Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $313 Billion
  • Q3 2024

Long View Wealth Management has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $313 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $18.5B, Home Depot, Inc. with a value of $16B, Apple Inc. with a value of $15.5B, Ishares Morningstar Growth ETF with a value of $11.5B, and Genuine Parts CO with a value of $11B.

Examining the 13F form we can see an increase of $42.5B in the current position value, from $271B to 313B.

Long View Wealth Management is based out at Atlanta, GA

Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $313 Billion
ETFs: $169 Billion
Consumer Cyclical: $33.2 Billion
Technology: $25.1 Billion
Financial Services: $13.3 Billion
Consumer Defensive: $9.37 Billion
Industrials: $7.26 Billion
Healthcare: $7.09 Billion
Utilities: $6.99 Billion
Other: $14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Billion 5.92% of portfolio
219,287
Q3 2024 Added 6.8%
$403B
$16 Billion 5.1% of portfolio
39,399
Q3 2024 Reduced 0.65%
$3.99T
$15.5 Billion 4.94% of portfolio
66,465
Q3 2024 Reduced 0.57%
-
$11.5 Billion 3.69% of portfolio
-
Q3 2024 Added 11.04%
$16.3B
$11 Billion 3.5% of portfolio
78,583
Q3 2024 Reduced 0.25%
$0
$9.9 Billion 3.16% of portfolio
284,498
Q3 2024 Added 14.22%
$0
$8.66 Billion 2.76% of portfolio
22,560
Q3 2024 Added 9.57%
$0
$8.66 Billion 2.76% of portfolio
127,667
Q3 2024 Added 20.68%
$0
$6.75 Billion 2.16% of portfolio
144,459
Q3 2024 Added 38.21%
$0
$6.7 Billion 2.14% of portfolio
38,398
Q3 2024 Added 15.27%
$0
$6.23 Billion 1.99% of portfolio
79,184
Q3 2024 Reduced 0.3%
$0
$5.88 Billion 1.88% of portfolio
115,910
Q3 2024 Added 10.13%
$0
$5.84 Billion 1.86% of portfolio
74,858
Q3 2024 Added 14.31%
$0
$5.63 Billion 1.8% of portfolio
135,670
Q3 2024 Added 8.84%
$0
$5.12 Billion 1.64% of portfolio
10,497
Q3 2024 Added 3.31%
$0
$5.02 Billion 1.6% of portfolio
21,171
Q3 2024 Added 3.18%
$3.26T
$4.74 Billion 1.51% of portfolio
11,008
Q3 2024 Reduced 2.28%
First Tr Exchng Traded Fd Vi
-
$4.43 Billion 1.41% of portfolio
-
Q3 2024 Reduced 2.45%
$0
$3.75 Billion 1.2% of portfolio
36,018
Q3 2024 Added 16.49%
$88.7B
$3.67 Billion 1.17% of portfolio
40,664
Q3 2024 Added 5.22%
$90.3B
$3.67 Billion 1.17% of portfolio
26,898
Q3 2024 Reduced 0.3%
$0
$3.65 Billion 1.16% of portfolio
139,334
Q3 2024 Added 25.85%
$2.25T
$3.43 Billion 1.09% of portfolio
18,404
Q3 2024 Reduced 0.37%
$593B
$3.37 Billion 1.08% of portfolio
7,328
Q3 2024 Added 0.77%
$0
$3.29 Billion 1.05% of portfolio
88,041
Q3 2024 Added 34.58%
$0
$3.15 Billion 1.01% of portfolio
5,969
Q3 2024 Added 14.57%
$272B
$3.12 Billion 0.99% of portfolio
43,373
Q3 2024 Added 0.72%
$444B
$2.76 Billion 0.88% of portfolio
23,529
Q3 2024 Reduced 2.47%
$321B
$2.56 Billion 0.82% of portfolio
21,066
Q3 2024 Added 10.97%
$0
$2.5 Billion 0.8% of portfolio
8,820
Q3 2024 Reduced 0.03%
$0
$2.47 Billion 0.79% of portfolio
75,191
Q3 2024 Added 0.1%
$378B
$2.44 Billion 0.78% of portfolio
15,032
Q3 2024 Added 1.36%
$0
$2.42 Billion 0.77% of portfolio
45,822
Q3 2024 Added 5.04%
Fidelity Covington Trust
-
$2.35 Billion 0.75% of portfolio
-
Q3 2024 Added 6.92%
Capital Group Core Balanced
-
$2.24 Billion 0.71% of portfolio
-
Q3 2024 Added 153.19%
$63.4B
$2.17 Billion 0.69% of portfolio
19,400
Q3 2024 Added 23.18%
$0
$1.98 Billion 0.63% of portfolio
13,039
Q3 2024 Reduced 4.26%
$0
$1.77 Billion 0.57% of portfolio
35,104
Q3 2024 Reduced 4.41%
$0
$1.75 Billion 0.56% of portfolio
57,986
Q3 2024 Added 40.16%
$254B
$1.72 Billion 0.55% of portfolio
21,341
Q3 2024 Added 4.8%
$0
$1.69 Billion 0.54% of portfolio
62,557
Q3 2024 Added 0.51%
$0
$1.66 Billion 0.53% of portfolio
71,746
Q3 2024 Added 18.41%
$0
$1.64 Billion 0.52% of portfolio
15,434
Q3 2024 Added 0.52%
$0
$1.63 Billion 0.52% of portfolio
6,197
Q3 2024 Added 8.6%
$32.6B
$1.61 Billion 0.51% of portfolio
25,310
Q3 2024 Added 19.32%
$0
$1.49 Billion 0.48% of portfolio
31,223
Q3 2024 Reduced 10.13%
$0
$1.46 Billion 0.47% of portfolio
14,447
Q3 2024 Reduced 9.02%
$0
$1.47 Billion 0.47% of portfolio
27,406
Q3 2024 Reduced 4.95%
$81.4B
$1.46 Billion 0.47% of portfolio
12,639
Q3 2024 Added 45.83%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $313 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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