Long View Wealth Management Sells in Q2 2025

Long View Wealth Management

  • $330 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-70.3K
- 76.67%
$67.83 - $84.09 $4.77M - $5.91M
21.4K $1.78B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-50.8K
- 63.31%
$77.74 - $78.78 $3.95M - $4M
29.4K $2.32B
VTV
Vanguard Value ETF

ETFs
-22.1K
- 52.49%
$153.67 - $176.74 $3.4M - $3.91M
20K $3.54B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-141K
- 77.62%
$22.27 - $29.21 $3.15M - $4.13M
40.8K $1.19B
AAPL
Apple Inc.

Technology
-5.39K
- 8.54%
$172.42 - $223.89 $930K - $1.21M
57.7K $11.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
-96.9K
- 30.93%
$30.53 - $40.65 $2.96M - $3.94M
217K $8.8B
HD
Home Depot, Inc.

Consumer Cyclical
-5.26K
- 13.35%
$335.24 - $380.78 $1.76M - $2M
34.2K $12.5B
VB
Vanguard Small Cap ETF

ETFs
-7.1K
- 32.58%
$193.73 - $237.37 $1.37M - $1.68M
14.7K $3.48B
CGXU
Capital Group Intl Focus Equit

ETFs
-44.8K
- 81.63%
$21.44 - $27.35 $960K - $1.22M
10.1K $273M
VUG
Vanguard Growth ETF

ETFs
-5.42K
- 24.45%
$329.49 - $438.4 $1.79M - $2.38M
16.8K $7.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-604
- 8.53%
$483.48 - $539.8 $292K - $326K
6.48K $3.15B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-9.03K
- 70.4%
$57.14 - $72.68 $516K - $656K
3.8K $276M
GMED
Globus Medical Inc

Healthcare
-3.5K
- 25.0%
$55.82 - $75.5 $195K - $264K
10.5K $620M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-16K
- 42.19%
$23.55 - $27.67 $376K - $442K
21.9K $605M
UNH
Unitedhealth Group Inc

Healthcare
-152
- 12.87%
$274.35 - $599.47 $41.7K - $91.1K
1.03K $321M
XOM
Exxon Mobil Corp

Energy
-642
- 3.18%
$99.93 - $119.04 $64.2K - $76.4K
19.6K $2.11B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.3K
- 29.57%
$22.54 - $23.17 $278K - $285K
29.3K $674M
UPS
United Parcel Service Inc

Industrials
-265
- 0.99%
$91.92 - $110.2 $24.4K - $29.2K
26.5K $2.68B
JNJ
Johnson & Johnson

Healthcare
-405
- 2.9%
$146.36 - $159.82 $59.3K - $64.7K
13.6K $2.07B
SO
Southern CO

Utilities
-2.14K
- 5.5%
$84.91 - $92.56 $182K - $198K
36.8K $3.38B
T
At&T Inc.

Communication Services
-7.83K
- 18.66%
$26.33 - $28.94 $206K - $227K
34.1K $987M
MUB
Ishares National Muni Bond ETF

ETFs
-1.73K
- 14.72%
$102.31 - $105.8 $177K - $183K
10K $1.05B
ABBV
Abb Vie Inc.

Healthcare
-149
- 2.23%
$170.16 - $206.27 $25.4K - $30.7K
6.54K $1.21B
PG
Procter & Gamble CO

Consumer Defensive
-663
- 10.12%
$157.66 - $172.39 $105K - $114K
5.89K $939M
CVX
Chevron Corp

Energy
-666
- 20.9%
$133.73 - $168.51 $89.1K - $112K
2.52K $361M
DUK
Duke Energy Corp

Utilities
-947
- 7.4%
$112.46 - $124.05 $106K - $117K
11.9K $1.4B
VV
Vanguard Large Cap ETF

ETFs
-707
- 26.9%
$228.25 - $285.3 $161K - $202K
1.92K $548M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.6K
- 8.19%
$49.18 - $50.16 $128K - $130K
29.2K $1.46B
VZ
Verizon Communications Inc

Communication Services
-2.26K
- 28.08%
$41.67 - $45.62 $94.1K - $103K
5.79K $250M
PEP
Pepsico Inc

Consumer Defensive
-42
- 0.91%
$128.02 - $151.37 $5.38K - $6.36K
4.57K $604M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.77K
- 14.8%
$45.12 - $46.23 $80K - $82K
10.2K $472M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 21.37%
$144.7 - $178.6 $148K - $183K
3.77K $665M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-991
- 15.53%
$66.5 - $71.25 $65.9K - $70.6K
5.39K $375M
MCD
Mcdonalds Corp

Consumer Cyclical
-94
- 4.21%
$285.55 - $321.23 $26.8K - $30.2K
2.14K $625M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.4K
- 14.84%
$45.2 - $46.6 $63.2K - $65.1K
8.02K $372M
COP
Conocophillips

Energy
-200
- 6.9%
$82.66 - $106.1 $16.5K - $21.2K
2.7K $242M
COST
Costco Wholesale Corp

Consumer Defensive
-110
- 9.8%
$908.13 - $1056.85 $99.9K - $116K
1.01K $1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-821
- 15.95%
$72.02 - $73.82 $59.1K - $60.6K
4.33K $319M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-323
- 20.49%
$272.36 - $339.57 $88K - $110K
1.25K $426M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-804
- 12.18%
$75.05 - $77.34 $60.3K - $62.2K
5.8K $448M
KO
Coca Cola CO

Consumer Defensive
-195
- 0.4%
$68.37 - $73.9 $13.3K - $14.4K
49.1K $3.47B
BSM
Black Stone Minerals, L.P.

Energy
-1.89K
- 12.95%
$12.78 - $15.36 $24.1K - $29K
12.7K $166M
CMCSA
Comcast Corp

Communication Services
-1.19K
- 12.59%
$32.84 - $36.72 $39K - $43.7K
8.26K $295M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.4K
- 12.47%
$39.89 - $49.46 $135K - $168K
23.8K $1.18B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-577
- 21.59%
$90.56 - $109.49 $52.3K - $63.2K
2.1K $229M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.42K
- 2.82%
$26.18 - $26.93 $37.2K - $38.3K
49.1K $1.31B
TSCO
Tractor Supply CO

Consumer Cyclical
-535
- 9.69%
$47.86 - $55.77 $25.6K - $29.8K
4.99K $263M
AJG
Arthur J. Gallagher & Co.

Financial Services
-41
- 4.1%
$310.86 - $348.77 $12.7K - $14.3K
959 $307M
SBUX
Starbucks Corp

Consumer Cyclical
-18
- 0.53%
$79.69 - $99.41 $1.43K - $1.79K
3.4K $311M
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
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