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CIK: 0001786915
Total reported value
$171.0M
$171.0M
43 檔
33.5%
At the close of Q4 2024, Longview Financial Advisors, Inc. disclosed equity holdings valued at approximately $171.0M, spread across 43 reported holdings.
Longview Financial Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 5 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 11.13% | +0.08% | -3.42% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.17% | -0.07% | +2.35% | |
| 3 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 9.05% | +0.91% | +7.03% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 8.81% | +0.39% | +7.52% | |
| 5 | FYLD | Cambria Foreign Shareholder | ETF-Other | 6.89% | -0.34% | +12.71% | |
| 6 | ICOW | Pacer Developed Markets Inte | ETF-Other | 6.63% | -0.35% | +18.35% | |
| 7 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 5.66% | -0.42% | -38.95% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.81% | +0.06% | +16.57% | |
| 9 | GNR | State Street Spdr S&p Global | ETF-Other | 4.74% | -0.12% | +26.94% | |
| 10 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 4.70% | -0.18% | +5.13% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 3.95% | -0.22% | +6.34% | |
| 12 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.74% | -0.26% | +16.76% | |
| 13 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.65% | +0.48% | +5.27% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | +0.18% | -1.18% | |
| 15 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.92% | -0.13% | EXIT | |
| 16 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.82% | +0.05% | +0.01% | |
| 17 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.28% | +0.03% | -6.38% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.00% | -0.03% | +0.01% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.22% | +0.50% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | +0.04% | -0.99% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.05% | — | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.81% | +1.94% | +4.46% | |
| 23 | ISCF | Ishares International Small | ETF-Other | 0.70% | -0.01% | +0.04% | |
| 24 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.67% | +0.74% | -40.74% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.48% | — | — | |
| 26 | MTBA | Simplify Mbs ETF | ETF-Other | 0.46% | -0.05% | — | |
| 27 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.43% | +0.02% | -0.18% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.41% | +0.01% | — | |
| 29 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | -0.04% | +4.83% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | -4.22% | |
| 31 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.36% | — | -19.77% | |
| 32 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.35% | — | -9.62% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | +0.02% | -20.40% | |
| 34 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.31% | — | +0.11% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.31% | +0.03% | +21.73% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.30% | -0.03% | +5.79% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.28% | -0.01% | -8.18% | |
| 38 | D | Dominion Energy Inc | Stock-Utilities | 0.21% | +0.01% | +0.20% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.20% | -0.11% | EXIT | |
| 40 | GVAL | Cambria Global Value ETF | ETF-Other | 0.19% | -0.08% | EXIT | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | — | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.18% | +0.01% | +3.35% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.17% | -0.03% | -9.64% |
According to official SEC Form 13F filings, Longview Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $171.0M across 43 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including OMFL, COWZ, SPGP) accounted for 33.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
MTBA
市值: $577.9K
Top Position Liquidated / Trimmed
VMC
前期市值: $350.6K
During Q4 2024, Longview Financial Advisors, Inc.'s top holdings by market value included OMFL (11.1%)、COWZ (9.2%)、SPGP (9.1%). The largest single position, OMFL, represented 11.1% of total portfolio value.
In Q4 2024, Longview Financial Advisors, Inc. made 44 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 5 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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