Long View Wealth Management Purchases in Q1 2025

Long View Wealth Management

  • $333 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
533
+ 4.34%
$59.28 - $66.1 $31.6K - $35.2K
12.8K $815M
BND
Vanguard Bd Index Fd Inc Total

ETFs
820
+ 18.95%
$71.17 - $73.66 $58.4K - $60.4K
5.15K $378M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
397
+ 6.49%
$126.11 - $135.06 $50.1K - $53.6K
6.52K $840M
XLF
Financial Sector Spdr

ETFs
917
+ 10.84%
$47.32 - $52.19 $43.4K - $47.9K
9.37K $467M
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.15%
$3193.96 - $3828.11 $3.19K - $3.83K
88 $336M
PLTR
Palantir Technologies Inc.

Technology
370
+ 13.32%
$64.98 - $124.62 $24K - $46.1K
3.15K $266M
SCHP
Schwab Strategic Us Tips ETF

ETFs
81
+ 0.16%
$25.69 - $26.89 $2.08K - $2.18K
50.5K $1.36B
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.36%
$279.74 - $321.29 $2.24K - $2.57K
2.23K $698M
QUAL
Ishares Msci Usa Quality Facto

ETFs
342
+ 21.32%
$168.16 - $186.21 $57.5K - $63.7K
1.95K $333M
AEE
Ameren Corp

Utilities
26
+ 0.72%
$86.87 - $103.67 $2.26K - $2.7K
3.64K $365M
MBB
Ishares Tr

ETFs
327
+ 9.46%
$90.37 - $94.08 $29.6K - $30.8K
3.78K $355M
FAST
Fastenal CO

Industrials
34
+ 0.57%
$71.11 - $79.98 $2.42K - $2.72K
6.04K $469M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.27%
$890.62 - $1076.86 $2.67K - $3.23K
1.12K $1.06B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
943
+ 10.97%
$64.88 - $72.1 $61.2K - $68K
9.54K $627M
PG
Procter & Gamble CO

Consumer Defensive
94
+ 1.46%
$158.56 - $176.26 $14.9K - $16.6K
6.55K $1.12B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
82
+ 0.65%
$95.85 - $99.25 $7.86K - $8.14K
12.7K $1.26B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
246
+ 4.43%
$65.44 - $70.64 $16.1K - $17.4K
5.8K $396M
DGRO
Ishares Core Dividend Growth E

ETFs
496
+ 10.58%
$60.46 - $64.42 $30K - $32K
5.19K $320M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
373
+ 5.63%
$66.3 - $74.17 $24.7K - $27.7K
6.99K $486M
Capital Group International
245
+ 2.04%
N/A
12.3K $359M
PPA
Invesco Exchange Traded Fd Tr

ETFs
189
+ 6.59%
$113.59 - $123.29 $21.5K - $23.3K
3.06K $357M
CGSD
Capital Grp Core Plus Income E
466
+ 0.85%
N/A
55.1K $1.42B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
203
+ 1.72%
$44.72 - $46.25 $9.08K - $9.39K
12K $552M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.32%
$286.85 - $318.64 $1.15K - $1.27K
1.27K $389M
XLP
Consumer Staples Sector Spdr

ETFs
7
+ 0.13%
N/A
5.31K $434M
VIG
Vanguard Dividend Appreciation

ETFs
124
+ 2.66%
N/A
4.78K $927M
SCHW
Schwab Charles Corp

Financial Services
11
+ 0.33%
$71.24 - $83.64 $784 - $920
3.3K $258M
PEP
Pepsico Inc

Consumer Defensive
160
+ 3.59%
$142.64 - $156.42 $22.8K - $25K
4.62K $692M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
182
+ 6.34%
$78.0 - $84.37 $14.2K - $15.4K
3.05K $244M
Brookfield Renewable Corp
255
+ 3.28%
N/A
8.04K $224M
DVY
Ishares Tr

ETFs
3
+ 0.11%
$128.58 - $138.1 $386 - $414
2.69K $361M
SUB
Ishares Short Term National Mu

ETFs
60
+ 0.39%
$105.3 - $106.24 $6.32K - $6.37K
15.6K $1.65B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
78
+ 3.26%
$90.0 - $96.32 $7.02K - $7.51K
2.47K $228M
BNDX
Vanguard Total International B

ETFs
207
+ 0.82%
$48.33 - $49.5 $10K - $10.2K
25.4K $1.24B
IWP
Ishares Russell Mid Cap Growth

ETFs
242
+ 9.1%
$114.9 - $139.6 $27.8K - $33.8K
2.9K $341M
DFAT
Dimensional ETF Tr U S Target

ETFs
1K
+ 8.62%
$50.44 - $58.1 $50.4K - $58.1K
12.6K $649M
CGGO
Capital Group Global Growth Eq

ETFs
2.04K
+ 3.14%
$28.33 - $30.84 $57.8K - $62.9K
66.9K $1.9B
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
87
+ 1.27%
$44.65 - $46.38 $3.88K - $4.04K
6.96K $311M
CWB
Spdr Bloomberg Convertible Sec

ETFs
13
+ 0.23%
$75.99 - $81.58 $988 - $1.06K
5.69K $436M
VBK
Vanguard Small Cap Growth ETF

ETFs
114
+ 8.09%
$247.97 - $296.33 $28.3K - $33.8K
1.52K $384M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.19%
$423.19 - $506.29 $423 - $506
537 $240M
WMT
Walmart Inc.

Consumer Defensive
225
+ 1.06%
$84.5 - $105.05 $19K - $23.6K
21.4K $1.88B
IVW
Ishares S&P 500 Growth ETF

ETFs
476
+ 4.65%
$92.45 - $106.69 $44K - $50.8K
10.7K $995M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$43.6 - $69.06 $43.6 - $69.1
5.41K $236M
MGK
Vanguard Mega Cap Growth ETF

ETFs
56
+ 1.35%
$307.43 - $357.48 $17.2K - $20K
4.2K $1.3B
AVGO
Broadcom Inc.

Technology
96
+ 4.28%
$167.43 - $244.7 $16.1K - $23.5K
2.34K $391M
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.09%
$271.18 - $303.12 $2.17K - $2.42K
8.8K $2.42B
BXC
Blue Linx Holdings Inc.

Industrials
20
+ 0.31%
$74.77 - $112.26 $1.5K - $2.25K
6.47K $485M
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 3.35%
$222.15 - $428.22 $14.2K - $27.4K
1.97K $511M
Activity Summary
Buys All Purchases 106 New Holdings 9 Increased Positions 97 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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