Long View Wealth Management Reduced Holdings in Q4 2024

Long View Wealth Management

  • $328 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-2.61K
- 11.09%
$105.51 - $125.37 $275K - $327K
20.9K $2.25B
MSFT
Microsoft Corp

Technology
-770
- 6.99%
$406.35 - $454.46 $313K - $350K
10.2K $4.32B
JNJ
Johnson & Johnson

Healthcare
-287
- 1.91%
$143.34 - $165.86 $41.1K - $47.6K
14.7K $2.13B
UPS
United Parcel Service Inc

Industrials
-150
- 0.56%
$122.65 - $138.35 $18.4K - $20.8K
26.7K $3.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.98K
- 9.54%
$44.04 - $49.49 $131K - $147K
28.2K $1.24B
Capital Group International
-6.95K
- 36.64%
N/A
12K $331M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.83K
- 12.69%
$96.64 - $101.23 $177K - $186K
12.6K $1.22B
UTG
Reaves Utility Income Fund

Financial Services
-4.92K
- 6.54%
$30.81 - $34.99 $151K - $172K
70.3K $2.23B
BSM
Black Stone Minerals, L.P.

Energy
-12.8K
- 44.71%
$13.86 - $15.57 $178K - $200K
15.8K $231M
ABBV
Abb Vie Inc.

Healthcare
-314
- 4.43%
$164.99 - $203.87 $51.8K - $64K
6.78K $1.2B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-660
- 5.1%
$60.13 - $67.31 $39.7K - $44.4K
12.3K $747M
VDE
Vanguard Energy ETF

ETFs
-1.04K
- 35.95%
$116.67 - $136.78 $121K - $142K
1.85K $225M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.73K
- 15.07%
$26.05 - $29.17 $71.2K - $79.7K
15.4K $403M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.9K
- 5.41%
$49.74 - $50.43 $94.5K - $95.8K
33.2K $1.65B
AMD
Advanced Micro Devices Inc

Technology
-172
- 8.79%
$118.88 - $172.8 $20.4K - $29.7K
1.78K $215M
First Tr Exchng Traded Fd Vi
-7.01K
- 3.06%
N/A
222K $4.32B
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.34K
- 4.67%
$31.23 - $33.51 $41.9K - $44.9K
27.4K $861M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
-1.67K
- 19.58%
$45.44 - $46.52 $76K - $77.8K
6.87K $313M
IEMG
Ishares Inc

ETFs
-977
- 17.03%
N/A
4.76K $249M
LMT
Lockheed Martin Corp

Industrials
-44
- 7.59%
$479.66 - $614.62 $21.1K - $27K
536 $260M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-313
- 6.48%
$174.22 - $187.62 $54.5K - $58.7K
4.51K $791M
CVX
Chevron Corp

Energy
-440
- 11.97%
$141.15 - $162.53 $62.1K - $71.5K
3.24K $469M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-238
- 26.68%
$370.24 - $418.94 $88.1K - $99.7K
654 $262M
VBR
Vanguard Small Cap Value ETF

ETFs
-250
- 4.24%
$197.36 - $217.3 $49.3K - $54.3K
5.65K $1.12B
HDV
Ishares Core High Dividend ETF

ETFs
-285
- 4.65%
$110.82 - $121.28 $31.6K - $34.6K
5.85K $657M
NGG
National Grid PLC

Utilities
-211
- 4.27%
$57.68 - $70.03 $12.2K - $14.8K
4.73K $281M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7
- 1.37%
$501.29 - $612.85 $3.51K - $4.29K
505 $263M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-411
- 11.89%
$113.92 - $127.38 $46.8K - $52.4K
3.05K $351M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-76
- 1.08%
$68.25 - $75.42 $5.19K - $5.73K
6.96K $476M
XLI
Industrial Sector Spdr

ETFs
-103
- 0.98%
$131.76 - $143.99 $13.6K - $14.8K
10.4K $1.37B
NSC
Norfolk Southern Corp

Industrials
-93
- 4.3%
$230.6 - $277.0 $21.4K - $25.8K
2.07K $486M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-236
- 2.06%
$88.59 - $94.57 $20.9K - $22.3K
11.2K $995M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-358
- 7.64%
$71.75 - $75.11 $25.7K - $26.9K
4.33K $311M
SHW
Sherwin Williams CO

Basic Materials
-7
- 0.78%
$338.75 - $399.71 $2.37K - $2.8K
886 $301M
COP
Conocophillips

Energy
-189
- 5.9%
$95.12 - $114.72 $18K - $21.7K
3.01K $299M
CAT
Caterpillar Inc

Industrials
-50
- 7.67%
$360.37 - $416.88 $18K - $20.8K
602 $218M
VLO
Valero Energy Corp

Energy
-76
- 3.86%
$118.59 - $144.02 $9.01K - $10.9K
1.89K $232M
WELL
Welltower Inc.

Real Estate
-166
- 3.23%
$123.11 - $139.3 $20.4K - $23.1K
4.98K $627M
IVE
Ishares S&P 500 Value ETF

ETFs
-90
- 4.31%
$189.5 - $206.17 $17.1K - $18.6K
2K $382M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-237
- 2.41%
$45.17 - $47.23 $10.7K - $11.2K
9.6K $435M
LVHI
Franklin International Low Vol

ETFs
-801
- 10.65%
$29.98 - $31.57 $24K - $25.3K
6.72K $205M
ALLE
Allegion PLC

Industrials
-9
- 0.53%
$130.63 - $153.36 $1.18K - $1.38K
1.7K $222M
VV
Vanguard Large Cap ETF

ETFs
-164
- 4.93%
$260.27 - $280.65 $42.7K - $46K
3.16K $853M
AZO
Autozone Inc

Consumer Cyclical
-6
- 6.45%
$2981.19 - $3370.27 $17.9K - $20.2K
87 $279M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-93
- 4.26%
$311.11 - $335.64 $28.9K - $31.2K
2.09K $674M
IBM
International Business Machines Corp

Technology
-48
- 4.24%
$204.9 - $238.04 $9.84K - $11.4K
1.08K $238M
RTX
Raytheon Technologies Corp

Industrials
-15
- 0.83%
$114.45 - $127.21 $1.72K - $1.91K
1.78K $206M
Fidelity Covington Trust
-1.77K
- 2.43%
N/A
71.3K $2.34B
T
At&T Inc.

Communication Services
-1.72K
- 4.19%
$21.22 - $23.88 $36.5K - $41.1K
39.4K $896M
Activity Summary
Buys All Purchases 115 New Holdings 14 Increased Positions 101 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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