Long View Wealth Management Purchases in Q2 2025

Long View Wealth Management

  • $330 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STLG
Ishares Factors Us Growth Styl

ETFs
1
+ 0.01%
N/A
19K $1.14B
AXP
American Express CO

Financial Services
105
+ 3.76%
$231.39 - $318.98 $24.3K - $33.5K
2.9K $925M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.45K
+ 15.15%
$58.41 - $72.69 $84.5K - $105K
11K $799M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.05K
+ 52.56%
$61.03 - $67.59 $186K - $206K
8.85K $566M
T Rowe Price ETF Inc
3K
+ 15.15%
N/A
22.8K $804M
IWF
Ishares Russell 1000 Gr ETF

ETFs
215
+ 21.16%
$320.42 - $424.58 $68.9K - $91.3K
1.23K $523M
XLI
Industrial Sector Spdr

ETFs
82
+ 0.97%
$116.42 - $147.52 $9.55K - $12.1K
8.55K $1.26B
DGRO
Ishares Core Dividend Growth E

ETFs
2.18K
+ 41.99%
$55.22 - $63.94 $120K - $139K
7.36K $471M
IWD
Ishares Russell 1000 Val ETF

ETFs
665
+ 40.28%
$166.82 - $194.23 $111K - $129K
2.32K $450M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.71K
+ 27.65%
$49.48 - $61.22 $84.4K - $104K
7.87K $480M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
699
+ 10.73%
$114.78 - $133.31 $80.2K - $93.2K
7.22K $962M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.46%
$221.86 - $362.89 $2K - $3.27K
1.98K $630M
GOOG
Alphabet Inc.

Communication Services
56
+ 1.1%
$146.58 - $180.01 $8.21K - $10.1K
5.13K $909M
QUAL
Ishares Msci Usa Quality Facto

ETFs
488
+ 25.08%
$152.42 - $182.82 $74.4K - $89.2K
2.43K $445M
IWP
Ishares Russell Mid Cap Growth

ETFs
322
+ 11.1%
$104.34 - $138.68 $33.6K - $44.7K
3.22K $447M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
27
+ 1.07%
$180.84 - $240.32 $4.88K - $6.49K
2.56K $614M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.52K
+ 20.22%
$33.46 - $41.33 $50.8K - $62.8K
9.03K $373M
IOO
Ishares Tr Global 100 ETF

ETFs
398
+ 14.23%
$84.95 - $107.81 $33.8K - $42.9K
3.2K $344M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
569
+ 8.14%
$61.08 - $74.04 $34.8K - $42.1K
7.56K $560M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.5K
+ 23.03%
$19.49 - $19.66 $68.2K - $68.8K
18.7K $367M
Brookfield Renewable Corp
900
+ 11.2%
N/A
8.94K $293M
O
Realty Income Corp

Real Estate
1.27K
+ 3.48%
$52.27 - $58.52 $66.5K - $74.4K
37.9K $2.18B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
532
+ 21.52%
$81.46 - $94.63 $43.3K - $50.3K
3K $284M
FDVV
Fidelity High Dividend ETF

ETFs
168
+ 0.96%
$43.6 - $52.02 $7.32K - $8.74K
17.7K $920M
DFAT
Dimensional ETF Tr U S Target

ETFs
300
+ 2.38%
$44.8 - $53.97 $13.4K - $16.2K
12.9K $696M
VBK
Vanguard Small Cap Growth ETF

ETFs
25
+ 1.64%
$219.76 - $276.94 $5.49K - $6.92K
1.55K $429M
SCHW
Schwab Charles Corp

Financial Services
10
+ 0.3%
$69.06 - $91.24 $691 - $912
3.31K $302M
FAST
Fastenal CO

Industrials
6.11K
+ 101.09%
$40.65 - $83.16 $248K - $508K
12.1K $510M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
344
+ 11.27%
$71.28 - $83.74 $24.5K - $28.8K
3.4K $284M
NSC
Norfolk Southern Corp

Industrials
5
+ 0.25%
$206.34 - $257.46 $1.03K - $1.29K
2.03K $520M
CWB
Spdr Bloomberg Convertible Sec

ETFs
21
+ 0.37%
$71.86 - $82.66 $1.51K - $1.74K
5.71K $472M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
22
+ 0.51%
$75.29 - $91.16 $1.66K - $2.01K
4.3K $387M
DAL
Delta Air Lines, Inc.

Industrials
49
+ 0.91%
$35.88 - $52.99 $1.76K - $2.6K
5.46K $268M
XLF
Financial Sector Spdr

ETFs
137
+ 1.46%
$43.92 - $52.37 $6.02K - $7.17K
9.51K $498M
CGMU
Capital Group Core Plus Income
1.33K
+ 3.17%
N/A
43.3K $1.15B
FSTA
Fidelity Covington Tr Msci Con

ETFs
504
+ 8.96%
$47.94 - $52.5 $24.2K - $26.5K
6.13K $313M
MBB
Ishares Tr

ETFs
227
+ 6.0%
$91.41 - $94.22 $20.8K - $21.4K
4.01K $377M
ICSH
Blackrock Ultra Short Term Bon

ETFs
369
+ 0.31%
$50.48 - $50.71 $18.6K - $18.7K
119K $6.05B
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
115
+ 1.65%
$43.15 - $46.09 $4.96K - $5.3K
7.07K $326M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
21
+ 0.4%
$66.87 - $79.47 $1.4K - $1.67K
5.23K $415M
IVE
Ishares S&P 500 Value ETF

ETFs
25
+ 1.35%
$168.34 - $195.42 $4.21K - $4.89K
1.88K $366M
D
Dominion Energy, Inc

Utilities
126
+ 1.16%
$49.66 - $58.0 $6.26K - $7.31K
11K $621M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
85
+ 0.77%
$85.42 - $94.39 $7.26K - $8.02K
11.1K $1.04B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
149
+ 2.27%
$90.85 - $102.31 $13.5K - $15.2K
6.7K $675M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.31%
$276.76 - $326.81 $1.11K - $1.31K
1.28K $394M
WELL
Welltower Inc.

Real Estate
8
+ 0.16%
$136.49 - $155.22 $1.09K - $1.24K
4.88K $750M
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.15%
N/A
5.32K $431M
DVY
Ishares Tr

ETFs
2
+ 0.07%
$118.37 - $134.86 $237 - $270
2.69K $357M
XLRE
Select Sector Spdr Tr Real Est

ETFs
78
+ 0.43%
$37.08 - $42.26 $2.89K - $3.3K
18.1K $748M
Activity Summary
Buys All Purchases 110 New Holdings 22 Increased Positions 88 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email