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
$645 Million 0.21% of portfolio
11,600
Q3 2024 Added 58.9%
$0
$667 Million 0.21% of portfolio
13,176
Q3 2024 Added 8.49%
$0
$584 Million 0.19% of portfolio
13,084
Q3 2024 Reduced 8.5%
$0
$527 Million 0.17% of portfolio
11,191
Q3 2024 Added 9.87%
$0
$527 Million 0.17% of portfolio
18,123
Q3 2024 Reduced 3.98%
$0
$542 Million 0.17% of portfolio
2,675
Q1 2024 Added 3.88%
$0
$536 Million 0.17% of portfolio
6,749
Q3 2024 Added 0.25%
$0
$534 Million 0.17% of portfolio
7,315
Q3 2024 Added 10.62%
$0
$529 Million 0.17% of portfolio
7,038
Q3 2024 Added 8.63%
$0
$494 Million 0.16% of portfolio
7,324
Q3 2024 Added 14.72%
$0
$500 Million 0.16% of portfolio
2,747
Q2 2024 Reduced 32.12%
$0
$507 Million 0.16% of portfolio
5,003
Q3 2024 Added 138.24%
$0
$457 Million 0.15% of portfolio
5,830
Q3 2024 Reduced 2.15%
$0
$464 Million 0.15% of portfolio
9,836
Q3 2024 Added 1.56%
$0
$432 Million 0.14% of portfolio
5,646
Q3 2024 Reduced 7.87%
$0
$440 Million 0.14% of portfolio
5,298
Q3 2024 Added 0.11%
$0
$404 Million 0.13% of portfolio
3,458
Q3 2024 Reduced 9.22%
$0
$412 Million 0.13% of portfolio
2,090
Q3 2024 Reduced 5.04%
$0
$362 Million 0.12% of portfolio
4,977
Q3 2024 Added 40.39%
$0
$362 Million 0.12% of portfolio
2,680
Q3 2024 Added 0.11%
$0
$363 Million 0.12% of portfolio
1,359
Q3 2024 Added 14.49%
$0
$343 Million 0.11% of portfolio
7,500
Q4 2023 New
$0
$354 Million 0.11% of portfolio
2,893
Q3 2024 Reduced 9.82%
$0
$352 Million 0.11% of portfolio
4,685
Q3 2024 Added 4.53%
$0
$332 Million 0.11% of portfolio
7,317
Q3 2024 Added 0.05%
$0
$335 Million 0.11% of portfolio
892
Q3 2024 Added 1.94%
$0
$329 Million 0.11% of portfolio
5,737
Q3 2024 Reduced 35.83%
$0
$324 Million 0.1% of portfolio
13,800
Q3 2024 New
$0
$321 Million 0.1% of portfolio
1,915
Q4 2023 New
$0
$318 Million 0.1% of portfolio
4,980
Q3 2024 Added 7.1%
$0
$289 Million 0.09% of portfolio
9,956
Q3 2024 Reduced 27.89%
$0
$282 Million 0.09% of portfolio
4,520
Q3 2024 Added 13.03%
$0
$280 Million 0.09% of portfolio
2,389
Q3 2024 Added 6.32%
$0
$287 Million 0.09% of portfolio
2,996
Q3 2024 Reduced 15.06%
$0
$260 Million 0.08% of portfolio
5,097
Q3 2024 New
$0
$251 Million 0.08% of portfolio
4,700
Q3 2024 New
$0
$250 Million 0.08% of portfolio
12,700
Q3 2024 New
$0
$210 Million 0.07% of portfolio
608
Q2 2024 New
$0
$234 Million 0.07% of portfolio
7,524
Q3 2024 New
$0
$229 Million 0.07% of portfolio
2,394
Q4 2023 New
$0
$228 Million 0.07% of portfolio
1,200
Q2 2024 Reduced 1.32%
$0
$204 Million 0.06% of portfolio
2,434
Q3 2024 Reduced 5.29%

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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