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
$313 Million 0.1% of portfolio
6,868
Q4 2024 Reduced 19.58%
$23.1B
$322 Million 0.1% of portfolio
3,609
Q4 2024 Added 0.75%
$0
$337 Million 0.1% of portfolio
2,659
Q4 2024 Added 11.3%
$0
$329 Million 0.1% of portfolio
2,870
Q4 2024 New
$486B
$330 Million 0.1% of portfolio
627
Q4 2024 Reduced 3.54%
$0
$326 Million 0.1% of portfolio
7,500
Q4 2023 New
$0
$317 Million 0.1% of portfolio
3,457
Q4 2024 Added 15.39%
$134B
$299 Million 0.09% of portfolio
3,014
Q4 2024 Reduced 5.9%
$0
$311 Million 0.09% of portfolio
4,327
Q4 2024 Reduced 7.64%
$60.8B
$285 Million 0.09% of portfolio
1,003
Q4 2024 Added 0.2%
$0
$286 Million 0.09% of portfolio
1,604
Q4 2024 New
$5.9B
$294 Million 0.09% of portfolio
5,535
Q4 2024 Added 394.64%
$0
$294 Million 0.09% of portfolio
6,990
Q4 2024 New
$134B
$298 Million 0.09% of portfolio
4,154
Q4 2024 Added 0.29%
$0
$282 Million 0.09% of portfolio
5,712
Q4 2024 Added 12.07%
$41.2B
$281 Million 0.09% of portfolio
4,730
Q4 2024 Reduced 4.27%
$244B
$304 Million 0.09% of portfolio
5,135
Q4 2024 Reduced 1.34%
$0
$296 Million 0.09% of portfolio
15,200
Q4 2024 Added 19.69%
$88.5B
$301 Million 0.09% of portfolio
886
Q4 2024 Reduced 0.78%
$127B
$260 Million 0.08% of portfolio
536
Q4 2024 Reduced 7.59%
$94.1B
$273 Million 0.08% of portfolio
740
Q4 2024 Added 0.14%
$218B
$263 Million 0.08% of portfolio
505
Q4 2024 Reduced 1.37%
$0
$259 Million 0.08% of portfolio
4,970
Q4 2024 New
$0
$256 Million 0.08% of portfolio
22,780
Q3 2024 Reduced 10.43%
$0
$262 Million 0.08% of portfolio
654
Q4 2024 Reduced 26.68%
$61.3B
$279 Million 0.08% of portfolio
87
Q4 2024 Reduced 6.45%
$156B
$255 Million 0.08% of portfolio
1,033
Q2 2024 Reduced 3.91%
$0
$264 Million 0.08% of portfolio
4,700
Q3 2024 New
$0
$249 Million 0.08% of portfolio
4,760
Q4 2024 Reduced 17.03%
$92B
$230 Million 0.07% of portfolio
4,398
Q4 2024 Reduced 0.18%
Brookfield Renewable Corp
-
$215 Million 0.07% of portfolio
-
Q4 2024 New
$11.4B
$222 Million 0.07% of portfolio
1,700
Q4 2024 Reduced 0.53%
$0
$225 Million 0.07% of portfolio
1,853
Q4 2024 Reduced 35.95%
$187B
$215 Million 0.07% of portfolio
1,784
Q4 2024 Reduced 8.79%
$3.17B
$231 Million 0.07% of portfolio
15,844
Q4 2024 Reduced 44.71%
$196B
$218 Million 0.07% of portfolio
602
Q4 2024 Reduced 7.67%
$0
$222 Million 0.07% of portfolio
1,200
Q2 2024 Reduced 1.32%
$131B
$243 Million 0.07% of portfolio
3,288
Q4 2024 Reduced 7.09%
$0
$222 Million 0.07% of portfolio
2,394
Q4 2023 New
$195B
$238 Million 0.07% of portfolio
1,084
Q4 2024 Reduced 4.24%
$33.8B
$215 Million 0.07% of portfolio
6,592
Q4 2024 Added 0.24%
$0
$232 Million 0.07% of portfolio
2,870
Q4 2024 New
$0
$223 Million 0.07% of portfolio
608
Q2 2024 New
$58.3B
$216 Million 0.07% of portfolio
4,975
Q3 2024 Reduced 6.52%
$51.7B
$232 Million 0.07% of portfolio
1,892
Q4 2024 Reduced 3.86%
$0
$205 Million 0.06% of portfolio
6,723
Q4 2024 Reduced 10.65%
$176B
$206 Million 0.06% of portfolio
1,782
Q4 2024 Reduced 0.83%
$129B
$210 Million 0.06% of portfolio
2,778
Q4 2024 New
$19.4B
$201 Million 0.06% of portfolio
3,493
Q4 2024 Added 1.25%

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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