Long View Wealth Management Purchases in Q4 2024

Long View Wealth Management

  • $328 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
400
+ 4.06%
$94.43 - $105.47 $37.8K - $42.2K
10.2K $1.04B
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.52K
+ 26.87%
$40.06 - $45.21 $141K - $159K
16.6K $675M
EPD
Enterprise Products Partners L.P.

Energy
2.18K
+ 27.63%
$28.66 - $34.43 $62.4K - $75K
10.1K $315M
WFC
Wells Fargo & Company

Financial Services
22
+ 0.36%
$54.98 - $77.35 $1.21K - $1.7K
6.08K $427M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.36K
+ 30.09%
$61.68 - $67.87 $83.9K - $92.3K
5.88K $366M
AXP
American Express CO

Financial Services
10
+ 0.33%
$267.35 - $305.57 $2.67K - $3.06K
3.02K $897M
XLF
Financial Sector Spdr

ETFs
1.14K
+ 15.58%
$44.89 - $51.34 $51.2K - $58.5K
8.46K $409M
VTV
Vanguard Value ETF

ETFs
1.61K
+ 4.2%
$168.32 - $181.87 $271K - $293K
40K $6.77B
IEFA
Ishares Tr

ETFs
9.23K
+ 12.33%
$70.06 - $77.43 $647K - $715K
84.1K $5.91B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.18K
+ 20.29%
$74.5 - $78.37 $88.1K - $92.7K
7.01K $524M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
431
+ 7.58%
$126.68 - $134.74 $54.6K - $58.1K
6.12K $781M
IVV
Ishares Core S&P 500 ETF

ETFs
56
+ 3.88%
$570.51 - $610.59 $31.9K - $34.2K
1.5K $882M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.5K
+ 19.69%
$19.42 - $19.76 $48.6K - $49.4K
15.2K $296M
MUB
Ishares National Muni Bond ETF

ETFs
602
+ 6.16%
$105.78 - $108.7 $63.7K - $65.4K
10.4K $1.1B
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.9%
$873.59 - $994.69 $8.74K - $9.95K
1.12K $1.03B
VIG
Vanguard Dividend Appreciation

ETFs
264
+ 6.01%
N/A
4.66K $912M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
288
+ 3.94%
$72.18 - $81.41 $20.8K - $23.4K
7.6K $574M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.5K
+ 1.29%
$50.35 - $50.69 $75.5K - $76K
117K $5.92B
VBK
Vanguard Small Cap Growth ETF

ETFs
50
+ 3.68%
$264.18 - $304.19 $13.2K - $15.2K
1.41K $395M
MBB
Ishares Tr

ETFs
461
+ 15.39%
$91.26 - $95.82 $42.1K - $44.2K
3.46K $317M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
54
+ 2.02%
$201.32 - $217.44 $10.9K - $11.7K
2.73K $565M
FSTA
Fidelity Covington Tr Msci Con

ETFs
615
+ 12.07%
$49.28 - $52.29 $30.3K - $32.2K
5.71K $282M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.4%
$280.08 - $307.97 $1.4K - $1.54K
1.27K $371M
CWB
Spdr Bloomberg Convertible Sec

ETFs
32
+ 0.57%
$76.21 - $82.24 $2.44K - $2.63K
5.68K $442M
AEE
Ameren Corp

Utilities
27
+ 0.75%
$85.81 - $94.98 $2.32K - $2.56K
3.61K $322M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
23
+ 0.34%
$78.43 - $87.17 $1.8K - $2K
6.77K $543M
ABT
Abbott Laboratories

Healthcare
87
+ 1.9%
$111.93 - $119.39 $9.74K - $10.4K
4.66K $527M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
593
+ 5.3%
$45.07 - $47.1 $26.7K - $27.9K
11.8K $533M
FAST
Fastenal CO

Industrials
28
+ 0.47%
$69.99 - $84.35 $1.96K - $2.36K
6.01K $432M
RF
Regions Financial Corp

Financial Services
28
+ 0.15%
$22.45 - $27.47 $629 - $769
18.2K $427M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.11%
$261.5 - $284.63 $1.83K - $1.99K
6.2K $1.64B
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.2%
$278.49 - $315.16 $557 - $630
1K $285M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
64
+ 1.28%
$100.24 - $101.35 $6.42K - $6.49K
5.07K $510M
CHD
Church & Dwight CO Inc

Consumer Defensive
26
+ 0.19%
$99.11 - $112.25 $2.58K - $2.92K
14K $1.47B
SUB
Ishares Short Term National Mu

ETFs
114
+ 0.74%
$104.94 - $106.2 $12K - $12.1K
15.5K $1.64B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
576
+ 11.57%
$64.85 - $73.04 $37.4K - $42.1K
5.55K $363M
VOE
Vanguard Mid Cap Value Index F

ETFs
30
+ 1.57%
$160.89 - $176.18 $4.83K - $5.29K
1.95K $315M
FDVV
Fidelity High Dividend ETF

ETFs
54
+ 0.41%
$49.66 - $52.63 $2.68K - $2.84K
13.2K $661M
DVY
Ishares Tr

ETFs
2
+ 0.07%
$129.55 - $143.41 $259 - $287
2.68K $352M
HPQ
Hp Inc

Technology
16
+ 0.24%
$32.46 - $39.3 $519 - $629
6.59K $215M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.03%
$87.44 - $102.5 $87.4 - $103
3.42K $312M
XLP
Consumer Staples Sector Spdr

ETFs
9
+ 0.17%
N/A
5.31K $417M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.36%
$288.47 - $316.54 $2.31K - $2.53K
2.23K $645M
SCHV
Schwab Strategic Tr Us Large C

ETFs
28K
+ 200.02%
$25.79 - $80.4 $721K - $2.25M
42K $1.09B
TSCO
Tractor Supply CO

Consumer Cyclical
4.42K
+ 394.64%
$52.59 - $303.74 $232K - $1.34M
5.54K $294M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
293
+ 0.61%
$13.32 - $14.3 $3.9K - $4.19K
48.1K $645M
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.25%
$161.05 - $179.7 $2.58K - $2.88K
6.46K $1.08B
ES
Eversource Energy

Utilities
43
+ 1.25%
$55.9 - $67.73 $2.4K - $2.91K
3.49K $201M
D
Dominion Energy, Inc

Utilities
97
+ 0.9%
$52.63 - $60.92 $5.11K - $5.91K
10.9K $585M
Activity Summary
Buys All Purchases 115 New Holdings 14 Increased Positions 101 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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