Long View Wealth Management Reduced Holdings in Q3 2024

Long View Wealth Management

  • $313 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-257
- 2.28%
$395.15 - $467.56 $102K - $120K
11K $4.74B
PKG
Packaging Corp Of America

Consumer Cyclical
-1.51K
- 38.46%
$176.32 - $215.7 $265K - $325K
2.41K $519M
IEMG
Ishares Inc

ETFs
-3.2K
- 35.83%
$53.64 - $53.64 $172K - $172K
5.74K $329M
GOOG
Alphabet Inc.

Communication Services
-284
- 4.8%
$149.54 - $192.66 $42.5K - $54.7K
5.63K $942M
AMZN
Amazon Com Inc

Consumer Cyclical
-69
- 0.37%
$161.02 - $200.0 $11.1K - $13.8K
18.4K $3.43B
CVX
Chevron Corp

Energy
-628
- 14.59%
$137.88 - $161.97 $86.6K - $102K
3.68K $542M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-514
- 19.04%
$283.28 - $314.39 $146K - $162K
2.19K $687M
GOOGL
Alphabet Inc.

Communication Services
-109
- 2.15%
$148.65 - $191.18 $16.2K - $20.8K
4.97K $825M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.85K
- 27.89%
$27.8 - $29.26 $107K - $113K
9.96K $289M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.43K
- 9.02%
$96.25 - $101.98 $138K - $146K
14.4K $1.46B
BSM
Black Stone Minerals, L.P.

Energy
-3.59K
- 11.14%
$14.05 - $15.85 $50.5K - $56.9K
28.7K $433M
SCHW
Schwab Charles Corp

Financial Services
-392
- 9.97%
$61.74 - $76.08 $24.2K - $29.8K
3.54K $229M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.62K
- 4.41%
$49.69 - $50.5 $80.5K - $81.8K
35.1K $1.77B
VDE
Vanguard Energy ETF

ETFs
-315
- 9.82%
$117.44 - $131.06 $37K - $41.3K
2.89K $354M
GMED
Globus Medical Inc

Healthcare
-1.4K
- 9.09%
$67.08 - $73.92 $93.9K - $103K
14K $1B
BP
Bp PLC

Energy
-600
- 8.37%
$30.78 - $37.05 $18.5K - $22.2K
6.57K $206M
ELV
Elevance Health, Inc.

Healthcare
-67
- 8.31%
$500.12 - $562.29 $33.5K - $37.7K
739 $384M
VLO
Valero Energy Corp

Energy
-30
- 1.5%
$132.81 - $163.48 $3.98K - $4.9K
1.97K $266M
MBB
Ishares Tr

ETFs
-531
- 15.06%
$90.85 - $96.66 $48.2K - $51.3K
3K $287M
COP
Conocophillips

Energy
-26
- 0.81%
$102.3 - $116.61 $2.66K - $3.03K
3.2K $337M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.43K
- 4.95%
$51.58 - $53.79 $73.6K - $76.8K
27.4K $1.47B
RIO
Rio Tinto PLC

Basic Materials
-1.06K
- 11.55%
$59.71 - $71.21 $63.2K - $75.4K
8.11K $577M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.52K
- 10.13%
$41.9 - $48.26 $147K - $170K
31.2K $1.49B
UPS
United Parcel Service Inc

Industrials
-82
- 0.3%
$123.32 - $147.38 $10.1K - $12.1K
26.9K $3.67B
DIS
Walt Disney CO

Communication Services
-121
- 2.86%
$85.6 - $98.61 $10.4K - $11.9K
4.11K $396M
XOM
Exxon Mobil Corp

Energy
-597
- 2.47%
$109.72 - $119.0 $65.5K - $71K
23.5K $2.76B
BAC
Bank Of America Corp

Financial Services
-329
- 2.8%
$36.65 - $44.13 $12.1K - $14.5K
11.4K $453M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.23%
$772.14 - $960.02 $772 - $960
434 $385M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-482
- 7.87%
$71.19 - $76.59 $34.3K - $36.9K
5.65K $432M
PG
Procter & Gamble CO

Consumer Defensive
-374
- 5.49%
$160.76 - $177.82 $60.1K - $66.5K
6.44K $1.12B
CMCSA
Comcast Corp

Communication Services
-766
- 7.05%
$37.33 - $41.78 $28.6K - $32K
10.1K $422M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-351
- 9.22%
$105.53 - $118.34 $37K - $41.5K
3.46K $404M
DAL
Delta Air Lines, Inc.

Industrials
-398
- 6.12%
$37.32 - $51.8 $14.9K - $20.6K
6.11K $310M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-136
- 5.29%
$75.32 - $84.37 $10.2K - $11.5K
2.43K $204M
TFC
Truist Financial Corp

Financial Services
-347
- 6.52%
$38.22 - $44.94 $13.3K - $15.6K
4.98K $213M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
-2.65K
- 10.43%
$10.38 - $11.96 $27.5K - $31.7K
22.8K $272M
V
Visa Inc.

Financial Services
-36
- 2.47%
$253.74 - $291.56 $9.13K - $10.5K
1.42K $391M
CHD
Church & Dwight CO Inc

Consumer Defensive
-41
- 0.29%
$98.01 - $106.59 $4.02K - $4.37K
14K $1.46B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-128
- 2.15%
$74.26 - $78.84 $9.51K - $10.1K
5.83K $457M
IVE
Ishares S&P 500 Value ETF

ETFs
-111
- 5.04%
$181.06 - $197.17 $20.1K - $21.9K
2.09K $412M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-752
- 3.98%
$26.69 - $29.87 $20.1K - $22.5K
18.1K $527M
MA
Mastercard Inc

Financial Services
-35
- 5.11%
$429.6 - $500.99 $15K - $17.5K
650 $321M
VV
Vanguard Large Cap ETF

ETFs
-105
- 3.06%
$236.92 - $263.4 $24.9K - $27.7K
3.33K $876M
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.23%
$161.9 - $179.3 $1.62K - $1.79K
4.36K $742M
IVW
Ishares S&P 500 Growth ETF

ETFs
-39
- 0.39%
$84.77 - $97.13 $3.31K - $3.79K
9.84K $942M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-659
- 5.45%
$83.76 - $91.82 $55.2K - $60.5K
11.4K $1.04B
CSCO
Cisco Systems, Inc.

Technology
-2
- 0.04%
$44.74 - $53.22 $89.5 - $106
5.21K $277M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.97%
$531.86 - $624.21 $2.66K - $3.12K
512 $317M
VIG
Vanguard Dividend Appreciation

ETFs
-195
- 4.25%
$182.15 - $182.15 $35.5K - $35.5K
4.39K $870M
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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