Portfolio (Quarterly)
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Longview Financial Advisors LLC
· CIK 0002076077| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | SPEM | SPDR INDEX SHS FDS | — | 372.0 | $17K | 0.01% | NEW | — | $46.81 | +12.1% |
| 122 | ETN | EATON CORP PLC | Industrials | 49.0 | $16K | 0.01% | NEW | — | $318.51 | +26.6% |
| 123 | BBCA | J P MORGAN EXCHANGE TRADED F | — | 166.0 | $15K | 0.01% | NEW | — | $93.00 | +8.3% |
| 124 | IVV | ISHARES TR | — | 22.0 | $15K | 0.01% | NEW | — | $684.95 | +10.1% |
| 125 | CVX | CHEVRON CORP NEW | Energy | 95.0 | $14K | 0.01% | NEW | — | $152.41 | +21.2% |
| 126 | XOM | EXXON MOBIL CORP | Energy | 119.0 | $14K | 0.01% | NEW | — | $120.34 | +28.7% |
| 127 | SPGM | SPDR INDEX SHS FDS | — | 184.0 | $14K | 0.01% | NEW | — | $76.71 | +12.3% |
| 128 | NKE | NIKE INC | Consumer Cyclical | 212.0 | $14K | 0.01% | NEW | — | $63.71 | -29.5% |
| 129 | GOOG | ALPHABET INC | Communication Services | 40.0 | $13K | 0.01% | NEW | — | $313.80 | +22.6% |
| 130 | IWO | ISHARES TR | — | 38.0 | $12K | 0.01% | NEW | — | $323.03 | +17.5% |
| 131 | BSV | VANGUARD BD INDEX FDS | — | 150.0 | $12K | 0.01% | NEW | — | $78.81 | -1.1% |
| 132 | HOLA | J P MORGAN EXCHANGE TRADED F | — | 226.0 | $12K | 0.01% | NEW | — | $52.24 | +4.1% |
| 133 | IJH | ISHARES TR | — | 175.0 | $12K | 0.01% | NEW | — | $66.00 | +13.1% |
| 134 | GE | GE AEROSPACE | Industrials | 37.0 | $11K | 0.01% | NEW | — | $308.05 | +2.1% |
| 135 | AVUV | AMERICAN CENTY ETF TR | — | 111.0 | $11K | 0.01% | NEW | — | $101.98 | +19.0% |
| 136 | PGR | PROGRESSIVE CORP | Financial Services | 48.0 | $11K | 0.01% | NEW | — | $227.73 | -12.7% |
| 137 | PYPL | PAYPAL HLDGS INC | Financial Services | 187.0 | $11K | 0.01% | NEW | — | $58.39 | -24.4% |
| 138 | RWO | SPDR INDEX SHS FDS | — | 207.0 | $9K | 0.01% | NEW | — | $45.02 | +10.8% |
| 139 | CTAS | CINTAS CORP | Industrials | 48.0 | $9K | 0.01% | NEW | — | $188.08 | -9.0% |
| 140 | RTX | RTX CORPORATION | Industrials | 47.0 | $9K | 0.01% | NEW | — | $183.40 | -2.4% |
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
34.4%
Financial Services
21.3%
Communication Services
15.8%
Industrials
12.2%
Consumer Cyclical
7.5%
Consumer Defensive
2.8%
Healthcare
1.7%
Real Estate
1.5%
Energy
1.1%
Utilities
1.0%