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 2 of 11

Sort by:

14021D107

Shares:134.4K

Value:$4.2M

% of Portfolio:1.2% ($4.2M/$333.4M)

808524755

FNDF|808524755

Shares:112.2K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$333.4M)

808524672

SCHY|808524672

Shares:156.8K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$333.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.1K

Value:$3.8M

% of Portfolio:1.1% ($3.8M/$333.4M)

MICROSOFT CORP

MSFT|594918104

Shares:9.9K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$333.4M)

922908363

VOO|922908363

Shares:7.1K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$333.4M)

SOUTHERN CO

SO|842587107

Shares:38.9K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$333.4M)

COCA COLA CO

KO|191216100

Shares:49.3K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$333.4M)

AMAZON COM INC

AMZN|023135106

Shares:18.4K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$333.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:26.8K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$333.4M)

AFLAC INC

AFL|001055102

Shares:26.4K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$333.4M)

922908769

VTI|922908769

Shares:8.8K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$333.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:20.2K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$333.4M)

NVIDIA CORP

NVDA|67066G104

Shares:21.6K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$333.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.0K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$333.4M)

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:69.6K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$333.4M)

921943858

VEA|921943858

Shares:44.0K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$333.4M)

REALTY INCOME CORP

O|756109104

Shares:36.6K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$333.4M)

14020Y102

Shares:87.0K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$333.4M)

922042742

VT|922042742

Shares:16.6K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$333.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14021D107)✕	134.4K	QoQ +23.53% (+25.6K) YoY +663.73% (+116.8K)	All Managers (Combined)	$4.2M	1.2% ($4.2M/$333.4M)	QoQ +22.39% (+$761.5K) YoY +712.79% (+$3.7M)
(FNDFcusip808524755)	112.2K	QoQ +3.36% (+3.7K) YoY +165.31% (+69.9K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$333.4M)	QoQ +12.48% (+$449.9K) YoY +169.25% (+$2.5M)
(SCHYcusip808524672)	156.8K	QoQ +3.19% (+4.9K) YoY +72.94% (+66.1K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$333.4M)	QoQ +13.28% (+$466.7K) YoY +80.92% (+$1.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.1K	QoQ -3.35% (-246) YoY -3.85% (-284)	All Managers (Combined)	$3.8M	1.1% ($3.8M/$333.4M)	QoQ +13.55% (-$450.1K) YoY +21.77% (-$674.4K)
MICROSOFT CORP(MSFTcusip594918104)	9.9K	QoQ -3.06% (-314) YoY -13.56% (-1.6K)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$333.4M)	QoQ -13.67% (-$590.1K) YoY -22.88% (-$1.1M)
(VOOcusip922908363)	7.1K	QoQ +10.95% (+703) YoY +55.18% (+2.5K)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$333.4M)	QoQ +5.82% (+$201.5K) YoY +65.91% (+$1.5M)
SOUTHERN CO(SOcusip842587107)	38.9K	QoQ -4.31% (-1.8K) YoY -3.05% (-1.2K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$333.4M)	QoQ +6.88% (-$230.5K) YoY +24.25% (-$698.7K)
COCA COLA CO(KOcusip191216100)	49.3K	QoQ +0.20% (+100) YoY +43.26% (+14.9K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$333.4M)	QoQ +15.26% (+$467.5K) YoY +67.70% (+$1.4M)
AMAZON COM INC(AMZNcusip023135106)	18.4K	QoQ +2.54% (-457) YoY -6.62% (-1.3K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$333.4M)	QoQ -11.07% (-$437.2K) YoY -1.51% (-$53.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	26.8K	QoQ +0.09% (-25) YoY -1.07% (-290)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$333.4M)	QoQ -12.69% (-$428.2K) YoY -26.79% (-$1.1M)
AFLAC INC(AFLcusip001055102)	26.4K	QoQ +35.76% (+6.9K) YoY +74.64% (+11.3K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$333.4M)	QoQ +45.94% (+$922.4K) YoY +126.16% (+$1.6M)
(VTIcusip922908769)	8.8K	QoQ +0.09% (-8) YoY +0.04% (+4)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$333.4M)	QoQ -5.07% (-$129.4K) YoY +5.79% (+$132.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	20.2K	QoQ -3.40% (-712) YoY -12.31% (-2.8K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$333.4M)	QoQ +6.79% (-$152.9K) YoY -10.29% (-$275.7K)
NVIDIA CORP(NVDAcusip67066G104)	21.6K	QoQ +2.36% (-500) YoY +1109.51% (+19.8K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$333.4M)	QoQ -17.38% (-$492.9K) YoY +45.07% (+$727.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	14.0K	QoQ -5.29% (-781) YoY -5.05% (-744)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$333.4M)	QoQ +8.60% (-$183.4K) YoY -0.47% (-$10.9K)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	69.6K	QoQ -0.94% (-664) YoY -7.59% (-5.7K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$333.4M)	QoQ +1.71% (-$38.1K) YoY +11.53% (-$234.2K)
(VEAcusip921943858)	44.0K	QoQ -4.94% (-2.3K) YoY -2.58% (-1.2K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$333.4M)	QoQ +1.03% (-$22.9K) YoY -1.30% (-$29.5K)
REALTY INCOME CORP(Ocusip756109104)	36.6K	QoQ +4.02% (+1.4K) YoY +122.24% (+20.1K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$333.4M)	QoQ +12.98% (+$244.0K) YoY +138.30% (+$1.2M)
(cusip14020Y102)✕	87.0K	QoQ +3.02% (+2.6K) YoY +44.78% (+26.9K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$333.4M)	QoQ +4.18% (+$78.5K) YoY +44.71% (+$603.6K)
(VTcusip922042742)	16.6K	QoQ +22.58% (+3.1K) YoY NEW(+16.6K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$333.4M)	QoQ +20.98% (+$334.8K) YoY NEW(+$1.9M)