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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82889N657
Shares:11.5K
Value:$252.2K
% of Portfolio:0.2% ($252.2K/$116.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip82889N657)✕ | 11.5K | All Managers (Combined) | $252.2K | 0.2% ($252.2K/$116.5M) | ||
Walmart Inc.(WMTcusip931142103) | 2.5K | QoQ -1.03% (-26)YoY NEW(+2.5K) | All Managers (Combined) | $218.2K | 0.2% ($218.2K/$116.5M) | YoY NEW(+$218.2K) |
| 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $214.6K | 0.2% ($214.6K/$116.5M) | QoQ NEW(+$214.6K) YoY NEW(+$214.6K) | |
| 1.1K | QoQ NEW(+1.1K) YoY NEW(+1.1K) | All Managers (Combined) | $214.3K | 0.2% ($214.3K/$116.5M) | QoQ NEW(+$214.3K) YoY NEW(+$214.3K) |