Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | FNCL | FIDELITY COVINGTON TRUST | — | 10,180.0 | $779K | 0.20% | — | — | $76.56 | +7.9% |
| 102 | TSLA | TESLA INC | Consumer Cyclical | 1,835.0 | $772K | 0.20% | -11.0 | -0.6% | $420.60 | -17.1% |
| 103 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $749K | 0.19% | — | — | $748850.00 | — |
| 104 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,276.0 | $745K | 0.19% | -685.0 | -23.1% | $327.38 | +9.2% |
| 105 | META | META PLATFORMS INC | Communication Services | 1,312.0 | $739K | 0.19% | -34.0 | -2.5% | $563.37 | +2.6% |
| 106 | LQD | ISHARES TR | — | 6,335.0 | $691K | 0.18% | +777.0 | +14.0% | $109.08 | -2.5% |
| 107 | NSC | NORFOLK SOUTHN CORP | Industrials | 2,192.0 | $689K | 0.18% | — | — | $314.55 | +10.9% |
| 108 | DYNF | BLACKROCK ETF TRUST | — | 9,878.0 | $672K | 0.17% | -1K | -9.8% | $68.01 | +2.3% |
| 109 | RIO | RIO TINTO PLC | Basic Materials | 7,013.0 | $666K | 0.17% | -155.0 | -2.2% | $94.93 | +8.8% |
| 110 | RSP | INVESCO EXCHANGE TRADED FD T | — | 3,113.0 | $662K | 0.17% | -595.0 | -16.1% | $212.78 | +3.7% |
| 111 | VXF | VANGUARD INDEX FDS | — | 2,676.0 | $659K | 0.17% | — | — | $246.21 | -1.6% |
| 112 | XLF | SELECT SECTOR SPDR TR | — | 11,859.0 | $636K | 0.16% | -3K | -20.0% | $53.61 | +8.4% |
| 113 | PFF | ISHARES TR | — | 20,697.0 | $631K | 0.16% | -2K | -8.0% | $30.49 | +0.2% |
| 114 | CWB | SPDR SERIES TRUST | — | 5,780.0 | $623K | 0.16% | — | — | $107.82 | -5.0% |
| 115 | SCHV | SCHWAB STRATEGIC TR | — | 17,881.0 | $622K | 0.16% | -10K | -36.7% | $34.81 | -0.6% |
| 116 | BXC | BLUELINX HLDGS INC | Industrials | 9,967.0 | $617K | 0.16% | +2K | +26.3% | $61.88 | +28.3% |
| 117 | IWS | ISHARES TR | — | 3,674.0 | $605K | 0.15% | +156.0 | +4.4% | $164.60 | +3.7% |
| 118 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 2,506.0 | $597K | 0.15% | — | — | $238.28 | +0.9% |
| 119 | FAST | FASTENAL CO | Industrials | 12,401.0 | $596K | 0.15% | +67.0 | +0.5% | $48.03 | +3.6% |
| 120 | AMD | ADVANCED MICRO DEVICES INC | Technology | 996.0 | $579K | 0.15% | +84.0 | +9.2% | $580.91 | -19.9% |
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
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%