Long View Wealth Management Incresed Positions in Q3 2024

Long View Wealth Management

  • $313 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.43K
+ 40.39%
$67.43 - $74.23 $96.6K - $106K
4.98K $362M
DLR
Digital Realty Trust, Inc.

Real Estate
506
+ 14.0%
$144.47 - $162.98 $73.1K - $82.5K
4.12K $667M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
4.26K
+ 9.79%
$13.08 - $14.19 $55.8K - $60.5K
47.8K $678M
FDVV
Fidelity High Dividend ETF

ETFs
1.03K
+ 8.49%
$46.26 - $50.65 $47.7K - $52.2K
13.2K $667M
SCHV
Schwab Strategic Tr Us Large C

ETFs
117
+ 0.84%
$73.43 - $80.37 $8.59K - $9.4K
14K $1.12B
CGXU
Capital Group Intl Focus Equit

ETFs
317
+ 0.51%
$24.27 - $27.46 $7.69K - $8.7K
62.6K $1.69B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
940
+ 14.72%
$60.84 - $67.51 $57.2K - $63.5K
7.32K $494M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
702
+ 10.62%
$65.15 - $72.97 $45.7K - $51.2K
7.32K $534M
SHW
Sherwin Williams CO

Basic Materials
32
+ 3.72%
$294.65 - $384.0 $9.43K - $12.3K
893 $341M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
24
+ 0.19%
$60.13 - $68.17 $1.44K - $1.64K
13K $877M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
559
+ 8.63%
$69.16 - $76.64 $38.7K - $42.8K
7.04K $529M
KEYS
Keysight Technologies, Inc.

Technology
8
+ 0.25%
$119.86 - $158.87 $959 - $1.27K
3.23K $514M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.01K
+ 9.87%
$44.83 - $47.42 $45.1K - $47.7K
11.2K $527M
VBK
Vanguard Small Cap Growth ETF

ETFs
172
+ 14.49%
$240.48 - $267.94 $41.4K - $46.1K
1.36K $363M
MGC
Vanguard Mega Cap ETF

ETFs
7
+ 0.1%
$185.93 - $206.64 $1.3K - $1.45K
6.87K $1.42B
MSTR
Microstrategy Inc

Technology
1.8K
+ 900.0%
$114.3 - $1800.09 $206K - $3.24M
2K $337M
RF
Regions Financial Corp

Financial Services
25
+ 0.14%
$19.51 - $23.42 $488 - $586
18.1K $423M
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 3.86%
$194.9 - $224.8 $25.9K - $29.9K
3.58K $754M
ABT
Abbott Laboratories

Healthcare
100
+ 2.24%
$100.07 - $118.13 $10K - $11.8K
4.57K $521M
FAST
Fastenal CO

Industrials
34
+ 0.57%
$62.09 - $71.83 $2.11K - $2.44K
5.98K $427M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.4%
$233.44 - $279.45 $1.17K - $1.4K
1.26K $350M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
330
+ 7.1%
$57.69 - $64.56 $19K - $21.3K
4.98K $318M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
521
+ 13.03%
$57.32 - $62.65 $29.9K - $32.6K
4.52K $282M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
17
+ 0.25%
$71.9 - $79.86 $1.22K - $1.36K
6.75K $536M
VZ
Verizon Communications Inc

Communication Services
147
+ 1.61%
$38.89 - $45.0 $5.72K - $6.62K
9.29K $417M
DVY
Ishares Tr

ETFs
3
+ 0.11%
$119.99 - $135.74 $360 - $407
2.68K $362M
XLP
Consumer Staples Sector Spdr

ETFs
6
+ 0.11%
$76.04 - $76.04 $456 - $456
5.3K $440M
SUB
Ishares Short Term National Mu

ETFs
80
+ 0.52%
$104.3 - $106.3 $8.34K - $8.5K
15.4K $1.64B
IWP
Ishares Russell Mid Cap Growth

ETFs
142
+ 6.32%
$103.87 - $117.59 $14.7K - $16.7K
2.39K $280M
XLF
Financial Sector Spdr

ETFs
4
+ 0.05%
$40.84 - $45.74 $163 - $183
7.32K $332M
BND
Vanguard Bd Index Fd Inc Total

ETFs
203
+ 4.53%
$71.45 - $75.64 $14.5K - $15.4K
4.69K $352M
TSCO
Tractor Supply CO

Consumer Cyclical
10
+ 0.9%
$251.95 - $290.93 $2.52K - $2.91K
1.12K $326M
CGMU
Capital Group Core Plus Income
29
+ 0.07%
N/A
39.9K $1.1B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
151
+ 1.56%
$44.9 - $47.55 $6.78K - $7.18K
9.84K $464M
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.2%
$259.22 - $299.75 $518 - $600
1K $282M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
156
+ 1.86%
$44.87 - $46.67 $7K - $7.28K
8.54K $399M
IWF
Ishares Russell 1000 Gr ETF

ETFs
17
+ 1.94%
$332.02 - $382.76 $5.64K - $6.51K
892 $335M
AVGO
Broadcom Inc.

Technology
2.03K
+ 866.67%
$136.27 - $1745.86 $276K - $3.54M
2.26K $390M
AMD
Advanced Micro Devices Inc

Technology
55
+ 2.89%
$128.67 - $183.96 $7.08K - $10.1K
1.96K $321M
HPQ
Hp Inc

Technology
55
+ 0.84%
$32.02 - $38.11 $1.76K - $2.1K
6.58K $236M
WFC
Wells Fargo & Company

Financial Services
79
+ 1.32%
$51.58 - $60.97 $4.07K - $4.82K
6.06K $342M
Activity Summary
Buys All Purchases 108 New Holdings 16 Increased Positions 92 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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