Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors, Inc.
· CIK 0001786915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PPTA | PERPETUA RESOURCES CORP COM | Basic Materials | 268 | $8K | 0.01% | SOLD |
| 82 | LUMN | LUMEN TECHNOLOGIES INC COM | Communication Services | 1,050 | $7K | 0.00% | SOLD |
| 83 | ASML | ASML HLDG NV N Y REGISTRY SHS | Technology | 5 | $7K | 0.00% | SOLD |
| 84 | ATI | ATI INC COM | Industrials | 48 | $7K | 0.00% | SOLD |
| 85 | ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | Energy | 250 | $7K | 0.00% | SOLD |
| 86 | SAIC | SCIENCE APPLICATIONS INTL CORP COM | Technology | 69 | $7K | 0.00% | SOLD |
| 87 | AEM | AGNICO EAGLE MINES LTD COM | Basic Materials | 32 | $6K | 0.00% | SOLD |
| 88 | RSST | RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF | — | 225 | $6K | 0.00% | SOLD |
| 89 | AGI | ALAMOS GOLD INC COM CL A | Basic Materials | 139 | $6K | 0.00% | SOLD |
| 90 | IDR | IDAHO STRATEGIC RESOURCES COM NEW | Basic Materials | 187 | $6K | 0.00% | SOLD |
| 91 | UTWO | US TREASURY 2 YEAR NOTE ETF | — | 119 | $6K | 0.00% | SOLD |
| 92 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 11 | $6K | 0.00% | SOLD |
| 93 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 178 | $5K | 0.00% | SOLD |
| 94 | IDEQ | LAZARD INTERNATIONAL DYNAMIC EQUITY ETF | — | 167 | $5K | 0.00% | SOLD |
| 95 | TMQ | TRILOGY METALS INC NEW COM | Basic Materials | 1,329 | $5K | 0.00% | SOLD |
| 96 | GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | — | 25 | $4K | 0.00% | SOLD |
| 97 | VTRS | VIATRIS INC COM | Healthcare | 301 | $4K | 0.00% | SOLD |
| 98 | GLNG | GOLAR LNG LTD SHS | Energy | 75 | $4K | 0.00% | SOLD |
| 99 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 8 | $4K | 0.00% | SOLD |
| 100 | — | UNITI GROUP LLC COM SHS | — | 403 | $4K | 0.00% | SOLD |
Sector Allocation
Financial Services
50.1%
Healthcare
26.0%
Utilities
13.0%
Consumer Defensive
7.9%
Industrials
3.0%