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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | EMXF | ISHARES TR | — | 1,933.0 | $90K | 0.05% | NEW | — | $46.53 | +24.0% |
| 62 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 102.0 | $90K | 0.05% | NEW | — | $879.00 | +12.8% |
| 63 | AMD | ADVANCED MICRO DEVICES INC | Technology | 415.0 | $89K | 0.05% | NEW | — | $214.16 | +128.1% |
| 64 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 500.0 | $89K | 0.05% | NEW | — | $177.75 | -23.9% |
| 65 | IUSG | ISHARES TR | — | 515.0 | $86K | 0.05% | NEW | — | $167.94 | +12.2% |
| 66 | SCHG | SCHWAB STRATEGIC TR | — | 2,509.0 | $82K | 0.04% | NEW | — | $32.62 | +6.0% |
| 67 | VTR | VENTAS INC | Real Estate | 1,026.0 | $79K | 0.04% | NEW | — | $77.38 | +14.2% |
| 68 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | — | 2,421.0 | $78K | 0.04% | NEW | — | $32.05 | +4.2% |
| 69 | ITOT | ISHARES TR | — | 480.0 | $71K | 0.04% | NEW | — | $148.69 | +10.3% |
| 70 | IJT | ISHARES TR | — | 500.0 | $71K | 0.04% | NEW | — | $141.16 | +17.0% |
| 71 | CGW | INVESCO EXCH TRADED FD TR II | — | 1,070.0 | $67K | 0.04% | NEW | — | $63.01 | +0.3% |
| 72 | — | J P MORGAN EXCHANGE TRADED F | — | 1,054.0 | $67K | 0.04% | NEW | — | $63.18 | — |
| 73 | JOBY | JOBY AVIATION INC | Industrials | 5,000.0 | $66K | 0.04% | NEW | — | $13.20 | -15.0% |
| 74 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 210.0 | $64K | 0.04% | NEW | — | $303.89 | +37.3% |
| 75 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 1,056.0 | $61K | 0.03% | NEW | — | $58.12 | +4.3% |
| 76 | WMT | WALMART INC | Consumer Defensive | 542.0 | $60K | 0.03% | NEW | — | $111.41 | +6.5% |
| 77 | IWD | ISHARES TR | — | 286.0 | $60K | 0.03% | NEW | — | $210.34 | +13.3% |
| 78 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 280.0 | $60K | 0.03% | NEW | — | $214.06 | -11.0% |
| 79 | SPYV | SPDR SERIES TRUST | — | 1,024.0 | $58K | 0.03% | NEW | — | $56.81 | +7.8% |
| 80 | YORW | YORK WTR CO | Utilities | 1,792.0 | $57K | 0.03% | NEW | — | $31.84 | -5.6% |
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%