Long View Wealth Management Purchases and Sells in Q4 2025

Long View Wealth Management

  • $414 Billion
  • Q4 2025

Top Buys

Incresed Positions

134 operations
Stock Shares change Price Range Shares Held Trade History
40.5K
+ 20.45%
$41.33 - $43.47 $1.67M - $1.76M
238K $10.6B
CAPITAL GROUP CORE BALANCED
52.8K
+ 27.45%
N/A
245K $8.89B
44.3K
+ 21.42%
$46.2 - $46.85 $2.05M - $2.07M
251K $11.6B
51.2K
+ 115.48%
$31.41 - $33.69 $1.61M - $1.73M
95.6K $3.15B
19.1K
+ 7.97%
$43.04 - $45.68 $821K - $872K
259K $11.8B
3K
+ 5.32%
$245.27 - $275.25 $737K - $827K
59.4K $15.5B
View all

New Holdings

26 operations
Stock Shares change Price Range Shares Held Trade History
58K
New
$23.85 - $24.16 $1.38M - $1.4M
58K $1.4B
17.7K
New
$67.42 - $70.73 $1.19M - $1.25M
17.7K $1.28B
BLUEROCK PVT REAL ESTATE FD
69.5K
New
N/A
69.5K $1.1B
PROFESIONALLY MANAGED PORTFO
14.9K
New
N/A
14.9K $976M
2.28K
New
N/A
2.28K $791M
11.6K
New
$52.81 - $55.35 $613K - $642K
11.6K $664M
View all

Top Sells

Reduced Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
-182
- 0.53%
$358.03 - $397.02 $65.2K - $72.3K
34K $12.7B
-7.21K
- 4.67%
N/A
147K $15.6B
-1.64K
- 4.51%
$90.58 - $99.72 $149K - $164K
34.7K $3.01B
-1.09K
- 26.36%
$394.96 - $425.89 $432K - $466K
3.06K $1.27B
-2.32K
- 26.09%
$149.9 - $155.79 $348K - $362K
6.58K $1.07B
-2.43K
- 3.48%
$36.92 - $41.42 $89.7K - $101K
67.3K $2.47B
View all
Activity Summary
Buys All Purchases 160 New Holdings 26 Increased Positions 134 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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