Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | NEAR | ISHARES U S ETF TR | — | 4,786.0 | $244K | 0.06% | — | — | $50.88 | -0.7% |
| 222 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,006.0 | $243K | 0.06% | -35.0 | -1.1% | $80.68 | +5.9% |
| 223 | SMH | VANECK ETF TRUST | — | 526.0 | $238K | 0.06% | NEW | — | $452.00 | +22.4% |
| 224 | AVUV | AMERICAN CENTY ETF TR | — | 2,041.0 | $236K | 0.06% | NEW | — | $115.45 | +8.8% |
| 225 | AMD | ADVANCED MICRO DEVICES INC | Technology | 912.0 | $233K | 0.06% | NEW | — | $255.07 | +82.5% |
| 226 | IJH | ISHARES TR | — | 3,240.0 | $232K | 0.06% | -353.0 | -9.8% | $71.58 | +5.8% |
| 227 | HEFA | ISHARES TR | — | 5,178.0 | $231K | 0.06% | — | — | $44.71 | +5.8% |
| 228 | LMT | LOCKHEED MARTIN CORP | Industrials | 378.0 | $231K | 0.06% | -160.0 | -29.7% | $611.35 | -7.8% |
| 229 | ESML | ISHARES TR | — | 4,600.0 | $231K | 0.06% | -6K | -57.7% | $50.23 | +9.6% |
| 230 | VDE | VANGUARD WORLD FD | — | 1,444.0 | $229K | 0.06% | NEW | — | $158.69 | +11.3% |
| 231 | BLCR | BLACKROCK ETF TRUST | — | 5,058.0 | $229K | 0.06% | NEW | — | $45.20 | +9.3% |
| 232 | DXJ | WISDOMTREE TR | — | 1,357.0 | $225K | 0.06% | NEW | — | $166.15 | +8.4% |
| 233 | MINT | PIMCO ETF TR | — | 2,243.0 | $225K | 0.06% | -98.0 | -4.2% | $100.47 | +0.3% |
| 234 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,962.0 | $223K | 0.06% | — | — | $45.02 | -22.9% |
| 235 | SCHR | SCHWAB STRATEGIC TR | — | 8,820.0 | $220K | 0.06% | NEW | — | $24.97 | -2.5% |
| 236 | BP | BP PLC | Energy | 4,694.0 | $217K | 0.05% | NEW | — | $46.17 | -8.7% |
| 237 | IAGG | ISHARES TR | — | 4,285.0 | $214K | 0.05% | NEW | — | $50.05 | -0.6% |
| 238 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 967.0 | $213K | 0.05% | — | — | $219.83 | +21.7% |
| 239 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 875.0 | $210K | 0.05% | -75.0 | -7.9% | $240.35 | -2.0% |
| 240 | WMB | WILLIAMS COS INC | Energy | 2,914.0 | $208K | 0.05% | NEW | — | $71.43 | +3.2% |
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
23.7%
Technology
23.2%
Financial Services
17.7%
Consumer Defensive
8.8%
Healthcare
5.4%
Industrials
5.0%
Energy
4.5%
Utilities
4.4%
Communication Services
3.6%
Real Estate
2.8%