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
TFC
Truist Financial Corp

Financial Services
702
+ 14.51%
$41.09 - $45.64 $28.8K - $32K
5.54K $278M
VBK
Vanguard Small Cap Growth ETF

ETFs
50
+ 3.32%
$291.71 - $309.36 $14.6K - $15.5K
1.56K $501M
IBM
International Business Machines Corp

Technology
76
+ 8.7%
$275.97 - $314.98 $21K - $23.9K
950 $296M
ELV
Elevance Health, Inc.

Healthcare
4
+ 0.43%
$303.78 - $362.34 $1.22K - $1.45K
930 $349M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.17K
+ 17.16%
$23.04 - $23.36 $49.9K - $50.6K
14.8K $341M
AVGO
Broadcom Inc.

Technology
1
+ 0.05%
$324.63 - $385.98 $325 - $386
2.11K $745M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 2.15%
$475.68 - $513.11 $72.8K - $78.5K
7.26K $3.62B
CSCO
Cisco Systems, Inc.

Technology
241
+ 5.48%
$67.46 - $78.0 $16.3K - $18.8K
4.64K $343M
IOO
Ishares Tr Global 100 ETF

ETFs
77
+ 2.29%
$118.15 - $126.87 $9.1K - $9.77K
3.44K $444M
IWF
Ishares Russell 1000 Gr ETF

ETFs
33
+ 1.41%
$459.47 - $491.71 $15.2K - $16.2K
2.37K $1.13B
IWS
Ishares Russell Midcap Value E

ETFs
87
+ 2.88%
$135.66 - $140.93 $11.8K - $12.3K
3.11K $457M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
117
+ 1.17%
$73.1 - $76.24 $8.55K - $8.92K
10.1K $794M
HDV
Ishares Core High Dividend ETF

ETFs
160
+ 2.36%
$118.22 - $122.79 $18.9K - $19.6K
6.93K $859M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
18
+ 0.34%
$80.59 - $84.32 $1.45K - $1.52K
5.27K $466M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.27%
$185.12 - $192.11 $1.67K - $1.73K
3.3K $652M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.19%
$452.1 - $514.24 $452 - $514
538 $296M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
155
+ 3.86%
$75.19 - $77.98 $11.7K - $12.1K
4.17K $336M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.08%
$910.94 - $954.99 $10K - $10.5K
1.03K $966M
LVHD
Franklin U.S. Low Volatility H

ETFs
821
+ 10.3%
$39.46 - $41.42 $32.4K - $34K
8.79K $356M
VGT
Vanguard Information Technolog

ETFs
25
+ 6.68%
$736.33 - $801.52 $18.4K - $20K
399 $306M
V
Visa Inc.

Financial Services
59
+ 4.51%
$325.75 - $352.42 $19.2K - $20.8K
1.37K $469M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
126
+ 2.95%
$87.0 - $90.6 $11K - $11.4K
4.39K $402M
FCOM
Fidelity Covington Tr Msci Com

ETFs
143
+ 3.75%
$68.15 - $72.16 $9.75K - $10.3K
3.96K $293M
SBUX
Starbucks Corp

Consumer Cyclical
4
+ 0.1%
$78.46 - $87.26 $314 - $349
3.93K $354M
HEFA
Ishares Currency Hedged Msci E

ETFs
80
+ 1.57%
$39.63 - $41.86 $3.17K - $3.35K
5.18K $223M
BXC
Blue Linx Holdings Inc.

Industrials
50
+ 0.64%
$55.47 - $74.45 $2.77K - $3.72K
7.86K $591M
FENY
Fidelity Covington Tr Msci Ene

ETFs
442
+ 5.01%
$23.65 - $25.43 $10.5K - $11.2K
9.26K $237M
CWB
Spdr Bloomberg Convertible Sec

ETFs
24
+ 0.42%
$88.49 - $93.64 $2.12K - $2.25K
5.75K $536M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16
+ 0.52%
$72.17 - $75.74 $1.15K - $1.21K
3.08K $242M
CGXU
Capital Group Intl Focus Equit

ETFs
21
+ 0.21%
$29.32 - $31.03 $616 - $652
10.1K $314M
Capital Grp Fixed Incm ETF T
22
+ 0.04%
N/A
49.3K $1.26B
PSR
Invesco Actively

ETFs
174
+ 7.78%
$90.05 - $94.1 $15.7K - $16.4K
2.41K $220M
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.36%
$330.74 - $354.45 $992 - $1.06K
839 $300M
XLP
Consumer Staples Sector Spdr

ETFs
10
+ 0.19%
N/A
5.34K $428M
EPD
Enterprise Products Partners L.P.

Energy
45
+ 0.44%
$30.19 - $32.26 $1.36K - $1.45K
10.3K $332M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
111
+ 2.93%
$80.06 - $83.68 $8.89K - $9.29K
3.9K $323M
FSTA
Fidelity Covington Tr Msci Con

ETFs
16
+ 0.26%
$48.21 - $50.77 $771 - $812
6.16K $313M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
213
+ 2.96%
$45.54 - $46.39 $9.7K - $9.88K
7.41K $340M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
135
+ 2.84%
$50.57 - $50.77 $6.83K - $6.85K
4.88K $247M
IWP
Ishares Russell Mid Cap Growth

ETFs
64
+ 1.95%
$136.84 - $145.3 $8.76K - $9.3K
3.34K $472M
COP
Conocophillips

Energy
1
+ 0.04%
$85.66 - $95.46 $85.7 - $95.5
2.69K $257M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15
+ 0.64%
$100.33 - $100.69 $1.5K - $1.51K
2.34K $235M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.1%
$320.52 - $369.92 $321 - $370
956 $326M
NVDA
Nvidia Corp

Technology
140
+ 0.7%
$179.83 - $207.04 $25.2K - $29K
20K $3.7B
Fidelity Wise Origin Bitcoin
501
+ 21.59%
N/A
2.82K $225M
CHD
Church & Dwight CO Inc

Consumer Defensive
32
+ 0.24%
$81.8 - $90.01 $2.62K - $2.88K
13.3K $1.15B
AEE
Ameren Corp

Utilities
26
+ 0.71%
$101.28 - $105.72 $2.63K - $2.75K
3.71K $372M
MO
Altria Group, Inc.

Consumer Defensive
300
+ 6.92%
$56.38 - $66.65 $16.9K - $20K
4.63K $271M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
471
+ 0.97%
$12.52 - $13.44 $5.9K - $6.33K
49.2K $632M
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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