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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Longview-Wealth-Management
Data Enrichment
69% identified139 identified62 unidentified
Holdings
201 positions • $333.4M total value
Manager:
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Page 11 of 11
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
15.0K | QoQ 0.00% (+0) | All Managers (Combined) | $148.0K | 0.0% ($148.0K/$333.4M) |