Long View Wealth Management Incresed Positions in Q4 2024

Long View Wealth Management

  • $328 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
548K
+ 249.97%
$26.93 - $84.95 $14.8M - $46.6M
767K $21B
ILCG
Ishares Morningstar Growth ETF
5.27K
+ 3.83%
N/A
143K $12.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
14K
+ 4.91%
$34.49 - $39.24 $481K - $548K
298K $11.1B
Capital Group Core Balanced
36.6K
+ 50.81%
N/A
109K $3.4B
IQLT
Ishares Msci Intl Quality Fact

ETFs
37.1K
+ 27.33%
$37.12 - $41.23 $1.38M - $1.53M
173K $6.41B
Capital Group Dividend Growe
26.5K
+ 177.21%
N/A
41.4K $1.23B
CGSD
Capital Grp Core Plus Income E
28.3K
+ 107.4%
N/A
54.7K $1.4B
CGMS
Capital Grp Core Plus Income E
26.4K
+ 93.85%
N/A
54.6K $1.49B
SCHG
Schwab Strategic Tr Us Large C

ETFs
119K
+ 330.56%
$25.93 - $105.3 $3.09M - $12.5M
155K $4.32B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
22.6K
+ 163.66%
$22.39 - $23.45 $506K - $530K
36.4K $836M
SCHX
Schwab Strategic Tr Us Large C

ETFs
266K
+ 208.29%
$22.4 - $68.28 $5.96M - $18.2M
394K $9.12B
VT
Vanguard Total World Stk Index

ETFs
4.05K
+ 42.51%
$117.09 - $123.07 $474K - $499K
13.6K $1.6B
Capital Grp Fixed Incm ETF T
17.3K
+ 116.33%
N/A
32.1K $827M
TSLA
Tesla, Inc.

Consumer Cyclical
218
+ 12.89%
$213.65 - $479.86 $46.6K - $105K
1.91K $771M
FNDF
Schwab Fundamental Intl Large

ETFs
20.5K
+ 23.25%
$32.92 - $37.15 $674K - $760K
109K $3.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
448
+ 7.51%
$521.84 - $558.82 $234K - $250K
6.42K $3.46B
NVDA
Nvidia Corp

Technology
48
+ 0.23%
$117.0 - $148.88 $5.62K - $7.15K
21.1K $2.84B
O
Realty Income Corp

Real Estate
9.88K
+ 39.03%
$51.76 - $64.71 $511K - $639K
35.2K $1.88B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12K
+ 8.29%
$44.87 - $46.86 $537K - $561K
156K $7.02B
CGDV
Capital Group Divid Value ETF

ETFs
11.9K
+ 9.17%
$35.16 - $37.12 $419K - $442K
142K $5B
CGCP
Capital Group Core Plus Income

ETFs
12.7K
+ 17.72%
$22.13 - $23.17 $281K - $295K
84.5K $1.88B
VB
Vanguard Small Cap ETF

ETFs
544
+ 2.57%
$233.76 - $261.58 $127K - $142K
21.7K $5.22B
BNDX
Vanguard Total International B

ETFs
3.85K
+ 18.07%
$48.91 - $50.61 $188K - $195K
25.2K $1.23B
CGGO
Capital Group Global Growth Eq

ETFs
6.92K
+ 11.93%
$29.21 - $30.67 $202K - $212K
64.9K $1.9B
CGUS
Capital Group Core Equity ETF
3.46K
+ 9.17%
$33.96 - $36.24 $118K - $125K
41.2K $1.44B
MGK
Vanguard Mega Cap Growth ETF

ETFs
178
+ 4.49%
$316.94 - $357.88 $56.4K - $63.7K
4.14K $1.42B
GOOGL
Alphabet Inc.

Communication Services
131
+ 2.63%
$161.86 - $196.66 $21.2K - $25.8K
5.1K $966M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.64K
+ 32.93%
$63.19 - $73.31 $104K - $120K
6.62K $455M
CGMU
Capital Group Core Plus Income
5.6K
+ 14.05%
N/A
45.5K $1.22B
IYW
Ishares Dj Us Tech ETF

ETFs
55
+ 0.42%
$148.14 - $166.23 $8.15K - $9.14K
13.1K $2.09B
BAC
Bank Of America Corp

Financial Services
1.41K
+ 12.33%
$39.22 - $47.77 $55.2K - $67.3K
12.8K $564M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.86K
+ 3.62%
$77.02 - $78.58 $221K - $225K
82K $6.34B
Fidelity Covington Trust
8.33K
+ 18.97%
N/A
52.3K $1.44B
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.06%
$205.18 - $250.29 $410 - $501
3.58K $858M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.28K
+ 17.41%
$66.77 - $71.52 $85.1K - $91.2K
8.6K $593M
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
IWP
Ishares Russell Mid Cap Growth

ETFs
270
+ 11.3%
$116.4 - $138.52 $31.4K - $37.4K
2.66K $337M
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
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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