,603	$87,343 ▼	-7.9%	12,175	0.4%	ETF
PFF iShares Preferred and Income Securities ETF	$939,060	$11,506 ▲	1.2%	29,136	0.4%	ETF
GOOGL Alphabet	$934,559	$23,696 ▲	2.6%	6,192	0.4%	Computer and Technology
WMT Walmart	$931,559	$627,939 ▲	206.8%	15,482	0.4%	Retail/Wholesale
BNDX Vanguard Total International Bond ETF	$930,903	$283,772 ▲	43.9%	18,925	0.4%	ETF
O Realty Income	$891,045	$19,152 ▲	2.2%	16,470	0.4%	Finance
VIG Vanguard Dividend Appreciation ETF	$874,017	$79,074 ▼	-8.3%	4,786	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$869,823	$20,492 ▲	2.4%	5,136	0.3%	ETF
META Meta Platforms	$855,614	$10,683 ▲	1.3%	1,762	0.3%	Computer and Technology
GMED Globus Medical	$826,056	$148,315 ▼	-15.2%	15,400	0.3%	Medical
GOOG Alphabet	$822,965	$38,370 ▼	-4.5%	5,405	0.3%	Computer and Technology
VV Vanguard Large-Cap ETF	$812,678	$5,274 ▼	-0.6%	3,390	0.3%	ETF
DUK Duke Energy	$800,357	$33,171 ▼	-4.0%	8,276	0.3%	Utilities
CVX Chevron	$790,941	$59,155 ▼	-7.0%	5,014	0.3%	Oils/Energy
SCZ iShares MSCI EAFE Small-Cap ETF	$788,332	$5,193 ▲	0.7%	12,448	0.3%	ETF
IWB iShares Russell 1000 ETF	$779,902	$196,415 ▲	33.7%	2,708	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$772,710	$239,387 ▼	-23.7%	9,151	0.3%	ETF
PEP PepsiCo	$752,434	$98,014 ▲	15.0%	4,299	0.3%	Consumer Staples
CGMU Capital Group Municipal Income ETF	$745,476	$99,937 ▲	15.5%	27,600	0.3%	ETF
COST Costco Wholesale	$739,878	$5,128 ▼	-0.7%	1,010	0.3%	Retail/Wholesale
T AT&T	$722,145	$175,208 ▼	-19.5%	41,031	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$711,995	$28,840 ▼	-3.9%	3,555	0.3%	Finance
VXF Vanguard Extended Market ETF	$709,318		0.0%	4,047	0.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$664,743		0.0%	6,555	0.3%	ETF
MCD McDonald's	$663,682	$2,256 ▲	0.3%	2,354	0.3%	Retail/Wholesale
AXP American Express	$655,617	$76,060 ▼	-10.4%	2,879	0.3%	Finance
RIO Rio Tinto Group	$653,764	$13,449 ▼	-2.0%	10,257	0.3%	Basic Materials
BXC BlueLinx	$637,134		0.0%	4,892	0.3%	Construction
HDV iShares Core High Dividend ETF	$629,630		0.0%	5,713	0.2%	ETF
A Agilent Technologies	$629,622		0.0%	4,327	0.2%	Computer and Technology
CGUS Capital Group Core Equity ETF	$591,780	$113,981 ▲	23.9%	18,992	0.2%	ETF
XLRE Real Estate Select Sector SPDR Fund	$578,209	$145,669 ▼	-20.1%	14,627	0.2%	ETF
IVV iShares Core S&P 500 ETF	$559,338	$26,810 ▲	5.0%	1,064	0.2%	ETF
NSC Norfolk Southern	$555,965	$8,157 ▼	-1.4%	2,181	0.2%	Transportation
VYM Vanguard High Dividend Yield ETF	$549,944	$24,805 ▲	4.7%	4,545	0.2%	ETF
FDVV Fidelity High Dividend ETF	$547,975	$60,715 ▲	12.5%	12,094	0.2%	ETF
DIS Walt Disney	$535,324	$13,215 ▼	-2.4%	4,375	0.2%	Consumer Discretionary
BSM Black Stone Minerals	$527,420	$11,665 ▼	-2.2%	33,005	0.2%	Oils/Energy
IEMG iShares Core MSCI Emerging Markets ETF	$524,015	$187,417 ▼	-26.3%	10,155	0.2%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$519,300	$178,288 ▲	52.3%	18,586	0.2%	ETF
ABT Abbott Laboratories	$513,898	$46,832 ▼	-8.4%	4,521	0.2%	Medical
ET Energy Transfer	$513,459	$17,586 ▼	-3.3%	32,642	0.2%	Oils/Energy
CAPITAL GROUP CORE BALANCED	$512,132	$512,132 ▲	New Holding	17,593	0.2%	SHS
MDYV SPDR S&P 400 Mid Cap Value ETF	$510,063	$38,762 ▲	8.2%	6,711	0.2%	ETF
KEYS Keysight Technologies	$504,169		0.0%	3,224	0.2%	Computer and Technology
MTUM iShares MSCI USA Momentum Factor ETF	$501,161	$18,735 ▲	3.9%	2,675	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Longview Wealth Management Top Holdings and 13F Report (2024)

About Longview Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Longview Wealth Management Top Holdings and 13F Report (2024)

About Longview Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLongview Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information