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.

Portfolio value $328 Billion
ETFs: $180 Billion
Consumer Cyclical: $32.3 Billion
Technology: $26.3 Billion
Financial Services: $13.6 Billion
Consumer Defensive: $9.46 Billion
Healthcare: $7.07 Billion
Industrials: $6.56 Billion
Utilities: $6.4 Billion
Other: $13.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.44 Billion 0.44% of portfolio
41,196
Q4 2024 Added 9.17%
-
$1.4 Billion 0.43% of portfolio
-
Q4 2024 Added 107.4%
$0
$1.42 Billion 0.43% of portfolio
6,687
Q4 2024 Reduced 2.61%
$0
$1.42 Billion 0.43% of portfolio
4,139
Q4 2024 Added 4.49%
$0
$1.37 Billion 0.42% of portfolio
10,404
Q4 2024 Reduced 0.98%
$82.3B
$1.37 Billion 0.42% of portfolio
12,698
Q4 2024 Added 0.47%
$0
$1.3 Billion 0.4% of portfolio
50,404
Q4 2024 Added 83.92%
$0
$1.24 Billion 0.38% of portfolio
28,243
Q4 2024 Reduced 9.54%
$0
$1.23 Billion 0.38% of portfolio
25,159
Q4 2024 Added 18.07%
$0
$1.22 Billion 0.37% of portfolio
12,613
Q4 2024 Reduced 12.69%
$310B
$1.2 Billion 0.37% of portfolio
6,777
Q4 2024 Reduced 4.43%
-
$1.22 Billion 0.37% of portfolio
-
Q4 2024 Added 14.05%
Capital Group Dividend Growe
-
$1.23 Billion 0.37% of portfolio
-
Q4 2024 Added 177.21%
$6.79B
$1.16 Billion 0.35% of portfolio
14,000
Q3 2024 Reduced 9.09%
$0
$1.1 Billion 0.34% of portfolio
10,367
Q4 2024 Added 6.16%
$0
$1.12 Billion 0.34% of portfolio
5,649
Q4 2024 Reduced 4.24%
$379B
$1.08 Billion 0.33% of portfolio
6,460
Q4 2024 Added 0.25%
$0
$1.04 Billion 0.32% of portfolio
10,241
Q4 2024 Added 4.06%
$406B
$1.03 Billion 0.31% of portfolio
1,120
Q4 2024 Added 0.9%
$1.16T
$987 Million 0.3% of portfolio
5,183
Q4 2024 Reduced 8.0%
$1.34T
$992 Million 0.3% of portfolio
1,694
Q4 2024 Reduced 1.91%
$0
$995 Million 0.3% of portfolio
11,204
Q4 2024 Reduced 2.06%
$1.14T
$966 Million 0.29% of portfolio
5,103
Q4 2024 Added 2.63%
$0
$912 Million 0.28% of portfolio
4,655
Q4 2024 Added 6.01%
$224B
$897 Million 0.27% of portfolio
3,021
Q4 2024 Added 0.33%
$155B
$896 Million 0.27% of portfolio
39,351
Q4 2024 Reduced 4.19%
$0
$882 Million 0.27% of portfolio
1,498
Q4 2024 Added 3.88%
$0
$861 Million 0.26% of portfolio
27,394
Q4 2024 Reduced 4.67%
$0
$853 Million 0.26% of portfolio
3,164
Q4 2024 Reduced 4.93%
$726B
$858 Million 0.26% of portfolio
3,578
Q4 2024 Added 0.06%
$0
$836 Million 0.25% of portfolio
36,385
Q4 2024 Added 163.66%
Capital Grp Fixed Incm ETF T
-
$827 Million 0.25% of portfolio
-
Q4 2024 Added 116.33%
$0
$781 Million 0.24% of portfolio
6,119
Q4 2024 Added 7.58%
$0
$791 Million 0.24% of portfolio
4,514
Q4 2024 Reduced 6.48%
$1.25T
$771 Million 0.23% of portfolio
1,909
Q4 2024 Added 12.89%
$0
$747 Million 0.23% of portfolio
12,293
Q4 2024 Reduced 5.1%
$50B
$724 Million 0.22% of portfolio
4,082
Q4 2024 Reduced 0.9%
$200B
$678 Million 0.21% of portfolio
4,456
Q4 2024 Added 2.18%
$0
$675 Million 0.21% of portfolio
16,600
Q4 2024 Added 26.87%
$0
$674 Million 0.21% of portfolio
2,092
Q4 2024 Reduced 4.26%
$0
$657 Million 0.2% of portfolio
5,850
Q4 2024 Reduced 4.65%
$0
$645 Million 0.2% of portfolio
48,090
Q4 2024 Added 0.61%
$207B
$645 Million 0.2% of portfolio
2,226
Q4 2024 Added 0.36%
$0
$653 Million 0.2% of portfolio
6,555
Q4 2023 New
$61.5B
$647 Million 0.2% of portfolio
33,051
Q4 2024 Reduced 0.18%
$0
$661 Million 0.2% of portfolio
13,230
Q4 2024 Added 0.41%
$965M
$659 Million 0.2% of portfolio
6,453
Q3 2024 Added 31.91%
$0
$646 Million 0.2% of portfolio
11,600
Q3 2024 Added 58.9%
$58.8B
$627 Million 0.19% of portfolio
4,978
Q4 2024 Reduced 3.23%

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
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