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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$593 Million 0.18% of portfolio
8,599
Q4 2024 Added 17.41%
$0
$587 Million 0.18% of portfolio
10,202
Q4 2024 New
$2.7B
$579 Million 0.18% of portfolio
2,000
Q3 2024 Added 900.0%
$490B
$599 Million 0.18% of portfolio
1,185
Q4 2024 New
$34.6B
$581 Million 0.18% of portfolio
4,327
Q4 2023 New
$46.7B
$585 Million 0.18% of portfolio
10,866
Q4 2024 Added 0.9%
$0
$574 Million 0.18% of portfolio
7,603
Q4 2024 Added 3.94%
$0
$565 Million 0.17% of portfolio
2,729
Q4 2024 Added 2.02%
$18.6B
$542 Million 0.17% of portfolio
2,408
Q3 2024 Reduced 38.46%
$335B
$564 Million 0.17% of portfolio
12,823
Q4 2024 Added 12.33%
$0
$543 Million 0.17% of portfolio
6,772
Q4 2024 Added 0.34%
$232B
$527 Million 0.16% of portfolio
4,656
Q4 2024 Added 1.9%
$0
$533 Million 0.16% of portfolio
11,784
Q4 2024 Added 5.3%
$26.8B
$519 Million 0.16% of portfolio
3,232
Q3 2024 Added 0.25%
$67.8B
$520 Million 0.16% of portfolio
2,242
Q4 2024 Reduced 0.88%
$0
$524 Million 0.16% of portfolio
7,013
Q4 2024 Added 20.29%
$0
$510 Million 0.16% of portfolio
5,067
Q4 2024 Added 1.28%
$0
$476 Million 0.15% of portfolio
6,962
Q4 2024 Reduced 1.08%
$54.8B
$486 Million 0.15% of portfolio
2,070
Q4 2024 Reduced 4.3%
$573B
$449 Million 0.14% of portfolio
1,420
Q4 2024 Reduced 0.07%
$180B
$447 Million 0.14% of portfolio
4,018
Q4 2024 Reduced 2.33%
Capital Group New Geography
-
$459 Million 0.14% of portfolio
-
Q4 2024 New
$327B
$469 Million 0.14% of portfolio
3,237
Q4 2024 Reduced 11.97%
$0
$455 Million 0.14% of portfolio
6,620
Q4 2024 Added 32.93%
$44.4B
$432 Million 0.13% of portfolio
6,007
Q4 2024 Added 0.47%
$20.3B
$427 Million 0.13% of portfolio
18,150
Q4 2024 Added 0.15%
$97.4B
$441 Million 0.13% of portfolio
7,492
Q4 2024 Reduced 7.59%
$0
$417 Million 0.13% of portfolio
5,307
Q4 2024 Added 0.17%
$272B
$427 Million 0.13% of portfolio
6,082
Q4 2024 Added 0.36%
$0
$435 Million 0.13% of portfolio
9,599
Q4 2024 Reduced 2.41%
$0
$442 Million 0.13% of portfolio
5,678
Q4 2024 Added 0.57%
$0
$395 Million 0.12% of portfolio
1,409
Q4 2024 Added 3.68%
$0
$382 Million 0.12% of portfolio
2,000
Q4 2024 Reduced 4.31%
$0
$403 Million 0.12% of portfolio
15,391
Q4 2024 Reduced 15.07%
$162B
$383 Million 0.12% of portfolio
10,211
Q4 2024 Added 1.06%
$0
$409 Million 0.12% of portfolio
8,457
Q4 2024 Added 15.58%
$0
$352 Million 0.11% of portfolio
2,682
Q4 2024 Added 0.07%
$0
$363 Million 0.11% of portfolio
5,553
Q4 2024 Added 11.57%
$191B
$374 Million 0.11% of portfolio
9,353
Q4 2024 Added 0.67%
$0
$351 Million 0.11% of portfolio
3,047
Q4 2024 Reduced 11.89%
$0
$366 Million 0.11% of portfolio
5,880
Q4 2024 Added 30.09%
$127B
$371 Million 0.11% of portfolio
1,269
Q4 2024 Added 0.4%
$74.3B
$315 Million 0.1% of portfolio
10,055
Q4 2024 Added 27.63%
Capital Group International
-
$331 Million 0.1% of portfolio
-
Q4 2024 Reduced 36.64%
$0
$315 Million 0.1% of portfolio
1,945
Q4 2024 Added 1.57%
$28B
$327 Million 0.1% of portfolio
5,406
Q4 2024 Reduced 11.46%
$785B
$335 Million 0.1% of portfolio
434
Q3 2024 Reduced 0.23%
$0
$342 Million 0.1% of portfolio
4,275
Q4 2024 New
$112B
$312 Million 0.1% of portfolio
3,420
Q4 2024 Added 0.03%

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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