Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | WELL | WELLTOWER INC | Real Estate | 4,693.0 | $876K | 0.21% | NEW | — | $186.67 | +16.9% |
| 102 | HDV | ISHARES TR | — | 6,931.0 | $859K | 0.21% | NEW | — | $123.97 | -77.8% |
| 103 | BDVL | BLACKROCK ETF TRUST | — | 34,162.0 | $858K | 0.21% | NEW | — | $25.13 | +3.9% |
| 104 | MBB | ISHARES TR | — | 8,837.0 | $845K | 0.20% | NEW | — | $95.65 | -1.3% |
| 105 | USMV | ISHARES TR | — | 8,428.0 | $800K | 0.19% | NEW | — | $94.86 | +1.2% |
| 106 | PFF | ISHARES TR | — | 25,147.0 | $795K | 0.19% | NEW | — | $31.62 | -0.7% |
| 107 | FNCL | FIDELITY COVINGTON TRUST | — | 10,090.0 | $794K | 0.19% | NEW | — | $78.68 | -6.8% |
| 108 | OEF | ISHARES TR | — | 2,282.0 | $791K | 0.19% | NEW | — | $346.61 | +7.9% |
| 109 | T | AT&T INC | Communication Services | 32,325.0 | $767K | 0.18% | NEW | — | $23.74 | +4.9% |
| 110 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $748K | 0.18% | NEW | — | $747860.00 | — |
| 111 | AVGO | BROADCOM INC | Technology | 2,114.0 | $745K | 0.18% | NEW | — | $352.19 | +19.8% |
| 112 | XLF | SELECT SECTOR SPDR TR | — | 13,253.0 | $733K | 0.18% | NEW | — | $55.29 | -7.0% |
| 113 | XLRE | SELECT SECTOR SPDR TR | — | 17,098.0 | $695K | 0.17% | NEW | — | $40.62 | +9.9% |
| 114 | DLR | DIGITAL RLTY TR INC | Real Estate | 4,380.0 | $691K | 0.17% | NEW | — | $157.87 | +21.4% |
| 115 | MTUM | ISHARES TR | — | 2,607.0 | $675K | 0.16% | NEW | — | $258.96 | +21.0% |
| 116 | SCHV | SCHWAB STRATEGIC TR | — | 21,984.0 | $674K | 0.16% | NEW | — | $30.67 | +9.3% |
| 117 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 3,224.0 | $673K | 0.16% | NEW | — | $208.73 | +66.6% |
| 118 | IDMO | INVESCO EXCH TRADED FD TR II | — | 11,602.0 | $664K | 0.16% | NEW | — | $57.25 | +5.7% |
| 119 | D | DOMINION ENERGY INC | Utilities | 11,169.0 | $652K | 0.16% | NEW | — | $58.39 | +15.1% |
| 120 | RSP | INVESCO EXCHANGE TRADED FD T | — | 3,297.0 | $652K | 0.16% | NEW | — | $197.77 | +4.9% |
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%