Longview Financial Advisors, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Self I with a value of $14.1B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $11.8B, Ishares Msci Intl Quality Fact with a value of $10.9B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.9B, and Invesco Exchange Traded Fd Tr with a value of $10.4B.

Examining the 13F form we can see an decrease of $1.74B in the current position value, from $133B to 131B. Also it can be appreciated an additional of 1 stocks purchases and 1 closed positions.

Longview Financial Advisors, Inc. is based out at Huntsville, AL

Below you can find more details about Longview Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $104 Billion
Technology: $1.61 Billion
Healthcare: $1.48 Billion
Utilities: $579 Million
Industrials: $444 Million
Financial Services: $425 Million
Basic Materials: $348 Million
Energy: $247 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $131 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 29 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Longview Financial Advisors, Inc. Portfolio

Follow Longview Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Longview Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Longview Financial Advisors, Inc. with notifications on news.