Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors, Inc.
· CIK 0001786915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BMY | BRISTOL-MYERS SQUIBB CO COM | Healthcare | 1,450 | $88K | 0.05% | SOLD |
| 22 | EXC | EXELON CORP COM | Utilities | 1,770 | $87K | 0.05% | SOLD |
| 23 | AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | — | 1,076 | $87K | 0.05% | SOLD |
| 24 | T | AT&T INC COM | Communication Services | 2,950 | $86K | 0.05% | SOLD |
| 25 | PFE | PFIZER INC COM | Healthcare | 3,030 | $85K | 0.05% | SOLD |
| 26 | STXD | STRIVE 1000 DIVIDEND GROWTH ETF | — | 2,284 | $81K | 0.05% | SOLD |
| 27 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | — | 804 | $80K | 0.05% | SOLD |
| 28 | STXV | STRIVE 1000 VALUE ETF | — | 2,230 | $78K | 0.05% | SOLD |
| 29 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | — | 969 | $78K | 0.05% | SOLD |
| 30 | VZ | VERIZON COMMUNICATIONS INC COM | Communication Services | 1,529 | $77K | 0.05% | SOLD |
| 31 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | — | 632 | $64K | 0.04% | SOLD |
| 32 | AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | — | 849 | $64K | 0.04% | SOLD |
| 33 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | — | 535 | $63K | 0.04% | SOLD |
| 34 | IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | — | 441 | $59K | 0.04% | SOLD |
| 35 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | — | 831 | $58K | 0.04% | SOLD |
| 36 | CRS | CARPENTER TECHNOLOGY CORP COM | Industrials | 139 | $55K | 0.03% | SOLD |
| 37 | TDW | TIDEWATER INC NEW COM | Energy | 650 | $54K | 0.03% | SOLD |
| 38 | UEC | URANIUM ENERGY CORP COM | Energy | 3,831 | $52K | 0.03% | SOLD |
| 39 | GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | Financial Services | 230 | $50K | 0.03% | SOLD |
| 40 | IBM | INTERNATIONAL BUSINESS MACHS COM | Technology | 200 | $48K | 0.03% | SOLD |
Sector Allocation
Financial Services
50.1%
Healthcare
26.0%
Utilities
13.0%
Consumer Defensive
7.9%
Industrials
3.0%