HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
183,532 | +8,025 | $14,798 |
| SCHD | 183,532 | +8,025 | $14,798 |
| HOME DEPOT INC |
38,502 | -877 | $14,769 |
| HD | 38,502 | -877 | $14,769 |
| APPLE INC |
68,976 | -2,585 | $11,828 |
| AAPL | 68,976 | -2,585 | $11,828 |
| GENUINE PARTS CO |
75,211 | UNCH | $11,652 |
| GPC | 75,211 | UNCH | $11,652 |
| ISHARES TR (ILCG) |
112,187 | +17,823 | $8,468 |
| ILCG | 112,187 | +17,823 | $8,468 |
| VANGUARD INDEX FDS (VUG) |
20,721 | +746 | $7,132 |
| VUG | 20,721 | +746 | $7,132 |
| CAPITAL GROUP GROWTH ETF (CGGR) |
219,241 | +58,998 | $7,014 |
| CGGR | 219,241 | +58,998 | $7,014 |
| SCHWAB STRATEGIC TR |
90,626 | +11,598 | $5,624 |
| SCHX | 90,626 | +11,598 | $5,624 |
| ISHARES TR (ICSH) |
105,413 | +10,371 | $5,330 |
| ICSH | 105,413 | +10,371 | $5,330 |
| VANGUARD INDEX FDS (VTV) |
30,713 | +1,295 | $5,002 |
| VTV | 30,713 | +1,295 | $5,002 |
| VANGUARD INDEX FDS (VB) |
21,754 | -1,043 | $4,973 |
| VB | 21,754 | -1,043 | $4,973 |
| MICROSOFT CORP |
11,482 | -188 | $4,831 |
| MSFT | 11,482 | -188 | $4,831 |
| INVESCO QQQ TR |
10,277 | -18 | $4,563 |
| QQQ | 10,277 | -18 | $4,563 |
| FIDELITY MERRIMACK STR TR |
100,360 | +42,069 | $4,547 |
| FBND | 100,360 | +42,069 | $4,547 |
| ISHARES TR (IQLT) |
111,504 | +5,990 | $4,422 |
| IQLT | 111,504 | +5,990 | $4,422 |
| ISHARES TR (IEFA) |
55,809 | +27,108 | $4,142 |
| IEFA | 55,809 | +27,108 | $4,142 |
| UNITED PARCEL SERVICE INC |
27,063 | -100 | $4,022 |
| UPS | 27,063 | -100 | $4,022 |
| FIRST TR MLP & ENERGY INCOM (FEI) |
404,801 | -6,383 | $3,914 |
| FEI | 404,801 | -6,383 | $3,914 |
| VANGUARD BD INDEX FDS (BSV) |
49,097 | +31,511 | $3,764 |
| BSV | 49,097 | +31,511 | $3,764 |
| AMAZON COM INC |
19,758 | -285 | $3,564 |
| AMZN | 19,758 | -285 | $3,564 |
 BERKSHIRE HATHAWAY INC DEL |
$3,097 | ||
| BRK.B | 7,366 | +81 | $3,097 |
| SCHWAB STRATEGIC TR |
33,237 | +2,113 | $3,082 |
| SCHG | 33,237 | +2,113 | $3,082 |
| SOUTHERN CO |
40,151 | -1,986 | $2,880 |
| SO | 40,151 | -1,986 | $2,880 |
| EXXON MOBIL CORP |
23,046 | -2,179 | $2,679 |
| XOM | 23,046 | -2,179 | $2,679 |
| CAPITAL GROUP DIVIDEND VALUE |
76,959 | +6,950 | $2,501 |
| CGDV | 76,959 | +6,950 | $2,501 |
| JOHNSON & JOHNSON |
14,708 | -320 | $2,327 |
| JNJ | 14,708 | -320 | $2,327 |
| VANGUARD INDEX FDS (VTI) |
8,797 | +2 | $2,286 |
| VTI | 8,797 | +2 | $2,286 |
| VANGUARD TAX MANAGED FDS (VEA) |
45,125 | +8,118 | $2,264 |
| VEA | 45,125 | +8,118 | $2,264 |
| VANGUARD INDEX FDS (VOO) |
4,588 | +558 | $2,205 |
| VOO | 4,588 | +558 | $2,205 |
| SCHWAB STRATEGIC TR |
90,661 | +26,323 | $2,199 |
| SCHY | 90,661 | +26,323 | $2,199 |
| COCA COLA CO |
34,400 | -4,530 | $2,105 |
| KO | 34,400 | -4,530 | $2,105 |
| REAVES UTIL INCOME FD |
75,333 | -867 | $2,031 |
| UTG | 75,333 | -867 | $2,031 |
| CAPITAL GROUP INTL FOCUS EQT |
74,063 | UNCH | $1,909 |
| CGXU | 74,063 | UNCH | $1,909 |
| PIMCO ETF TR (SMMU) |
37,902 | UNCH | $1,891 |
| SMMU | 37,902 | UNCH | $1,891 |
| ISHARES TR (IYW) |
13,569 | -40 | $1,833 |
| IYW | 13,569 | -40 | $1,833 |
| FIDELITY COVINGTON TRUST |
59,266 | -1,767 | $1,810 |
| FMDE | 59,266 | -1,767 | $1,810 |
| VANGUARD WORLD FD (MGK) |
5,832 | +202 | $1,672 |
| MGK | 5,832 | +202 | $1,672 |
| NVIDIA CORPORATION |
1,787 | +16 | $1,615 |
| NVDA | 1,787 | +16 | $1,615 |
| SCHWAB STRATEGIC TR |
30,739 | -10,234 | $1,603 |
| SCHP | 30,739 | -10,234 | $1,603 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
36,134 | -3,466 | $1,509 |
| VWO | 36,134 | -3,466 | $1,509 |
| SCHWAB STRATEGIC TR |
42,275 | UNCH | $1,505 |
| FNDF | 42,275 | UNCH | $1,505 |
| CHURCH & DWIGHT CO INC |
14,304 | -1,025 | $1,492 |
| CHD | 14,304 | -1,025 | $1,492 |
| VANGUARD INDEX FDS (VO) |
5,895 | -1,957 | $1,473 |
| VO | 5,895 | -1,957 | $1,473 |
| CAPITAL GRP FIXED INCM ETF T (CGCP) |
60,100 | +3,928 | $1,350 |
| CGCP | 60,100 | +3,928 | $1,350 |
| SELECT SECTOR SPDR TR (XLI) |
10,459 | +81 | $1,317 |
| XLI | 10,459 | +81 | $1,317 |
| AFLAC INC |
15,090 | +16 | $1,296 |
| AFL | 15,090 | +16 | $1,296 |
| ABBVIE INC |
7,042 | -660 | $1,282 |
| ABBV | 7,042 | -660 | $1,282 |
| VANGUARD WORLD FD (MGC) |
6,506 | +78 | $1,216 |
| MGC | 6,506 | +78 | $1,216 |
| ISHARES TR (AGG) |
12,078 | +124 | $1,183 |
| AGG | 12,078 | +124 | $1,183 |
| FIDELITY COVINGTON TRUST |
40,120 | +295 | $1,145 |
| FENI | 40,120 | +295 | $1,145 |
See Full List: All Stocks Held By LongView Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By LongView Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $252,294 At 12/31/2023: $224,028 LongView Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LongView Wealth Management 13F filings. Link to 13F filings: SEC filings |
