Longview-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "D",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  "IVV",
  "SPY",
  null,
  null,
  null,
  null,
  null,
  "VO",
  null,
  null,
  null,
  null,
  "AJG",
  null,
  "IVE",
  null,
  "VTV",
  "WMT",
  "SO",
  null,
  "ADP",
  null,
  "RSP",
  "LLY",
  "PM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 44
Total Value: 116542255
Accession Number: 0001786915-25-000002
Form Type: 13F-HR
CIK: longview-financial-advisors
Manager Name: Longview-Financial-Advisors

Data Enrichment

34% identified

15 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $116.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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69374H881

Shares:279.6K

Value:$15.3M

% of Portfolio:13.1% ($15.3M/$116.5M)

46434V456

Shares:368.0K

Value:$14.6M

% of Portfolio:12.5% ($14.6M/$116.5M)

46137V431

Shares:134.0K

Value:$13.4M

% of Portfolio:11.5% ($13.4M/$116.5M)

132061300

Shares:414.3K

Value:$11.2M

% of Portfolio:9.6% ($11.2M/$116.5M)

69374H873

Shares:352.8K

Value:$11.1M

% of Portfolio:9.5% ($11.1M/$116.5M)

53656F623

Shares:168.7K

Value:$6.9M

% of Portfolio:5.9% ($6.9M/$116.5M)

82889N699

Shares:198.4K

Value:$5.9M

% of Portfolio:5.0% ($5.9M/$116.5M)

74933W452

Shares:76.4K

Value:$3.8M

% of Portfolio:3.3% ($3.8M/$116.5M)

53700T827

Shares:147.8K

Value:$3.7M

% of Portfolio:3.2% ($3.7M/$116.5M)

500767652

Shares:126.8K

Value:$3.5M

% of Portfolio:3.0% ($3.5M/$116.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.7K

Value:$2.6M

% of Portfolio:2.2% ($2.6M/$116.5M)

46138E420

Shares:46.5K

Value:$2.2M

% of Portfolio:1.9% ($2.2M/$116.5M)

82889N525

Shares:38.1K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$116.5M)

46138J619

Shares:30.6K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$116.5M)

78463X541

Shares:28.5K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$116.5M)

132061201

Shares:23.2K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$116.5M)

25434V781

Shares:47.1K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$116.5M)

ELI LILLY & Co

LLY|532457108

Shares:1.6K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$116.5M)

025072877

Shares:14.3K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$116.5M)

02072L607

Shares:35.4K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$116.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H881)✕	279.6K	QoQ +35.69% (+73.6K) YoY +40.54% (+80.7K)	All Managers (Combined)	$15.3M	13.1% ($15.3M/$116.5M)	QoQ +31.56% (+$3.7M) YoY +32.44% (+$3.8M)
(cusip46434V456)✕	368.0K	QoQ +22.09% (+66.6K) YoY +32.42% (+90.1K)	All Managers (Combined)	$14.6M	12.5% ($14.6M/$116.5M)	QoQ +30.54% (+$3.4M) YoY +32.52% (+$3.6M)
(cusip46137V431)✕	134.0K	QoQ +22.23% (+24.4K) YoY +31.68% (+32.2K)	All Managers (Combined)	$13.4M	11.5% ($13.4M/$116.5M)	QoQ +16.40% (+$1.9M) YoY +23.51% (+$2.5M)
(cusip132061300)✕	414.3K	QoQ +19.47% (+67.5K) YoY +34.47% (+106.2K)	All Managers (Combined)	$11.2M	9.6% ($11.2M/$116.5M)	QoQ +27.62% (+$2.4M) YoY +34.07% (+$2.8M)
(cusip69374H873)✕	352.8K	QoQ +22.39% (+64.6K) YoY +48.10% (+114.6K)	All Managers (Combined)	$11.1M	9.5% ($11.1M/$116.5M)	QoQ +31.70% (+$2.7M) YoY +45.60% (+$3.5M)
(cusip53656F623)✕	168.7K	QoQ +7.62% (+12.0K) YoY +14.62% (+21.5K)	All Managers (Combined)	$6.9M	5.9% ($6.9M/$116.5M)	QoQ +14.88% (+$889.0K) YoY +43.10% (+$2.1M)
(cusip82889N699)✕	198.4K	QoQ +10.34% (+18.6K) YoY +21.01% (+34.5K)	All Managers (Combined)	$5.9M	5.0% ($5.9M/$116.5M)	QoQ +17.10% (+$858.1K) YoY +43.56% (+$1.8M)
(cusip74933W452)✕	76.4K	QoQ -47.05% (-67.9K) YoY -67.94% (-161.9K)	All Managers (Combined)	$3.8M	3.3% ($3.8M/$116.5M)	QoQ -46.89% (-$3.4M) YoY -67.95% (-$8.1M)
(cusip53700T827)✕	147.8K	QoQ +14.75% (+19.0K) YoY +21.75% (+26.4K)	All Managers (Combined)	$3.7M	3.2% ($3.7M/$116.5M)	QoQ +10.80% (+$364.1K) YoY +7.23% (+$251.9K)
(cusip500767652)✕	126.8K	QoQ +2.54% (-3.2K) YoY +20.60% (+21.7K)	All Managers (Combined)	$3.5M	3.0% ($3.5M/$116.5M)	QoQ -0.44% (-$15.4K) YoY +10.07% (+$316.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.7K	QoQ -1.86% (-89) YoY -2.09% (-100)	All Managers (Combined)	$2.6M	2.2% ($2.6M/$116.5M)	QoQ -6.33% (-$176.9K) YoY +4.72% (-$118.0K)
(cusip46138E420)✕	46.5K	QoQ -2.94% (-1.4K) YoY -1.91% (-910)	All Managers (Combined)	$2.2M	1.9% ($2.2M/$116.5M)	QoQ -5.03% (-$116.4K) YoY +0.35% (-$7.7K)
(cusip82889N525)✕	38.1K	QoQ +227.86% (+26.5K) YoY NEW(+38.1K)	All Managers (Combined)	$1.9M	1.6% ($1.9M/$116.5M)	QoQ +230.81% (+$1.3M) YoY NEW(+$1.9M)
(cusip46138J619)✕	30.6K	QoQ -88.25% (-229.9K) YoY -88.48% (-235.1K)	All Managers (Combined)	$1.6M	1.4% ($1.6M/$116.5M)	QoQ -88.45% (-$12.5M) YoY -88.88% (-$13.0M)
(cusip78463X541)✕	28.5K	QoQ -76.43% (-92.4K) YoY -69.49% (-64.9K)	All Managers (Combined)	$1.5M	1.3% ($1.5M/$116.5M)	QoQ -74.78% (-$4.5M) YoY -71.95% (-$3.9M)
(cusip132061201)✕	23.2K	QoQ -2.03% (-482) YoY -10.69% (-2.8K)	All Managers (Combined)	$1.5M	1.3% ($1.5M/$116.5M)	QoQ -8.71% (-$141.5K) YoY -22.23% (-$423.8K)
(cusip25434V781)✕	47.1K	QoQ -1.36% (-650) YoY -0.05% (-25)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$116.5M)	QoQ +8.10% (-$102.8K) YoY +7.04% (-$90.2K)
ELI LILLY & Co(LLYcusip532457108)	1.6K	QoQ +0.49% (+8) YoY -1.46% (-24)	All Managers (Combined)	$1.3M	1.1% ($1.3M/$116.5M)	QoQ +7.51% (+$93.2K) YoY +4.57% (-$58.3K)
(cusip025072877)✕	14.3K	QoQ -77.43% (-49.0K) YoY -73.78% (-40.2K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$116.5M)	QoQ -79.62% (-$4.9M) YoY -75.61% (-$3.9M)
(cusip02072L607)✕	35.4K	QoQ +12.24% (+3.9K) YoY +20.36% (+6.0K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$116.5M)	QoQ +20.38% (+$210.0K) YoY +25.07% (+$248.6K)