Long View Wealth Management Reduced Holdings in Q1 2025

Long View Wealth Management

  • $333 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.13K
- 3.26%
$209.68 - $247.1 $446K - $525K
63.1K $14B
VUG
Vanguard Growth ETF

ETFs
-296
- 1.32%
$369.1 - $427.61 $109K - $127K
22.2K $8.22B
HD
Home Depot, Inc.

Consumer Cyclical
-130
- 0.33%
$347.25 - $424.87 $45.1K - $55.2K
39.4K $14.5B
MSFT
Microsoft Corp

Technology
-314
- 3.07%
$375.39 - $447.2 $118K - $140K
9.92K $3.73B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-171
- 1.56%
$468.34 - $539.52 $80.1K - $92.3K
10.8K $5.06B
XLI
Industrial Sector Spdr

ETFs
-1.94K
- 18.63%
$128.78 - $141.67 $250K - $275K
8.47K $1.11B
IYW
Ishares Dj Us Tech ETF

ETFs
-2
- 0.02%
$140.44 - $166.79 $281 - $334
13.1K $1.84B
GOOGL
Alphabet Inc.

Communication Services
-307
- 6.02%
$154.33 - $206.19 $47.4K - $63.3K
4.8K $742M
VBR
Vanguard Small Cap Value ETF

ETFs
-771
- 13.65%
$183.02 - $207.75 $141K - $160K
4.88K $909M
CGXU
Capital Group Intl Focus Equit

ETFs
-7.92K
- 12.62%
$24.48 - $26.59 $194K - $211K
54.8K $1.34B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-516
- 24.67%
$302.31 - $337.54 $156K - $174K
1.58K $483M
VV
Vanguard Large Cap ETF

ETFs
-536
- 16.94%
$253.32 - $282.66 $136K - $152K
2.63K $676M
DIS
Walt Disney CO

Communication Services
-1.09K
- 27.23%
$96.87 - $114.0 $106K - $125K
2.92K $289M
DLR
Digital Realty Trust, Inc.

Real Estate
-46
- 1.13%
$142.1 - $183.56 $6.54K - $8.44K
4.04K $578M
AXP
American Express CO

Financial Services
-226
- 7.48%
$255.39 - $325.87 $57.7K - $73.6K
2.8K $752M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.56K
- 23.08%
$75.47 - $84.24 $118K - $132K
5.21K $401M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5.35K
- 34.75%
$25.54 - $27.64 $137K - $148K
10K $274M
CGMU
Capital Group Core Plus Income
-3.56K
- 7.82%
N/A
41.9K $1.12B
MGC
Vanguard Mega Cap ETF

ETFs
-97
- 1.45%
$199.2 - $222.69 $19.3K - $21.6K
6.59K $1.33B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.13K
- 9.84%
$25.77 - $27.6 $106K - $114K
37.8K $1.01B
BAC
Bank Of America Corp

Financial Services
-1.29K
- 10.08%
$39.61 - $47.74 $51.2K - $61.7K
11.5K $481M
MA
Mastercard Inc

Financial Services
-175
- 27.91%
$504.67 - $576.31 $88.3K - $101K
452 $248M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-374
- 12.27%
$102.49 - $119.96 $38.3K - $44.9K
2.67K $280M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.45K
- 4.37%
$49.75 - $50.27 $72.1K - $72.9K
31.8K $1.59B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.82K
- 2.22%
$76.94 - $78.28 $140K - $143K
80.2K $6.28B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-201
- 7.37%
$196.12 - $229.48 $39.4K - $46.1K
2.53K $511M
META
Meta Platforms, Inc.

Communication Services
-61
- 3.6%
$576.36 - $736.67 $35.2K - $44.9K
1.63K $941M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-425
- 7.23%
$57.21 - $65.8 $24.3K - $28K
5.46K $318M
IEMG
Ishares Inc

ETFs
-926
- 19.45%
N/A
3.83K $207M
LOW
Lowes Companies Inc

Consumer Cyclical
-114
- 11.04%
$222.66 - $268.42 $25.4K - $30.6K
919 $214M
ET
Energy Transfer LP

Energy
-249
- 0.75%
$17.26 - $21.08 $4.3K - $5.25K
32.8K $610M
PFF
Ishares Trust Ishares Pfd And

ETFs
-584
- 2.13%
$30.73 - $32.26 $17.9K - $18.8K
26.8K $824M
JPM
Jpmorgan Chase & CO

Financial Services
-225
- 6.29%
$225.19 - $279.95 $50.7K - $63K
3.35K $822M
CMCSA
Comcast Corp

Communication Services
-766
- 7.5%
$33.19 - $38.23 $25.4K - $29.3K
9.45K $349M
CSCO
Cisco Systems, Inc.

Technology
-753
- 14.66%
$58.74 - $64.87 $44.2K - $48.8K
4.38K $270M
IVE
Ishares S&P 500 Value ETF

ETFs
-150
- 7.5%
$185.78 - $198.58 $27.9K - $29.8K
1.85K $353M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-579
- 8.32%
$66.9 - $71.57 $38.7K - $41.4K
6.38K $450M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-29
- 5.74%
$497.6 - $606.74 $14.4K - $17.6K
476 $237M
NEE
Nextera Energy Inc

Utilities
-303
- 7.29%
$66.96 - $76.16 $20.3K - $23.1K
3.85K $273M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-412
- 5.87%
$73.78 - $76.59 $30.4K - $31.6K
6.6K $505M
CHD
Church & Dwight CO Inc

Consumer Defensive
-822
- 5.87%
$101.42 - $113.2 $83.4K - $93.1K
13.2K $1.45B
IBM
International Business Machines Corp

Technology
-185
- 17.07%
$217.4 - $264.74 $40.2K - $49K
899 $224M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-20
- 0.44%
$169.43 - $182.84 $3.39K - $3.66K
4.49K $779M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1K
- 3.54%
$42.5 - $46.71 $42.5K - $46.7K
27.2K $1.23B
VZ
Verizon Communications Inc

Communication Services
-1.31K
- 13.98%
$37.81 - $46.49 $49.5K - $60.8K
8.05K $365M
BSM
Black Stone Minerals, L.P.

Energy
-1.28K
- 8.05%
$14.48 - $15.59 $18.5K - $19.9K
14.6K $222M
SHW
Sherwin Williams CO

Basic Materials
-47
- 5.3%
$330.16 - $365.55 $15.5K - $17.2K
839 $293M
NSC
Norfolk Southern Corp

Industrials
-45
- 2.17%
$227.69 - $259.76 $10.2K - $11.7K
2.03K $480M
RTX
Raytheon Technologies Corp

Industrials
-243
- 13.64%
$114.1 - $135.66 $27.7K - $33K
1.54K $204M
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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