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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Longview-Financial-Advisors
Data Enrichment
34% identified15 identified29 unidentified
Holdings
44 positions • $116.5M total value
Manager:
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46434V266
Shares:26.0K
Value:$875.9K
% of Portfolio:0.8% ($875.9K/$116.5M)
46137V365
Shares:6.6K
Value:$541.2K
% of Portfolio:0.5% ($541.2K/$116.5M)
25434V203
Shares:16.5K
Value:$516.7K
% of Portfolio:0.4% ($516.7K/$116.5M)
46137V464
Shares:4.0K
Value:$452.8K
% of Portfolio:0.4% ($452.8K/$116.5M)
46436E619
Shares:10.2K
Value:$442.6K
% of Portfolio:0.4% ($442.6K/$116.5M)
90139K100
Shares:13.9K
Value:$433.1K
% of Portfolio:0.4% ($433.1K/$116.5M)
02072L565
Shares:3.7K
Value:$411.1K
% of Portfolio:0.4% ($411.1K/$116.5M)
Shares:1.9K
Value:$299.3K
% of Portfolio:0.3% ($299.3K/$116.5M)
81369Y506
Shares:3.0K
Value:$283.0K
% of Portfolio:0.2% ($283.0K/$116.5M)
46138G649
Shares:1.5K
Value:$280.4K
% of Portfolio:0.2% ($280.4K/$116.5M)
Shares:865
Value:$264.3K
% of Portfolio:0.2% ($264.3K/$116.5M)
132061409
Shares:10.4K
Value:$257.5K
% of Portfolio:0.2% ($257.5K/$116.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 6.1K | All Managers (Combined) | $1.1M | 0.9% ($1.1M/$116.5M) | |||
| 4.0K | QoQ -2.15% (-87)YoY -1.14% (-46) | All Managers (Combined) | $1.0M | 0.9% ($1.0M/$116.5M) | ||
(cusip46434V266)✕ | 26.0K | All Managers (Combined) | $875.9K | 0.8% ($875.9K/$116.5M) | ||
| 10.3K | All Managers (Combined) | $606.9K | 0.5% ($606.9K/$116.5M) | |||
(cusip46137V365)✕ | 6.6K | QoQ -2.14% (-145)YoY +9.36% (+566) | All Managers (Combined) | $541.2K | 0.5% ($541.2K/$116.5M) | |
| 1.5K | QoQ -2.96% (-46)YoY -8.45% (-139) | All Managers (Combined) | $519.6K | 0.4% ($519.6K/$116.5M) | ||
(cusip25434V203)✕ | 16.5K | YoY +0.04% (+7) | All Managers (Combined) | $516.7K | 0.4% ($516.7K/$116.5M) | |
| 816 | QoQ -0.12% (-1) | All Managers (Combined) | $458.8K | 0.4% ($458.8K/$116.5M) | ||
(cusip46137V464)✕ | 4.0K | QoQ -8.98% (-393)YoY -8.21% (-356) | All Managers (Combined) | $452.8K | 0.4% ($452.8K/$116.5M) | |
(cusip46436E619)✕ | 10.2K | All Managers (Combined) | $442.6K | 0.4% ($442.6K/$116.5M) | ||
(cusip90139K100)✕ | 13.9K | All Managers (Combined) | $433.1K | 0.4% ($433.1K/$116.5M) | ||
| 2.4K | QoQ -2.92% (-72) | All Managers (Combined) | $414.1K | 0.4% ($414.1K/$116.5M) | ||
(cusip02072L565)✕ | 3.7K | All Managers (Combined) | $411.1K | 0.4% ($411.1K/$116.5M) | ||
SOUTHERN CO(SOcusip842587107) | 4.3K | QoQ +0.09% (+4)YoY +0.37% (+16) | All Managers (Combined) | $396.9K | 0.3% ($396.9K/$116.5M) | |
| 1.9K | QoQ +0.10% (+2)YoY NEW(+1.9K) | All Managers (Combined) | $299.3K | 0.3% ($299.3K/$116.5M) | YoY NEW(+$299.3K) | |
(cusip81369Y506)✕ | 3.0K | All Managers (Combined) | $283.0K | 0.2% ($283.0K/$116.5M) | ||
| 5.0K | All Managers (Combined) | $280.7K | 0.2% ($280.7K/$116.5M) | |||
(cusip46138G649)✕ | 1.5K | All Managers (Combined) | $280.4K | 0.2% ($280.4K/$116.5M) | ||
| 865 | QoQ 0.00% (+0)YoY -6.28% (-58) | All Managers (Combined) | $264.3K | 0.2% ($264.3K/$116.5M) | ||
(cusip132061409)✕ | 10.4K | All Managers (Combined) | $257.5K | 0.2% ($257.5K/$116.5M) |