The Analysis of LongView Wealth Management's Holdings
Currently, LongView Wealth Management holds 225 types of securities in its portfolio with a total value $369.1M. In the most recent quarter, they have increased their positions in CGDV (+59.6K shares, valued at $2.5M), STIP (+14.3K shares, valued at $1.5M), CGGE (+43.9K shares, valued at $1.4M); decreased their positions in GPC (-23.4K shares, valued at $3.2M), UPS (-9.8K shares, valued at $819.6K), BSV (-6.6K shares, valued at $518.6K); initiated new positions in BDYN (+22.3K shares, valued at $564.3K), IWS (+3.0K shares, valued at $422.5K), BDVL (+14.4K shares, valued at $360.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR810.1K shares-1.19%2025-09-302025-10-14
ILCG ISHARES TR154.3K shares2.73%2025-09-302025-10-14 AAPL APPLE INC56.4K shares-2.24%2025-09-302025-10-14 HD HOME DEPOT INC34.2K shares-0.02%2025-09-302025-10-14 SCHX SCHWAB STRATEGIC TR426.9K shares-1.30%2025-09-302025-10-14 CGGR CAPITAL GROUP GROWTH ETF239.6K shares10.66%2025-09-302025-10-14 FBND FIDELITY MERRIMACK STR TR206.7K shares13.14%2025-09-302025-10-14 GPC GENUINE PARTS CO60.3K shares-27.98%2025-09-302025-10-14 CGDV CAPITAL GROUP DIVIDEND VALUE197.9K shares43.13%2025-09-302025-10-14 VUG VANGUARD INDEX FDS16.1K shares-3.83%2025-09-302025-10-14 IQLT ISHARES TR164.9K shares0.12%2025-09-302025-10-14 QQQ INVESCO QQQ TR11.6K shares2.98%2025-09-302025-10-14 CGBL CAPITAL GROUP CORE BALANCED192.3K shares21.04%2025-09-302025-10-14 ICSH ISHARES TR124.2K shares4.18%2025-09-302025-10-14 FNDF SCHWAB STRATEGIC TR140.7K shares1.69%2025-09-302025-10-14 VOO VANGUARD INDEX FDS8.5K shares11.92%2025-09-302025-10-14 SCHY SCHWAB STRATEGIC TR186.7K shares12.02%2025-09-302025-10-14 FMDE FIDELITY COVINGTON TRUST142.7K shares3.40%2025-09-302025-10-14 MSFT MICROSOFT CORP9.0K shares-1.25%2025-09-302025-10-14 EIPI FIRST TR EXCHNG TRADED FD VI214.7K shares-0.55%2025-09-302025-10-14 VB VANGUARD INDEX FDS16.7K shares13.52%2025-09-302025-10-14 VO VANGUARD INDEX FDS14.3K shares42.24%2025-09-302025-10-14 AMZN AMAZON COM INC18.1K shares-1.23%2025-09-302025-10-14 NVDA NVIDIA CORPORATION19.9K shares-4.23%2025-09-302025-10-14 VT VANGUARD INTL EQUITY INDEX F26.3K shares25.07%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL7.1K shares9.68%2025-09-302025-10-14 AFL AFLAC INC31.1K shares-2.17%2025-09-302025-10-14 VTV VANGUARD INDEX FDS18.5K shares-7.38%2025-09-302025-10-14 SO SOUTHERN CO36.4K shares-1.08%2025-09-302025-10-14 CGDG CAPITAL GROUP DIVIDEND GROWE98.5K shares39.55%2025-09-302025-10-14 KO COCA COLA CO49.2K shares0.23%2025-09-302025-10-14 VTI VANGUARD INDEX FDS9.8K shares3.37%2025-09-302025-10-14 CGGE CAPITAL GROUP GLOBAL EQUITY100.9K shares76.99%2025-09-302025-10-14 CGMS CAPITAL GRP FIXED INCM ETF T107.5K shares27.41%2025-09-302025-10-14 CGGO CAPITAL GROUP GBL GROWTH EQT83.8K shares17.26%2025-09-302025-10-14 UTG REAVES UTIL INCOME FD69.7K shares0.09%2025-09-302025-10-14 FENI FIDELITY COVINGTON TRUST76.1K shares0.30%2025-09-302025-10-14 IYW ISHARES TR13.2K shares1.46%2025-09-302025-10-14 STIP ISHARES TR24.7K shares138.17%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON13.7K shares1.35%2025-09-302025-10-14 O REALTY INCOME CORP41.7K shares10.01%2025-09-302025-10-14 CGCP CAPITAL GRP FIXED INCM ETF T107.7K shares15.95%2025-09-302025-10-14 CGUS CAPITAL GROUP CORE EQUITY ET60.3K shares12.50%2025-09-302025-10-14 VEA VANGUARD TAX-MANAGED FDS39.7K shares-0.34%2025-09-302025-10-14 AGG ISHARES TR21.9K shares41.57%2025-09-302025-10-14 XOM EXXON MOBIL CORP19.2K shares-1.73%2025-09-302025-10-14 WMT WALMART INC20.2K shares-0.25%2025-09-302025-10-14 CGCB CAPITAL GRP FIXED INCM ETF T78.2K shares47.13%2025-09-302025-10-14 JEPI J P MORGAN EXCHANGE TRADED F33.1K shares29.65%2025-09-302025-10-14 BSV VANGUARD BD INDEX FDS22.9K shares-22.33%2025-09-302025-10-14 IVV ISHARES TR2.6K shares23.41%2025-09-302025-10-14 CGMU CAPITAL GRP FIXED INCM ETF T61.7K shares42.68%2025-09-302025-10-14 MGK VANGUARD WORLD FD4.2K shares-3.58%2025-09-302025-10-14 SMMU PIMCO ETF TR32.2K shares10.29%2025-09-302025-10-14 IEFA ISHARES TR17.9K shares-16.39%2025-09-302025-10-14 ABBV ABBVIE INC6.4K shares-2.31%2025-09-302025-10-14 DUK DUKE ENERGY CORP NEW11.8K shares-0.24%2025-09-302025-10-14 MGC VANGUARD WORLD FD6.0K shares-9.53%2025-09-302025-10-14 SCHG SCHWAB STRATEGIC TR44.4K shares8.74%2025-09-302025-10-14 UPS UNITED PARCEL SERVICE INC16.7K shares-37.02%2025-09-302025-10-14 BNDX VANGUARD CHARLOTTE FDS28.1K shares14.31%2025-09-302025-10-14 XLI SELECT SECTOR SPDR TR8.9K shares4.18%2025-09-302025-10-14 IVW ISHARES TR10.7K shares-1.44%2025-09-302025-10-14 VWO VANGUARD INTL EQUITY INDEX F23.6K shares-0.88%2025-09-302025-10-14 GOOG ALPHABET INC5.1K shares-0.10%2025-09-302025-10-14 CGHM CAPITAL GRP FIXED INCM ETF T49.2K shares34.90%2025-09-302025-10-14 GARP ISHARES TR19.0K shares0.01%2025-09-302025-10-14 VYM VANGUARD WHITEHALL FDS8.6K shares19.40%2025-09-302025-10-14 META META PLATFORMS INC1.6K shares5.47%2025-09-302025-10-14 SCHP SCHWAB STRATEGIC TR44.0K shares-10.36%2025-09-302025-10-14 MUB ISHARES TR11.1K shares10.93%2025-09-302025-10-14 CHD CHURCH & DWIGHT CO INC13.2K shares0.22%2025-09-302025-10-14 IWF ISHARES TR2.3K shares89.52%2025-09-302025-10-14 CGSD CAPITAL GRP FIXED INCM ETF T41.3K shares58.05%2025-09-302025-10-14 CGMM CAPITAL GROUP EQUITY ETF TR36.2K shares114.66%2025-09-302025-10-14 VIG VANGUARD SPECIALIZED FUNDS4.7K shares-2.34%2025-09-302025-10-14 VBR VANGUARD INDEX FDS4.7K shares0.00%2025-09-302025-10-14 CGNG CAPITAL GROUP NEW GEOGRAPHY31.5K shares62.94%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO6.3K shares7.04%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.3.1K shares-0.49%2025-09-302025-10-14 AXP AMERICAN EXPRESS CO2.9K shares0.14%2025-09-302025-10-14 USMV ISHARES TR10.1K shares-8.79%2025-09-302025-10-14 FDVV FIDELITY COVINGTON TRUST17.0K shares-4.11%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW1.0K shares0.10%2025-09-302025-10-14 GOOGL ALPHABET INC3.8K shares1.22%2025-09-302025-10-14 TSLA TESLA INC2.1K shares3.88%2025-09-302025-10-14 T AT&T INC31.7K shares-7.01%2025-09-302025-10-14 WELL WELLTOWER INC5.0K shares1.50%2025-09-302025-10-14 TCAF T ROWE PRICE ETF INC22.8K shares0.00%2025-09-302025-10-14 IWD ISHARES TR4.1K shares76.34%2025-09-302025-10-14 HDV ISHARES TR6.8K shares13.44%2025-09-302025-10-14 DFAT DIMENSIONAL ETF TRUST14.1K shares9.30%2025-09-302025-10-14 PFF ISHARES TR25.4K shares-4.52%2025-09-302025-10-14 DGRO ISHARES TR11.7K shares58.27%2025-09-302025-10-14 XLRE SELECT SECTOR SPDR TR18.5K shares2.32%2025-09-302025-10-14 SPYM SPDR SERIES TRUST9.9K shares-9.77%2025-09-302025-10-14 DLR DIGITAL RLTY TR INC4.4K shares0.89%2025-09-302025-10-14 FNCL FIDELITY COVINGTON TRUST10.0K shares31.88%2025-09-302025-10-14 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-14 AVGO BROADCOM INC2.1K shares-5.92%2025-09-302025-10-14 MTUM ISHARES TR2.7K shares4.27%2025-09-302025-10-14 D DOMINION ENERGY INC11.1K shares1.05%2025-09-302025-10-14 PEP PEPSICO INC4.7K shares2.10%2025-09-302025-10-14 PCN PIMCO CORPORATE & INCM STRG48.7K shares0.72%2025-09-302025-10-14 NSC NORFOLK SOUTHN CORP2.2K shares6.65%2025-09-302025-10-14 MSTR STRATEGY INC2.0K shares0.00%2025-09-302025-10-14 MCD MCDONALDS CORP2.1K shares-1.73%2025-09-302025-10-14 SCHV SCHWAB STRATEGIC TR21.9K shares0.26%2025-09-302025-10-14 RSP INVESCO EXCHANGE TRADED FD T3.3K shares-26.57%2025-09-302025-10-14 GMED GLOBUS MED INC10.5K shares0.00%2025-09-302025-10-14 FAST FASTENAL CO12.2K shares0.44%2025-09-302025-10-14 VV VANGUARD INDEX FDS1.9K shares-1.82%2025-09-302025-10-14 BXC BLUELINX HLDGS INC7.8K shares20.70%2025-09-302025-10-14 FEGE RBB FUND TRUST12.8K shares28.70%2025-09-302025-10-14 BDYN BLACKROCK ETF TRUST22.3K sharesnew addition2025-09-302025-10-14 KEYS KEYSIGHT TECHNOLOGIES INC3.2K shares0.00%2025-09-302025-10-14 ABT ABBOTT LABS4.2K shares-4.19%2025-09-302025-10-14 BAC BANK AMERICA CORP10.9K shares-1.42%2025-09-302025-10-14 A AGILENT TECHNOLOGIES INC4.3K shares0.00%2025-09-302025-10-14 PKG PACKAGING CORP AMER2.5K shares4.07%2025-09-302025-10-14 XLF SELECT SECTOR SPDR TR10.0K shares5.52%2025-09-302025-10-14 PLTR PALANTIR TECHNOLOGIES INC2.9K shares0.00%2025-09-302025-10-14 FHLC FIDELITY COVINGTON TRUST8.0K shares-9.57%2025-09-302025-10-14 VXF VANGUARD INDEX FDS2.5K shares-8.55%2025-09-302025-10-14 ACWX ISHARES TR8.0K shares1.46%2025-09-302025-10-14 CWB SPDR SERIES TRUST5.7K shares0.32%2025-09-302025-10-14 ET ENERGY TRANSFER L P29.6K shares-8.96%2025-09-302025-10-14 RIO RIO TINTO PLC7.4K shares-0.08%2025-09-302025-10-14 PPA INVESCO EXCHANGE TRADED FD T3.1K shares0.03%2025-09-302025-10-14 IWP ISHARES TR3.3K shares1.61%2025-09-302025-10-14 IUSB ISHARES TR9.8K shares-4.34%2025-09-302025-10-14 VBK VANGUARD INDEX FDS1.5K shares-2.58%2025-09-302025-10-14 V VISA INC1.3K shares1.16%2025-09-302025-10-14 MDYV SPDR SERIES TRUST5.2K shares0.34%2025-09-302025-10-14 BIV VANGUARD BD INDEX FDS5.5K shares-5.66%2025-09-302025-10-14 IWS ISHARES TR3.0K sharesnew addition2025-09-302025-10-14 NOBL PROSHARES TR4.1K shares-39.53%2025-09-302025-10-14 XLP SELECT SECTOR SPDR TR5.3K shares0.15%2025-09-302025-10-14 ESML ISHARES TR9.1K shares0.21%2025-09-302025-10-14 VOE VANGUARD INDEX FDS2.3K shares3.61%2025-09-302025-10-14 IOO ISHARES TR3.4K shares5.32%2025-09-302025-10-14 IWB ISHARES TR1.1K shares-11.97%2025-09-302025-10-14 IVE ISHARES TR1.9K shares-0.53%2025-09-302025-10-14 VIGI VANGUARD WHITEHALL FDS4.3K shares0.00%2025-09-302025-10-14 AEE AMEREN CORP3.7K shares0.68%2025-09-302025-10-14 CVX CHEVRON CORP NEW2.5K shares-2.22%2025-09-302025-10-14 DVY ISHARES TR2.7K shares0.11%2025-09-302025-10-14 DGRW WISDOMTREE TR4.3K shares25.68%2025-09-302025-10-14 AZO AUTOZONE INC88 shares0.00%2025-09-302025-10-14 ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.39%2025-09-302025-10-14 BSCR INVESCO EXCH TRD SLF IDX FD18.7K shares0.00%2025-09-302025-10-14 MBB ISHARES TR3.9K shares-3.54%2025-09-302025-10-14 BDVL BLACKROCK ETF TRUST14.4K sharesnew addition2025-09-302025-10-14 IHDG WISDOMTREE TR7.5K shares0.00%2025-09-302025-10-14 BND VANGUARD BD INDEX FDS4.6K shares6.93%2025-09-302025-10-14 BLV VANGUARD BD INDEX FDS4.7K shares-12.28%2025-09-302025-10-14 SIHY HARBOR ETF TRUST7.2K shares1.80%2025-09-302025-10-14 SBUX STARBUCKS CORP3.9K shares15.69%2025-09-302025-10-14 UNH UNITEDHEALTH GROUP INC955 shares-7.19%2025-09-302025-10-14 LVHD LEGG MASON ETF INVT8.0K shares53.24%2025-09-302025-10-14 LLY ELI LILLY & CO432 shares0.70%2025-09-302025-10-14 GE GE AEROSPACE1.1K shares0.55%2025-09-302025-10-14 DIS DISNEY WALT CO2.8K shares-2.60%2025-09-302025-10-14 QUAL ISHARES TR1.7K shares-31.96%2025-09-302025-10-14 EPD ENTERPRISE PRODS PARTNERS L10.3K shares1.70%2025-09-302025-10-14 VZ VERIZON COMMUNICATIONS INC7.2K shares24.46%2025-09-302025-10-14 IMCG ISHARES TR3.8K shares2.77%2025-09-302025-10-14 DAL DELTA AIR LINES INC DEL5.5K shares0.02%2025-09-302025-10-14 SCZ ISHARES TR4.0K shares5.82%2025-09-302025-10-14 BEPC BROOKFIELD RENEWABLE CORP8.9K shares0.00%2025-09-302025-10-14 FSTA FIDELITY COVINGTON TRUST6.1K shares0.23%2025-09-302025-10-14 VLO VALERO ENERGY CORP1.8K shares0.34%2025-09-302025-10-14 VMBS VANGUARD SCOTTSDALE FDS6.5K shares-19.36%2025-09-302025-10-14 ALLE ALLEGION PLC1.7K shares0.00%2025-09-302025-10-14 CSCO CISCO SYS INC4.4K shares0.92%2025-09-302025-10-14 IUSV ISHARES TR3.0K shares0.00%2025-09-302025-10-14 ELV ELEVANCE HEALTH INC FORMERLY926 shares11.97%2025-09-302025-10-14 CGXU CAPITAL GROUP INTL FOCUS EQT10.1K shares-0.20%2025-09-302025-10-14 AJG GALLAGHER ARTHUR J & CO961 shares0.21%2025-09-302025-10-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares7.46%2025-09-302025-10-14 GOVT ISHARES TR12.6K shares-56.98%2025-09-302025-10-14 SHW SHERWIN WILLIAMS CO836 shares-0.36%2025-09-302025-10-14 INSM INSMED INC2.0K sharesnew addition2025-09-302025-10-14 MO ALTRIA GROUP INC4.3K shares0.00%2025-09-302025-10-14 FLDR FIDELITY MERRIMACK STR TR5.7K shares35.53%2025-09-302025-10-14 TSCO TRACTOR SUPPLY CO5.0K shares0.00%2025-09-302025-10-14 GLD SPDR GOLD TR787 sharesnew addition2025-09-302025-10-14 VGT VANGUARD WORLD FD374 shares3.89%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR418 shares0.24%2025-09-302025-10-14 LOW LOWES COS INC1.1K shares20.09%2025-09-302025-10-14 XLK SELECT SECTOR SPDR TR974 shares16.23%2025-09-302025-10-14 FCOM FIDELITY COVINGTON TRUST3.8K sharesnew addition2025-09-302025-10-14 EFV ISHARES TR4.0K shares-8.09%2025-09-302025-10-14 ESGV VANGUARD WORLD FD2.3K shares17.39%2025-09-302025-10-14 LMT LOCKHEED MARTIN CORP537 shares0.00%2025-09-302025-10-14 CAT CATERPILLAR INC559 shares-7.14%2025-09-302025-10-14 VOOG VANGUARD ADMIRAL FDS INC608 shares0.00%2025-09-302025-10-14 GLDM WORLD GOLD TR3.4K shares5.26%2025-09-302025-10-14 NGG NATIONAL GRID PLC3.6K shares-21.41%2025-09-302025-10-14 CMCSA COMCAST CORP NEW8.1K shares-1.33%2025-09-302025-10-14 COP CONOCOPHILLIPS2.7K shares-0.48%2025-09-302025-10-14 VTEB VANGUARD MUN BD FDS5.1K shares-11.24%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS874 shares0.00%2025-09-302025-10-14 RTX RTX CORPORATION1.5K shares-1.67%2025-09-302025-10-14 PFD FLAHERTY & CRUMRINE PFD INCO20.4K shares-10.23%2025-09-302025-10-14 MA MASTERCARD INCORPORATED427 shares-5.53%2025-09-302025-10-14 JPST J P MORGAN EXCHANGE TRADED F4.7K shares0.59%2025-09-302025-10-14 IJH ISHARES TR3.6K shares-26.55%2025-09-302025-10-14 IJR ISHARES TR2.0K shares-5.49%2025-09-302025-10-14 MINT PIMCO ETF TR2.3K shares0.52%2025-09-302025-10-14 FBTC FIDELITY WISE ORIGIN BITCOIN2.3K shares-9.20%2025-09-302025-10-14 TMO THERMO FISHER SCIENTIFIC INC477 sharesnew addition2025-09-302025-10-14 VXUS VANGUARD STAR FDS3.1K shares0.00%2025-09-302025-10-14 TFC TRUIST FINL CORP4.8K shares-2.32%2025-09-302025-10-14 FENY FIDELITY COVINGTON TRUST8.8K shares0.49%2025-09-302025-10-14 IEMG ISHARES INC3.2K shares-13.24%2025-09-302025-10-14 NEE NEXTERA ENERGY INC2.8K shares-28.13%2025-09-302025-10-14 PSR INVESCO ACTIVELY MANAGED EXC2.2K sharesnew addition2025-09-302025-10-14 SDY SPDR SERIES TRUST1.5K shares0.20%2025-09-302025-10-14 CGSM CAPITAL GRP FIXED INCM ETF T7.7K sharesnew addition2025-09-302025-10-14 XAR SPDR SERIES TRUST863 sharesnew addition2025-09-302025-10-14 HEFA ISHARES TR5.1K sharesnew addition2025-09-302025-10-14 GLW CORNING INC2.5K sharesnew addition2025-09-302025-10-14 DNP DNP SELECT INCOME FD INC15.0K shares0.00%2025-09-302025-10-14 BSM BLACK STONE MINERALS L P11.4K shares-10.14%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available