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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.7B
$1.46 Billion 0.47% of portfolio
13,988
Q3 2024 Reduced 0.29%
$0
$1.42 Billion 0.45% of portfolio
10,507
Q3 2024 Added 0.12%
$303B
$1.4 Billion 0.45% of portfolio
7,091
Q3 2024 Added 0.13%
$0
$1.42 Billion 0.45% of portfolio
6,866
Q3 2024 Added 0.1%
Fidelity Covington Trust
-
$1.33 Billion 0.42% of portfolio
-
Q3 2024 Added 7.57%
$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%
$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%
$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%
$6.3B
$1 Billion 0.32% of portfolio
14,000
Q3 2024 Reduced 9.09%
$423B
$984 Million 0.31% of portfolio
1,110
Q3 2024 Added 10.89%
$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%
$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%
$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%
$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%
$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%
$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
$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%
$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%
$0
$645 Million 0.21% of portfolio
11,600
Q3 2024 Added 58.9%
$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%
$0
$667 Million 0.21% of portfolio
13,176
Q3 2024 Added 8.49%
$44.1B
$622 Million 0.2% of portfolio
10,769
Q3 2024 New
$0
$584 Million 0.19% of portfolio
13,084
Q3 2024 Reduced 8.5%
Capital Group International
-
$576 Million 0.18% of portfolio
-
Q3 2024 Added 77.95%
$95.2B
$577 Million 0.18% of portfolio
8,107
Q3 2024 Reduced 11.55%
$0
$527 Million 0.17% of portfolio
11,191
Q3 2024 Added 9.87%

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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