Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $333 Billion
  • Q1 2025

Long View Wealth Management has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 201 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 $22.8B, Home Depot, Inc. with a value of $14.5B, Apple Inc. with a value of $14B, Ishares Morningstar Growth ETF with a value of $11.9B, and Capital Group Growth ETF Shs C with a value of $10.7B.

Examining the 13F form we can see an increase of $5.3B in the current position value, from $328B to 333B.

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 $333 Billion
ETFs: $184 Billion
Consumer Cyclical: $30.9 Billion
Technology: $22.3 Billion
Financial Services: $14.4 Billion
Consumer Defensive: $10 Billion
Healthcare: $7.41 Billion
Utilities: $6.7 Billion
Industrials: $5.95 Billion
Other: $13.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.8 Billion 6.84% of portfolio
815,541
Q1 2025 Added 6.27%
$369B
$14.5 Billion 4.33% of portfolio
39,432
Q1 2025 Reduced 0.33%
$3.42T
$14 Billion 4.21% of portfolio
63,118
Q1 2025 Reduced 3.26%
-
$11.9 Billion 3.58% of portfolio
-
Q1 2025 Added 3.23%
$0
$10.7 Billion 3.22% of portfolio
313,451
Q1 2025 Added 5.02%
$16.6B
$10 Billion 3.01% of portfolio
84,341
Q1 2025 Added 0.02%
$0
$9.25 Billion 2.77% of portfolio
418,981
Q1 2025 Added 6.45%
$0
$8.22 Billion 2.47% of portfolio
22,177
Q1 2025 Reduced 1.32%
$0
$7.51 Billion 2.25% of portfolio
164,488
Q1 2025 Added 5.15%
$0
$7.28 Billion 2.18% of portfolio
42,135
Q1 2025 Added 5.31%
$0
$6.93 Billion 2.08% of portfolio
91,666
Q1 2025 Added 9.01%
$0
$6.41 Billion 1.92% of portfolio
161,524
Q1 2025 Reduced 6.5%
$0
$6.28 Billion 1.88% of portfolio
80,227
Q1 2025 Reduced 2.22%
$0
$6.03 Billion 1.81% of portfolio
118,852
Q1 2025 Added 1.23%
$0
$5.16 Billion 1.55% of portfolio
144,682
Q1 2025 Added 2.07%
$0
$5.06 Billion 1.52% of portfolio
10,789
Q1 2025 Reduced 1.56%
$0
$4.56 Billion 1.37% of portfolio
182,243
Q1 2025 Added 17.52%
Fidelity Covington Trust
-
$4.51 Billion 1.35% of portfolio
-
Q1 2025 Added 101.84%
First Tr Exchng Traded Fd Vi
-
$4.37 Billion 1.31% of portfolio
-
Q1 2025 Reduced 2.85%
Capital Group Core Balanced
-
$4.16 Billion 1.25% of portfolio
-
Q1 2025 Added 23.54%
$0
$4.05 Billion 1.22% of portfolio
112,160
Q1 2025 Added 3.36%
$0
$3.98 Billion 1.19% of portfolio
156,793
Q1 2025 Added 3.2%
$694B
$3.77 Billion 1.13% of portfolio
7,082
Q1 2025 Reduced 3.36%
$2.95T
$3.73 Billion 1.12% of portfolio
9,924
Q1 2025 Reduced 3.07%
$0
$3.66 Billion 1.1% of portfolio
7,120
Q1 2025 Added 10.96%
$100B
$3.58 Billion 1.07% of portfolio
38,924
Q1 2025 Reduced 4.31%
$314B
$3.53 Billion 1.06% of portfolio
49,282
Q1 2025 Added 0.2%
$1.88T
$3.51 Billion 1.05% of portfolio
18,449
Q1 2025 Added 2.54%
$68.7B
$2.93 Billion 0.88% of portfolio
26,354
Q1 2025 Added 35.77%
$69.5B
$2.94 Billion 0.88% of portfolio
26,773
Q1 2025 Added 0.09%
$0
$2.42 Billion 0.73% of portfolio
8,801
Q1 2025 Added 0.09%
$440B
$2.4 Billion 0.72% of portfolio
20,207
Q1 2025 Reduced 3.4%
$271B
$2.34 Billion 0.7% of portfolio
21,614
Q1 2025 Added 2.37%
$409B
$2.32 Billion 0.69% of portfolio
13,964
Q1 2025 Reduced 5.3%
$0
$2.27 Billion 0.68% of portfolio
69,612
Q1 2025 Reduced 0.94%
$0
$2.23 Billion 0.67% of portfolio
43,958
Q1 2025 Reduced 4.95%
$35.7B
$2.12 Billion 0.64% of portfolio
36,604
Q1 2025 Added 4.02%
$0
$1.95 Billion 0.59% of portfolio
87,015
Q1 2025 Added 3.02%
$0
$1.93 Billion 0.58% of portfolio
16,647
Q1 2025 Added 22.58%
$0
$1.93 Billion 0.58% of portfolio
7,444
Q1 2025 Added 19.99%
$0
$1.9 Billion 0.57% of portfolio
66,946
Q1 2025 Added 3.14%
$264B
$1.88 Billion 0.56% of portfolio
21,426
Q1 2025 Added 1.06%
-
$1.82 Billion 0.55% of portfolio
-
Q1 2025 Added 22.12%
$0
$1.84 Billion 0.55% of portfolio
13,092
Q1 2025 Reduced 0.02%
Fidelity Covington Trust
-
$1.73 Billion 0.52% of portfolio
-
Q1 2025 Added 11.09%
Capital Group Dividend Growe
-
$1.64 Billion 0.49% of portfolio
-
Q1 2025 Added 28.16%
$0
$1.65 Billion 0.49% of portfolio
15,608
Q1 2025 Added 0.39%
$0
$1.59 Billion 0.48% of portfolio
47,467
Q1 2025 Added 15.22%
$0
$1.59 Billion 0.48% of portfolio
31,754
Q1 2025 Reduced 4.37%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $333 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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