Long View Wealth Management Purchases in Q4 2025

Long View Wealth Management

  • $414 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
5.22K
+ 6.23%
$33.63 - $35.51 $176K - $185K
89K $3.22B
JNJ
Johnson & Johnson

Healthcare
103
+ 0.75%
$185.98 - $199.58 $19.2K - $20.6K
13.8K $2.9B
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 3.23%
$66.1 - $71.61 $105K - $114K
50.8K $3.58B
Rbb Fund Trust
5.45K
+ 42.65%
N/A
18.2K $881M
EFV
Msci Eafe Value ETF

ETFs
4K
+ 100.3%
$66.73 - $70.99 $267K - $284K
7.99K $583M
WMT
Walmart Inc.

Consumer Defensive
42
+ 0.21%
$101.18 - $109.03 $4.25K - $4.58K
20.2K $2.39B
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.64K
New
$34.78 - $37.69 $266K - $288K
7.64K $287M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.9K
New
$67.62 - $70.2 $263K - $273K
3.9K $285M
IAU
Ishares Gold Trust

ETFs
3.24K
New
$72.65 - $82.5 $235K - $267K
3.24K $280M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.7K
New
$44.68 - $47.47 $254K - $270K
5.7K $276M
EOG
Eog Resources Inc

Energy
2.45K
New
$105.0 - $111.92 $257K - $274K
2.45K $258M
Capital Group Equity ETF Tr
5.83K
+ 16.11%
N/A
42K $1.28B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.66K
+ 10.78%
$102.72 - $103.6 $273K - $276K
27.3K $2.8B
ABBV
Abb Vie Inc.

Healthcare
1.47K
+ 23.07%
$211.96 - $244.38 $312K - $360K
7.86K $1.73B
Blackrock ETF Trust
7.08K
New
N/A
7.08K $246M
NEAR
Blackrock Short Maturity Bond

ETFs
4.79K
New
$51.08 - $51.37 $244K - $246K
4.79K $245M
Blackrock ETF Trust
5.99K
New
N/A
5.99K $236M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.04K
New
$70.2 - $73.89 $213K - $225K
3.04K $233M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.83K
+ 3.89%
$50.56 - $50.76 $244K - $245K
129K $6.53B
CGCP
Capital Group Core Plus Income

ETFs
9.66K
+ 8.96%
$22.64 - $22.98 $219K - $222K
117K $2.66B
OKE
Oneok Inc

Energy
2.99K
New
$64.31 - $72.98 $192K - $218K
2.99K $217M
GD
General Dynamics Corp

Industrials
575
New
$330.59 - $353.77 $190K - $203K
575 $208M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.7K
New
$108.48 - $113.54 $184K - $193K
1.7K $201M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.01K
+ 9.16%
$99.87 - $101.27 $201K - $203K
23.9K $2.4B
DGRO
Ishares Core Dividend Growth E

ETFs
2.22K
+ 19.07%
$66.93 - $69.17 $149K - $154K
13.9K $986M
Fidelity Covington Trust
32
+ 0.02%
N/A
143K $5.35B
XLF
Financial Sector Spdr

ETFs
3.22K
+ 32.05%
$51.76 - $53.77 $167K - $173K
13.3K $733M
LLY
Eli Lilly & CO

Healthcare
29
+ 6.71%
$799.57 - $1025.28 $23.2K - $29.7K
461 $498M
QUAL
Ishares Msci Usa Quality Facto

ETFs
742
+ 44.81%
$191.01 - $199.18 $142K - $148K
2.4K $490M
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 0.54%
$321.8 - $337.95 $17.1K - $17.9K
9.8K $3.36B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
242
+ 23.0%
$280.66 - $305.09 $67.9K - $73.8K
1.29K $429M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.19K
+ 11.95%
$76.84 - $80.86 $91.1K - $95.8K
11.1K $908M
RIO
Rio Tinto PLC

Basic Materials
13
+ 0.18%
$65.44 - $72.58 $851 - $944
7.42K $615M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.82K
+ 20.09%
$43.95 - $46.24 $79.9K - $84.1K
10.9K $528M
O
Realty Income Corp

Real Estate
3.34K
+ 8.0%
$56.12 - $60.64 $187K - $202K
45K $2.65B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.16K
+ 42.68%
$49.98 - $50.59 $108K - $109K
7.22K $365M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.92K
+ 33.71%
$50.23 - $50.46 $96.3K - $96.7K
7.6K $382M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
234
+ 2.93%
$68.19 - $73.27 $16K - $17.1K
8.23K $622M
XLK
Technology Sector Spdr

ETFs
1.47K
+ 151.03%
$278.39 - $304.13 $410K - $447K
2.45K $359M
DAL
Delta Air Lines, Inc.

Industrials
63
+ 1.15%
$55.65 - $62.32 $3.51K - $3.93K
5.52K $392M
AFL
Aflac Inc

Financial Services
1.54K
+ 4.93%
$105.7 - $115.01 $162K - $177K
32.7K $3.56B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
417
+ 5.22%
$63.98 - $67.45 $26.7K - $28.1K
8.4K $587M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
384
+ 25.98%
$136.06 - $140.64 $52.2K - $54K
1.86K $268M
VXF
Vanguard Extended Market ETF

ETFs
158
+ 6.29%
$204.22 - $215.05 $32.3K - $34K
2.67K $585M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$150.5 - $159.55 $151 - $160
3.06K $534M
RTX
Raytheon Technologies Corp

Industrials
101
+ 6.85%
$157.0 - $179.44 $15.9K - $18.1K
1.58K $305M
First Tr Exchng Traded Fd Vi
1.74K
+ 0.81%
N/A
216K $4.31B
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$199.44 - $208.01 $199 - $208
4.09K $889M
GLDM
World Gold Trust

ETFs
85
+ 2.47%
$76.32 - $86.69 $6.49K - $7.37K
3.52K $320M
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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