Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors LLC
· CIK 0002076077| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | Technology | 415 | $89K | 0.05% | SOLD |
| 2 | V | VISA INC | Financial Services | 136 | $48K | 0.03% | SOLD |
| 3 | — | J P MORGAN EXCHANGE TRADED F | — | 870 | $44K | 0.02% | SOLD |
| 4 | PSX | PHILLIPS 66 | Energy | 286 | $37K | 0.02% | SOLD |
| 5 | MORN | MORNINGSTAR INC | Financial Services | 150 | $33K | 0.02% | SOLD |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 66 | $23K | 0.01% | SOLD |
| 7 | NKE | NIKE INC | Consumer Cyclical | 212 | $14K | 0.01% | SOLD |
| 8 | PYPL | PAYPAL HLDGS INC | Financial Services | 187 | $11K | 0.01% | SOLD |
| 9 | MSD | MORGAN STANLEY EMKT DBT FD I | Financial Services | 1,104 | $8K | 0.00% | SOLD |
| 10 | NEE | NEXTERA ENERGY INC | Utilities | 72 | $6K | 0.00% | SOLD |
| 11 | ABT | ABBOTT LABS | Healthcare | 40 | $5K | 0.00% | SOLD |
| 12 | SBUX | STARBUCKS CORP | Consumer Cyclical | 55 | $5K | 0.00% | SOLD |
| 13 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 30 | $4K | 0.00% | SOLD |
| 14 | ZTS | ZOETIS INC | Healthcare | 25 | $3K | 0.00% | SOLD |
| 15 | COF | CAPITAL ONE FINL CORP | Financial Services | 4 | $970.0 | 0.00% | SOLD |
| 16 | ORCL | ORACLE CORP | Technology | 3 | $585.0 | — | SOLD |
| 17 | SLYV | SPDR SERIES TRUST | — | 2 | $182.0 | — | SOLD |
| 18 | SCHB | SCHWAB STRATEGIC TR | — | 3 | $79.0 | — | SOLD |
Sector Allocation
Technology
33.4%
Financial Services
20.9%
Industrials
15.0%
Communication Services
14.4%
Consumer Cyclical
7.2%
Consumer Defensive
3.5%
Real Estate
1.7%
Healthcare
1.3%
Utilities
1.1%
Energy
0.8%