Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors, Inc.
· CIK 0001786915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | Financial Services | 10.0 | $199.0 | — | NEW | — | $19.90 | -1.5% |
| 162 | CL | COLGATE PALMOLIVE CO COM | Consumer Defensive | 2.0 | $170.0 | — | NEW | — | $85.00 | +6.6% |
| 163 | NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | — | — | $47.0 | — | NEW | — | — | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
35.4%
Healthcare
17.2%
Utilities
14.3%
Consumer Defensive
11.7%
Industrials
7.0%
Energy
6.0%
Consumer Cyclical
4.7%
Communication Services
2.0%
Technology
1.1%
Basic Materials
0.5%