| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QYLD | Exit | GLOBAL X FDScall | $0 | – | -40,000 | -100.0% | -0.00% | – |
| BLNK | Exit | BLINK CHARGING CO | $0 | – | -18,035 | -100.0% | -0.01% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -11,511 | -100.0% | -0.03% | – |
| EVGO | Exit | EVGO INC | $0 | – | -39,672 | -100.0% | -0.04% | – |
| EOI | Exit | EATON VANCE ENHANCED EQUITY | $0 | – | -10,273 | -100.0% | -0.04% | – |
| T | Exit | AT&T INC | $0 | – | -12,014 | -100.0% | -0.05% | – |
| FIF | Exit | FIRST TR ENERGY INFRASTRCTR | $0 | – | -12,077 | -100.0% | -0.05% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,213 | -100.0% | -0.05% | – |
| AWF | Exit | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | – | -21,556 | -100.0% | -0.06% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -2,375 | -100.0% | -0.06% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -5,210 | -100.0% | -0.06% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -408 | -100.0% | -0.06% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,294 | -100.0% | -0.06% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -1,933 | -100.0% | -0.06% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -953 | -100.0% | -0.06% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,480 | -100.0% | -0.06% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -4,666 | -100.0% | -0.06% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -5,559 | -100.0% | -0.06% | – |
| SHYD | Exit | VANECK ETF TRUSTshrt hgh yld mun | $0 | – | -10,769 | -100.0% | -0.06% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -3,022 | -100.0% | -0.06% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,671 | -100.0% | -0.06% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -6,109 | -100.0% | -0.06% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,000 | -100.0% | -0.06% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -792 | -100.0% | -0.06% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -582 | -100.0% | -0.06% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -978 | -100.0% | -0.07% | – |
| PFE | Exit | PFIZER INC | $0 | – | -8,107 | -100.0% | -0.07% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,248 | -100.0% | -0.07% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -3,600 | -100.0% | -0.07% | – |
| CCB | Exit | COASTAL FINL CORP WA | $0 | – | -6,464 | -100.0% | -0.07% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -6,922 | -100.0% | -0.07% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,358 | -100.0% | -0.07% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -572 | -100.0% | -0.08% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -4,438 | -100.0% | -0.08% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,232 | -100.0% | -0.08% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,162 | -100.0% | -0.08% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,054 | -100.0% | -0.08% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,986 | -100.0% | -0.08% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,924 | -100.0% | -0.08% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -8,518 | -100.0% | -0.09% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,283 | -100.0% | -0.09% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -8,293 | -100.0% | -0.09% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -3,493 | -100.0% | -0.09% | – |
| Exit | HF SINCLAIR CORP | $0 | – | -6,457 | -100.0% | -0.10% | – | |
| Exit | F&G ANNUITIES & LIFE INC | $0 | – | -13,651 | -100.0% | -0.10% | – | |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,600 | -100.0% | -0.10% | – |
| BA | Exit | BOEING CO | $0 | – | -2,163 | -100.0% | -0.11% | – |
| ITM | Exit | VANECK ETF TRUSTintrmdt muni etf | $0 | – | -9,439 | -100.0% | -0.11% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -2,448 | -100.0% | -0.11% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -6,019 | -100.0% | -0.11% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -3,034 | -100.0% | -0.11% | – |
| GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -7,838 | -100.0% | -0.11% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,902 | -100.0% | -0.12% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -5,189 | -100.0% | -0.12% | – |
| TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -2,554 | -100.0% | -0.12% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,222 | -100.0% | -0.13% | – |
| JQUA | Exit | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $0 | – | -11,759 | -100.0% | -0.13% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -17,854 | -100.0% | -0.14% | – |
| TSLA | Exit | TESLA INC | $0 | – | -2,165 | -100.0% | -0.14% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -9,296 | -100.0% | -0.15% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -3,828 | -100.0% | -0.15% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -4,029 | -100.0% | -0.15% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -5,975 | -100.0% | -0.15% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,963 | -100.0% | -0.16% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,071 | -100.0% | -0.17% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -4,433 | -100.0% | -0.17% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -7,177 | -100.0% | -0.17% | – |
| KO | Exit | COCA COLA CO | $0 | – | -11,962 | -100.0% | -0.18% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -16,068 | -100.0% | -0.18% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -5,510 | -100.0% | -0.19% | – |
| SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -93,013 | -100.0% | -0.19% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -6,374 | -100.0% | -0.20% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -5,129 | -100.0% | -0.20% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -64,732 | -100.0% | -0.21% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -26,344 | -100.0% | -0.23% | – |
| GSIE | Exit | GOLDMAN SACHS ETF TRactivebeta int | $0 | – | -29,120 | -100.0% | -0.23% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,575 | -100.0% | -0.23% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,803 | -100.0% | -0.24% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -2,864 | -100.0% | -0.24% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -7,224 | -100.0% | -0.24% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -7,327 | -100.0% | -0.25% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -8,239 | -100.0% | -0.26% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -5,158 | -100.0% | -0.26% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -3,870 | -100.0% | -0.27% | – |
| BUG | Exit | GLOBAL X FDScybrscurty etf | $0 | – | -42,705 | -100.0% | -0.27% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -24,094 | -100.0% | -0.28% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -10,573 | -100.0% | -0.31% | – |
| COLB | Exit | COLUMBIA BKG SYS INC | $0 | – | -63,365 | -100.0% | -0.34% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -15,622 | -100.0% | -0.36% | – |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -32,020 | -100.0% | -0.40% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -38,363 | -100.0% | -0.41% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -11,514 | -100.0% | -0.42% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -18,396 | -100.0% | -0.45% | – |
| AEL | Exit | AMERICAN EQTY INVT LIFE HLD | $0 | – | -32,728 | -100.0% | -0.46% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -2,147 | -100.0% | -0.47% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -5,016 | -100.0% | -0.47% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -38,095 | -100.0% | -0.48% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -13,350 | -100.0% | -0.52% | – |
| JCPB | Exit | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $0 | – | -46,287 | -100.0% | -0.54% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -10,704 | -100.0% | -0.59% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -52,361 | -100.0% | -0.67% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -15,320 | -100.0% | -0.68% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -8,733 | -100.0% | -0.68% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -6,034 | -100.0% | -0.68% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -5,054 | -100.0% | -0.75% | – |
| V | Exit | VISA INC | $0 | – | -12,855 | -100.0% | -0.77% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -35,358 | -100.0% | -0.78% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -15,189 | -100.0% | -0.83% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -30,037 | -100.0% | -1.03% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -11,999 | -100.0% | -1.10% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -41,169 | -100.0% | -1.10% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -69,386 | -100.0% | -1.22% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -98,109 | -100.0% | -1.28% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -41,535 | -100.0% | -1.38% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -61,468 | -100.0% | -1.45% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -88,521 | -100.0% | -1.49% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -20,319 | -100.0% | -1.68% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -115,587 | -100.0% | -1.87% | – |
| AAPL | Exit | APPLE INC | $0 | – | -46,950 | -100.0% | -2.10% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -37,586 | -100.0% | -2.10% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -151,111 | -100.0% | -2.11% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -50,923 | -100.0% | -2.12% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -90,859 | -100.0% | -2.23% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -200,250 | -100.0% | -2.58% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -38,019 | -100.0% | -2.64% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -238,017 | -100.0% | -3.12% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -133,339 | -100.0% | -3.60% | – |
| JPSE | Exit | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $0 | – | -505,055 | -100.0% | -5.18% | – |
| Exit | J P MORGAN EXCHANGE TRADED F | $0 | – | -456,566 | -100.0% | -5.29% | – | |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -138,720 | -100.0% | -5.63% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -301,218 | -100.0% | -5.98% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -53,574 | -100.0% | -6.01% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -744,812 | -100.0% | -6.16% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -67,405 | -100.0% | -7.30% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 11 | Q3 2023 | 7.6% |
| ISHARES TR | 11 | Q3 2023 | 6.0% |
| VANGUARD WORLD FDS | 11 | Q3 2023 | 7.3% |
| SSGA ACTIVE ETF TR | 11 | Q3 2023 | 7.7% |
| VANGUARD WHITEHALL FDS | 11 | Q3 2023 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q3 2023 | 5.8% |
| JANUS DETROIT STR TR | 11 | Q3 2023 | 8.1% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 2.4% |
| APPLE INC | 11 | Q3 2023 | 2.3% |
View Capital Advisors Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-04 |
View Capital Advisors Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.