Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $328 Billion
  • Q4 2024

Long View Wealth Management has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $328 Billion distributed in 203 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 $21B, Apple Inc. with a value of $16.3B, Home Depot, Inc. with a value of $15.4B, Ishares Morningstar Growth ETF with a value of $12.8B, and Capital Group Growth ETF Shs C with a value of $11.1B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $313B to 328B.

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 $328 Billion
ETFs: $180 Billion
Consumer Cyclical: $32.3 Billion
Technology: $26.3 Billion
Financial Services: $13.6 Billion
Consumer Defensive: $9.46 Billion
Healthcare: $7.07 Billion
Industrials: $6.56 Billion
Utilities: $6.4 Billion
Other: $13.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21 Billion 6.39% of portfolio
767,433
Q4 2024 Added 249.97%
$3.7T
$16.3 Billion 4.98% of portfolio
65,244
Q4 2024 Reduced 1.84%
$419B
$15.4 Billion 4.69% of portfolio
39,562
Q4 2024 Added 0.41%
-
$12.8 Billion 3.9% of portfolio
-
Q4 2024 Added 3.83%
$0
$11.1 Billion 3.38% of portfolio
298,455
Q4 2024 Added 4.91%
$16.7B
$9.85 Billion 3.0% of portfolio
84,328
Q4 2024 Added 7.31%
$0
$9.22 Billion 2.81% of portfolio
22,473
Q4 2024 Reduced 0.39%
$0
$9.12 Billion 2.78% of portfolio
393,589
Q4 2024 Added 208.29%
$0
$7.02 Billion 2.14% of portfolio
156,430
Q4 2024 Added 8.29%
$0
$6.77 Billion 2.06% of portfolio
40,009
Q4 2024 Added 4.2%
$0
$6.41 Billion 1.95% of portfolio
172,752
Q4 2024 Added 27.33%
$0
$6.34 Billion 1.93% of portfolio
82,048
Q4 2024 Added 3.62%
$0
$5.91 Billion 1.8% of portfolio
84,091
Q4 2024 Added 12.33%
$0
$5.92 Billion 1.8% of portfolio
117,409
Q4 2024 Added 1.29%
$0
$5.6 Billion 1.71% of portfolio
10,960
Q4 2024 Added 4.41%
$0
$5.22 Billion 1.59% of portfolio
21,715
Q4 2024 Added 2.57%
$3.2T
$4.32 Billion 1.32% of portfolio
10,238
Q4 2024 Reduced 6.99%
$0
$4.32 Billion 1.32% of portfolio
155,079
Q4 2024 Added 330.56%
First Tr Exchng Traded Fd Vi
-
$4.32 Billion 1.32% of portfolio
-
Q4 2024 Reduced 3.06%
$2.3T
$3.95 Billion 1.2% of portfolio
17,992
Q4 2024 Reduced 2.24%
$0
$3.6 Billion 1.1% of portfolio
108,509
Q4 2024 Added 23.25%
$0
$3.51 Billion 1.07% of portfolio
151,933
Q4 2024 Added 9.04%
$0
$3.46 Billion 1.05% of portfolio
6,417
Q4 2024 Added 7.51%
Capital Group Core Balanced
-
$3.4 Billion 1.04% of portfolio
-
Q4 2024 Added 50.81%
$94.6B
$3.37 Billion 1.03% of portfolio
26,748
Q4 2024 Reduced 0.56%
$91.3B
$3.35 Billion 1.02% of portfolio
40,678
Q4 2024 Added 0.03%
$609B
$3.32 Billion 1.01% of portfolio
7,328
Q3 2024 Added 0.77%
$271B
$3.06 Billion 0.93% of portfolio
49,182
Q4 2024 Added 13.39%
$343B
$2.84 Billion 0.86% of portfolio
21,114
Q4 2024 Added 0.23%
$0
$2.55 Billion 0.78% of portfolio
8,793
Q4 2024 Reduced 0.31%
Fidelity Covington Trust
-
$2.34 Billion 0.71% of portfolio
-
Q4 2024 Reduced 2.43%
$468B
$2.25 Billion 0.69% of portfolio
20,919
Q4 2024 Reduced 11.09%
$0
$2.23 Billion 0.68% of portfolio
70,276
Q4 2024 Reduced 6.54%
$0
$2.21 Billion 0.67% of portfolio
46,247
Q4 2024 Added 0.93%
$384B
$2.13 Billion 0.65% of portfolio
14,745
Q4 2024 Reduced 1.91%
$0
$2.09 Billion 0.64% of portfolio
13,094
Q4 2024 Added 0.42%
$67.3B
$2.01 Billion 0.61% of portfolio
19,411
Q4 2024 Added 0.06%
$0
$1.9 Billion 0.58% of portfolio
64,906
Q4 2024 Added 11.93%
$250B
$1.92 Billion 0.58% of portfolio
21,201
Q4 2024 Reduced 0.66%
$33.7B
$1.88 Billion 0.57% of portfolio
35,188
Q4 2024 Added 39.03%
$0
$1.88 Billion 0.57% of portfolio
84,461
Q4 2024 Added 17.72%
$0
$1.64 Billion 0.5% of portfolio
6,204
Q4 2024 Added 0.11%
$0
$1.64 Billion 0.5% of portfolio
15,548
Q4 2024 Added 0.74%
$0
$1.65 Billion 0.5% of portfolio
33,204
Q4 2024 Reduced 5.41%
$0
$1.6 Billion 0.49% of portfolio
13,580
Q4 2024 Added 42.51%
$0
$1.55 Billion 0.47% of portfolio
62,761
Q4 2024 Added 0.33%
-
$1.49 Billion 0.45% of portfolio
-
Q4 2024 Added 93.85%
$25.9B
$1.47 Billion 0.45% of portfolio
14,014
Q4 2024 Added 0.19%
Fidelity Covington Trust
-
$1.44 Billion 0.44% of portfolio
-
Q4 2024 Added 18.97%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $328 Billion
  • Prior Value $313 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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