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 $192.18 million in total holdings as of March 31, 2026.Westview Management Dba Westview Investment Advisors owns shares of 70 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 11.26% of the portfolio was purchased this quarter.About 19.41% of the portfolio was sold this quarter.This quarter, Westview Management Dba Westview Investment Advisors has purchased 75 new stocks and bought additional shares in 12 stocks.Westview Management Dba Westview Investment Advisors sold shares of 43 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $12,267,819iShares 3-7 Year Treasury Bond ETF $11,932,610Janus Henderson AAA CLO ETF $7,556,442iShares J.P. Morgan USD Emerging Markets Bond ETF $6,862,388First Trust Institutional Preferred Securities and Income ETF $6,745,654 Largest New Holdings this Quarter 464287390 - iShares Latin America 40 ETF $4,037,594 Holding78468R556 - SPDR S&P Oil & Gas Exploration & Production ETF $3,733,724 HoldingG0593M107 - AstraZeneca $3,354,097 Holding461202103 - Intuit $2,758,584 Holding11135F101 - Broadcom $1,771,026 Holding Largest Purchases this Quarter iShares Latin America 40 ETF 113,671 shares (about $4.04M)SPDR S&P Oil & Gas Exploration & Production ETF 20,534 shares (about $3.73M)AstraZeneca 17,007 shares (about $3.35M)Intuit 6,380 shares (about $2.76M)Broadcom 5,722 shares (about $1.77M) Largest Sales this Quarter Corning 22,332 shares (about $3.04M)VanEck Morningstar Wide Moat ETF 17,123 shares (about $1.66M)Casey's General Stores 2,261 shares (about $1.65M)Vanguard Intermediate-Term Corporate Bond ETF 14,158 shares (about $1.17M)MercadoLibre 470 shares (about $812.77K) 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$12,267,819$1,171,571 â–¼-8.7%148,2526.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$11,932,610$502,509 â–¼-4.0%100,6126.2%ETFJAAAJanus Henderson AAA CLO ETF$7,556,442$726,485 â–¼-8.8%150,0193.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,862,388$535,210 â–¼-7.2%73,0593.6%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$6,745,654$584,080 â–¼-8.0%355,0343.5%ETFSRLNSPDR Blackstone Senior Loan ETF$6,021,224$447,198 â–¼-6.9%150,0063.1%ETFEYLDCambria Emerging Shareholder Yield ETF$5,371,817$63,854 â–¼-1.2%129,7232.8%ETFNVDANVIDIA$5,338,512$472,620 â–¼-8.1%30,6112.8%Computer and TechnologyGOOGAlphabet$5,319,959$714,587 â–¼-11.8%18,5452.8%Computer and TechnologyEUFNiShares MSCI Europe Financials ETF$5,065,269$376,101 â–¼-6.9%145,3452.6%ETFCASYCasey's General Stores$4,684,169$1,645,573 â–¼-26.0%6,4362.4%Retail/WholesaleFLJPFranklin FTSE Japan ETF$4,559,722$304,346 â–¼-6.3%126,0292.4%ETFAMZNAmazon.com$4,175,197$264,087 â–¼-5.9%20,0472.2%Retail/WholesaleGLWCorning$4,149,758$3,036,448 â–¼-42.3%30,5202.2%Computer and TechnologyILFiShares Latin America 40 ETF$4,037,594$4,037,594 â–²New Holding113,6712.1%ETFMSFTMicrosoft$3,973,863$51,455 â–²1.3%10,7352.1%Computer and TechnologySHViShares Short Treasury Bond ETF$3,796,121$155,651 â–¼-3.9%34,3882.0%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$3,733,724$3,733,724 â–²New Holding20,5341.9%ETFMETAMeta Platforms$3,703,722$287,190 â–¼-7.2%6,4741.9%Computer and TechnologyTJXTJX Companies$3,680,486$438,541 â–¼-10.6%23,0461.9%Retail/WholesaleKRESPDR S&P Regional Banking ETF$3,629,939$402,755 â–¼-10.0%55,7171.9%ETFMAMastercard$3,465,436$303,276 â–¼-8.0%6,9361.8%Business ServicesSNSharkNinja$3,463,777$418,093 â–¼-10.8%32,7081.8%Retail/WholesaleAZNCFAstraZeneca$3,354,097$3,354,097 â–²New Holding17,0071.7%MedicalSHELShell$3,301,793$236,500 â–¼-6.7%35,5031.7%EnergyMMUWestern Asset Managed Municipals Fund$3,049,639$4,647 â–¼-0.2%296,6571.6%FinancePANWPalo Alto Networks$3,023,204$371,788 â–²14.0%18,8571.6%Computer and TechnologySCHWCharles Schwab$2,876,878$204,968 â–¼-6.7%30,6121.5%FinanceWCNWaste Connections$2,868,445$178,689 â–¼-5.9%17,6581.5%Business ServicesCRH PLC$2,824,785$228,110 â–¼-7.5%26,8721.5%ORDJPMJPMorgan Chase & Co.$2,813,196$281,526 â–¼-9.1%9,5631.5%FinanceINTUIntuit$2,758,584$2,758,584 â–²New Holding6,3801.4%Computer and TechnologyVRTXVertex Pharmaceuticals$2,614,090$192,015 â–¼-6.8%5,8541.4%MedicalCOSTCostco Wholesale$2,603,492$107,607 â–²4.3%2,6131.4%Retail/WholesaleAMDAdvanced Micro Devices$2,423,610$159,079 â–²7.0%11,9141.3%Computer and TechnologyTSCOTractor Supply$2,059,629$633,255 â–¼-23.5%45,4661.1%Retail/WholesaleSHWSherwin-Williams$1,980,571$645,553 â–¼-24.6%6,1791.0%Basic MaterialsSSDSimpson Manufacturing$1,967,600$236,661 â–¼-10.7%11,4651.0%ConstructionMELIMercadoLibre$1,954,104$812,769 â–¼-29.4%1,1301.0%Retail/WholesaleAVGOBroadcom$1,771,026$1,771,026 â–²New Holding5,7220.9%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,737,419$448,820 â–¼-20.5%56,6300.9%ETFVONGVanguard Russell 1000 Growth ETF$1,712,203$330,725 â–¼-16.2%15,6090.9%ETFSCHMSchwab U.S. Mid-Cap ETF$1,624,852$384,402 â–¼-19.1%52,4820.8%ETFVBVanguard Small-Cap ETF$1,571,414$458,329 â–²41.2%6,0000.8%ETFVLUEiShares MSCI USA Value Factor ETF$1,478,691$1,478,691 â–²New Holding10,3990.8%ETFNZFNuveen Municipal Credit Income Fund$1,426,899$11,851 â–¼-0.8%117,1510.7%Financial ServicesMHDBlackRock MuniHoldings Fund$1,342,752$1,342,752 â–²New Holding119,0380.7%Financial ServicesARGXargenex$1,267,714$1,267,714 â–²New Holding1,7360.7%MedicalAAONAAON$1,232,977$239,975 â–¼-16.3%14,9000.6%ConstructionIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,219,4680.0%23,2010.6%ManufacturingVCYTVeracyte$985,658$67,287 â–¼-6.4%30,6010.5%MedicalTGTXTG Therapeutics$972,050$91,787 â–¼-8.6%29,2610.5%MedicalGOOGLAlphabet$883,627$20,128 â–¼-2.2%3,0730.5%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$857,8450.0%13,0590.4%ETFNULGNuveen ESG Large-Cap Growth ETF$633,129$154,054 â–²32.2%6,9620.3%ETFNADNuveen Quality Municipal Income Fund$617,6810.0%53,7110.3%Financial ServicesNULVNuveen ESG Large-Cap Value ETF$614,718$152,747 â–²33.1%13,5100.3%ETFBBNBlackRock Taxable Municipal Bond Trust$577,199$131,881 â–¼-18.6%35,6960.3%Financial ServicesMOATVanEck Morningstar Wide Moat ETF$551,577$1,655,795 â–¼-75.0%5,7040.3%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$400,934$82,619 â–²26.0%8,8370.2%ETFGLDSPDR Gold Shares$387,261$86,058 â–¼-18.2%9000.2%FinanceOKEONEOK$370,599$18,078 â–²5.1%4,1000.2%EnergyEVNEaton Vance Municipal Income Trust$342,218$52,050 â–¼-13.2%32,8740.2%FinanceUPSUnited Parcel Service$334,492$78,704 â–²30.8%3,4000.2%TransportationBKLNInvesco Senior Loan ETF$271,3510.0%13,2950.1%ETFRSPInvesco S&P 500 Equal Weight ETF$261,304$20,720 â–²8.6%1,3620.1%ETFNUSCNuveen ESG Small-Cap ETF$243,311$243,311 â–²New Holding5,4000.1%ETFMYIBlackRock MuniYield Quality Fund III$209,149$3,153 â–²1.5%19,9000.1%FinancePMOPutnam Mun Oppo$157,5900.0%15,3000.1%FinanceMQYBlackRock MuniYield Quality Fund$117,4860.0%10,7000.1%FinanceASTRAZENECA PLC$0$3,597,751 â–¼-100.0%00.0%SPONSORED ADRAESAES$0$2,980,203 â–¼-100.0%00.0%UtilitiesBSXBoston Scientific$0$2,362,803 â–¼-100.0%00.0%MedicalADSKAutodesk$0$2,324,774 â–¼-100.0%00.0%Computer and TechnologyRYANRyan Specialty$0$2,081,605 â–¼-100.0%00.0%FinanceBFKBlackRock Municipal Income Trust$0$1,222,031 â–¼-100.0%00.0%Financial ServicesFBNDFidelity Total Bond ETF$0$490,222 â–¼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$460,459 â–¼-100.0%00.0%ETFIEFAiShares Core MSCI EAFE ETF$0$408,774 â–¼-100.0%00.0%ETFFLTBFidelity Limited Term Bond ETF$0$399,129 â–¼-100.0%00.0%ETFIAUiShares Gold Trust$0$365,265 â–¼-100.0%00.0%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$0$342,341 â–¼-100.0%00.0%ETFBLEBlackRock Municipal Income Trust II$0$207,756 â–¼-100.0%00.0%Financial ServicesTROXTronox$0$41,700 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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