$252 Million is the total value of LongView Wealth Management's 176 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOEV | Exit | CANOO INC | $0 | – | -12,800 | -100.0% | -0.00% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -11,995 | -100.0% | -0.06% | – | |
| CSX | Exit | CSX CORP | $0 | – | -6,584 | -100.0% | -0.10% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -5,227 | -100.0% | -0.11% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -466 | -100.0% | -0.11% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -1,147 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-16
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.