Long View Wealth Management Purchases and Sells in Q1 2025

Long View Wealth Management

$333 Billion
Q1 2025

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	72.6K + 101.84%	N/A	144K $4.51B
SCHD	48.1K + 6.27%	$27.01 - $28.54 $1.3M - $1.37M	816K $22.8B
IEFA	7.58K + 9.01%	$69.57 - $78.65 $527K - $596K	91.7K $6.93B
AFL	6.94K + 35.77%	$100.99 - $111.19 $701K - $772K	26.4K $2.93B
CAPITAL GROUP CORE BALANCED	25.6K + 23.54%	N/A	134K $4.16B
STLG	14.3K + 303.21%	N/A	19K $967M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798M
T ROWE PRICE ETF INC	19.8K New	N/A	19.8K $639M
CAPITAL GROUP GLOBAL EQUITY	21.5K New	N/A	21.5K $556M
ESML	7.51K New	$37.84 - $44.02 $284K - $331K	7.51K $289M
GE	1.43K New	$168.59 - $212.13 $240K - $302K	1.43K $285M
BLACKROCK ETF TRUST II	5.49K New	N/A	5.49K $272M

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.13K - 3.26%	$209.68 - $247.1 $446K - $525K	63.1K $14B
VUG	-296 - 1.32%	$369.1 - $427.61 $109K - $127K	22.2K $8.22B
HD	-130 - 0.33%	$347.25 - $424.87 $45.1K - $55.2K	39.4K $14.5B
MSFT	-314 - 3.07%	$375.39 - $447.2 $118K - $140K	9.92K $3.73B
QQQ	-171 - 1.56%	$468.34 - $539.52 $80.1K - $92.3K	10.8K $5.06B
XLI	-1.94K - 18.63%	$128.78 - $141.67 $250K - $275K	8.47K $1.11B

Activity Summary All Purchases 106 New Holdings 9 Increased Positions 97 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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