Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DIS | DISNEY WALT CO | Communication Services | 2,638 | $271K | 0.07% | SOLD |
| 22 | TCAF | T ROWE PRICE ETF INC | — | 6,700 | $256K | 0.06% | SOLD |
| 23 | NEAR | ISHARES U S ETF TR | — | 4,786 | $244K | 0.06% | SOLD |
| 24 | LMT | LOCKHEED MARTIN CORP | Industrials | 378 | $231K | 0.06% | SOLD |
| 25 | ESML | ISHARES TR | — | 4,600 | $231K | 0.06% | SOLD |
| 26 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,962 | $223K | 0.06% | SOLD |
| 27 | BP | BP PLC | Energy | 4,694 | $217K | 0.05% | SOLD |
| 28 | IAGG | ISHARES TR | — | 4,285 | $214K | 0.05% | SOLD |
| 29 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 967 | $213K | 0.05% | SOLD |
| 30 | PPA | INVESCO EXCHANGE TRADED FD T | — | 1,161 | $206K | 0.05% | SOLD |
| 31 | MA | MASTERCARD INCORPORATED | Financial Services | 396 | $203K | 0.05% | SOLD |
| 32 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 7,254 | $201K | 0.05% | SOLD |
| 33 | VMBS | VANGUARD SCOTTSDALE FDS | — | 4,251 | $201K | 0.05% | SOLD |
| 34 | DNP | DNP SELECT INCOME FD INC | Financial Services | 14,969 | $157K | 0.04% | SOLD |
Sector Allocation
Technology
25.0%
Consumer Cyclical
25.0%
Financial Services
18.4%
Consumer Defensive
7.9%
Healthcare
5.8%
Industrials
5.5%
Utilities
3.4%
Energy
3.2%
Communication Services
2.6%
Real Estate
2.0%