Long View Wealth Management Purchases and Sells in Q2 2025

Long View Wealth Management

$330 Billion
Q2 2025

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ILCG	2.9K + 1.97%	N/A	150K $14.6B
FNDF	26.2K + 23.37%	$32.25 - $40.02 $845K - $1.05M	138K $5.54B
SCHX	13.5K + 3.23%	$19.6 - $24.44 $265K - $331K	433K $10.6B
CAPITAL GROUP CORE BALANCED	24.5K + 18.21%	N/A	159K $5.31B
QQQ	442 + 4.1%	$416.06 - $551.64 $184K - $244K	11.2K $6.2B
CAPITAL GROUP GLOBAL EQUITY	35.5K + 165.08%	N/A	57K $1.66B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAPITAL GRP FIXED INCM ETF T	36.5K New	N/A	36.5K $899M
CAPITAL GROUP EQUITY ETF TR	16.9K New	N/A	16.9K $453M
RBB FUND TRUST	9.93K New	N/A	9.93K $401M
IMCG	3.68K New	$63.36 - $80.23 $233K - $296K	3.68K $296M
VTEB	5.7K New	$48.13 - $49.85 $274K - $284K	5.7K $280M
EFV	4.34K New	$52.4 - $64.65 $227K - $281K	4.34K $276M

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-70.3K - 76.67%	$67.83 - $84.09 $4.77M - $5.91M	21.4K $1.78B
BSV	-50.8K - 63.31%	$77.74 - $78.78 $3.95M - $4M	29.4K $2.32B
VTV	-22.1K - 52.49%	$153.67 - $176.74 $3.4M - $3.91M	20K $3.54B
SCHG	-141K - 77.62%	$22.27 - $29.21 $3.15M - $4.13M	40.8K $1.19B
AAPL	-5.39K - 8.54%	$172.42 - $223.89 $930K - $1.21M	57.7K $11.8B
CGGR	-96.9K - 30.93%	$30.53 - $40.65 $2.96M - $3.94M	217K $8.8B

Activity Summary All Purchases 110 New Holdings 22 Increased Positions 88 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 0

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