Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | GGOV | BLACKROCK ETF TRUST II | — | 5,064.0 | $255K | 0.07% | NEW | — | $50.29 | -0.2% |
| 202 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 533.0 | $255K | 0.07% | -538.0 | -50.2% | $477.57 | -12.6% |
| 203 | NGG | NATIONAL GRID PLC | Utilities | 3,047.0 | $253K | 0.07% | — | — | $82.87 | -4.2% |
| 204 | VBR | VANGUARD INDEX FDS | — | 1,033.0 | $251K | 0.06% | -450.0 | -30.3% | $242.99 | +1.6% |
| 205 | GLD | SPDR GOLD TR | Financial Services | 678.0 | $250K | 0.06% | +8.0 | +1.2% | $368.38 | +11.0% |
| 206 | — | J P MORGAN EXCHANGE TRADED F | — | 4,831.0 | $244K | 0.06% | -80.0 | -1.6% | $50.57 | — |
| 207 | HEFA | ISHARES TR | — | 5,178.0 | $243K | 0.06% | — | — | $46.92 | +0.8% |
| 208 | IEUR | ISHARES TR | — | 3,205.0 | $241K | 0.06% | -2K | -37.3% | $75.16 | +3.6% |
| 209 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 843.0 | $237K | 0.06% | -32.0 | -3.7% | $281.14 | -16.2% |
| 210 | IJH | ISHARES TR | — | 3,073.0 | $237K | 0.06% | -167.0 | -5.2% | $77.11 | -1.8% |
| 211 | LOW | LOWES COS INC | Consumer Cyclical | 1,071.0 | $236K | 0.06% | -23.0 | -2.1% | $220.49 | -5.6% |
| 212 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 471.0 | $236K | 0.06% | -5.0 | -1.1% | $501.33 | +24.1% |
| 213 | MINT | PIMCO ETF TR | — | 2,250.0 | $227K | 0.06% | — | — | $100.79 | -0.0% |
| 214 | COP | CONOCOPHILLIPS | Energy | 2,149.0 | $223K | 0.06% | -46.0 | -2.1% | $103.94 | +25.4% |
| 215 | O | REALTY INCOME CORP | Real Estate | 3,576.0 | $222K | 0.06% | -13K | -78.9% | $61.96 | +0.0% |
| 216 | VDE | VANGUARD WORLD FD | — | 1,444.0 | $217K | 0.06% | — | — | $150.13 | +17.6% |
| 217 | THRO | BLACKROCK ETF TRUST | — | 5,020.0 | $216K | 0.06% | -2K | -33.1% | $43.11 | +1.7% |
| 218 | INSM | INSMED INC | Healthcare | 2,000.0 | $213K | 0.06% | — | — | $106.62 | +11.2% |
| 219 | LLY | ELI LILLY & CO | Healthcare | 178.0 | $213K | 0.06% | NEW | — | $1197.83 | -2.1% |
| 220 | GEV | GE VERNOVA INC | Utilities | 179.0 | $211K | 0.05% | NEW | — | $1176.23 | -22.5% |
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%