Long View Wealth Management Sells in Q4 2025

Long View Wealth Management

  • $414 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-182
- 0.53%
$358.03 - $397.02 $65.2K - $72.3K
34K $12.7B
ILCG
Ishares Morningstar Growth ETF
-7.21K
- 4.67%
N/A
147K $15.6B
SO
Southern CO

Utilities
-1.64K
- 4.51%
$90.58 - $99.72 $149K - $164K
34.7K $3.01B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.09K
- 26.36%
$394.96 - $425.89 $432K - $466K
3.06K $1.27B
XLI
Industrial Sector Spdr

ETFs
-2.32K
- 26.09%
$149.9 - $155.79 $348K - $362K
6.58K $1.07B
UTG
Reaves Utility Income Fund

Financial Services
-2.43K
- 3.48%
$36.92 - $41.42 $89.7K - $101K
67.3K $2.47B
META
Meta Platforms, Inc.

Communication Services
-113
- 6.89%
$609.01 - $751.67 $68.8K - $84.9K
1.53K $980M
MGC
Vanguard Mega Cap ETF

ETFs
-1.11K
- 18.67%
$239.57 - $253.74 $267K - $282K
4.85K $1.24B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.66K
- 11.65%
$78.65 - $79.19 $210K - $211K
20.2K $1.59B
CGSD
Capital Grp Core Plus Income E
-7.52K
- 18.19%
N/A
33.8K $880M
PLTR
Palantir Technologies Inc.

Technology
-500
- 16.96%
$172.14 - $207.18 $86.1K - $104K
2.45K $439M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.25K
- 22.84%
$77.73 - $78.84 $97.1K - $98.5K
4.22K $329M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.39K
- 7.5%
$40.65 - $42.74 $56.4K - $59.3K
17.1K $695M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.72K
- 26.64%
$46.85 - $47.44 $80.7K - $81.7K
4.75K $224M
BNDX
Vanguard Total International B

ETFs
-1.08K
- 3.83%
$49.3 - $49.91 $53K - $53.7K
27K $1.31B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-239
- 21.67%
$358.39 - $376.54 $85.7K - $90K
864 $329M
DLR
Digital Realty Trust, Inc.

Real Estate
-43
- 0.97%
$158.11 - $179.28 $6.8K - $7.71K
4.38K $691M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.79%
$145.5 - $153.18 $7.28K - $7.66K
6.26K $898M
CMCSA
Comcast Corp

Communication Services
-964
- 11.83%
$26.98 - $31.09 $26K - $30K
7.18K $209M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-814
- 1.85%
$26.75 - $27.15 $21.8K - $22.1K
43.2K $1.15B
CVX
Chevron Corp

Energy
-328
- 13.31%
$148.9 - $157.72 $48.8K - $51.7K
2.14K $347M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.52K
- 6.41%
$52.54 - $55.77 $79.6K - $84.5K
22.1K $1.25B
DVY
Ishares Tr

ETFs
-297
- 11.04%
$138.1 - $143.11 $41K - $42.5K
2.39K $348M
DIS
Walt Disney CO

Communication Services
-161
- 5.66%
$105.69 - $116.65 $17K - $18.8K
2.68K $303M
ET
Energy Transfer LP

Energy
-1.19K
- 4.02%
$16.29 - $17.01 $19.4K - $20.2K
28.4K $488M
MCD
Mcdonalds Corp

Consumer Cyclical
-74
- 3.52%
$293.81 - $310.11 $21.7K - $22.9K
2.03K $622M
SPY
Spdr S&P 500 ETF Trust

ETFs
-41
- 9.81%
$653.02 - $687.39 $26.8K - $28.2K
377 $262M
VEA
Vanguard Ftse Developed Market

ETFs
-3.3K
- 8.31%
$59.18 - $62.09 $195K - $205K
36.4K $2.36B
VIG
Vanguard Dividend Appreciation

ETFs
-270
- 5.79%
N/A
4.4K $992M
PEP
Pepsico Inc

Consumer Defensive
-131
- 2.81%
$138.84 - $153.71 $18.2K - $20.1K
4.54K $642M
MA
Mastercard Inc

Financial Services
-19
- 4.45%
$536.85 - $580.45 $10.2K - $11K
408 $231M
FDVV
Fidelity High Dividend ETF

ETFs
-589
- 3.47%
$54.66 - $56.68 $32.2K - $33.4K
16.4K $936M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-57
- 2.14%
$245.79 - $258.02 $14K - $14.7K
2.61K $675M
PFF
Ishares Trust Ishares Pfd And

ETFs
-227
- 0.89%
$30.84 - $31.79 $7K - $7.22K
25.1K $795M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-81
- 1.75%
$74.09 - $75.1 $6K - $6.08K
4.55K $337M
WELL
Welltower Inc.

Real Estate
-259
- 5.23%
$165.94 - $193.82 $43K - $50.2K
4.69K $876M
BSM
Black Stone Minerals, L.P.

Energy
-955
- 8.38%
$12.42 - $13.76 $11.9K - $13.1K
10.4K $146M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.97%
$401.99 - $468.37 $8.04K - $9.37K
2.04K $915M
JPM
Jpmorgan Chase & CO

Financial Services
-81
- 2.64%
$294.11 - $320.41 $23.8K - $26K
2.98K $968M
VLO
Valero Energy Corp

Energy
-30
- 1.67%
$156.39 - $181.76 $4.69K - $5.45K
1.77K $317M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-20
- 0.55%
$63.25 - $66.24 $1.27K - $1.32K
3.59K $249M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-80
- 9.27%
$227.13 - $251.24 $18.2K - $20.1K
783 $220M
NGG
National Grid PLC

Utilities
-61
- 1.7%
$72.53 - $78.09 $4.42K - $4.76K
3.53K $282M
VV
Vanguard Large Cap ETF

ETFs
-8
- 0.42%
$301.9 - $317.98 $2.42K - $2.54K
1.88K $602M
VBR
Vanguard Small Cap Value ETF

ETFs
-120
- 2.54%
$201.42 - $211.15 $24.2K - $25.3K
4.61K $1.02B
IYW
Ishares Dj Us Tech ETF

ETFs
-238
- 1.8%
$192.8 - $211.27 $45.9K - $50.3K
13K $2.63B
IEFA
Ishares Tr

ETFs
-602
- 3.37%
$86.09 - $89.88 $51.8K - $54.1K
17.3K $1.6B
GLD
Spdr Gold Trust

ETFs
-2
- 0.25%
$354.79 - $403.15 $710 - $806
785 $331M
VUG
Vanguard Growth ETF

ETFs
-304
- 1.89%
$470.44 - $504.26 $143K - $153K
15.8K $7.79B
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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