Longview Financial Advisors, Inc. Portfolio Holdings

Longview Financial Advisors, Inc.

  • $127 Billion
  • Q4 2024

Longview Financial Advisors, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Self I with a value of $14.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $11.6B, Invesco Exchange Traded Fd Tr with a value of $11.5B, Ishares Msci Intl Quality Fact with a value of $11.2B, and Cambria Foreign Shareholder Yi with a value of $8.74B.

Examining the 13F form we can see an decrease of $9.52B in the current position value, from $136B to 127B.

Longview Financial Advisors, Inc. is based out at Huntsville, AL

Below you can find more details about Longview Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $112 Billion
Healthcare: $1.24 Billion
Utilities: $625 Million
Industrials: $463 Million
Consumer Defensive: $454 Million
Financial Services: $440 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.7B
$440 Million 0.35% of portfolio
1,551
Q4 2024 Reduced 9.62%
$90.6B
$355 Million 0.28% of portfolio
4,312
Q4 2024 Reduced 8.18%
$44.9B
$270 Million 0.21% of portfolio
5,006
Q4 2024 Added 0.2%
$126B
$253 Million 0.2% of portfolio
865
Q4 2024 Added 0.46%
$119B
$209 Million 0.17% of portfolio
431
Q4 2024 Reduced 9.64%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $127 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Longview Financial Advisors, Inc. Portfolio

Follow Longview Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Longview Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Longview Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email