Long View Wealth Management Portfolio Holdings
Long View Wealth Management
- $271 Billion
- Q2 2024
Long View Wealth Management has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 182 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 $16B, Apple Inc. with a value of $14.1B, Home Depot, Inc. with a value of $13.7B, Genuine Parts CO with a value of $10.9B, and Ishares Morningstar Growth ETF with a value of $10.1B.
Examining the 13F form we can see an increase of $18.5B in the current position value, from $252B to 271B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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