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

201 positions • $333.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 11

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922908629

Shares:7.4K

Value:$1.9M

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

14020X104

Shares:66.9K

Value:$1.9M

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

Walmart Inc.

Shares:21.4K

Value:$1.9M

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

464287721

Shares:13.1K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$333.4M)

14020Y300

Shares:66.7K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$333.4M)

31609A404

Shares:58.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$333.4M)

464288158

Shares:15.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$333.4M)

14021L109

Shares:53.1K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$333.4M)

72201R874

Shares:31.8K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$333.4M)

14020V108

Shares:47.5K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$333.4M)

Duke Energy CORP

Shares:12.8K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$333.4M)

CHURCH & DWIGHT CO INC /DE/

Shares:13.2K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$333.4M)

14020Y409

Shares:55.1K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$333.4M)

AbbVie Inc.

Shares:6.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$333.4M)

808524870

Shares:50.5K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$333.4M)

14019W109

Shares:54.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$333.4M)

921910873

Shares:6.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$333.4M)

921910816

Shares:4.2K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$333.4M)

464287226

Shares:12.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$333.4M)

464288414

Shares:11.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$333.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	7.4K	QoQ +19.98% (+1.2K) YoY +26.27% (+1.5K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$333.4M)	QoQ +17.47% (+$286.4K) YoY +30.69% (+$452.1K)
(cusip14020X104)✕	66.9K	QoQ +3.14% (+2.0K) YoY +81.62% (+30.1K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$333.4M)	QoQ 0.00% (+$35) YoY +78.66% (+$835.0K)
Walmart Inc.(WMTcusip931142103)	21.4K	QoQ +1.06% (-225) YoY +38.39% (+5.9K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$333.4M)	QoQ -1.80% (-$34.5K) YoY +101.92% (+$949.5K)
(cusip464287721)✕	13.1K	QoQ -0.01% (-2) YoY -3.51% (-477)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$333.4M)	QoQ -11.97% (-$250.1K) YoY +0.33% (-$6.1K)
(cusip14020Y300)✕	66.7K	QoQ +22.12% (+12.1K) YoY +676.01% (+58.1K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$333.4M)	QoQ +22.21% (+$331.0K) YoY +683.47% (+$1.6M)
(cusip31609A404)✕	58.0K	QoQ +11.09% (+5.8K) YoY +44.69% (+17.9K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$333.4M)	QoQ +20.08% (+$289.0K) YoY +50.82% (+$582.1K)
(cusip464288158)✕	15.6K	QoQ +0.38% (+60) YoY NEW(+15.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$333.4M)	QoQ +0.49% (+$8.2K) YoY NEW(+$1.6M)
(cusip14021L109)✕	53.1K	QoQ +28.15% (+11.7K) YoY NEW(+53.1K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$333.4M)	QoQ +33.60% (+$412.6K) YoY NEW(+$1.6M)
(cusip72201R874)✕	31.8K	QoQ -4.36% (-1.4K) YoY -16.22% (-6.1K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$333.4M)	QoQ -4.02% (-$66.6K) YoY -16.01% (-$303.0K)
(cusip14020V108)✕	47.5K	QoQ +15.22% (+6.3K) YoY +149.93% (+28.5K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$333.4M)	QoQ +10.04% (+$144.8K) YoY +167.90% (+$993.6K)
Duke Energy CORP(DUKcusip26441C204)	12.8K	QoQ +0.80% (+102) YoY +54.66% (+4.5K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$333.4M)	QoQ +14.11% (+$193.1K) YoY +95.06% (+$760.8K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	13.2K	QoQ -5.86% (-822) YoY -7.77% (-1.1K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$333.4M)	QoQ -1.02% (-$15.1K) YoY -2.65% (-$39.7K)
(cusip14020Y409)✕	55.1K	QoQ +0.85% (+466) YoY NEW(+55.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$333.4M)	QoQ +1.52% (+$21.3K) YoY NEW(+$1.4M)
AbbVie Inc.(ABBVcusip00287Y109)	6.7K	QoQ -1.29% (-88) YoY -5.01% (-353)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$333.4M)	QoQ +16.38% (-$197.4K) YoY +9.30% (-$119.3K)
(cusip808524870)✕	50.5K	QoQ +0.16% (+81) YoY +64.23% (-19.7K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$333.4M)	QoQ +4.26% (+$55.6K) YoY -15.33% (-$245.8K)
(cusip14019W109)✕	54.8K	QoQ -12.61% (-7.9K) YoY -25.95% (-19.2K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$333.4M)	QoQ -13.29% (-$205.8K) YoY -29.68% (-$566.8K)
(MGCcusip921910873)	6.6K	QoQ -1.45% (-97) YoY +1.29% (+84)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$333.4M)	QoQ -6.66% (-$94.8K) YoY +9.15% (+$111.3K)
(MGKcusip921910816)	4.2K	QoQ +1.35% (-56) YoY -28.06% (-1.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$333.4M)	QoQ -8.83% (-$125.6K) YoY -22.48% (-$375.8K)
(cusip464287226)✕	12.7K	QoQ +0.65% (+82) YoY +5.10% (+617)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$333.4M)	QoQ +2.74% (+$33.5K) YoY +6.16% (+$72.9K)
(MUBcusip464288414)	11.8K	QoQ +13.35% (+1.4K) YoY +423.70% (+9.5K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$333.4M)	QoQ +12.18% (+$134.6K) YoY +413.27% (+$997.7K)