Longview-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "BEPC",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "A",
  "GOOGL",
  "VDE",
  "AXP",
  "T",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "D",
  "UTG",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  "PFD",
  null,
  null,
  null,
  null,
  null,
  "PCN",
  "SCHY",
  null,
  null,
  "MA",
  "MSFT",
  "GE",
  "GPC",
  "FAST",
  "IJR",
  "IWD",
  null,
  null,
  null,
  "IWF",
  "PEP",
  "BSM",
  "DNP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "VZ",
  "KEYS",
  "PKG",
  "MSTR",
  "IEFA",
  "SCHX",
  null,
  null,
  "SHW",
  "O",
  "RIO",
  "RTX",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "TMO",
  "TFC",
  "UPS",
  "BIV",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  "VWO",
  null,
  null,
  "NGG",
  null,
  null,
  "VIG",
  "TSCO",
  "GMED",
  null,
  null,
  null,
  null,
  "VYM",
  "MGC",
  null,
  "AEE",
  "AFL",
  "ALLE",
  "AJG",
  "IWP",
  null,
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VUG",
  "VLO",
  "VEA",
  "BLV",
  "MGK",
  "VOOG",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WELL",
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  "NSC",
  null,
  "SO",
  null,
  null,
  null,
  "MTUM",
  "IUSV",
  null,
  "DGRO",
  null,
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BXC",
  "CVX",
  "CHD",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DAL",
  "DLR",
  "RSP",
  null,
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 201
Total Value: 333414302
Accession Number: 0001990190-25-000003
Form Type: 13F-HR
CIK: longview-wealth-management
Manager Name: Longview-Wealth-Management

Data Enrichment

69% identified

139 identified62 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

201 positions • $333.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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808524797

SCHD|808524797

Shares:815.5K

Value:$22.8M

% of Portfolio:6.8% ($22.8M/$333.4M)

HOME DEPOT, INC.

HD|437076102

Shares:39.4K

Value:$14.5M

% of Portfolio:4.3% ($14.5M/$333.4M)

Apple Inc.

AAPL|037833100

Shares:63.1K

Value:$14.0M

% of Portfolio:4.2% ($14.0M/$333.4M)

464287119

Shares:147.3K

Value:$11.9M

% of Portfolio:3.6% ($11.9M/$333.4M)

14020G101

Shares:313.5K

Value:$10.7M

% of Portfolio:3.2% ($10.7M/$333.4M)

GENUINE PARTS CO

GPC|372460105

Shares:84.3K

Value:$10.0M

% of Portfolio:3.0% ($10.0M/$333.4M)

808524201

SCHX|808524201

Shares:419.0K

Value:$9.3M

% of Portfolio:2.8% ($9.3M/$333.4M)

922908736

VUG|922908736

Shares:22.2K

Value:$8.2M

% of Portfolio:2.5% ($8.2M/$333.4M)

316188309

Shares:164.5K

Value:$7.5M

% of Portfolio:2.3% ($7.5M/$333.4M)

922908744

VTV|922908744

Shares:42.1K

Value:$7.3M

% of Portfolio:2.2% ($7.3M/$333.4M)

46432F842

IEFA|46432F842

Shares:91.7K

Value:$6.9M

% of Portfolio:2.1% ($6.9M/$333.4M)

46434V456

Shares:161.5K

Value:$6.4M

% of Portfolio:1.9% ($6.4M/$333.4M)

921937827

BSV|921937827

Shares:80.2K

Value:$6.3M

% of Portfolio:1.9% ($6.3M/$333.4M)

46434V878

Shares:118.9K

Value:$6.0M

% of Portfolio:1.8% ($6.0M/$333.4M)

14020W106

Shares:144.7K

Value:$5.2M

% of Portfolio:1.5% ($5.2M/$333.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:10.8K

Value:$5.1M

% of Portfolio:1.5% ($5.1M/$333.4M)

922908751

VB|922908751

Shares:21.8K

Value:$4.8M

% of Portfolio:1.4% ($4.8M/$333.4M)

808524300

SCHG|808524300

Shares:182.2K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$333.4M)

31609A503

Shares:143.9K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$333.4M)

33740F276

Shares:215.5K

Value:$4.4M

% of Portfolio:1.3% ($4.4M/$333.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	815.5K	QoQ +6.26% (+48.1K) YoY +344.35% (+632.0K)	All Managers (Combined)	$22.8M	6.8% ($22.8M/$333.4M)	QoQ +8.75% (+$1.8M) YoY +54.08% (+$8.0M)
HOME DEPOT, INC.(HDcusip437076102)	39.4K	QoQ -0.32% (-130) YoY +2.41% (-930)	All Managers (Combined)	$14.5M	4.3% ($14.5M/$333.4M)	QoQ -6.09% (-$937.8K) YoY -2.15% (-$318.0K)
Apple Inc.(AAPLcusip037833100)	63.1K	QoQ -3.25% (-2.1K) YoY -8.49% (-5.9K)	All Managers (Combined)	$14.0M	4.2% ($14.0M/$333.4M)	QoQ -14.18% (-$2.3M) YoY +18.53% (-$2.2M)
(cusip464287119)✕	147.3K	QoQ +3.22% (-4.6K) YoY +31.27% (+35.1K)	All Managers (Combined)	$11.9M	3.6% ($11.9M/$333.4M)	QoQ -6.69% (-$855.6K) YoY +40.86% (+$3.5M)
(cusip14020G101)✕	313.5K	QoQ +5.02% (-15.0K) YoY +42.97% (+94.2K)	All Managers (Combined)	$10.7M	3.2% ($10.7M/$333.4M)	QoQ -3.22% (-$357.9K) YoY +53.07% (+$3.7M)
GENUINE PARTS CO(GPCcusip372460105)	84.3K	QoQ +0.01% (+13) YoY +12.13% (-9.1K)	All Managers (Combined)	$10.0M	3.0% ($10.0M/$333.4M)	QoQ +2.05% (+$202.2K) YoY -13.76% (-$1.6M)
(SCHXcusip808524201)	419.0K	QoQ +6.45% (+25.4K) YoY +362.31% (+328.4K)	All Managers (Combined)	$9.3M	2.8% ($9.3M/$333.4M)	QoQ +1.39% (+$127.7K) YoY +64.48% (+$3.6M)
(VUGcusip922908736)	22.2K	QoQ -1.31% (-296) YoY +7.02% (+1.5K)	All Managers (Combined)	$8.2M	2.5% ($8.2M/$333.4M)	QoQ -10.84% (-$1.0M) YoY +15.30% (+$1.1M)
(cusip316188309)✕	164.5K	QoQ +5.15% (+8.1K) YoY +63.89% (+64.1K)	All Managers (Combined)	$7.5M	2.3% ($7.5M/$333.4M)	QoQ +6.97% (+$489.8K) YoY +65.12% (+$3.0M)
(VTVcusip922908744)	42.1K	QoQ +5.31% (+2.1K) YoY +37.18% (+11.4K)	All Managers (Combined)	$7.3M	2.2% ($7.3M/$333.4M)	QoQ +7.45% (+$504.8K) YoY +45.51% (+$2.3M)
(IEFAcusip46432F842)	91.7K	QoQ +9.00% (+7.6K) YoY +64.24% (+35.9K)	All Managers (Combined)	$6.9M	2.1% ($6.9M/$333.4M)	QoQ +17.33% (+$1.0M) YoY +67.41% (+$2.8M)
(cusip46434V456)✕	161.5K	QoQ -6.49% (-11.2K) YoY +44.85% (+50.0K)	All Managers (Combined)	$6.4M	1.9% ($6.4M/$333.4M)	QoQ -0.02% (-$1.7K) YoY +44.96% (+$2.0M)
(BSVcusip921937827)	80.2K	QoQ -2.21% (-1.8K) YoY +63.40% (+31.1K)	All Managers (Combined)	$6.3M	1.9% ($6.3M/$333.4M)	QoQ -0.94% (-$59.7K) YoY +66.83% (+$2.5M)
(cusip46434V878)✕	118.9K	QoQ +1.22% (+1.4K) YoY +12.74% (+13.4K)	All Managers (Combined)	$6.0M	1.8% ($6.0M/$333.4M)	QoQ +1.77% (+$104.9K) YoY +13.06% (+$696.1K)
(cusip14020W106)✕	144.7K	QoQ +2.06% (+2.9K) YoY +87.99% (+67.7K)	All Managers (Combined)	$5.2M	1.5% ($5.2M/$333.4M)	QoQ +3.16% (+$158.4K) YoY +106.16% (+$2.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	10.8K	QoQ -1.56% (-171) YoY +4.98% (+512)	All Managers (Combined)	$5.1M	1.5% ($5.1M/$333.4M)	QoQ -9.70% (-$543.9K) YoY +10.87% (+$496.3K)
(VBcusip922908751)	21.8K	QoQ +0.31% (-69) YoY +0.13% (-30)	All Managers (Combined)	$4.8M	1.4% ($4.8M/$333.4M)	QoQ -7.41% (-$387.0K) YoY -2.85% (-$142.2K)
(SCHGcusip808524300)	182.2K	QoQ +17.51% (+27.2K) YoY +448.31% (+149.0K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$333.4M)	QoQ +5.58% (+$241.3K) YoY +48.08% (+$1.5M)
(cusip31609A503)✕	143.9K	QoQ +101.83% (+72.6K) YoY +142.72% (+84.6K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$333.4M)	QoQ +92.55% (+$2.2M) YoY +149.07% (+$2.7M)
(cusip33740F276)✕	215.5K	QoQ -2.84% (-6.3K) YoY NEW(+215.5K)	All Managers (Combined)	$4.4M	1.3% ($4.4M/$333.4M)	QoQ +1.14% (-$49.3K) YoY NEW(+$4.4M)