Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors LLC
· CIK 0002076077| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 500 | $73K | 0.04% | SOLD |
| 2 | JOBY | JOBY AVIATION INC | Industrials | 5,000 | $41K | 0.02% | SOLD |
| 3 | NOW | SERVICENOW INC | Technology | 245 | $26K | 0.01% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 98 | $22K | 0.01% | SOLD |
| 5 | DHR | DANAHER CORP DEL | Healthcare | 111 | $21K | 0.01% | SOLD |
| 6 | GE | GE AEROSPACE | Industrials | 37 | $10K | 0.01% | SOLD |
| 7 | PGR | PROGRESSIVE CORP | Financial Services | 48 | $10K | 0.01% | SOLD |
| 8 | CTAS | CINTAS CORP | Industrials | 48 | $8K | 0.00% | SOLD |
| 9 | LIN | LINDE PLC | Basic Materials | 15 | $7K | 0.00% | SOLD |
| 10 | INTU | INTUIT | Technology | 13 | $6K | 0.00% | SOLD |
| 11 | MCD | MCDONALDS CORP | Consumer Cyclical | 18 | $6K | 0.00% | SOLD |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 8 | $4K | 0.00% | SOLD |
| 13 | XLY | SELECT SECTOR SPDR TR | — | 24 | $3K | 0.00% | SOLD |
| 14 | CMF | ISHARES TR | — | 45 | $3K | 0.00% | SOLD |
| 15 | MA | MASTERCARD INCORPORATED | Financial Services | 4 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
36.1%
Financial Services
22.0%
Communication Services
14.2%
Industrials
13.2%
Consumer Cyclical
7.2%
Consumer Defensive
2.3%
Real Estate
1.6%
Utilities
1.2%
Healthcare
1.0%
Energy
0.6%