Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors, Inc.
· CIK 0001786915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | — | 407 | $48K | 0.03% | SOLD |
| 42 | GTO | INVESCO TOTAL RETURN BOND ETF | — | 1,028 | $48K | 0.03% | SOLD |
| 43 | FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | — | 553 | $39K | 0.02% | SOLD |
| 44 | GLD | SPDR GOLD SHARES | Financial Services | 81 | $35K | 0.02% | SOLD |
| 45 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | — | 887 | $34K | 0.02% | SOLD |
| 46 | COPX | GLOBAL X COPPER MINERS ETF | — | 441 | $34K | 0.02% | SOLD |
| 47 | URNM | SPROTT URANIUM MINERS ETF | — | 500 | $32K | 0.02% | SOLD |
| 48 | IAU | ISHARES GOLD TRUST | Financial Services | 333 | $29K | 0.02% | SOLD |
| 49 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | — | 233 | $29K | 0.02% | SOLD |
| 50 | — | ADURO CLEAN TECHNOLOGIES INC COM NEW | — | 2,623 | $28K | 0.02% | SOLD |
| 51 | NVDA | NVIDIA CORPORATION COM | Technology | 153 | $27K | 0.02% | SOLD |
| 52 | PBI | PITNEY BOWES INC COM | Industrials | 2,370 | $26K | 0.02% | SOLD |
| 53 | — | LEIDOS HOLDINGS INC COM | — | 164 | $26K | 0.02% | SOLD |
| 54 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | — | 751 | $26K | 0.02% | SOLD |
| 55 | TK | TEEKAY CORPORATION LTD SHS | Energy | 1,919 | $23K | 0.01% | SOLD |
| 56 | PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | Energy | 1,095 | $23K | 0.01% | SOLD |
| 57 | HON | HONEYWELL INTL INC COM | Industrials | 100 | $23K | 0.01% | SOLD |
| 58 | STNG | SCORPIO TANKERS INC SHS | Energy | 278 | $21K | 0.01% | SOLD |
| 59 | IMO | IMPERIAL OIL LTD COM NEW | Energy | 158 | $21K | 0.01% | SOLD |
| 60 | UROY | URANIUM RTY CORP COM | Energy | 5,600 | $20K | 0.01% | SOLD |
Sector Allocation
Financial Services
50.1%
Healthcare
26.0%
Utilities
13.0%
Consumer Defensive
7.9%
Industrials
3.0%