Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | DGRW | WISDOMTREE TR | — | 4,394.0 | $402K | 0.10% | NEW | — | $91.39 | +5.9% |
| 162 | DAL | DELTA AIR LINES INC DEL | Industrials | 5,520.0 | $392K | 0.10% | NEW | — | $71.03 | +15.2% |
| 163 | LQD | ISHARES TR | — | 3,494.0 | $386K | 0.09% | NEW | — | $110.49 | -1.2% |
| 164 | IHDG | WISDOMTREE TR | — | 7,500.0 | $382K | 0.09% | NEW | — | $50.98 | +0.8% |
| 165 | FLDR | FIDELITY MERRIMACK STR TR | — | 7,604.0 | $382K | 0.09% | NEW | — | $50.25 | -0.4% |
| 166 | AEE | AMEREN CORP | Utilities | 3,713.0 | $372K | 0.09% | NEW | — | $100.20 | +9.5% |
| 167 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 18,700.0 | $369K | 0.09% | NEW | — | $19.74 | -0.5% |
| 168 | VTEB | VANGUARD MUN BD FDS | — | 7,221.0 | $365K | 0.09% | NEW | — | $50.56 | -0.6% |
| 169 | XLK | SELECT SECTOR SPDR TR | — | 2,445.0 | $359K | 0.09% | NEW | — | $146.82 | +27.5% |
| 170 | LVHD | LEGG MASON ETF INVT | — | 8,791.0 | $356K | 0.09% | NEW | — | $40.46 | +6.0% |
| 171 | GE | GE AEROSPACE | Industrials | 1,094.0 | $355K | 0.09% | NEW | — | $324.14 | -0.9% |
| 172 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,934.0 | $354K | 0.09% | NEW | — | $89.95 | +13.1% |
| 173 | CAT | CATERPILLAR INC | Industrials | 559.0 | $352K | 0.09% | NEW | — | $629.44 | +43.5% |
| 174 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 930.0 | $349K | 0.08% | NEW | — | $374.80 | +4.1% |
| 175 | DVY | ISHARES TR | — | 2,393.0 | $348K | 0.08% | NEW | — | $145.28 | +7.1% |
| 176 | CVX | CHEVRON CORP NEW | Energy | 2,137.0 | $347K | 0.08% | NEW | — | $162.36 | +13.0% |
| 177 | BEPC | BROOKFIELD RENEWABLE CORP | Utilities | 8,936.0 | $346K | 0.08% | NEW | — | $38.74 | +2.2% |
| 178 | CSCO | CISCO SYS INC | Technology | 4,640.0 | $343K | 0.08% | NEW | — | $74.01 | +61.1% |
| 179 | GOVT | ISHARES TR | — | 14,790.0 | $341K | 0.08% | NEW | — | $23.04 | -1.2% |
| 180 | SIHY | HARBOR ETF TRUST | — | 7,410.0 | $340K | 0.08% | NEW | — | $45.92 | -0.8% |
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
Consumer Cyclical
24.2%
Technology
22.2%
Financial Services
16.4%
Consumer Defensive
8.1%
Healthcare
6.2%
Utilities
5.2%
Industrials
5.0%
Communication Services
4.6%
Energy
3.8%
Real Estate
3.5%