The Analysis of LongView Wealth Management's Holdings
Currently, LongView Wealth Management holds 249 types of securities in its portfolio with a total value $414.1M. In the most recent quarter, they have increased their positions in FBND (+44.3K shares, valued at $2.0M), CGBL (+52.8K shares, valued at $1.9M), CGDV (+40.5K shares, valued at $1.8M); decreased their positions in ILCG (-7.2K shares, valued at $763.2K), SCHD (-24.2K shares, valued at $689.5K), MGK (-1.1K shares, valued at $454.7K); initiated new positions in INMU (+58.0K shares, valued at $1.4M), EPS (+17.7K shares, valued at $1.3M), N/A (+69.5K shares, valued at $1.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR785.9K shares-2.99%2025-12-312026-01-13
ILCG ISHARES TR147.1K shares-4.67%2025-12-312026-01-13 AAPL APPLE INC59.4K shares5.32%2025-12-312026-01-13 HD HOME DEPOT INC34.0K shares-0.53%2025-12-312026-01-13 CGGR CAPITAL GROUP GROWTH ETF258.7K shares7.97%2025-12-312026-01-13 SCHX SCHWAB STRATEGIC TR423.9K shares-0.69%2025-12-312026-01-13 FBND FIDELITY MERRIMACK STR TR250.9K shares21.42%2025-12-312026-01-13 CGDV CAPITAL GROUP DIVIDEND VALUE238.4K shares20.45%2025-12-312026-01-13 GPC GENUINE PARTS CO69.6K shares15.37%2025-12-312026-01-13 CGBL CAPITAL GROUP CORE BALANCED245.0K shares27.45%2025-12-312026-01-13 VUG VANGUARD INDEX FDS15.8K shares-1.89%2025-12-312026-01-13 IQLT ISHARES TR163.5K shares-0.81%2025-12-312026-01-13 FNDF SCHWAB STRATEGIC TR144.1K shares2.44%2025-12-312026-01-13 ICSH ISHARES TR129.0K shares3.89%2025-12-312026-01-13 SCHY SCHWAB STRATEGIC TR180.8K shares-3.16%2025-12-312026-01-13 FMDE FIDELITY COVINGTON TRUST142.7K shares0.02%2025-12-312026-01-13 VB VANGUARD INDEX FDS18.2K shares9.22%2025-12-312026-01-13 VO VANGUARD INDEX FDS15.7K shares9.31%2025-12-312026-01-13 AMZN AMAZON COM INC18.3K shares0.77%2025-12-312026-01-13 VT VANGUARD INTL EQUITY INDEX F30.9K shares17.35%2025-12-312026-01-13 MSFT MICROSOFT CORP9.1K shares0.70%2025-12-312026-01-13 EIPI FIRST TR EXCHNG TRADED FD VI216.4K shares0.81%2025-12-312026-01-13 CGDG CAPITAL GROUP DIVIDEND GROWE114.9K shares16.70%2025-12-312026-01-13 CGGE CAPITAL GROUP GLOBAL EQUITY121.7K shares20.61%2025-12-312026-01-13 NVDA NVIDIA CORPORATION20.0K shares0.70%2025-12-312026-01-13 KO COCA COLA CO50.8K shares3.23%2025-12-312026-01-13 AFL AFLAC INC32.7K shares4.93%2025-12-312026-01-13 CGMS CAPITAL GRP FIXED INCM ETF T127.5K shares18.61%2025-12-312026-01-13 VTV VANGUARD INDEX FDS17.9K shares-3.51%2025-12-312026-01-13 VTI VANGUARD INDEX FDS9.8K shares0.54%2025-12-312026-01-13 CGGO CAPITAL GROUP GBL GROWTH EQT89.0K shares6.23%2025-12-312026-01-13 SCHG SCHWAB STRATEGIC TR95.6K shares115.48%2025-12-312026-01-13 FENI FIDELITY COVINGTON TRUST80.6K shares6.00%2025-12-312026-01-13 SO SOUTHERN CO34.7K shares-4.51%2025-12-312026-01-13 CGUS CAPITAL GROUP CORE EQUITY ET71.3K shares18.20%2025-12-312026-01-13 JNJ JOHNSON & JOHNSON13.8K shares0.75%2025-12-312026-01-13 STIP ISHARES TR27.3K shares10.78%2025-12-312026-01-13 CGMU CAPITAL GRP FIXED INCM ETF T100.5K shares62.86%2025-12-312026-01-13 CGCP CAPITAL GRP FIXED INCM ETF T117.4K shares8.96%2025-12-312026-01-13 O REALTY INCOME CORP45.0K shares8.00%2025-12-312026-01-13 IYW ISHARES TR13.0K shares-1.80%2025-12-312026-01-13 JEPI J P MORGAN EXCHANGE TRADED F44.1K shares33.49%2025-12-312026-01-13 UTG REAVES UTIL INCOME FD67.3K shares-3.48%2025-12-312026-01-13 CGCB CAPITAL GRP FIXED INCM ETF T92.7K shares18.64%2025-12-312026-01-13 AGG ISHARES TR23.9K shares9.16%2025-12-312026-01-13 IVV ISHARES TR3.4K shares33.80%2025-12-312026-01-13 WMT WALMART INC20.2K shares0.21%2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS36.4K shares-8.31%2025-12-312026-01-13 XOM EXXON MOBIL CORP18.0K shares-6.46%2025-12-312026-01-13 UPS UNITED PARCEL SERVICE INC16.7K shares-0.24%2025-12-312026-01-13 ALPHABET INC ALPHABET INC5.2K shares2.30%2025-12-312026-01-13 ABBV ABBVIE INC7.9K shares23.07%2025-12-312026-01-13 CGNG CAPITAL GROUP NEW GEOGRAPHY50.9K shares61.43%2025-12-312026-01-13 IVW ISHARES TR13.4K shares25.34%2025-12-312026-01-13 GARP ISHARES TR23.8K shares25.54%2025-12-312026-01-13 SMMU PIMCO ETF TR32.2K shares0.00%2025-12-312026-01-13 MUB ISHARES TR15.1K shares35.54%2025-12-312026-01-13 VYM VANGUARD WHITEHALL FDS10.9K shares27.08%2025-12-312026-01-13 IEFA ISHARES TR17.3K shares-3.37%2025-12-312026-01-13 BSV VANGUARD BD INDEX FDS20.2K shares-11.65%2025-12-312026-01-13 INMU BLACKROCK ETF TRUST II58.0K sharesnew addition2025-12-312026-01-13 ALPHABET INC ALPHABET INC4.1K shares6.84%2025-12-312026-01-13 IUSB ISHARES TR28.6K shares192.64%2025-12-312026-01-13 BNDX VANGUARD CHARLOTTE FDS27.0K shares-3.83%2025-12-312026-01-13 CGMM CAPITAL GROUP EQUITY ETF TR42.0K shares16.11%2025-12-312026-01-13 EPS WISDOMTREE TR17.7K sharesnew addition2025-12-312026-01-13 MGK VANGUARD WORLD FD3.1K shares-26.36%2025-12-312026-01-13 CGHM CAPITAL GRP FIXED INCM ETF T49.3K shares0.04%2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX F22.1K shares-6.41%2025-12-312026-01-13 MGC VANGUARD WORLD FD4.8K shares-18.67%2025-12-312026-01-13 CHD CHURCH & DWIGHT CO INC13.3K shares0.24%2025-12-312026-01-13 SCHP SCHWAB STRATEGIC TR43.2K shares-1.85%2025-12-312026-01-13 IWF ISHARES TR2.4K shares1.41%2025-12-312026-01-13 BDYN BLACKROCK ETF TRUST41.6K shares86.53%2025-12-312026-01-13 XLI SELECT SECTOR SPDR TR6.6K shares-26.09%2025-12-312026-01-13 AXP AMERICAN EXPRESS CO2.9K shares-1.07%2025-12-312026-01-13 VBR VANGUARD INDEX FDS4.6K shares-2.54%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS4.4K shares-5.79%2025-12-312026-01-13 DGRO ISHARES TR13.9K shares19.07%2025-12-312026-01-13 META META PLATFORMS INC1.5K shares-6.89%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.3.0K shares-2.64%2025-12-312026-01-13 COST COSTCO WHSL CORP NEW1.0K shares1.08%2025-12-312026-01-13 GMED GLOBUS MED INC10.5K shares0.00%2025-12-312026-01-13 FDVV FIDELITY COVINGTON TRUST16.4K shares-3.47%2025-12-312026-01-13 BAC BANK AMERICA CORP16.9K shares55.07%2025-12-312026-01-13 TSLA TESLA INC2.0K shares-0.97%2025-12-312026-01-13 IVE ISHARES TR4.2K shares125.15%2025-12-312026-01-13 SPYM SPDR SERIES TRUST11.1K shares11.95%2025-12-312026-01-13 PG PROCTER AND GAMBLE CO6.3K shares-0.79%2025-12-312026-01-13 IWD ISHARES TR4.1K shares0.02%2025-12-312026-01-13 TCAF T ROWE PRICE ETF INC22.8K shares0.00%2025-12-312026-01-13 FEGE RBB FUND TRUST18.2K shares42.65%2025-12-312026-01-13 CGSD CAPITAL GRP FIXED INCM ETF T33.8K shares-18.19%2025-12-312026-01-13 DFAT DIMENSIONAL ETF TRUST14.1K shares0.00%2025-12-312026-01-13 WELL WELLTOWER INC4.7K shares-5.23%2025-12-312026-01-13 HDV ISHARES TR6.9K shares2.36%2025-12-312026-01-13 BDVL BLACKROCK ETF TRUST34.2K shares136.89%2025-12-312026-01-13 MBB ISHARES TR8.8K shares128.41%2025-12-312026-01-13 USMV ISHARES TR8.4K shares-16.74%2025-12-312026-01-13 PFF ISHARES TR25.1K shares-0.89%2025-12-312026-01-13 FNCL FIDELITY COVINGTON TRUST10.1K shares1.17%2025-12-312026-01-13 OEF ISHARES TR2.3K sharesnew addition2025-12-312026-01-13 T AT&T INC32.3K shares1.89%2025-12-312026-01-13 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-13 BROADCOM INC BROADCOM INC2.1K shares0.05%2025-12-312026-01-13 XLF SELECT SECTOR SPDR TR13.3K shares32.05%2025-12-312026-01-13 XLRE SELECT SECTOR SPDR TR17.1K shares-7.50%2025-12-312026-01-13 DLR DIGITAL RLTY TR INC4.4K shares-0.97%2025-12-312026-01-13 MTUM ISHARES TR2.6K shares-2.14%2025-12-312026-01-13 SCHV SCHWAB STRATEGIC TR22.0K shares0.28%2025-12-312026-01-13 KEYS KEYSIGHT TECHNOLOGIES INC3.2K shares0.00%2025-12-312026-01-13 IDMO INVESCO EXCH TRADED FD TR II11.6K sharesnew addition2025-12-312026-01-13 D DOMINION ENERGY INC11.2K shares0.57%2025-12-312026-01-13 PEP PEPSICO INC4.5K shares-2.81%2025-12-312026-01-13 A AGILENT TECHNOLOGIES INC4.3K shares0.00%2025-12-312026-01-13 PCN PIMCO CORPORATE & INCM STRG49.2K shares0.97%2025-12-312026-01-13 FESM FIDELITY COVINGTON TRUST15.8K sharesnew addition2025-12-312026-01-13 NSC NORFOLK SOUTHN CORP2.2K shares0.42%2025-12-312026-01-13 MCD MCDONALDS CORP2.0K shares-3.52%2025-12-312026-01-13 FHLC FIDELITY COVINGTON TRUST8.2K shares2.92%2025-12-312026-01-13 REZ ISHARES TR7.4K sharesnew addition2025-12-312026-01-13 RIO RIO TINTO PLC7.4K shares0.18%2025-12-312026-01-13 DYNF BLACKROCK ETF TRUST9.8K sharesnew addition2025-12-312026-01-13 IEMG ISHARES INC8.5K shares167.24%2025-12-312026-01-13 VV VANGUARD INDEX FDS1.9K shares-0.42%2025-12-312026-01-13 BXC BLUELINX HLDGS INC7.9K shares0.64%2025-12-312026-01-13 ACWX ISHARES TR8.4K shares5.22%2025-12-312026-01-13 VXF VANGUARD INDEX FDS2.7K shares6.29%2025-12-312026-01-13 EFV ISHARES TR8.0K shares100.30%2025-12-312026-01-13 PKG PACKAGING CORP AMER2.5K shares0.00%2025-12-312026-01-13 CWB SPDR SERIES TRUST5.8K shares0.42%2025-12-312026-01-13 PPA INVESCO EXCHANGE TRADED FD T3.1K shares0.03%2025-12-312026-01-13 ABT ABBOTT LABS4.3K shares1.40%2025-12-312026-01-13 ESML ISHARES TR10.9K shares20.09%2025-12-312026-01-13 FAST FASTENAL CO12.3K shares0.56%2025-12-312026-01-13 VBK VANGUARD INDEX FDS1.6K shares3.32%2025-12-312026-01-13 LLY ELI LILLY & CO461 shares6.71%2025-12-312026-01-13 QUAL ISHARES TR2.4K shares44.81%2025-12-312026-01-13 ET ENERGY TRANSFER L P28.4K shares-4.02%2025-12-312026-01-13 IWP ISHARES TR3.3K shares1.95%2025-12-312026-01-13 V VISA INC1.4K shares4.51%2025-12-312026-01-13 MDYV SPDR SERIES TRUST5.3K shares0.34%2025-12-312026-01-13 TLH ISHARES TR4.5K sharesnew addition2025-12-312026-01-13 IWS ISHARES TR3.1K shares2.88%2025-12-312026-01-13 IOO ISHARES TR3.4K shares2.29%2025-12-312026-01-13 PLTR PALANTIR TECHNOLOGIES INC2.4K shares-16.96%2025-12-312026-01-13 NOBL PROSHARES TR4.1K shares0.00%2025-12-312026-01-13 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares23.00%2025-12-312026-01-13 XLP SELECT SECTOR SPDR TR5.3K shares0.19%2025-12-312026-01-13 VOE VANGUARD INDEX FDS2.3K shares0.00%2025-12-312026-01-13 XMHQ INVESCO EXCHANGE TRADED FD T3.9K sharesnew addition2025-12-312026-01-13 BINC BLACKROCK ETF TRUST II8.0K sharesnew addition2025-12-312026-01-13 VIGI VANGUARD WHITEHALL FDS4.3K shares0.00%2025-12-312026-01-13 DGRW WISDOMTREE TR4.4K shares2.95%2025-12-312026-01-13 DAL DELTA AIR LINES INC DEL5.5K shares1.15%2025-12-312026-01-13 LQD ISHARES TR3.5K sharesnew addition2025-12-312026-01-13 IHDG WISDOMTREE TR7.5K shares0.00%2025-12-312026-01-13 FLDR FIDELITY MERRIMACK STR TR7.6K shares33.71%2025-12-312026-01-13 AEE AMEREN CORP3.7K shares0.71%2025-12-312026-01-13 BSCR INVESCO EXCH TRD SLF IDX FD18.7K shares0.00%2025-12-312026-01-13 VTEB VANGUARD MUN BD FDS7.2K shares42.68%2025-12-312026-01-13 XLK SELECT SECTOR SPDR TR2.4K shares151.03%2025-12-312026-01-13 LVHD LEGG MASON ETF INVT8.8K shares10.30%2025-12-312026-01-13 GE AEROSPACE GE AEROSPACE1.1K shares0.00%2025-12-312026-01-13 SBUX STARBUCKS CORP3.9K shares0.10%2025-12-312026-01-13 CAT CATERPILLAR INC559 shares0.00%2025-12-312026-01-13 ELV ELEVANCE HEALTH INC FORMERLY930 shares0.43%2025-12-312026-01-13 DVY ISHARES TR2.4K shares-11.04%2025-12-312026-01-13 CVX CHEVRON CORP NEW2.1K shares-13.31%2025-12-312026-01-13 CSCO CISCO SYS INC4.6K shares5.48%2025-12-312026-01-13 GOVT ISHARES TR14.8K shares17.16%2025-12-312026-01-13 SIHY HARBOR ETF TRUST7.4K shares2.96%2025-12-312026-01-13 ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.78%2025-12-312026-01-13 BND VANGUARD BD INDEX FDS4.5K shares-1.75%2025-12-312026-01-13 SCZ ISHARES TR4.2K shares3.86%2025-12-312026-01-13 INSM INSMED INC2.0K shares0.00%2025-12-312026-01-13 EPD ENTERPRISE PRODS PARTNERS L10.3K shares0.44%2025-12-312026-01-13 GLD SPDR GOLD TR785 shares-0.25%2025-12-312026-01-13 IWB ISHARES TR864 shares-21.67%2025-12-312026-01-13 BIV VANGUARD BD INDEX FDS4.2K shares-22.84%2025-12-312026-01-13 UNH UNITEDHEALTH GROUP INC956 shares0.10%2025-12-312026-01-13 MSTR STRATEGY INC2.0K shares0.00%2025-12-312026-01-13 IMCG ISHARES TR3.9K shares2.93%2025-12-312026-01-13 GLDM WORLD GOLD TR3.5K shares2.47%2025-12-312026-01-13 VLO VALERO ENERGY CORP1.8K shares-1.67%2025-12-312026-01-13 IUSV ISHARES TR3.0K shares0.00%2025-12-312026-01-13 CGXU CAPITAL GROUP INTL FOCUS EQT10.1K shares0.21%2025-12-312026-01-13 FSTA FIDELITY COVINGTON TRUST6.2K shares0.26%2025-12-312026-01-13 AZO AUTOZONE INC88 shares0.00%2025-12-312026-01-13 VGT VANGUARD WORLD FD399 shares6.68%2025-12-312026-01-13 RTX RTX CORPORATION1.6K shares6.85%2025-12-312026-01-13 DIS DISNEY WALT CO2.7K shares-5.66%2025-12-312026-01-13 SHW SHERWIN WILLIAMS CO839 shares0.36%2025-12-312026-01-13 IBM INTERNATIONAL BUSINESS MACHS950 shares8.70%2025-12-312026-01-13 LMT LOCKHEED MARTIN CORP538 shares0.19%2025-12-312026-01-13 LOW LOWES COS INC1.1K shares0.00%2025-12-312026-01-13 FCOM FIDELITY COVINGTON TRUST4.0K shares3.75%2025-12-312026-01-13 TMO THERMO FISHER SCIENTIFIC INC475 shares-0.42%2025-12-312026-01-13 VZ VERIZON COMMUNICATIONS INC7.3K shares1.81%2025-12-312026-01-13 FNDE SCHWAB STRATEGIC TR7.6K sharesnew addition2025-12-312026-01-13 IEUR ISHARES TR3.9K sharesnew addition2025-12-312026-01-13 ESGV VANGUARD WORLD FD2.3K shares0.00%2025-12-312026-01-13 TFC TRUIST FINL CORP5.5K shares14.51%2025-12-312026-01-13 ALPS ETF TR ALPS ETF TR5.7K sharesnew addition2025-12-312026-01-13 ALLE ALLEGION PLC1.7K shares0.00%2025-12-312026-01-13 VOOG VANGUARD ADMIRAL FDS INC608 shares0.00%2025-12-312026-01-13 MO ALTRIA GROUP INC4.6K shares6.92%2025-12-312026-01-13 SDY SPDR SERIES TRUST1.9K shares25.98%2025-12-312026-01-13 MU MICRON TECHNOLOGY INC770 sharesnew addition2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR377 shares-9.81%2025-12-312026-01-13 EOG EOG RES INC2.4K sharesnew addition2025-12-312026-01-13 COP CONOCOPHILLIPS2.7K shares0.04%2025-12-312026-01-13 AJG GALLAGHER ARTHUR J & CO963 shares0.21%2025-12-312026-01-13 TSCO TRACTOR SUPPLY CO5.0K shares0.00%2025-12-312026-01-13 IJR ISHARES TR2.0K shares0.00%2025-12-312026-01-13 IJH ISHARES TR3.6K shares-0.55%2025-12-312026-01-13 JPST J P MORGAN EXCHANGE TRADED F4.9K shares2.84%2025-12-312026-01-13 BAI BLACKROCK ETF TRUST7.1K sharesnew addition2025-12-312026-01-13 NEAR ISHARES U S ETF TR4.8K sharesnew addition2025-12-312026-01-13 PFD FLAHERTY & CRUMRINE PFD INCO20.4K shares0.00%2025-12-312026-01-13 VXUS VANGUARD STAR FDS3.1K shares0.52%2025-12-312026-01-13 FENY FIDELITY COVINGTON TRUST9.3K shares5.01%2025-12-312026-01-13 THRO BLACKROCK ETF TRUST6.0K sharesnew addition2025-12-312026-01-13 MINT PIMCO ETF TR2.3K shares0.64%2025-12-312026-01-13 VEU VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2025-12-312026-01-13 MA MASTERCARD INCORPORATED408 shares-4.45%2025-12-312026-01-13 NEE NEXTERA ENERGY INC2.8K shares0.00%2025-12-312026-01-13 FBTC FIDELITY WISE ORIGIN BITCOIN2.8K shares21.59%2025-12-312026-01-13 VMBS VANGUARD SCOTTSDALE FDS4.7K shares-26.64%2025-12-312026-01-13 HEFA ISHARES TR5.2K shares1.57%2025-12-312026-01-13 PSR INVESCO ACTIVELY MANAGED EXC2.4K shares7.78%2025-12-312026-01-13 XAR SPDR SERIES TRUST783 shares-9.27%2025-12-312026-01-13 OKE ONEOK INC NEW3.0K sharesnew addition2025-12-312026-01-13 CMCSA COMCAST CORP NEW7.2K shares-11.83%2025-12-312026-01-13 CGSM CAPITAL GRP FIXED INCM ETF T7.7K shares0.00%2025-12-312026-01-13 RWL INVESCO EXCH TRADED FD TR II1.7K sharesnew addition2025-12-312026-01-13 DNP DNP SELECT INCOME FD INC15.0K shares0.00%2025-12-312026-01-13 BSM BLACK STONE MINERALS L P10.4K shares-8.38%2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available