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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Billion 5.92% of portfolio
219,287
Q3 2024 Added 6.8%
$0
$9.9 Billion 3.16% of portfolio
284,498
Q3 2024 Added 14.22%
$0
$8.66 Billion 2.76% of portfolio
22,560
Q3 2024 Added 9.57%
$0
$8.66 Billion 2.76% of portfolio
127,667
Q3 2024 Added 20.68%
$0
$6.75 Billion 2.16% of portfolio
144,459
Q3 2024 Added 38.21%
$0
$6.7 Billion 2.14% of portfolio
38,398
Q3 2024 Added 15.27%
$0
$6.23 Billion 1.99% of portfolio
79,184
Q3 2024 Reduced 0.3%
$0
$5.88 Billion 1.88% of portfolio
115,910
Q3 2024 Added 10.13%
$0
$5.84 Billion 1.86% of portfolio
74,858
Q3 2024 Added 14.31%
$0
$5.63 Billion 1.8% of portfolio
135,670
Q3 2024 Added 8.84%
$0
$5.12 Billion 1.64% of portfolio
10,497
Q3 2024 Added 3.31%
$0
$5.02 Billion 1.6% of portfolio
21,171
Q3 2024 Added 3.18%
$0
$4.73 Billion 1.51% of portfolio
129,843
Q3 2024 Added 27.74%
$0
$3.75 Billion 1.2% of portfolio
36,018
Q3 2024 Added 16.49%
$0
$3.65 Billion 1.16% of portfolio
139,334
Q3 2024 Added 25.85%
$0
$3.29 Billion 1.05% of portfolio
88,041
Q3 2024 Added 34.58%
$0
$2.5 Billion 0.8% of portfolio
8,820
Q3 2024 Reduced 0.03%
$0
$2.42 Billion 0.77% of portfolio
45,822
Q3 2024 Added 5.04%
$0
$1.98 Billion 0.63% of portfolio
13,039
Q3 2024 Reduced 4.26%
$0
$1.77 Billion 0.57% of portfolio
35,104
Q3 2024 Reduced 4.41%
$0
$1.75 Billion 0.56% of portfolio
57,986
Q3 2024 Added 40.16%
$0
$1.69 Billion 0.54% of portfolio
62,557
Q3 2024 Added 0.51%
$0
$1.66 Billion 0.53% of portfolio
71,746
Q3 2024 Added 18.41%
$0
$1.64 Billion 0.52% of portfolio
15,434
Q3 2024 Added 0.52%
$0
$1.63 Billion 0.52% of portfolio
6,197
Q3 2024 Added 8.6%
$0
$1.49 Billion 0.48% of portfolio
31,223
Q3 2024 Reduced 10.13%
$0
$1.46 Billion 0.47% of portfolio
14,447
Q3 2024 Reduced 9.02%
$0
$1.47 Billion 0.47% of portfolio
27,406
Q3 2024 Reduced 4.95%
$0
$1.42 Billion 0.45% of portfolio
10,507
Q3 2024 Added 0.12%
$0
$1.42 Billion 0.45% of portfolio
6,866
Q3 2024 Added 0.1%
$0
$1.28 Billion 0.41% of portfolio
3,961
Q3 2024 Added 3.69%
$0
$1.29 Billion 0.41% of portfolio
37,735
Q3 2024 Added 84.36%
$0
$1.18 Billion 0.38% of portfolio
5,899
Q3 2024 Added 4.08%
$0
$1.14 Billion 0.36% of portfolio
9,529
Q3 2024 Added 185.56%
$0
$1.12 Billion 0.36% of portfolio
13,983
Q3 2024 Added 0.84%
$0
$1.07 Billion 0.34% of portfolio
21,308
Q3 2024 Added 12.4%
$0
$1.06 Billion 0.34% of portfolio
9,765
Q3 2024 Added 373.11%
$0
$1.04 Billion 0.33% of portfolio
11,440
Q3 2024 Reduced 5.45%
$0
$942 Million 0.3% of portfolio
9,841
Q3 2024 Reduced 0.39%
$0
$955 Million 0.3% of portfolio
28,735
Q3 2024 Reduced 0.31%
$0
$870 Million 0.28% of portfolio
4,391
Q3 2024 Reduced 4.25%
$0
$877 Million 0.28% of portfolio
12,953
Q3 2024 Added 0.19%
$0
$865 Million 0.28% of portfolio
4,827
Q3 2024 Reduced 0.25%
$0
$876 Million 0.28% of portfolio
3,328
Q3 2024 Reduced 3.06%
$0
$832 Million 0.27% of portfolio
1,442
Q3 2024 Added 15.36%
$0
$729 Million 0.23% of portfolio
5,688
Q3 2024 Added 13.19%
$0
$722 Million 0.23% of portfolio
6,135
Q3 2024 Reduced 1.37%
$0
$700 Million 0.22% of portfolio
6,555
Q4 2023 New
$0
$687 Million 0.22% of portfolio
2,185
Q3 2024 Reduced 19.04%

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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