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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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