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CIK: 0001786915
Total reported value
$171.0M
$171.0M
44 檔
34.0%
The Q2 2024 SEC filing reveals that Longview Financial Advisors, Inc. held a total portfolio value of $171.0M, covering 44 public equity positions.
During Q2 2024, Longview Financial Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 10.69% | +0.08% | +0.78% | |
| 2 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 8.97% | -0.42% | -1.07% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 8.32% | +0.39% | +0.76% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.26% | -0.07% | +0.21% | |
| 5 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 7.93% | +0.91% | -0.24% | |
| 6 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 6.47% | -0.13% | EXIT | |
| 7 | FYLD | Cambria Foreign Shareholder | ETF-Other | 6.15% | -0.34% | -0.62% | |
| 8 | ICOW | Pacer Developed Markets Inte | ETF-Other | 5.53% | -0.35% | +0.52% | |
| 9 | GNR | State Street Spdr S&p Global | ETF-Other | 4.00% | -0.12% | +0.97% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.74% | +0.06% | +0.59% | |
| 11 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 3.69% | -0.18% | +0.82% | |
| 12 | CTA | Simplify Managed Futures St | ETF-Other | 3.38% | -0.22% | +0.57% | |
| 13 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.85% | +0.48% | +2.61% | |
| 14 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.35% | -0.26% | +0.75% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.99% | +0.18% | +0.75% | |
| 16 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.62% | +0.05% | +0.80% | |
| 17 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.39% | +0.03% | +2.74% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.22% | — | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 0.97% | -0.03% | +0.90% | |
| 20 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.95% | -0.02% | EXIT | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | +0.04% | +0.68% | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.82% | +1.94% | +4.42% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | +0.05% | +1.02% | |
| 24 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.70% | +0.74% | +88.63% | |
| 25 | ISCF | Ishares International Small | ETF-Other | 0.68% | -0.01% | +0.87% | |
| 26 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.47% | — | +13.80% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.46% | — | +19.14% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | +0.02% | +1.11% | |
| 29 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | -0.04% | +10.23% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | +0.63% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.40% | +0.01% | +6.87% | |
| 32 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.38% | +0.02% | — | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.32% | — | -0.43% | |
| 34 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.30% | — | +18.55% | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.29% | -0.03% | — | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.28% | +0.03% | +0.54% | |
| 37 | SAIC | Science Applications Inte | Stock-Tech | 0.28% | — | EXIT | |
| 38 | VMC | Vulcan Materials Co | Stock-Materials | 0.26% | — | — | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.01% | +0.09% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.09% | EXIT | |
| 41 | D | Dominion Energy Inc | Stock-Utilities | 0.19% | +0.01% | — | |
| 42 | GVAL | Cambria Global Value ETF | ETF-Other | 0.19% | -0.08% | EXIT | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.17% | -0.03% | — | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.17% | -0.11% | EXIT |
According to official SEC Form 13F filings, Longview Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $171.0M across 44 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including OMFL, TBIL, IQLT) accounted for 34.0% of total reported equity market value during Q2 2024.
During Q2 2024, Longview Financial Advisors, Inc.'s top holdings by market value included OMFL (10.7%)、TBIL (9.0%)、IQLT (8.3%). The largest single position, OMFL, represented 10.7% of total portfolio value.
In Q2 2024, Longview Financial Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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