Long View Wealth Management Reduced Holdings in Q3 2025

Long View Wealth Management

  • $369 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GPC
Genuine Parts CO

Consumer Cyclical
-23.4K
- 27.98%
$122.23 - $142.77 $2.86M - $3.35M
60.3K $8.36B
UPS
United Parcel Service Inc

Industrials
-9.81K
- 37.02%
$82.58 - $105.54 $810K - $1.04M
16.7K $1.39B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.57K
- 22.33%
$78.11 - $79.07 $513K - $520K
22.9K $1.8B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.7K
- 56.98%
$22.64 - $23.22 $379K - $388K
12.6K $292M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.65K
- 39.53%
$101.12 - $106.18 $268K - $281K
4.05K $418M
IEFA
Ishares Tr

ETFs
-3.5K
- 16.39%
$81.7 - $87.53 $286K - $307K
17.9K $1.56B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.19K
- 26.57%
$181.56 - $190.33 $216K - $226K
3.29K $624M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.09K
- 10.36%
$26.44 - $27.1 $134K - $138K
44K $1.19B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-778
- 31.96%
$182.33 - $194.5 $142K - $151K
1.66K $322M
T
At&T Inc.

Communication Services
-2.39K
- 7.01%
$26.94 - $29.62 $64.4K - $70.8K
31.7K $896M
VTV
Vanguard Value ETF

ETFs
-1.48K
- 7.38%
$175.51 - $186.57 $259K - $276K
18.5K $3.46B
NGG
National Grid PLC

Utilities
-979
- 21.41%
$67.98 - $74.38 $66.6K - $72.8K
3.59K $261M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-976
- 8.79%
$92.18 - $95.14 $90K - $92.9K
10.1K $963M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.31K
- 26.55%
$62.09 - $66.51 $81.1K - $86.9K
3.61K $236M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.55K
- 19.36%
$45.72 - $47.27 $71K - $73.4K
6.47K $304M
NEE
Nextera Energy Inc

Utilities
-1.09K
- 28.13%
$69.77 - $77.54 $75.8K - $84.3K
2.78K $210M
AMZN
Amazon Com Inc

Consumer Cyclical
-226
- 1.23%
$211.65 - $238.24 $47.8K - $53.8K
18.1K $3.98B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-662
- 12.28%
$67.48 - $71.55 $44.7K - $47.4K
4.73K $335M
CMCSA
Comcast Corp

Communication Services
-110
- 1.33%
$31.41 - $36.33 $3.46K - $4K
8.15K $256M
DIS
Walt Disney CO

Communication Services
-76
- 2.6%
$112.25 - $124.0 $8.53K - $9.42K
2.84K $326M
ABT
Abbott Laboratories

Healthcare
-184
- 4.19%
$120.51 - $136.62 $22.2K - $25.1K
4.21K $564M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-847
- 9.57%
$61.56 - $66.95 $52.1K - $56.7K
8K $535M
MGC
Vanguard Mega Cap ETF

ETFs
-628
- 9.53%
$224.2 - $245.55 $141K - $154K
5.96K $1.46B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-641
- 11.24%
$48.5 - $50.19 $31.1K - $32.2K
5.06K $253M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-150
- 11.97%
$339.37 - $366.46 $50.9K - $55K
1.1K $403M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.07K
- 9.77%
$72.65 - $78.68 $78K - $84.4K
9.92K $777M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-328
- 5.66%
$76.16 - $78.59 $25K - $25.8K
5.47K $427M
BSM
Black Stone Minerals, L.P.

Energy
-1.29K
- 10.14%
$11.92 - $13.41 $15.3K - $17.2K
11.4K $150M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-443
- 4.34%
$45.6 - $46.92 $20.2K - $20.8K
9.77K $456M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.2K
- 4.52%
$30.67 - $32.13 $36.8K - $38.6K
25.4K $802M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
-2.33K
- 10.23%
$11.27 - $12.14 $26.3K - $28.3K
20.5K $246M
MA
Mastercard Inc

Financial Services
-25
- 5.53%
$550.18 - $598.96 $13.8K - $15K
427 $243M
IEMG
Ishares Inc

ETFs
-486
- 13.24%
N/A
3.18K $210M
Fidelity Wise Origin Bitcoin
-235
- 9.2%
N/A
2.32K $232M
MBB
Ishares Tr

ETFs
-142
- 3.54%
$92.46 - $95.73 $13.1K - $13.6K
3.87K $368M
EFV
Msci Eafe Value ETF

ETFs
-351
- 8.09%
$62.79 - $68.42 $22K - $24K
3.99K $271M
VXF
Vanguard Extended Market ETF

ETFs
-235
- 8.55%
$193.58 - $213.07 $45.5K - $50.1K
2.51K $526M
First Tr Exchng Traded Fd Vi
-1.18K
- 0.55%
N/A
215K $4.26B
SHW
Sherwin Williams CO

Basic Materials
-3
- 0.36%
$330.88 - $375.23 $993 - $1.13K
836 $289M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-115
- 5.49%
$108.46 - $120.63 $12.5K - $13.9K
1.98K $235M
TFC
Truist Financial Corp

Financial Services
-115
- 2.32%
$42.83 - $47.07 $4.93K - $5.41K
4.84K $221M
UNH
Unitedhealth Group Inc

Healthcare
-74
- 7.19%
$237.77 - $353.61 $17.6K - $26.2K
955 $330M
COP
Conocophillips

Energy
-13
- 0.48%
$91.0 - $98.99 $1.18K - $1.29K
2.69K $254M
MCD
Mcdonalds Corp

Consumer Cyclical
-37
- 1.73%
$291.67 - $316.99 $10.8K - $11.7K
2.1K $639M
IVE
Ishares S&P 500 Value ETF

ETFs
-10
- 0.53%
$194.44 - $206.51 $1.94K - $2.07K
1.87K $385M
VBK
Vanguard Small Cap Growth ETF

ETFs
-40
- 2.58%
$276.51 - $305.12 $11.1K - $12.2K
1.51K $449M
CVX
Chevron Corp

Energy
-56
- 2.22%
$145.57 - $161.83 $8.15K - $9.06K
2.47K $383M
CGXU
Capital Group Intl Focus Equit

ETFs
-20
- 0.2%
$26.49 - $29.62 $530 - $592
10.1K $298M
FDVV
Fidelity High Dividend ETF

ETFs
-726
- 4.11%
$52.42 - $55.71 $38.1K - $40.4K
17K $944M
Activity Summary
Buys All Purchases 127 New Holdings 12 Increased Positions 115 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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