Long View Wealth Management Sells in Q3 2024

Long View Wealth Management

  • $313 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-12
- 1.81%
$316.8 - $391.12 $3.8K - $4.69K
652 $255M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.22K
- 8.5%
$38.04 - $45.36 $46.2K - $55.1K
13.1K $584M
PFF
Ishares Trust Ishares Pfd And

ETFs
-89
- 0.31%
$31.18 - $33.5 $2.78K - $2.98K
28.7K $955M
HDV
Ishares Core High Dividend ETF

ETFs
-85
- 1.37%
$107.62 - $118.76 $9.15K - $10.1K
6.14K $722M
NEE
Nextera Energy Inc

Utilities
-96
- 2.27%
$69.9 - $84.97 $6.71K - $8.16K
4.14K $350M
SBUX
Starbucks Corp

Consumer Cyclical
-94
- 2.68%
$72.51 - $98.6 $6.82K - $9.27K
3.42K $333M
LMT
Lockheed Martin Corp

Industrials
-6
- 1.02%
$460.3 - $584.56 $2.76K - $3.51K
580 $339M
NSC
Norfolk Southern Corp

Industrials
-25
- 1.14%
$213.75 - $259.69 $5.34K - $6.49K
2.16K $538M
First Tr Exchng Traded Fd Vi
-5.75K
- 2.45%
N/A
229K $4.43B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-12
- 0.25%
$162.83 - $179.16 $1.95K - $2.15K
4.83K $865M
MCD
Mcdonalds Corp

Consumer Cyclical
-95
- 4.11%
$245.82 - $304.51 $23.4K - $28.9K
2.22K $676M
TSLA
Tesla, Inc.

Consumer Cyclical
-15
- 0.88%
$191.76 - $263.26 $2.88K - $3.95K
1.69K $442M
WELL
Welltower Inc.

Real Estate
-114
- 2.17%
$104.0 - $129.74 $11.9K - $14.8K
5.14K $659M
AXP
American Express CO

Financial Services
-27
- 0.89%
$225.92 - $271.17 $6.1K - $7.32K
3.01K $817M
T
At&T Inc.

Communication Services
-161
- 0.39%
$18.21 - $22.28 $2.93K - $3.59K
41.1K $904M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.12%
$453.41 - $572.44 $907 - $1.14K
1.73K $989M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.03%
$255.18 - $283.2 $766 - $850
8.82K $2.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-236
- 0.3%
$76.38 - $78.87 $18K - $18.6K
79.2K $6.23B
AAPL
Apple Inc.

Technology
-379
- 0.57%
$207.23 - $234.82 $78.5K - $89K
66.5K $15.5B
HD
Home Depot, Inc.

Consumer Cyclical
-257
- 0.65%
$333.64 - $405.2 $85.7K - $104K
39.4K $16B
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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