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
$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%
$56.4B
$531 Million 0.17% of portfolio
33,111
Q2 2024 Added 1.44%
$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%
$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%
$21.5B
$519 Million 0.17% of portfolio
2,408
Q3 2024 Reduced 38.46%
$0
$494 Million 0.16% of portfolio
7,324
Q3 2024 Added 14.72%
$28.6B
$514 Million 0.16% of portfolio
3,232
Q3 2024 Added 0.25%
$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%
Capital Group Dividend Growe
-
$459 Million 0.15% of portfolio
-
Q3 2024 New
$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%
$42.4B
$427 Million 0.14% of portfolio
5,979
Q3 2024 Added 0.57%
$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
$399 Million 0.13% of portfolio
8,540
Q3 2024 Added 1.86%
$21.6B
$423 Million 0.13% of portfolio
18,122
Q3 2024 Added 0.14%
$203B
$396 Million 0.13% of portfolio
4,114
Q3 2024 Reduced 2.86%
$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%
Capital Grp Fixed Incm ETF T
-
$400 Million 0.13% of portfolio
-
Q3 2024 New
$165B
$422 Million 0.13% of portfolio
10,104
Q3 2024 Reduced 7.05%
$168B
$417 Million 0.13% of portfolio
9,291
Q3 2024 Added 1.61%
$515B
$391 Million 0.12% of portfolio
1,421
Q3 2024 Reduced 2.47%
$88.1B
$384 Million 0.12% of portfolio
739
Q3 2024 Reduced 8.31%
$720B
$385 Million 0.12% of portfolio
434
Q3 2024 Reduced 0.23%
$88.4B
$390 Million 0.12% of portfolio
2,262
Q3 2024 Added 866.67%
$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%
$88.7B
$341 Million 0.11% of portfolio
893
Q3 2024 Added 3.72%
$261B
$342 Million 0.11% of portfolio
6,060
Q3 2024 Added 1.32%
$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%
$103B
$333 Million 0.11% of portfolio
3,419
Q3 2024 Reduced 2.68%
$121B
$350 Million 0.11% of portfolio
1,264
Q3 2024 Added 0.4%
$0
$352 Million 0.11% of portfolio
4,685
Q3 2024 Added 4.53%
$42.2B
$344 Million 0.11% of portfolio
4,941
Q1 2024 Reduced 9.74%
$121B
$337 Million 0.11% of portfolio
3,203
Q3 2024 Reduced 0.81%
$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%
$137B
$350 Million 0.11% of portfolio
4,142
Q3 2024 Reduced 2.27%

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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