Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $271 Billion
  • Q2 2024

Long View Wealth Management has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 182 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 $16B, Apple Inc. with a value of $14.1B, Home Depot, Inc. with a value of $13.7B, Genuine Parts CO with a value of $10.9B, and Ishares Morningstar Growth ETF with a value of $10.1B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $252B to 271B.

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 $271 Billion
ETFs: $144 Billion
Consumer Cyclical: $30.8 Billion
Technology: $23.6 Billion
Financial Services: $11.4 Billion
Consumer Defensive: $8.47 Billion
Healthcare: $7.01 Billion
Industrials: $6.09 Billion
Energy: $5.43 Billion
Other: $12.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971M
$455 Million 0.17% of portfolio
4,892
Q4 2023 New
$1.65B
$275 Million 0.1% of portfolio
200
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $271 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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