Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors, Inc.
· CIK 0001786915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | MCO | MOODYS CORP COM | Financial Services | 7 | $3K | 0.00% | SOLD |
| 102 | — | LITHIUM AMERS CORP NEW COM SHS | — | 845 | $3K | 0.00% | SOLD |
| 103 | DHT | DHT HOLDINGS INC SHS NEW | Energy | 180 | $3K | 0.00% | SOLD |
| 104 | MS | MORGAN STANLEY COM NEW | Financial Services | 19 | $3K | 0.00% | SOLD |
| 105 | NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | Basic Materials | 2,200 | $3K | 0.00% | SOLD |
| 106 | NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | Industrials | 45 | $3K | 0.00% | SOLD |
| 107 | CARG | CARGURUS INC COM CL A | Consumer Cyclical | 87 | $3K | 0.00% | SOLD |
| 108 | DIS | DISNEY WALT CO COM | Communication Services | 30 | $3K | 0.00% | SOLD |
| 109 | HCI | HCI GROUP INC COM | Financial Services | 17 | $3K | 0.00% | SOLD |
| 110 | — | TOTALENERGIES SE ACT | — | 27 | $2K | 0.00% | SOLD |
| 111 | AVNS | AVANOS MED INC COM | Healthcare | 145 | $2K | 0.00% | SOLD |
| 112 | XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | — | 33 | $2K | 0.00% | SOLD |
| 113 | SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | Basic Materials | 25 | $2K | 0.00% | SOLD |
| 114 | CB | CHUBB LTD SWITZ COM | Financial Services | 5 | $2K | 0.00% | SOLD |
| 115 | BTC | GRAYSCALE BITCOIN MINI TRUST ETF | Financial Services | 20 | $600.0 | — | SOLD |
| 116 | VLTO | VERALTO CORP COM SHS | Industrials | 6 | $531.0 | — | SOLD |
| 117 | KD | KYNDRYL HLDGS INC COMMON STOCK | Technology | 40 | $525.0 | — | SOLD |
| 118 | ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | Financial Services | 10 | $199.0 | — | SOLD |
| 119 | CL | COLGATE PALMOLIVE CO COM | Consumer Defensive | 2 | $170.0 | — | SOLD |
| 120 | NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | — | — | $47.0 | — | SOLD |
Sector Allocation
Financial Services
50.1%
Healthcare
26.0%
Utilities
13.0%
Consumer Defensive
7.9%
Industrials
3.0%