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 Market Cap. of $10 Billions to $200 Billions
