Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 4,329.0 | $466K | 0.12% | +384.0 | +9.7% | $107.70 | +2.3% |
| 142 | AVGO | BROADCOM INC | Technology | 1,224.0 | $466K | 0.12% | -890.0 | -42.1% | $380.86 | +11.9% |
| 143 | OEF | ISHARES TR | — | 1,356.0 | $463K | 0.12% | -926.0 | -40.6% | $341.12 | +10.1% |
| 144 | SCHZ | SCHWAB STRATEGIC TR | — | 19,753.0 | $461K | 0.12% | NEW | — | $23.33 | -0.8% |
| 145 | VLO | VALERO ENERGY CORP | Energy | 1,899.0 | $447K | 0.11% | +132.0 | +7.5% | $235.58 | +2.8% |
| 146 | BXC | BLUELINX HLDGS INC | Industrials | 7,893.0 | $447K | 0.11% | — | — | $56.65 | -5.3% |
| 147 | IOO | ISHARES TR | — | 3,381.0 | $440K | 0.11% | -61.0 | -1.8% | $130.18 | +9.3% |
| 148 | XLP | SELECT SECTOR SPDR TR | — | 5,347.0 | $436K | 0.11% | — | — | $81.47 | +3.8% |
| 149 | ABT | ABBOTT LABORATORIES | Healthcare | 4,257.0 | $430K | 0.11% | — | — | $101.05 | -15.1% |
| 150 | VTEB | VANGUARD MUN BD FDS | — | 8,429.0 | $424K | 0.11% | +1K | +16.7% | $50.34 | -0.2% |
| 151 | NOBL | PROSHARES TR | — | 3,918.0 | $422K | 0.11% | -136.0 | -3.4% | $107.65 | -49.8% |
| 152 | PEP | PEPSICO INC | Consumer Defensive | 2,673.0 | $416K | 0.10% | -2K | -41.1% | $155.71 | -6.1% |
| 153 | LVHD | LEGG MASON ETF INVT | — | 9,603.0 | $412K | 0.10% | +812.0 | +9.2% | $42.93 | -0.0% |
| 154 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,071.0 | $407K | 0.10% | -223.0 | -17.2% | $379.89 | +12.5% |
| 155 | DGRW | WISDOMTREE TR | — | 4,313.0 | $397K | 0.10% | -81.0 | -1.8% | $92.12 | +5.2% |
| 156 | DAL | DELTA AIR LINES INC | Industrials | 5,521.0 | $396K | 0.10% | — | — | $71.70 | +14.1% |
| 157 | CGCV | CAPITAL GROUP CONSERVATIVE E | — | 12,702.0 | $395K | 0.10% | NEW | — | $31.07 | +3.9% |
| 158 | XLRE | SELECT SECTOR SPDR TR | — | 9,050.0 | $393K | 0.10% | -8K | -47.1% | $43.43 | +2.9% |
| 159 | V | VISA INC | Financial Services | 1,249.0 | $389K | 0.10% | -118.0 | -8.6% | $311.41 | +3.3% |
| 160 | BAI | BLACKROCK ETF TRUST | — | 9,806.0 | $388K | 0.10% | +3K | +38.5% | $39.61 | +27.8% |
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
23.3%
Technology
22.8%
Financial Services
17.4%
Consumer Defensive
8.6%
Healthcare
5.3%
Communication Services
4.9%
Industrials
4.9%
Energy
4.8%
Utilities
4.3%
Real Estate
2.7%