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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | TJX | TJX COS INC NEW | Consumer Cyclical | 352.0 | $54K | 0.03% | NEW | — | $153.61 | +3.9% |
| 82 | VTEB | VANGUARD MUN BD FDS | — | 1,035.0 | $52K | 0.03% | NEW | — | $50.29 | -0.3% |
| 83 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 111.0 | $52K | 0.03% | NEW | — | $468.77 | +38.1% |
| 84 | DEM | WISDOMTREE TR | — | 1,103.0 | $52K | 0.03% | NEW | — | $46.71 | +18.5% |
| 85 | — | RB GLOBAL INC | — | 497.0 | $51K | 0.03% | NEW | — | $102.87 | — |
| 86 | TDG | TRANSDIGM GROUP INC | Industrials | 38.0 | $51K | 0.03% | NEW | — | $1329.87 | -6.7% |
| 87 | PHM | PULTE GROUP INC | Consumer Cyclical | 426.0 | $50K | 0.03% | NEW | — | $117.26 | +3.6% |
| 88 | V | VISA INC | Financial Services | 136.0 | $48K | 0.03% | NEW | — | $350.71 | -5.6% |
| 89 | KRE | SPDR SERIES TRUST | — | 700.0 | $45K | 0.03% | NEW | — | $64.81 | +8.6% |
| 90 | — | J P MORGAN EXCHANGE TRADED F | — | 870.0 | $44K | 0.02% | NEW | — | $50.59 | — |
| 91 | BLK | BLACKROCK INC | Financial Services | 41.0 | $44K | 0.02% | NEW | — | $1070.34 | +1.1% |
| 92 | MINT | PIMCO ETF TR | — | 406.0 | $41K | 0.02% | NEW | — | $100.34 | +0.3% |
| 93 | VIG | VANGUARD SPECIALIZED FUNDS | — | 175.0 | $38K | 0.02% | NEW | — | $219.78 | +6.3% |
| 94 | SPDW | SPDR INDEX SHS FDS | — | 850.0 | $38K | 0.02% | NEW | — | $44.41 | +14.6% |
| 95 | NOW | SERVICENOW INC | Technology | 245.0 | $38K | 0.02% | NEW | — | $153.19 | -32.0% |
| 96 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 114.0 | $37K | 0.02% | NEW | — | $324.04 | -3.4% |
| 97 | PSX | PHILLIPS 66 | Energy | 286.0 | $37K | 0.02% | NEW | — | $129.04 | +33.5% |
| 98 | DLN | WISDOMTREE TR | — | 400.0 | $35K | 0.02% | NEW | — | $88.08 | +9.1% |
| 99 | RWT | REDWOOD TRUST INC | Real Estate | 6,000.0 | $33K | 0.02% | NEW | — | $5.53 | -3.0% |
| 100 | MORN | MORNINGSTAR INC | Financial Services | 150.0 | $33K | 0.02% | NEW | — | $217.31 | -17.4% |
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%