Long View Wealth Management Purchases in Q3 2025

Long View Wealth Management

  • $369 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSR
Invesco Actively

ETFs
2.24K
New
$89.62 - $94.13 $200K - $210K
2.24K $207M
Capital Grp Fixed Incm ETF T
7.7K
New
N/A
7.7K $203M
XAR
Spdr S&P Aerospace & Defense E

ETFs
863
New
$205.52 - $234.96 $177K - $203K
863 $203M
HEFA
Ishares Currency Hedged Msci E

ETFs
5.1K
New
$37.2 - $39.61 $190K - $202K
5.1K $202M
GLW
Corning Inc

Technology
2.46K
New
$51.6 - $82.03 $127K - $202K
2.46K $202M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.41K
+ 31.88%
$72.91 - $77.23 $176K - $186K
9.97K $761M
BNDX
Vanguard Total International B

ETFs
3.51K
+ 14.31%
$49.0 - $49.51 $172K - $174K
28.1K $1.39B
IQLT
Ishares Msci Intl Quality Fact

ETFs
193
+ 0.12%
$41.43 - $44.2 $8K - $8.53K
165K $7.29B
Rbb Fund Trust
2.85K
+ 28.7%
N/A
12.8K $565M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3K
+ 10.29%
$50.09 - $50.73 $150K - $152K
32.2K $1.63B
MUB
Ishares National Muni Bond ETF

ETFs
1.1K
+ 10.93%
$103.24 - $106.68 $113K - $117K
11.1K $1.18B
WELL
Welltower Inc.

Real Estate
73
+ 1.5%
$150.71 - $178.14 $11K - $13K
4.95K $882M
NSC
Norfolk Southern Corp

Industrials
135
+ 6.65%
$259.49 - $300.41 $35K - $40.6K
2.17K $650M
HDV
Ishares Core High Dividend ETF

ETFs
802
+ 13.44%
$118.16 - $123.66 $94.8K - $99.2K
6.77K $829M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.2K
+ 9.3%
$53.36 - $59.69 $64K - $71.6K
14.1K $821M
LVHD
Franklin U.S. Low Volatility H

ETFs
2.77K
+ 53.24%
$39.89 - $41.55 $110K - $115K
7.97K $329M
XLI
Industrial Sector Spdr

ETFs
357
+ 4.18%
$147.94 - $154.99 $52.8K - $55.3K
8.91K $1.37B
STLG
Ishares Factors Us Growth Styl

ETFs
1
+ 0.01%
N/A
19K $1.24B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
872
+ 25.68%
$84.28 - $89.46 $73.5K - $78K
4.27K $380M
PKG
Packaging Corp Of America

Consumer Cyclical
98
+ 4.07%
$191.41 - $220.25 $18.8K - $21.6K
2.51K $546M
BXC
Blue Linx Holdings Inc.

Industrials
1.34K
+ 20.7%
$71.39 - $86.56 $95.7K - $116K
7.81K $571M
FAST
Fastenal CO

Industrials
53
+ 0.44%
$42.47 - $50.39 $2.25K - $2.67K
12.2K $598M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.49K
+ 35.53%
$50.05 - $50.36 $74.6K - $75.1K
5.69K $285M
LOW
Lowes Companies Inc

Consumer Cyclical
183
+ 20.09%
$215.01 - $273.02 $39.3K - $50K
1.09K $275M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
73
+ 7.46%
$224.68 - $282.71 $16.4K - $20.6K
1.05K $294M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
109
+ 4.27%
$236.25 - $257.69 $25.8K - $28.1K
2.66K $683M
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 24.46%
$40.84 - $45.06 $57.8K - $63.8K
7.2K $316M
VLO
Valero Energy Corp

Energy
6
+ 0.34%
$131.77 - $175.63 $791 - $1.05K
1.8K $306M
XLK
Technology Sector Spdr

ETFs
136
+ 16.23%
$250.97 - $282.66 $34.1K - $38.4K
974 $275M
IOO
Ishares Tr Global 100 ETF

ETFs
170
+ 5.32%
$107.55 - $120.01 $18.3K - $20.4K
3.37K $404M
D
Dominion Energy, Inc

Utilities
115
+ 1.05%
$56.32 - $62.1 $6.48K - $7.14K
11.1K $679M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
336
+ 17.39%
$109.47 - $119.06 $36.8K - $40K
2.27K $269M
META
Meta Platforms, Inc.

Communication Services
85
+ 5.47%
$695.21 - $791.73 $59.1K - $67.3K
1.64K $1.2B
PEP
Pepsico Inc

Consumer Defensive
96
+ 2.1%
$133.81 - $152.16 $12.8K - $14.6K
4.67K $656M
GE
General Electric CO

Industrials
6
+ 0.55%
$244.75 - $305.63 $1.47K - $1.83K
1.09K $329M
GLDM
World Gold Trust

ETFs
172
+ 5.26%
$64.73 - $76.45 $11.1K - $13.1K
3.44K $263M
CWB
Spdr Bloomberg Convertible Sec

ETFs
18
+ 0.32%
$82.29 - $90.77 $1.48K - $1.63K
5.73K $519M
XLF
Financial Sector Spdr

ETFs
525
+ 5.52%
$51.37 - $54.25 $27K - $28.5K
10K $541M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$139.82 - $155.45 $140 - $155
3.06K $476M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$49.0 - $61.97 $49 - $62
5.46K $310M
VGT
Vanguard Information Technolog

ETFs
14
+ 3.89%
$656.44 - $753.15 $9.19K - $10.5K
374 $279M
AXP
American Express CO

Financial Services
4
+ 0.14%
$294.27 - $342.31 $1.18K - $1.37K
2.9K $965M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
115
+ 1.46%
$60.01 - $65.01 $6.9K - $7.48K
7.99K $519M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
347
+ 0.72%
$12.52 - $13.45 $4.34K - $4.67K
48.7K $652M
VOE
Vanguard Mid Cap Value Index F

ETFs
81
+ 3.61%
$164.63 - $174.58 $13.3K - $14.1K
2.33K $406M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
19
+ 0.21%
$41.34 - $45.65 $785 - $867
9.05K $408M
AEE
Ameren Corp

Utilities
25
+ 0.68%
$95.0 - $104.38 $2.38K - $2.61K
3.69K $385M
SCHV
Schwab Strategic Tr Us Large C

ETFs
56
+ 0.26%
$27.61 - $29.15 $1.55K - $1.63K
21.9K $638M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
221
+ 5.82%
$72.04 - $77.35 $15.9K - $17.1K
4.02K $308M
Activity Summary
Buys All Purchases 127 New Holdings 12 Increased Positions 115 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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