Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 18,260.0 | $4.5M | 1.09% | NEW | — | $246.47 | +10.3% |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | — | 30,871.0 | $4.5M | 1.08% | NEW | — | $145.24 | +8.2% |
| 23 | MSFT | MICROSOFT CORP | Technology | 9,101.0 | $4.3M | 1.05% | NEW | — | $477.18 | -13.5% |
| 24 | EIPI | FIRST TR EXCHNG TRADED FD VI | — | 216,430.0 | $4.3M | 1.04% | NEW | — | $19.93 | +11.7% |
| 25 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 114,939.0 | $4.2M | 1.02% | NEW | — | $36.63 | +2.3% |
| 26 | CGGE | CAPITAL GROUP GLOBAL EQUITY | — | 121,730.0 | $4.0M | 0.96% | NEW | — | $32.80 | +4.6% |
| 27 | NVDA | NVIDIA CORPORATION | Technology | 20,007.0 | $3.7M | 0.89% | NEW | — | $184.94 | +15.0% |
| 28 | — | BERKSHIRE HATHAWAY INC DEL | — | 7,258.0 | $3.6M | 0.87% | NEW | — | $498.68 | — |
| 29 | KO | COCA COLA CO | Consumer Defensive | 50,787.0 | $3.6M | 0.86% | NEW | — | $70.50 | +15.8% |
| 30 | AFL | AFLAC INC | Financial Services | 32,684.0 | $3.6M | 0.86% | NEW | — | $108.88 | +5.5% |
| 31 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 127,474.0 | $3.5M | 0.85% | NEW | — | $27.70 | -0.6% |
| 32 | VTV | VANGUARD INDEX FDS | — | 17,892.0 | $3.5M | 0.85% | NEW | — | $196.90 | +7.6% |
| 33 | VTI | VANGUARD INDEX FDS | — | 9,804.0 | $3.4M | 0.81% | NEW | — | $343.02 | +7.7% |
| 34 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 89,029.0 | $3.2M | 0.78% | NEW | — | $36.22 | +12.5% |
| 35 | SCHG | SCHWAB STRATEGIC TR | — | 95,570.0 | $3.1M | 0.76% | NEW | — | $32.91 | +5.0% |
| 36 | FENI | FIDELITY COVINGTON TRUST | — | 80,635.0 | $3.1M | 0.74% | NEW | — | $38.01 | +5.8% |
| 37 | SO | SOUTHERN CO | Utilities | 34,746.0 | $3.0M | 0.73% | NEW | — | $86.74 | +8.1% |
| 38 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 71,311.0 | $2.9M | 0.71% | NEW | — | $41.16 | +6.7% |
| 39 | JNJ | JOHNSON & JOHNSON | Healthcare | 13,845.0 | $2.9M | 0.70% | NEW | — | $209.71 | +10.3% |
| 40 | STIP | ISHARES TR | — | 27,340.0 | $2.8M | 0.68% | NEW | — | $102.52 | +0.9% |
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
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%