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CIK: 0001990190
Total reported value
$389.8M
$389.8M
176 檔
15.8%
In Q1 2024, LongView Wealth Management's U.S. equity holdings reached a combined market value of $389.8M, distributed across 176 disclosed stock positions.
During Q1 2024, LongView Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, HD, AAPL) accounted for 15.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.87% | — | +4.57% | |
| 2 | HD | Home Depot Inc | Stock-Consumer Disc | 5.85% | +0.27% | -2.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.69% | +0.36% | -3.61% | |
| 4 | GPC | Genuine Parts Co | Stock-Consumer Disc | 4.62% | +0.17% | — | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.36% | +0.26% | +18.89% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.83% | +0.18% | +3.73% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 2.78% | +0.29% | +36.82% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.23% | +0.29% | +14.68% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.11% | -0.46% | +10.91% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | +0.07% | +4.40% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.97% | +0.05% | -4.58% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.14% | -1.61% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.81% | +0.39% | -0.17% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.80% | +0.15% | +72.17% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.75% | -0.30% | +5.68% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.64% | -0.03% | +94.45% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.59% | +0.02% | -0.37% | |
| 18 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | Stock-Other | 1.55% | — | -1.55% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.49% | -0.01% | +179.18% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.16% | -1.42% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.14% | +1.11% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.22% | +0.20% | +6.79% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 1.14% | -0.23% | -4.71% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.30% | -8.64% | |
| 25 | CGDV | Cap Group Dividend Value | ETF-Other | 0.99% | +0.14% | +9.93% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | +0.06% | -2.13% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.11% | +0.02% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | +0.02% | +21.94% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.39% | +13.85% | |
| 30 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.87% | +0.04% | +40.91% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | -0.23% | -11.64% | |
| 32 | UTG | Reaves Utility Income Fund | Stock-Other | 0.81% | -0.01% | -1.14% | |
| 33 | CGXU | Cap Group Intl Focus | ETF-Other | 0.76% | -0.08% | EXIT | |
| 34 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.75% | -0.15% | EXIT | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | +0.17% | -0.29% | |
| 36 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.72% | -0.38% | -2.90% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.66% | +0.01% | +3.59% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | -0.05% | +0.90% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.64% | -0.06% | -24.98% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | +0.02% | -8.75% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.60% | -0.36% | — | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.59% | +0.01% | -6.69% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | +0.13% | -24.92% | |
| 44 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.54% | -0.04% | +6.99% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.52% | +0.02% | +0.78% | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.51% | +0.03% | +0.11% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.02% | -8.57% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.48% | +0.04% | +1.21% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.47% | +0.06% | +1.04% | |
| 50 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.45% | -0.29% | +0.74% |
According to official SEC Form 13F filings, LongView Wealth Management reported a total U.S. public equity portfolio value of $389.8M across 176 disclosed positions in Q1 2024.
During Q1 2024, LongView Wealth Management's top holdings by market value included SCHD (5.9%)、HD (5.8%)、AAPL (4.7%). The largest single position, SCHD, represented 5.9% of total portfolio value.
In Q1 2024, LongView Wealth Management 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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