Long View Wealth Management Incresed Positions in Q3 2024

Long View Wealth Management

  • $313 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14K
+ 6.8%
$77.02 - $85.06 $1.08M - $1.19M
219K $18.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39.9K
+ 38.21%
$44.65 - $47.21 $1.78M - $1.89M
144K $6.75B
SCHX
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 20.68%
$61.11 - $67.85 $1.34M - $1.48M
128K $8.66B
CGGR
Capital Group Growth ETF Shs C

ETFs
35.4K
+ 14.22%
$30.71 - $34.79 $1.09M - $1.23M
284K $9.9B
ILCG
Ishares Morningstar Growth ETF
13.7K
+ 11.04%
N/A
137K $11.5B
Capital Group Core Balanced
43.6K
+ 153.19%
N/A
72.1K $2.24B
CGDV
Capital Group Divid Value ETF

ETFs
28.2K
+ 27.74%
$32.96 - $36.48 $929K - $1.03M
130K $4.73B
VTV
Vanguard Value ETF

ETFs
5.09K
+ 15.27%
$159.75 - $174.57 $813K - $888K
38.4K $6.7B
IEFA
Ishares Tr

ETFs
9.37K
+ 14.31%
$70.09 - $78.74 $657K - $738K
74.9K $5.84B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
28.6K
+ 25.85%
$23.66 - $26.53 $677K - $759K
139K $3.65B
VUG
Vanguard Growth ETF

ETFs
1.97K
+ 9.57%
$341.08 - $391.94 $672K - $773K
22.6K $8.66B
MUB
Ishares National Muni Bond ETF

ETFs
7.7K
+ 373.11%
$106.13 - $108.7 $817K - $837K
9.77K $1.06B
VT
Vanguard Total World Stk Index

ETFs
6.19K
+ 185.56%
$107.72 - $119.96 $667K - $743K
9.53K $1.14B
AFL
Aflac Inc

Financial Services
3.65K
+ 23.18%
$88.52 - $111.8 $323K - $408K
19.4K $2.17B
IQLT
Ishares Msci Intl Quality Fact

ETFs
11K
+ 8.84%
$37.37 - $41.82 $412K - $461K
136K $5.63B
SO
Southern CO

Utilities
2.02K
+ 5.22%
$77.0 - $90.52 $155K - $183K
40.7K $3.67B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.1K
+ 16.49%
$92.63 - $105.69 $472K - $539K
36K $3.75B
CGUS
Capital Group Core Equity ETF
17.3K
+ 84.36%
$31.19 - $34.33 $539K - $593K
37.7K $1.29B
DUK
Duke Energy Corp

Utilities
3.97K
+ 45.83%
$99.35 - $117.71 $395K - $468K
12.6K $1.46B
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.7K
+ 10.13%
$50.32 - $50.75 $537K - $541K
116K $5.88B
VB
Vanguard Small Cap ETF

ETFs
653
+ 3.18%
$214.77 - $237.72 $140K - $155K
21.2K $5.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
759
+ 14.57%
$475.2 - $527.7 $361K - $401K
5.97K $3.15B
CGGO
Capital Group Global Growth Eq

ETFs
16.6K
+ 40.16%
$27.25 - $30.52 $453K - $507K
58K $1.75B
CGMS
Capital Grp Core Plus Income E
17.6K
+ 166.15%
N/A
28.2K $784M
O
Realty Income Corp

Real Estate
4.1K
+ 19.32%
$52.36 - $63.42 $215K - $260K
25.3K $1.61B
UTG
Reaves Utility Income Fund

Financial Services
73
+ 0.1%
$27.16 - $32.8 $1.98K - $2.39K
75.2K $2.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
56
+ 0.77%
$405.19 - $478.57 $22.7K - $26.8K
7.33K $3.37B
KO
Coca Cola CO

Consumer Defensive
312
+ 0.72%
$62.69 - $73.01 $19.6K - $22.8K
43.4K $3.12B
WMT
Walmart Inc.

Consumer Defensive
977
+ 4.8%
$66.91 - $81.4 $65.4K - $79.5K
21.3K $1.72B
Fidelity Covington Trust
4.73K
+ 6.92%
N/A
73K $2.35B
CGCP
Capital Group Core Plus Income

ETFs
11.2K
+ 18.41%
$22.12 - $23.31 $247K - $260K
71.7K $1.66B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.9K
+ 138.24%
$98.99 - $101.51 $287K - $295K
5K $507M
Capital Group International
8.31K
+ 77.95%
N/A
19K $576M
JNJ
Johnson & Johnson

Healthcare
201
+ 1.36%
$145.48 - $167.38 $29.2K - $33.6K
15K $2.44B
CGSD
Capital Grp Core Plus Income E
10K
+ 61.18%
N/A
26.4K $683M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.3K
+ 58.9%
$51.0 - $57.07 $219K - $245K
11.6K $645M
VEA
Vanguard Ftse Developed Market

ETFs
2.2K
+ 5.04%
$47.6 - $53.31 $105K - $117K
45.8K $2.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
336
+ 3.31%
$434.77 - $502.96 $146K - $169K
10.5K $5.12B
VO
Vanguard Mid Cap ETF

ETFs
491
+ 8.6%
$237.84 - $263.83 $117K - $130K
6.2K $1.63B
BXC
Blue Linx Holdings Inc.

Industrials
1.56K
+ 31.91%
$88.69 - $124.89 $138K - $195K
6.45K $680M
NVDA
Nvidia Corp

Technology
2.08K
+ 10.97%
$98.91 - $134.91 $206K - $281K
21.1K $2.56B
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.13%
$163.84 - $199.33 $1.47K - $1.79K
7.09K $1.4B
Fidelity Covington Trust
3.09K
+ 7.57%
N/A
43.9K $1.33B
VBR
Vanguard Small Cap Value ETF

ETFs
231
+ 4.08%
$179.99 - $201.6 $41.6K - $46.6K
5.9K $1.18B
BNDX
Vanguard Total International B

ETFs
2.35K
+ 12.4%
$48.42 - $50.35 $114K - $118K
21.3K $1.07B
IVV
Ishares Core S&P 500 ETF

ETFs
192
+ 15.36%
$520.18 - $576.82 $99.9K - $111K
1.44K $832M
XLI
Industrial Sector Spdr

ETFs
13
+ 0.12%
$120.56 - $135.44 $1.57K - $1.76K
10.5K $1.42B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
663
+ 13.19%
$117.9 - $128.2 $78.2K - $85K
5.69K $729M
COST
Costco Wholesale Corp

Consumer Defensive
109
+ 10.89%
$801.83 - $917.05 $87.4K - $100K
1.11K $984M
Activity Summary
Buys All Purchases 108 New Holdings 16 Increased Positions 92 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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