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
$0
$649 Million 0.19% of portfolio
12,600
Q1 2025 Added 8.62%
$55.3B
$610 Million 0.18% of portfolio
32,802
Q1 2025 Reduced 0.75%
$0
$596 Million 0.18% of portfolio
5,762
Q1 2025 Added 13.72%
$232B
$590 Million 0.18% of portfolio
4,445
Q1 2025 Reduced 4.53%
$44.8B
$609 Million 0.18% of portfolio
10,865
Q1 2025 Reduced 0.01%
$50.6B
$578 Million 0.17% of portfolio
4,036
Q1 2025 Reduced 1.13%
Capital Group Global Equity
-
$556 Million 0.17% of portfolio
-
Q1 2025 New
$0
$552 Million 0.17% of portfolio
11,987
Q1 2025 Added 1.72%
Capital Group New Geography
-
$562 Million 0.17% of portfolio
-
Q1 2025 Added 20.68%
$3.57B
$577 Million 0.17% of portfolio
2,000
Q3 2024 Added 900.0%
$291B
$533 Million 0.16% of portfolio
3,187
Q1 2025 Reduced 1.54%
$638M
$485 Million 0.15% of portfolio
6,473
Q1 2025 Added 0.31%
$0
$486 Million 0.15% of portfolio
6,993
Q1 2025 Added 5.63%
$999B
$511 Million 0.15% of portfolio
1,973
Q1 2025 Added 3.35%
$28.7B
$484 Million 0.15% of portfolio
3,232
Q3 2024 Added 0.25%
$34.4B
$506 Million 0.15% of portfolio
4,327
Q4 2023 New
$0
$511 Million 0.15% of portfolio
2,528
Q1 2025 Reduced 7.37%
$17.5B
$477 Million 0.14% of portfolio
2,408
Q3 2024 Reduced 38.46%
$355B
$481 Million 0.14% of portfolio
11,530
Q1 2025 Reduced 10.08%
$0
$483 Million 0.14% of portfolio
1,576
Q1 2025 Reduced 24.67%
$0
$473 Million 0.14% of portfolio
2,747
Q2 2024 Reduced 32.12%
$585B
$456 Million 0.14% of portfolio
1,301
Q1 2025 Reduced 8.38%
$23.8B
$469 Million 0.14% of portfolio
6,041
Q1 2025 Added 0.57%
$0
$467 Million 0.14% of portfolio
9,374
Q1 2025 Added 10.84%
$58B
$480 Million 0.14% of portfolio
2,025
Q1 2025 Reduced 2.17%
$0
$434 Million 0.13% of portfolio
5,314
Q1 2025 Added 0.13%
$0
$450 Million 0.13% of portfolio
6,383
Q1 2025 Reduced 8.32%
$0
$436 Million 0.13% of portfolio
5,691
Q1 2025 Added 0.23%
$92.4B
$445 Million 0.13% of portfolio
7,406
Q1 2025 Reduced 1.15%
$0
$436 Million 0.13% of portfolio
9,419
Q1 2025 Reduced 1.88%
$0
$401 Million 0.12% of portfolio
5,209
Q1 2025 Reduced 23.08%
$128B
$389 Million 0.12% of portfolio
1,273
Q1 2025 Added 0.32%
$0
$396 Million 0.12% of portfolio
5,799
Q1 2025 Added 4.43%
$0
$384 Million 0.12% of portfolio
2,395
Q1 2025 Added 23.14%
$101B
$391 Million 0.12% of portfolio
2,338
Q1 2025 Added 4.28%
$0
$384 Million 0.12% of portfolio
1,523
Q1 2025 Added 8.09%
$90B
$358 Million 0.11% of portfolio
824
Q1 2025 Added 11.35%
$0
$353 Million 0.11% of portfolio
1,850
Q1 2025 Reduced 7.5%
$176B
$365 Million 0.11% of portfolio
8,045
Q1 2025 Reduced 13.98%
$0
$355 Million 0.11% of portfolio
3,784
Q1 2025 Added 9.46%
$24.4B
$365 Million 0.11% of portfolio
3,635
Q1 2025 Added 0.72%
$752B
$356 Million 0.11% of portfolio
431
Q1 2025 Reduced 0.69%
$0
$367 Million 0.11% of portfolio
1,016
Q1 2025 Added 55.35%
$0
$355 Million 0.11% of portfolio
4,275
Q4 2024 New
$0
$361 Million 0.11% of portfolio
2,685
Q1 2025 Added 0.11%
$0
$378 Million 0.11% of portfolio
5,147
Q1 2025 Added 18.95%
Capital Group International
-
$359 Million 0.11% of portfolio
-
Q1 2025 Added 2.04%
$0
$357 Million 0.11% of portfolio
3,059
Q1 2025 Added 6.59%
$105B
$335 Million 0.1% of portfolio
3,415
Q1 2025 Reduced 0.15%

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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