Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $313 Billion
  • Q3 2024

Long View Wealth Management has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $313 Billion distributed in 194 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 $18.5B, Home Depot, Inc. with a value of $16B, Apple Inc. with a value of $15.5B, Ishares Morningstar Growth ETF with a value of $11.5B, and Genuine Parts CO with a value of $11B.

Examining the 13F form we can see an increase of $42.5B in the current position value, from $271B to 313B.

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 $313 Billion
ETFs: $169 Billion
Consumer Cyclical: $33.2 Billion
Technology: $25.1 Billion
Financial Services: $13.3 Billion
Consumer Defensive: $9.37 Billion
Industrials: $7.26 Billion
Healthcare: $7.09 Billion
Utilities: $6.99 Billion
Other: $14 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$394B
$16 Billion 5.1% of portfolio
39,399
Q3 2024 Reduced 0.65%
$4.01T
$15.5 Billion 4.94% of portfolio
66,465
Q3 2024 Reduced 0.57%
-
$11.5 Billion 3.69% of portfolio
-
Q3 2024 Added 11.04%
$16.2B
$11 Billion 3.5% of portfolio
78,583
Q3 2024 Reduced 0.25%
$3.26T
$4.74 Billion 1.51% of portfolio
11,008
Q3 2024 Reduced 2.28%
$89B
$3.67 Billion 1.17% of portfolio
40,664
Q3 2024 Added 5.22%
$89.5B
$3.67 Billion 1.17% of portfolio
26,898
Q3 2024 Reduced 0.3%
$2.27T
$3.43 Billion 1.09% of portfolio
18,404
Q3 2024 Reduced 0.37%
$585B
$3.37 Billion 1.08% of portfolio
7,328
Q3 2024 Added 0.77%
$270B
$3.12 Billion 0.99% of portfolio
43,373
Q3 2024 Added 0.72%
$440B
$2.76 Billion 0.88% of portfolio
23,529
Q3 2024 Reduced 2.47%
$326B
$2.56 Billion 0.82% of portfolio
21,066
Q3 2024 Added 10.97%
$0
$2.47 Billion 0.79% of portfolio
75,191
Q3 2024 Added 0.1%
$375B
$2.44 Billion 0.78% of portfolio
15,032
Q3 2024 Added 1.36%
$64B
$2.17 Billion 0.69% of portfolio
19,400
Q3 2024 Added 23.18%
$254B
$1.72 Billion 0.55% of portfolio
21,341
Q3 2024 Added 4.8%
$82.4B
$1.46 Billion 0.47% of portfolio
12,639
Q3 2024 Added 45.83%
$25.7B
$1.46 Billion 0.47% of portfolio
13,988
Q3 2024 Reduced 0.29%
$303B
$1.4 Billion 0.45% of portfolio
7,091
Q3 2024 Added 0.13%
$401B
$1.12 Billion 0.36% of portfolio
6,444
Q3 2024 Reduced 5.49%
-
$1.1 Billion 0.35% of portfolio
-
Q3 2024 Added 0.07%
$6.3B
$1 Billion 0.32% of portfolio
14,000
Q3 2024 Reduced 9.09%
$1.36T
$989 Million 0.32% of portfolio
1,727
Q3 2024 Reduced 0.12%
$423B
$984 Million 0.31% of portfolio
1,110
Q3 2024 Added 10.89%
$1.15T
$942 Million 0.3% of portfolio
5,634
Q3 2024 Reduced 4.8%
$161B
$904 Million 0.29% of portfolio
41,073
Q3 2024 Reduced 0.39%
$219B
$817 Million 0.26% of portfolio
3,011
Q3 2024 Reduced 0.89%
$1.13T
$825 Million 0.26% of portfolio
4,972
Q3 2024 Reduced 2.15%
-
$784 Million 0.25% of portfolio
-
Q3 2024 Added 166.15%
$209B
$742 Million 0.24% of portfolio
4,361
Q3 2024 Reduced 0.23%
$683B
$754 Million 0.24% of portfolio
3,576
Q3 2024 Added 3.86%
$1.02B
$680 Million 0.22% of portfolio
6,453
Q3 2024 Added 31.91%
-
$683 Million 0.22% of portfolio
-
Q3 2024 Added 61.18%
$214B
$676 Million 0.22% of portfolio
2,218
Q3 2024 Reduced 4.11%
$0
$678 Million 0.22% of portfolio
47,797
Q3 2024 Added 9.79%
$50.8B
$667 Million 0.21% of portfolio
4,119
Q3 2024 Added 14.0%
$39.4B
$642 Million 0.21% of portfolio
4,327
Q4 2023 New
$57.4B
$659 Million 0.21% of portfolio
5,144
Q3 2024 Reduced 2.17%
$44.1B
$622 Million 0.2% of portfolio
10,769
Q3 2024 New
$95.2B
$577 Million 0.18% of portfolio
8,107
Q3 2024 Reduced 11.55%
$56.4B
$531 Million 0.17% of portfolio
33,111
Q2 2024 Added 1.44%
$53.4B
$538 Million 0.17% of portfolio
2,163
Q3 2024 Reduced 1.14%
$276B
$542 Million 0.17% of portfolio
3,677
Q3 2024 Reduced 14.59%
$197B
$521 Million 0.17% of portfolio
4,569
Q3 2024 Added 2.24%
$21.3B
$519 Million 0.17% of portfolio
2,408
Q3 2024 Reduced 38.46%
$28.6B
$514 Million 0.16% of portfolio
3,232
Q3 2024 Added 0.25%
$1.38T
$442 Million 0.14% of portfolio
1,691
Q3 2024 Reduced 0.88%
$348B
$453 Million 0.14% of portfolio
11,415
Q3 2024 Reduced 2.8%
$2.92B
$433 Million 0.14% of portfolio
28,658
Q3 2024 Reduced 11.14%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $313 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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