Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | GE | GE AEROSPACE | Industrials | 1,058.0 | $336K | 0.09% | -36.0 | -3.3% | $318.01 | +0.6% |
| 182 | VOE | VANGUARD INDEX FDS | — | 1,751.0 | $334K | 0.08% | -575.0 | -24.7% | $190.60 | +2.4% |
| 183 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 10,285.0 | $330K | 0.08% | +212.0 | +2.1% | $32.04 | +9.0% |
| 184 | CVX | CHEVRON CORPORATION | Energy | 1,757.0 | $329K | 0.08% | -380.0 | -17.8% | $186.99 | -2.2% |
| 185 | BEPC | BROOKFIELD RENEWABLE CORP | Utilities | 7,641.0 | $325K | 0.08% | -1K | -14.5% | $42.53 | -5.5% |
| 186 | VGT | VANGUARD WORLD FD | — | 415.0 | $320K | 0.08% | +16.0 | +4.0% | $770.28 | -84.5% |
| 187 | IUSV | ISHARES TR | — | 3,004.0 | $317K | 0.08% | — | — | $105.45 | +4.8% |
| 188 | FSTA | FIDELITY COVINGTON TRUST | — | 6,054.0 | $316K | 0.08% | -103.0 | -1.7% | $52.16 | +2.0% |
| 189 | BND | VANGUARD BD INDEX FDS | — | 4,244.0 | $314K | 0.08% | -301.0 | -6.6% | $73.98 | -0.8% |
| 190 | AMLP | ALPS ETF TR | — | 6,032.0 | $311K | 0.08% | +337.0 | +5.9% | $51.55 | +2.0% |
| 191 | INSM | INSMED INC | Healthcare | 2,000.0 | $307K | 0.08% | — | — | $153.40 | -29.0% |
| 192 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,742.0 | $307K | 0.08% | -589.0 | -8.0% | $45.48 | +5.5% |
| 193 | IWB | ISHARES TR | — | 788.0 | $300K | 0.07% | -76.0 | -8.8% | $380.44 | +8.2% |
| 194 | RTX | RTX CORPORATION | Industrials | 1,476.0 | $299K | 0.07% | -99.0 | -6.3% | $202.83 | -11.5% |
| 195 | GLD | SPDR GOLD TR | Financial Services | 670.0 | $298K | 0.07% | -115.0 | -14.7% | $445.09 | -7.1% |
| 196 | THRO | BLACKROCK ETF TRUST | — | 7,501.0 | $294K | 0.07% | +2K | +25.2% | $39.16 | +10.5% |
| 197 | DFAT | DIMENSIONAL ETF TRUST | — | 4,500.0 | $293K | 0.07% | -10K | -68.1% | $65.10 | +3.9% |
| 198 | FCOM | FIDELITY COVINGTON TRUST | — | 3,971.0 | $292K | 0.07% | — | — | $73.50 | +2.0% |
| 199 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,444.0 | $292K | 0.07% | -190.0 | -4.1% | $65.62 | +9.7% |
| 200 | VIGI | VANGUARD WHITEHALL FDS | — | 3,097.0 | $286K | 0.07% | -1K | -27.9% | $92.36 | +1.9% |
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
23.3%
Technology
22.8%
Financial Services
17.4%
Consumer Defensive
8.6%
Healthcare
5.3%
Communication Services
4.9%
Industrials
4.9%
Energy
4.8%
Utilities
4.3%
Real Estate
2.7%