Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $333 Billion
  • Q1 2025

Long View Wealth Management has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $22.8B, Home Depot, Inc. with a value of $14.5B, Apple Inc. with a value of $14B, Ishares Morningstar Growth ETF with a value of $11.9B, and Capital Group Growth ETF Shs C with a value of $10.7B.

Examining the 13F form we can see an increase of $5.3B in the current position value, from $328B to 333B.

Long View Wealth Management is based out at Atlanta, GA

Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $333 Billion
ETFs: $184 Billion
Consumer Cyclical: $30.9 Billion
Technology: $22.3 Billion
Financial Services: $14.4 Billion
Consumer Defensive: $10 Billion
Healthcare: $7.41 Billion
Utilities: $6.7 Billion
Industrials: $5.95 Billion
Other: $13.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$371B
$14.5 Billion 4.33% of portfolio
39,432
Q1 2025 Reduced 0.33%
$3.14T
$14 Billion 4.21% of portfolio
63,118
Q1 2025 Reduced 3.26%
-
$11.9 Billion 3.58% of portfolio
-
Q1 2025 Added 3.23%
$17.8B
$10 Billion 3.01% of portfolio
84,341
Q1 2025 Added 0.02%
$655B
$3.77 Billion 1.13% of portfolio
7,082
Q1 2025 Reduced 3.36%
$3.36T
$3.73 Billion 1.12% of portfolio
9,924
Q1 2025 Reduced 3.07%
$97.6B
$3.58 Billion 1.07% of portfolio
38,924
Q1 2025 Reduced 4.31%
$310B
$3.53 Billion 1.06% of portfolio
49,282
Q1 2025 Added 0.2%
$2.05T
$3.51 Billion 1.05% of portfolio
18,449
Q1 2025 Added 2.54%
$64.8B
$2.93 Billion 0.88% of portfolio
26,354
Q1 2025 Added 35.77%
$69.6B
$2.94 Billion 0.88% of portfolio
26,773
Q1 2025 Added 0.09%
$429B
$2.4 Billion 0.72% of portfolio
20,207
Q1 2025 Reduced 3.4%
$327B
$2.34 Billion 0.7% of portfolio
21,614
Q1 2025 Added 2.37%
$400B
$2.32 Billion 0.69% of portfolio
13,964
Q1 2025 Reduced 5.3%
$0
$2.27 Billion 0.68% of portfolio
69,612
Q1 2025 Reduced 0.94%
$34.3B
$2.12 Billion 0.64% of portfolio
36,604
Q1 2025 Added 4.02%
-
$1.82 Billion 0.55% of portfolio
-
Q1 2025 Added 22.12%
$89.7B
$1.56 Billion 0.47% of portfolio
12,800
Q1 2025 Added 0.8%
$23.3B
$1.45 Billion 0.44% of portfolio
13,192
Q1 2025 Reduced 5.87%
-
$1.42 Billion 0.43% of portfolio
-
Q1 2025 Added 0.85%
$324B
$1.4 Billion 0.42% of portfolio
6,689
Q1 2025 Reduced 1.3%
$195B
$1.19 Billion 0.36% of portfolio
41,945
Q1 2025 Added 6.59%
-
$1.12 Billion 0.34% of portfolio
-
Q1 2025 Reduced 7.82%
$393B
$1.12 Billion 0.33% of portfolio
6,554
Q1 2025 Added 1.46%
$446B
$1.06 Billion 0.32% of portfolio
1,123
Q1 2025 Added 0.27%
$4.54B
$1.02 Billion 0.31% of portfolio
14,000
Q3 2024 Reduced 9.09%
$1.41T
$941 Million 0.28% of portfolio
1,633
Q1 2025 Reduced 3.6%
$765B
$822 Million 0.25% of portfolio
3,353
Q1 2025 Reduced 6.29%
$453B
$798 Million 0.24% of portfolio
1
Q1 2025 New
$1.03T
$792 Million 0.24% of portfolio
5,070
Q1 2025 Reduced 2.18%
$213B
$752 Million 0.23% of portfolio
2,795
Q1 2025 Reduced 7.48%
$69.1B
$746 Million 0.22% of portfolio
4,871
Q1 2025 Reduced 2.15%
$1.01T
$742 Million 0.22% of portfolio
4,796
Q1 2025 Reduced 6.02%
$178B
$692 Million 0.21% of portfolio
4,616
Q1 2025 Added 3.59%
$231B
$698 Million 0.21% of portfolio
2,234
Q1 2025 Added 0.36%
$0
$656 Million 0.2% of portfolio
48,028
Q1 2025 Reduced 0.13%
$276B
$618 Million 0.19% of portfolio
1,181
Q1 2025 Reduced 0.34%
$55.1B
$610 Million 0.18% of portfolio
32,802
Q1 2025 Reduced 0.75%
$230B
$590 Million 0.18% of portfolio
4,445
Q1 2025 Reduced 4.53%
$46.9B
$609 Million 0.18% of portfolio
10,865
Q1 2025 Reduced 0.01%
$48.3B
$578 Million 0.17% of portfolio
4,036
Q1 2025 Reduced 1.13%
$3.45B
$577 Million 0.17% of portfolio
2,000
Q3 2024 Added 900.0%
$267B
$533 Million 0.16% of portfolio
3,187
Q1 2025 Reduced 1.54%
$611M
$485 Million 0.15% of portfolio
6,473
Q1 2025 Added 0.31%
$1.07T
$511 Million 0.15% of portfolio
1,973
Q1 2025 Added 3.35%
$28.6B
$484 Million 0.15% of portfolio
3,232
Q3 2024 Added 0.25%
$32.1B
$506 Million 0.15% of portfolio
4,327
Q4 2023 New
$17.9B
$477 Million 0.14% of portfolio
2,408
Q3 2024 Reduced 38.46%
$347B
$481 Million 0.14% of portfolio
11,530
Q1 2025 Reduced 10.08%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $333 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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