Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors, Inc.
· CIK 0001786915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TUA | SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | — | 10,271 | $217K | 0.13% | SOLD |
| 2 | DUK | DUKE ENERGY CORP NEW COM NEW | Utilities | 1,466 | $192K | 0.12% | SOLD |
| 3 | MCD | MCDONALDS CORP COM | Consumer Cyclical | 600 | $186K | 0.11% | SOLD |
| 4 | ADP | AUTOMATIC DATA PROCESSING INC COM | Industrials | 861 | $175K | 0.11% | SOLD |
| 5 | CEG | CONSTELLATION ENERGY CORP COM | Utilities | 590 | $165K | 0.10% | SOLD |
| 6 | KO | COCA COLA CO COM | Consumer Defensive | 2,116 | $161K | 0.10% | SOLD |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 484 | $155K | 0.10% | SOLD |
| 8 | CVX | CHEVRON CORPORATION COM | Energy | 730 | $151K | 0.09% | SOLD |
| 9 | GPC | GENUINE PARTS CO COM | Consumer Cyclical | 1,320 | $140K | 0.09% | SOLD |
| 10 | SYY | SYSCO CORP COM | Consumer Defensive | 1,900 | $136K | 0.08% | SOLD |
| 11 | VOO | VANGUARD S&P 500 ETF | — | 224 | $134K | 0.08% | SOLD |
| 12 | GVAL | CAMBRIA GLOBAL VALUE ETF | — | 3,968 | $132K | 0.08% | SOLD |
| 13 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | — | 1,401 | $130K | 0.08% | SOLD |
| 14 | PG | PROCTER & GAMBLE CO COM | Consumer Defensive | 870 | $126K | 0.08% | SOLD |
| 15 | EFA | ISHARES MSCI EAFE ETF | — | 1,249 | $121K | 0.07% | SOLD |
| 16 | PAYX | PAYCHEX INC COM | Industrials | 1,230 | $113K | 0.07% | SOLD |
| 17 | KMB | KIMBERLY-CLARK CORP COM | Consumer Defensive | 1,160 | $112K | 0.07% | SOLD |
| 18 | VAL | VALARIS LTD CL A | Energy | 1,066 | $105K | 0.06% | SOLD |
| 19 | HD | HOME DEPOT INC COM | Consumer Cyclical | 289 | $95K | 0.06% | SOLD |
| 20 | GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | — | 1,053 | $89K | 0.05% | SOLD |
Sector Allocation
Financial Services
50.1%
Healthcare
26.0%
Utilities
13.0%
Consumer Defensive
7.9%
Industrials
3.0%