Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EFV | ISHARES TR | — | 4,389.0 | $336K | 0.09% | -4K | -49.6% | $76.55 | +6.8% |
| 82 | EPD | ENTERPRISE PRODS PARTNERS L | — | 8,978.0 | $330K | 0.09% | -1K | -11.3% | $36.76 | — |
| 83 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,798.0 | $326K | 0.08% | -1K | -29.1% | $116.67 | +59.4% |
| 84 | — | FIDELITY COVINGTON TRUST | — | 4,159.0 | $321K | 0.08% | -1K | -22.2% | $77.26 | — |
| 85 | PEP | PEPSICO INC | Consumer Defensive | 2,158.0 | $292K | 0.07% | -515.0 | -19.3% | $135.40 | +3.2% |
| 86 | FENY | FIDELITY COVINGTON TRUST | — | 9,713.0 | $287K | 0.07% | -2K | -14.6% | $29.56 | +17.0% |
| 87 | MDYV | SPDR SERIES TRUST | — | 3,021.0 | $287K | 0.07% | -1K | -30.0% | $94.84 | +0.4% |
| 88 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 830.0 | $286K | 0.07% | -9.0 | -1.1% | $344.32 | +0.3% |
| 89 | CGHM | CAPITAL GRP FIXED INCM ETF T | — | 11,001.0 | $284K | 0.07% | -30K | -73.2% | $25.85 | -1.8% |
| 90 | CVX | CHEVRON CORPORATION | Energy | 1,711.0 | $284K | 0.07% | -46.0 | -2.6% | $165.72 | +20.5% |
| 91 | T | AT&T INC | Communication Services | 13,568.0 | $281K | 0.07% | -19K | -57.9% | $20.70 | +22.9% |
| 92 | IWB | ISHARES TR | — | 682.0 | $279K | 0.07% | -106.0 | -13.4% | $409.77 | +3.1% |
| 93 | RTX | RTX CORPORATION | Industrials | 1,451.0 | $275K | 0.07% | -25.0 | -1.7% | $189.75 | +11.8% |
| 94 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,255.0 | $265K | 0.07% | -487.0 | -7.2% | $42.34 | +16.7% |
| 95 | TFC | TRUIST FINL CORP | Financial Services | 5,191.0 | $259K | 0.07% | -138.0 | -2.6% | $49.82 | +1.0% |
| 96 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 533.0 | $255K | 0.07% | -538.0 | -50.2% | $477.57 | -10.5% |
| 97 | VBR | VANGUARD INDEX FDS | — | 1,033.0 | $251K | 0.06% | -450.0 | -30.3% | $242.99 | +2.2% |
| 98 | — | J P MORGAN EXCHANGE TRADED F | — | 4,831.0 | $244K | 0.06% | -80.0 | -1.6% | $50.57 | — |
| 99 | IEUR | ISHARES TR | — | 3,205.0 | $241K | 0.06% | -2K | -37.3% | $75.16 | +3.9% |
| 100 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 843.0 | $237K | 0.06% | -32.0 | -3.7% | $281.14 | -15.1% |
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
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%