$224 Million is the total value of LongView Wealth Management's 170 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 6.0% |
| HOME DEPOT INC | 3 | Q2 2024 | 6.1% |
| APPLE INC | 3 | Q2 2024 | 5.9% |
| GENUINE PARTS CO | 3 | Q2 2024 | 4.6% |
| ISHARES TR | 3 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.8% |
| CAPITAL GROUP GROWTH ETF | 3 | Q2 2024 | 3.0% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 2.5% |
| ISHARES TR | 3 | Q2 2024 | 2.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.0% |
View LongView Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-10 |
View LongView Wealth Management'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.