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
BNDX
Vanguard Total International B

ETFs
-812
- 3.2%
$48.77 - $49.55 $39.6K - $40.2K
24.6K $1.22B
LLY
Eli Lilly & CO

Healthcare
-2
- 0.46%
$713.71 - $898.95 $1.43K - $1.8K
429 $334M
ET
Energy Transfer LP

Energy
-262
- 0.8%
$15.65 - $18.93 $4.1K - $4.96K
32.5K $590M
MO
Altria Group, Inc.

Consumer Defensive
-200
- 4.41%
$55.56 - $60.91 $11.1K - $12.2K
4.33K $254M
VOE
Vanguard Mid Cap Value Index F

ETFs
-150
- 6.26%
$141.87 - $164.49 $21.3K - $24.7K
2.25K $369M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-536
- 9.83%
$51.16 - $62.02 $27.4K - $33.2K
4.92K $305M
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 0.87%
$210.83 - $235.28 $1.69K - $1.88K
911 $202M
PFF
Ishares Trust Ishares Pfd And

ETFs
-235
- 0.88%
$29.0 - $30.68 $6.82K - $7.21K
26.6K $815M
GE
General Electric CO

Industrials
-337
- 23.65%
$166.81 - $257.39 $56.2K - $86.7K
1.09K $280M
Capital Group New Geography
-3K
- 13.42%
N/A
19.3K $557M
ABT
Abbott Laboratories

Healthcare
-52
- 1.17%
$123.95 - $138.08 $6.45K - $7.18K
4.39K $598M
TFC
Truist Financial Corp

Financial Services
-21
- 0.42%
$34.79 - $42.99 $731 - $903
4.95K $213M
VBR
Vanguard Small Cap Value ETF

ETFs
-150
- 3.08%
$162.76 - $195.77 $24.4K - $29.4K
4.73K $922M
IEMG
Ishares Inc

ETFs
-164
- 4.28%
N/A
3.67K $220M
RTX
Raytheon Technologies Corp

Industrials
-40
- 2.6%
$113.75 - $148.48 $4.55K - $5.94K
1.5K $219M
NGG
National Grid PLC

Utilities
-158
- 3.34%
$62.74 - $74.79 $9.91K - $11.8K
4.57K $340M
CSCO
Cisco Systems, Inc.

Technology
-23
- 0.52%
$53.19 - $69.38 $1.22K - $1.6K
4.36K $302M
VEA
Vanguard Ftse Developed Market

ETFs
-4.17K
- 9.49%
$45.65 - $57.01 $190K - $238K
39.8K $2.27B
IBM
International Business Machines Corp

Technology
-25
- 2.78%
$221.03 - $294.78 $5.53K - $7.37K
874 $258M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-16
- 0.36%
$152.93 - $181.74 $2.45K - $2.91K
4.48K $814M
BAC
Bank Of America Corp

Financial Services
-495
- 4.29%
$34.39 - $47.46 $17K - $23.5K
11K $522M
KEYS
Keysight Technologies, Inc.

Technology
-8
- 0.25%
$127.02 - $165.4 $1.02K - $1.32K
3.22K $528M
JPM
Jpmorgan Chase & CO

Financial Services
-274
- 8.17%
$210.28 - $289.91 $57.6K - $79.4K
3.08K $893M
DIS
Walt Disney CO

Communication Services
-4
- 0.14%
$81.72 - $124.01 $327 - $496
2.92K $362M
WMT
Walmart Inc.

Consumer Defensive
-1.19K
- 5.55%
$81.79 - $99.98 $97.2K - $119K
20.2K $1.98B
GPC
Genuine Parts CO

Consumer Cyclical
-587
- 0.7%
$105.54 - $129.09 $62K - $75.8K
83.8K $10.2B
PLTR
Palantir Technologies Inc.

Technology
-200
- 6.35%
$74.01 - $144.25 $14.8K - $28.9K
2.95K $402M
META
Meta Platforms, Inc.

Communication Services
-79
- 4.84%
$484.66 - $738.09 $38.3K - $58.3K
1.55K $1.15B
AVGO
Broadcom Inc.

Technology
-92
- 3.93%
$146.29 - $275.65 $13.5K - $25.4K
2.25K $619M
Fidelity Covington Trust
-5.84K
- 4.06%
N/A
138K $4.75B
CGDV
Capital Group Divid Value ETF

ETFs
-6.41K
- 4.43%
$31.93 - $39.49 $205K - $253K
138K $5.46B
IYW
Ishares Dj Us Tech ETF

ETFs
-53
- 0.4%
$122.57 - $173.27 $6.5K - $9.18K
13K $2.26B
AMZN
Amazon Com Inc

Consumer Cyclical
-103
- 0.56%
$167.32 - $223.3 $17.2K - $23K
18.3K $4.02B
MSFT
Microsoft Corp

Technology
-772
- 7.78%
$354.56 - $497.45 $274K - $384K
9.15K $4.55B
NVDA
Nvidia Corp

Technology
-870
- 4.03%
$94.31 - $157.99 $82K - $137K
20.7K $3.28B
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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