Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $328 Billion
  • Q4 2024

Long View Wealth Management has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $328 Billion distributed in 203 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 $21B, Apple Inc. with a value of $16.3B, Home Depot, Inc. with a value of $15.4B, Ishares Morningstar Growth ETF with a value of $12.8B, and Capital Group Growth ETF Shs C with a value of $11.1B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $313B to 328B.

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 $328 Billion
ETFs: $180 Billion
Consumer Cyclical: $32.3 Billion
Technology: $26.3 Billion
Financial Services: $13.6 Billion
Consumer Defensive: $9.46 Billion
Healthcare: $7.07 Billion
Industrials: $6.56 Billion
Utilities: $6.4 Billion
Other: $13.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$16.3 Billion 4.98% of portfolio
65,244
Q4 2024 Reduced 1.84%
$435B
$15.4 Billion 4.69% of portfolio
39,562
Q4 2024 Added 0.41%
-
$12.8 Billion 3.9% of portfolio
-
Q4 2024 Added 3.83%
$17B
$9.85 Billion 3.0% of portfolio
84,328
Q4 2024 Added 7.31%
$3.24T
$4.32 Billion 1.32% of portfolio
10,238
Q4 2024 Reduced 6.99%
$2.4T
$3.95 Billion 1.2% of portfolio
17,992
Q4 2024 Reduced 2.24%
$99.4B
$3.37 Billion 1.03% of portfolio
26,748
Q4 2024 Reduced 0.56%
$94.2B
$3.35 Billion 1.02% of portfolio
40,678
Q4 2024 Added 0.03%
$603B
$3.32 Billion 1.01% of portfolio
7,328
Q3 2024 Added 0.77%
$276B
$3.06 Billion 0.93% of portfolio
49,182
Q4 2024 Added 13.39%
$296B
$2.84 Billion 0.86% of portfolio
21,114
Q4 2024 Added 0.23%
$459B
$2.25 Billion 0.69% of portfolio
20,919
Q4 2024 Reduced 11.09%
$0
$2.23 Billion 0.68% of portfolio
70,276
Q4 2024 Reduced 6.54%
$400B
$2.13 Billion 0.65% of portfolio
14,745
Q4 2024 Reduced 1.91%
$68.3B
$2.01 Billion 0.61% of portfolio
19,411
Q4 2024 Added 0.06%
$264B
$1.92 Billion 0.58% of portfolio
21,201
Q4 2024 Reduced 0.66%
-
$1.49 Billion 0.45% of portfolio
-
Q4 2024 Added 93.85%
$26.6B
$1.47 Billion 0.45% of portfolio
14,014
Q4 2024 Added 0.19%
-
$1.4 Billion 0.43% of portfolio
-
Q4 2024 Added 107.4%
$86.7B
$1.37 Billion 0.42% of portfolio
12,698
Q4 2024 Added 0.47%
$313B
$1.2 Billion 0.37% of portfolio
6,777
Q4 2024 Reduced 4.43%
-
$1.22 Billion 0.37% of portfolio
-
Q4 2024 Added 14.05%
$7.09B
$1.16 Billion 0.35% of portfolio
14,000
Q3 2024 Reduced 9.09%
$402B
$1.08 Billion 0.33% of portfolio
6,460
Q4 2024 Added 0.25%
$427B
$1.03 Billion 0.31% of portfolio
1,120
Q4 2024 Added 0.9%
$1.18T
$987 Million 0.3% of portfolio
5,183
Q4 2024 Reduced 8.0%
$1.53T
$992 Million 0.3% of portfolio
1,694
Q4 2024 Reduced 1.91%
$1.16T
$966 Million 0.29% of portfolio
5,103
Q4 2024 Added 2.63%
$236B
$897 Million 0.27% of portfolio
3,021
Q4 2024 Added 0.33%
$172B
$896 Million 0.27% of portfolio
39,351
Q4 2024 Reduced 4.19%
$780B
$858 Million 0.26% of portfolio
3,578
Q4 2024 Added 0.06%
$1.25T
$771 Million 0.23% of portfolio
1,909
Q4 2024 Added 12.89%
$47.4B
$724 Million 0.22% of portfolio
4,082
Q4 2024 Reduced 0.9%
$213B
$678 Million 0.21% of portfolio
4,456
Q4 2024 Added 2.18%
$0
$645 Million 0.2% of portfolio
48,090
Q4 2024 Added 0.61%
$216B
$645 Million 0.2% of portfolio
2,226
Q4 2024 Added 0.36%
$61.2B
$647 Million 0.2% of portfolio
33,051
Q4 2024 Reduced 0.18%
$1.02B
$659 Million 0.2% of portfolio
6,453
Q3 2024 Added 31.91%
$64.2B
$627 Million 0.19% of portfolio
4,978
Q4 2024 Reduced 3.23%
$3.25B
$579 Million 0.18% of portfolio
2,000
Q3 2024 Added 900.0%
$508B
$599 Million 0.18% of portfolio
1,185
Q4 2024 New
$44.7B
$581 Million 0.18% of portfolio
4,327
Q4 2023 New
$46.4B
$585 Million 0.18% of portfolio
10,866
Q4 2024 Added 0.9%
$22.5B
$542 Million 0.17% of portfolio
2,408
Q3 2024 Reduced 38.46%
$378B
$564 Million 0.17% of portfolio
12,823
Q4 2024 Added 12.33%
$227B
$527 Million 0.16% of portfolio
4,656
Q4 2024 Added 1.9%
$30.2B
$519 Million 0.16% of portfolio
3,232
Q3 2024 Added 0.25%
$81.9B
$520 Million 0.16% of portfolio
2,242
Q4 2024 Reduced 0.88%
$60.1B
$486 Million 0.15% of portfolio
2,070
Q4 2024 Reduced 4.3%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $328 Billion
  • Prior Value $313 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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