Long View Wealth Management has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $22.8B, Home Depot, Inc. with a value of $14.5B, Apple Inc. with a value of $14B, Ishares Morningstar Growth ETF with a value of $11.9B, and Capital Group Growth ETF Shs C with a value of $10.7B.
Examining the 13F form we can see an increase of $5.3B in the current position value, from $328B to 333B.
Long View Wealth Management is based out at Atlanta, GA
Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$333 Billion
ETFs: $184 Billion
Consumer Cyclical: $30.9 Billion
Technology: $22.3 Billion
Financial Services: $14.4 Billion
Consumer Defensive: $10 Billion
Healthcare: $7.41 Billion
Utilities: $6.7 Billion
Industrials: $5.95 Billion
Other: $13.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
