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The Analysis of Westview Management dba Westview Investment Advisors's Holdings & P&L

Currently, Westview Management dba Westview Investment Advisors holds 70 types of securities in its portfolio with a total value $192.2M. In the most recent quarter, they have increased their positions in ILF (+113.7K shares, valued at $4.0M), XOP (+20.5K shares, valued at $3.7M), N/A (+17.0K shares, valued at $3.4M); decreased their positions in GLW (-22.3K shares, valued at $3.0M), MOAT (-17.1K shares, valued at $1.7M), CASY (-2.3K shares, valued at $1.6M); initiated new positions in ILF (+113.7K shares, valued at $4.0M), XOP (+20.5K shares, valued at $3.7M), N/A (+17.0K shares, valued at $3.4M).

1M P&L

+3.4M+1.87%

3M P&L

+7.8M+4.35%

HY P&L

+12.3M+7.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A102.7M

57.8%

2Semiconductors7.8M

4.4%

3Software - Infrastructure7.0M

3.9%

Top Industries by Stock Count

1N/A36 stocks

56.3%

2Biotechnology3 stocks

4.7%

3Semiconductors2 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS148.3K shares-8.72%2026-03-312026-05-08

IEI ISHARES TR100.6K shares-4.04%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR150.0K shares-8.77%2026-03-312026-05-08

EMB ISHARES TR73.1K shares-7.23%2026-03-312026-05-08

FPEI FIRST TR EXCH TRADED FD III355.0K shares-7.97%2026-03-312026-05-08

SRLN SSGA ACTIVE ETF TR150.0K shares-6.91%2026-03-312026-05-08

EYLD CAMBRIA ETF TR129.7K shares-1.17%2026-03-312026-05-08

NVDA NVIDIA CORPORATION30.6K shares-8.13%2026-03-312026-05-08

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ALPHABET INC ALPHABET INC18.5K shares-11.84%2026-03-312026-05-08

EUFN ISHARES TR145.3K shares-6.91%2026-03-312026-05-08

CASY CASEYS GEN STORES INC6.4K shares-26.00%2026-03-312026-05-08

FLJP FRANKLIN TEMPLETON ETF TR126.0K shares-6.26%2026-03-312026-05-08

AMZN AMAZON COM INC20.0K shares-5.95%2026-03-312026-05-08

GLW CORNING INC30.5K shares-42.25%2026-03-312026-05-08

ILF ISHARES TR113.7K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP10.7K shares1.31%2026-03-312026-05-08

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SHV ISHARES TR34.4K shares-3.94%2026-03-312026-05-08

XOP SPDR SERIES TRUST20.5K sharesnew addition2026-03-312026-05-08

META META PLATFORMS INC6.5K shares-7.20%2026-03-312026-05-08

TJX TJX COS INC NEW23.0K shares-10.65%2026-03-312026-05-08

KRE SPDR SERIES TRUST55.7K shares-9.99%2026-03-312026-05-08

MA MASTERCARD INCORPORATED6.9K shares-8.05%2026-03-312026-05-08

SN SHARKNINJA INC32.7K shares-10.77%2026-03-312026-05-08

ASTRAZENECA PLC ASTRAZENECA PLC17.0K sharesnew addition2026-03-312026-05-08

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SHEL SHELL PLC35.5K shares-6.68%2026-03-312026-05-08

MMU WESTERN ASSET MANAGED MUNS F296.7K shares-0.15%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC18.9K shares14.02%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP30.6K shares-6.65%2026-03-312026-05-08

WCN WASTE CONNECTIONS INC17.7K shares-5.86%2026-03-312026-05-08

CRH PLC CRH PLC26.9K shares-7.47%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO9.6K shares-9.10%2026-03-312026-05-08

INTU INTUIT6.4K sharesnew addition2026-03-312026-05-08

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VRTX VERTEX PHARMACEUTICALS INC5.9K shares-6.84%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION2.6K shares4.31%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC11.9K shares7.02%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO45.5K shares-23.52%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO6.2K shares-24.58%2026-03-312026-05-08

SSD SIMPSON MFG INC11.5K shares-10.74%2026-03-312026-05-08

MELI MERCADOLIBRE INC1.1K shares-29.38%2026-03-312026-05-08

BROADCOM INC BROADCOM INC5.7K sharesnew addition2026-03-312026-05-08

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SCHD SCHWAB STRATEGIC TR56.6K shares-20.53%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS15.6K shares-16.19%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR52.5K shares-19.13%2026-03-312026-05-08

VB VANGUARD INDEX FDS6.0K shares41.18%2026-03-312026-05-08

VLUE ISHARES TR10.4K sharesnew addition2026-03-312026-05-08

NZF NUVEEN MUN CR INCOME FD117.2K shares-0.82%2026-03-312026-05-08

MHD BLACKROCK MUNIHOLDINGS FD IN119.0K sharesnew addition2026-03-312026-05-08

ARGX ARGENX SE1.7K sharesnew addition2026-03-312026-05-08

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AAON AAON INC14.9K shares-16.29%2026-03-312026-05-08

IGSB ISHARES TR23.2K shares0.00%2026-03-312026-05-08

VCYT VERACYTE INC30.6K shares-6.39%2026-03-312026-05-08

TGTX TG THERAPEUTICS INC29.3K shares-8.63%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.1K shares-2.23%2026-03-312026-05-08

VWOB VANGUARD WHITEHALL FDS13.1K shares0.00%2026-03-312026-05-08

NULG NUSHARES ETF TR7.0K shares32.16%2026-03-312026-05-08

NAD NUVEEN QUALITY MUNCP INCOME53.7K shares0.00%2026-03-312026-05-08

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NULV NUSHARES ETF TR13.5K shares33.06%2026-03-312026-05-08

BBN BLACKROCK TAX MUNICPAL BD TR35.7K shares-18.60%2026-03-312026-05-08

MOAT VANECK ETF TRUST5.7K shares-75.01%2026-03-312026-05-08

XJH ISHARES TR8.8K shares25.95%2026-03-312026-05-08

GLD SPDR GOLD TR900 shares-18.18%2026-03-312026-05-08

OKE ONEOK INC NEW4.1K shares5.13%2026-03-312026-05-08

EVN EATON VANCE MUN INCOME TR32.9K shares-13.20%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC3.4K shares30.77%2026-03-312026-05-08

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BKLN INVESCO EXCH TRADED FD TR II13.3K shares0.00%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares8.61%2026-03-312026-05-08

NUSC NUSHARES ETF TR5.4K sharesnew addition2026-03-312026-05-08

MYI BLACKROCK MUNIYIELD QUALITY19.9K shares1.53%2026-03-312026-05-08

PMO PUTNAM MUN OPPORTUNITIES TR15.3K shares0.00%2026-03-312026-05-08

MQY BLACKROCK MUNIYILD QULT FD I10.7K shares0.00%2026-03-312026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

-8.72%

Shares148.3K

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

-4.04%

Shares100.6K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

-8.77%

Shares150.0K

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

-7.23%

Shares73.1K

Event2026-03-31

Filed2026-05-08

FPEI

FIRST TR EXCH TRADED FD III

-7.97%

Shares355.0K

Event2026-03-31

Filed2026-05-08

SRLN

SSGA ACTIVE ETF TR

-6.91%

Shares150.0K

Event2026-03-31

Filed2026-05-08

EYLD

CAMBRIA ETF TR

-1.17%

Shares129.7K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-8.13%

Shares30.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-11.84%

Shares18.5K

Event2026-03-31

Filed2026-05-08

EUFN

ISHARES TR

-6.91%

Shares145.3K

Event2026-03-31

Filed2026-05-08

CASY

CASEYS GEN STORES INC

-26.00%

Shares6.4K

Event2026-03-31

Filed2026-05-08

FLJP

FRANKLIN TEMPLETON ETF TR

-6.26%

Shares126.0K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-5.95%

Shares20.0K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

-42.25%

Shares30.5K

Event2026-03-31

Filed2026-05-08

ILF

ISHARES TR

New

Shares113.7K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

1.31%

Shares10.7K

Event2026-03-31

Filed2026-05-08

SHV

ISHARES TR

-3.94%

Shares34.4K

Event2026-03-31

Filed2026-05-08

XOP

SPDR SERIES TRUST

New

Shares20.5K

Event2026-03-31

Filed2026-05-08