Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $333 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.4B
$1.56 Billion 0.47% of portfolio
12,800
Q1 2025 Added 0.8%
$23.4B
$1.45 Billion 0.44% of portfolio
13,192
Q1 2025 Reduced 5.87%
-
$1.42 Billion 0.43% of portfolio
-
Q1 2025 Added 0.85%
$328B
$1.4 Billion 0.42% of portfolio
6,689
Q1 2025 Reduced 1.3%
$0
$1.36 Billion 0.41% of portfolio
50,485
Q1 2025 Added 0.16%
$0
$1.34 Billion 0.4% of portfolio
54,842
Q1 2025 Reduced 12.62%
$0
$1.33 Billion 0.4% of portfolio
6,590
Q1 2025 Reduced 1.45%
$0
$1.3 Billion 0.39% of portfolio
4,195
Q1 2025 Added 1.35%
$0
$1.26 Billion 0.38% of portfolio
12,695
Q1 2025 Added 0.65%
$0
$1.24 Billion 0.37% of portfolio
11,752
Q1 2025 Added 13.36%
$0
$1.23 Billion 0.37% of portfolio
27,243
Q1 2025 Reduced 3.54%
$0
$1.24 Billion 0.37% of portfolio
25,366
Q1 2025 Added 0.82%
$197B
$1.19 Billion 0.36% of portfolio
41,945
Q1 2025 Added 6.59%
-
$1.12 Billion 0.34% of portfolio
-
Q1 2025 Reduced 7.82%
$0
$1.11 Billion 0.33% of portfolio
8,466
Q1 2025 Reduced 18.63%
$376B
$1.12 Billion 0.33% of portfolio
6,554
Q1 2025 Added 1.46%
$433B
$1.06 Billion 0.32% of portfolio
1,123
Q1 2025 Added 0.27%
$4.53B
$1.02 Billion 0.31% of portfolio
14,000
Q3 2024 Reduced 9.09%
$0
$1.03 Billion 0.31% of portfolio
11,014
Q1 2025 Reduced 1.7%
$0
$1.01 Billion 0.3% of portfolio
37,822
Q1 2025 Reduced 9.84%
$0
$995 Million 0.3% of portfolio
10,717
Q1 2025 Added 4.65%
$0
$976 Million 0.29% of portfolio
17,087
Q1 2025 Added 67.49%
$0
$973 Million 0.29% of portfolio
1,731
Q1 2025 Added 15.55%
$0
$958 Million 0.29% of portfolio
41,660
Q1 2025 Added 14.5%
$0
$967 Million 0.29% of portfolio
18,951
Q1 2025 Added 303.21%
$1.57T
$941 Million 0.28% of portfolio
1,633
Q1 2025 Reduced 3.6%
$0
$927 Million 0.28% of portfolio
4,779
Q1 2025 Added 2.66%
$0
$909 Million 0.27% of portfolio
4,878
Q1 2025 Reduced 13.65%
$0
$868 Million 0.26% of portfolio
17,509
Q1 2025 Added 32.34%
$0
$824 Million 0.25% of portfolio
26,810
Q1 2025 Reduced 2.13%
$0
$840 Million 0.25% of portfolio
6,516
Q1 2025 Added 6.49%
$791B
$822 Million 0.25% of portfolio
3,353
Q1 2025 Reduced 6.29%
$435B
$798 Million 0.24% of portfolio
1
Q1 2025 New
$0
$815 Million 0.24% of portfolio
12,826
Q1 2025 Added 4.34%
$1.08T
$792 Million 0.24% of portfolio
5,070
Q1 2025 Reduced 2.18%
$0
$779 Million 0.23% of portfolio
4,494
Q1 2025 Reduced 0.44%
$0
$753 Million 0.23% of portfolio
17,987
Q1 2025 Added 8.36%
$219B
$752 Million 0.23% of portfolio
2,795
Q1 2025 Reduced 7.48%
$70.4B
$746 Million 0.22% of portfolio
4,871
Q1 2025 Reduced 2.15%
$993B
$742 Million 0.22% of portfolio
4,796
Q1 2025 Reduced 6.02%
$0
$709 Million 0.21% of portfolio
5,850
Q4 2024 Reduced 4.65%
$178B
$692 Million 0.21% of portfolio
4,616
Q1 2025 Added 3.59%
$215B
$698 Million 0.21% of portfolio
2,234
Q1 2025 Added 0.36%
$0
$676 Million 0.2% of portfolio
2,628
Q1 2025 Reduced 16.94%
$0
$670 Million 0.2% of portfolio
6,555
Q4 2023 New
$0
$656 Million 0.2% of portfolio
48,028
Q1 2025 Reduced 0.13%
$289B
$618 Million 0.19% of portfolio
1,181
Q1 2025 Reduced 0.34%
$0
$627 Million 0.19% of portfolio
9,542
Q1 2025 Added 10.97%
T Rowe Price ETF Inc
-
$639 Million 0.19% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $333 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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