Westview Management Dba Westview Investment Advisors Top Holdings and 13F Report (2026) About Westview Management Dba Westview Investment AdvisorsInvestment ActivityWestview Management Dba Westview Investment Advisors has $206.92 million in total holdings as of September 30, 2026.Westview Management Dba Westview Investment Advisors owns shares of 71 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 11.33% of the portfolio was purchased this quarter.About 8.01% of the portfolio was sold this quarter.This quarter, Westview Management Dba Westview Investment Advisors has purchased 67 new stocks and bought additional shares in 47 stocks.Westview Management Dba Westview Investment Advisors sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $13,153,422iShares 3-7 Year Treasury Bond ETF $8,150,451iShares J.P. Morgan USD Emerging Markets Bond ETF $7,780,738NVIDIA $7,510,011Janus Henderson AAA CLO ETF $7,317,832 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $3,989,567 Holding45073V108 - ITT $1,814,362 Holding82846H405 - QXO INC $1,612,881 Holding05605H100 - BWX Technologies $1,433,979 Holding36828A101 - GE VERNOVA INC $1,280,310 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 44,671 shares (about $3.99M)Corning 13,358 shares (about $2.05M)ITT 8,990 shares (about $1.81M)QXO INC 137,971 shares (about $1.61M)BWX Technologies 10,467 shares (about $1.43M) Largest Sales this Quarter iShares 3-7 Year Treasury Bond ETF 28,123 shares (about $3.19M)Palo Alto Networks 6,919 shares (about $2.75M)SharkNinja 14,191 shares (about $2.56M)Charles Schwab 25,949 shares (about $2.54M)iShares MSCI Europe Financials ETF 28,360 shares (about $1.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestview Management Dba Westview Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$13,153,422$816,617 ▲6.6%167,9666.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$8,150,451$3,190,279 ▼-28.1%71,8483.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$7,780,738$451,748 ▲6.2%85,6533.8%ETFNVDANVIDIA$7,510,011$617,308 ▲9.0%32,8843.6%TechnologyJAAAJanus Henderson AAA CLO ETF$7,317,832$46,230 ▲0.6%144,9943.5%ETFAMDAdvanced Micro Devices$6,818,512$296,085 ▲4.5%11,1463.3%TechnologyGLWCorning$6,653,103$2,053,945 ▲44.7%43,2693.2%TechnologyEYLDCambria Emerging Shareholder Yield ETF$6,506,390$243,997 ▲3.9%136,6893.1%ETFSRLNSPDR Blackstone Senior Loan ETF$6,473,103$95,038 ▲1.5%160,2653.1%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$6,422,386$85,285 ▲1.3%348,2863.1%ETFMSFTMicrosoft$6,287,517$583,156 ▲10.2%12,2593.0%TechnologyGOOGAlphabet$6,150,079$62,015 ▲1.0%18,0493.0%Communication ServicesAMZNAmazon.com$5,253,587$325,391 ▲6.6%21,0862.5%Consumer DiscretionaryFLJPFranklin FTSE Japan ETF$5,022,446$126,229 ▼-2.5%121,3152.4%ETFEUFNiShares MSCI Europe Financials ETF$4,613,683$1,128,160 ▼-19.6%115,9802.2%ETFISHARES TR$4,489,613$390,204 ▲9.5%40,6962.2%TRUST ISHARE 0-1ILFiShares Latin America 40 ETF$4,125,921$268,824 ▲7.0%119,5922.0%ETFPANWPalo Alto Networks$4,052,685$2,749,071 ▼-40.4%10,2002.0%TechnologyCASYCasey's General Stores$4,008,993$127,772 ▲3.3%6,5891.9%Consumer StaplesIEFiShares 7-10 Year Treasury Bond ETF$3,989,567$3,989,567 ▲New Holding44,6711.9%ETFMAMastercard$3,768,421$31,987 ▼-0.8%6,8331.8%FinanceKRESPDR S&P Regional Banking ETF$3,334,466$216,655 ▼-6.1%48,0191.6%ETFTJXTJX Companies$3,319,661$306,430 ▲10.2%25,0901.6%Consumer DiscretionaryVRTXVertex Pharmaceuticals$3,205,400$78,423 ▲2.5%6,1311.5%HealthcareSHELShell$3,199,177$39,160 ▲1.2%33,6581.5%EnergyJPMJPMorgan Chase & Co.$3,140,123$76,419 ▲2.5%9,4921.5%FinanceSNSharkNinja$3,038,444$2,556,083 ▼-45.7%16,8691.5%Consumer DiscretionaryARESAres Management$2,967,784$80,854 ▲2.8%25,5471.4%FinanceFRNWFidelity Clean Energy ETF$2,889,848$1,384,846 ▲92.0%137,0901.4%ETFCEGConstellation Energy$2,789,907$218,458 ▲8.5%10,9831.3%UtilitiesAZNCFAstraZeneca$2,706,702$107,215 ▲4.1%16,7631.3%HealthcareCOSTCostco Wholesale$2,686,270$263,985 ▲10.9%2,9511.3%Consumer StaplesAVGOBroadcom$2,606,920$551,727 ▲26.8%7,4231.3%TechnologyAAONAAON$2,534,116$1,285,182 ▲102.9%30,6201.2%IndustrialsMMUWestern Asset Managed Municipals Fund$2,294,108$337,929 ▼-12.8%256,8991.1%FinanceVONGVanguard Russell 1000 Growth ETF$2,090,816$77,872 ▲3.9%16,2171.0%ETFMYIBlackRock MuniYield Quality Fund III$2,074,969$965,110 ▲87.0%215,4691.0%FinanceVLUEiShares MSCI USA Value Factor ETF$2,048,543$52,471 ▲2.6%10,3461.0%ETFSSDSimpson Manufacturing$1,985,054$56,560 ▲2.9%11,6171.0%IndustrialsSHWSherwin-Williams$1,977,040$54,630 ▲2.8%6,1161.0%MaterialsSCHDSchwab US Dividend Equity ETF$1,869,005$8,751 ▲0.5%57,4550.9%ETFVBVanguard Small-Cap ETF$1,841,389$18,775 ▲1.0%6,4730.9%ETFITTITT$1,814,362$1,814,362 ▲New Holding8,9900.9%IndustrialsSCHMSchwab U.S. Mid-Cap ETF$1,792,551$15,853 ▲0.9%52,6910.9%ETFARGXargenex$1,705,901$69,042 ▲4.2%1,7790.8%HealthcareTGTXTG Therapeutics$1,687,122$57,007 ▲3.5%30,2460.8%HealthcareQXO INC$1,612,881$1,612,881 ▲New Holding137,9710.8%COM NEWMHDBlackRock MuniHoldings Fund$1,483,815$228,511 ▲18.2%144,6210.7%FinanceVCYTVeracyte$1,441,743$34,622 ▲2.5%31,3150.7%HealthcareBWXTBWX Technologies$1,433,979$1,433,979 ▲New Holding10,4670.7%IndustrialsGE VERNOVA INC$1,280,310$1,280,310 ▲New Holding1,3470.6%COMGOOGLAlphabet$1,238,635$269,059 ▲27.8%3,6000.6%Communication ServicesNBIXNeurocrine Biosciences$1,042,098$65,814 ▲6.7%7,3470.5%HealthcareIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,010,8420.0%19,7310.5%ETFNULGNuveen ESG Large-Cap Growth ETF$737,513$2,842 ▲0.4%6,4870.4%ETFNULVNuveen ESG Large-Cap Value ETF$651,191$1,158 ▲0.2%12,3680.3%ETFBBNBlackRock Taxable Municipal Bond Trust$517,716$13,637 ▲2.7%35,9520.3%FinanceVWOBVanguard Emerging Markets Government Bond ETF$475,762$51,137 ▼-9.7%7,5360.2%ETFNZFNuveen Municipal Credit Income Fund$449,871$360,642 ▼-44.5%41,5390.2%FinanceSCHWCharles Schwab$425,658$2,536,257 ▼-85.6%4,3550.2%FinanceXJHiShares ESG Select Screened S&P Mid-Cap ETF$377,313$2,000 ▲0.5%7,7350.2%ETFONEOK INC NEW$349,607$349,607 ▲New Holding4,1000.2%COMMOATVanEck Morningstar Wide Moat ETF$345,777$50,741 ▼-12.8%3,2710.2%ETFRSPInvesco S&P 500 Equal Weight ETF$336,254$101,334 ▲43.1%1,6160.2%ETFNADNuveen Quality Municipal Income Fund$331,040$31,372 ▼-8.7%32,7110.2%FinanceUPSUnited Parcel Service$299,008$37,376 ▼-11.1%3,2000.1%IndustrialsGLDSPDR Gold Shares$276,1090.0%7250.1%ETFNUSCNuveen ESG Small-Cap ETF$226,158$1,116 ▲0.5%4,6610.1%ETFCVIECalvert International Responsible Index ETF$202,663$499 ▲0.2%2,4380.1%ETFPMOPutnam Mun Oppo$130,702$9,140 ▼-6.5%14,3000.1%FinanceEVNEaton Vance Municipal Income Trust$92,621$33,264 ▼-26.4%10,0240.0%FinanceCRH PLC$0$2,777,292 ▼-100.0%00.0%ORDOKEONEOK$0$356,454 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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