All Stocks Held By LongView Wealth Management

As of 03/31/2024, we find all stocks held by LongView Wealth Management to be as follows, presented in the table below with each row detailing each LongView Wealth Management position, ordered by largest to smallest position size. The all-stocks-held-by-LongView Wealth Management table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by LongView Wealth Management as of the latest filing.

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
VANGUARD INDEX FDS (VBR)	5,668	+350	$1,088
VBR	5,668	+350	$1,088
PROCTER AND GAMBLE CO	6,581	-74	$1,068
PG	6,581	-74	$1,068
CAPITAL GROUP GBL GROWTH EQT	36,859	+12,871	$1,062
CGGO	36,859	+12,871	$1,062
SCHWAB STRATEGIC TR	13,949	+2,305	$1,060
SCHV	13,949	+2,305	$1,060
ISHARES TR (USMV)	12,175	-1,045	$1,018
USMV	12,175	-1,045	$1,018
ISHARES TR (PFF)	29,136	+357	$939
PFF	29,136	+357	$939
ALPHABET INC	6,192	+157	$935
GOOGL	6,192	+157	$935
WALMART INC	15,482	+10,436	$932
WMT	15,482	+10,436	$932
VANGUARD CHARLOTTE FDS (BNDX)	18,925	+5,769	$931
BNDX	18,925	+5,769	$931
REALTY INCOME CORP	16,470	+354	$891
O	16,470	+354	$891
VANGUARD SPECIALIZED FUNDS (VIG)	4,786	-433	$874
VIG	4,786	-433	$874
INVESCO EXCHANGE TRADED FD T (RSP)	5,136	+121	$870
RSP	5,136	+121	$870
META PLATFORMS INC	1,762	+22	$856
META	1,762	+22	$856
GLOBUS MED INC	15,400	-2,765	$826
GMED	15,400	-2,765	$826
ALPHABET INC	5,405	-252	$823
GOOG	5,405	-252	$823
VANGUARD INDEX FDS (VV)	3,390	-22	$813
VV	3,390	-22	$813
DUKE ENERGY CORP NEW	8,276	-343	$800
DUK	8,276	-343	$800
CHEVRON CORP NEW	5,014	-375	$791
CVX	5,014	-375	$791
ISHARES TR (SCZ)	12,448	+82	$788
SCZ	12,448	+82	$788
ISHARES TR (IWB)	2,708	+682	$780
IWB	2,708	+682	$780
ISHARES TR (IVW)	9,151	-2,835	$773
IVW	9,151	-2,835	$773
PEPSICO INC	4,299	+560	$752
PEP	4,299	+560	$752
CAPITAL GRP FIXED INCM ETF T (CGMU)	27,600	+3,700	$745
CGMU	27,600	+3,700	$745
COSTCO WHSL CORP NEW	1,010	-7	$740
COST	1,010	-7	$740
AT&T INC	41,031	-9,955	$722
T	41,031	-9,955	$722
JPMORGAN CHASE & CO	3,555	-144	$712
JPM	3,555	-144	$712
VANGUARD INDEX FDS (VXF)	4,047	UNCH	$709
VXF	4,047	UNCH	$709
PROSHARES TR (NOBL)	6,555	UNCH	$665
NOBL	6,555	UNCH	$665
MCDONALDS CORP	2,354	+8	$664
MCD	2,354	+8	$664
AMERICAN EXPRESS CO	2,879	-334	$656
AXP	2,879	-334	$656
RIO TINTO PLC	10,257	-211	$654
RIO	10,257	-211	$654
BLUELINX HLDGS INC	4,892	UNCH	$637
BXC	4,892	UNCH	$637
AGILENT TECHNOLOGIES INC	4,327	UNCH	$630
A	4,327	UNCH	$630
ISHARES TR (HDV)	5,713	UNCH	$630
HDV	5,713	UNCH	$630
CAPITAL GROUP CORE EQUITY ET	18,992	+3,658	$592
CGUS	18,992	+3,658	$592
SELECT SECTOR SPDR TR (XLRE)	14,627	-3,685	$578
XLRE	14,627	-3,685	$578
ISHARES TR (IVV)	1,064	+51	$559
IVV	1,064	+51	$559
NORFOLK SOUTHN CORP	2,181	-32	$556
NSC	2,181	-32	$556
VANGUARD WHITEHALL FDS (VYM)	4,545	+205	$550
VYM	4,545	+205	$550
FIDELITY COVINGTON TRUST	12,094	+1,340	$548
FDVV	12,094	+1,340	$548
DISNEY WALT CO	4,375	-108	$535
DIS	4,375	-108	$535
BLACK STONE MINERALS L P	33,005	-730	$527
BSM	33,005	-730	$527
ISHARES INC (IEMG)	10,155	-3,632	$524
IEMG	10,155	-3,632	$524
SPDR SER TR (SPTL)	18,586	+6,381	$519
SPTL	18,586	+6,381	$519
ABBOTT LABS	4,521	-412	$514
ABT	4,521	-412	$514
ENERGY TRANSFER L P	32,642	-1,118	$513
ET	32,642	-1,118	$513
CAPITAL GROUP CORE BALANCED	17,593	+17,593	$512
CGBL	17,593	+17,593	$512
SPDR SER TR (MDYV)	6,711	+510	$510
MDYV	6,711	+510	$510
KEYSIGHT TECHNOLOGIES INC	3,224	UNCH	$504
KEYS	3,224	UNCH	$504
ISHARES TR (MTUM)	2,675	+100	$501
MTUM	2,675	+100	$501
DIGITAL RLTY TR INC	3,412	+16	$492
DLR	3,412	+16	$492
MEDTRONIC PLC	5,569	UNCH	$485
MDT	5,569	UNCH	$485
WELLTOWER INC	5,116	+104	$478
WELL	5,116	+104	$478
VANGUARD BD INDEX FDS (BLV)	6,570	+599	$475
BLV	6,570	+599	$475
ISHARES TR (IUSB)	10,345	-2,735	$472
IUSB	10,345	-2,735	$472
VANGUARD SCOTTSDALE FDS (VMBS)	10,193	+2,562	$465
VMBS	10,193	+2,562	$465
FASTENAL CO	5,910	+32	$456
FAST	5,910	+32	$456
BANK AMERICA CORP	11,892	-114	$451
BAC	11,892	-114	$451
TRACTOR SUPPLY CO	1,720	-9	$450
TSCO	1,720	-9	$450
ISHARES TR (IJR)	4,062	+71	$449
IJR	4,062	+71	$449
VANGUARD BD INDEX FDS (BIV)	5,931	+1,441	$447
BIV	5,931	+1,441	$447
SPDR SER TR (CWB)	6,107	+13	$446
CWB	6,107	+13	$446
ISHARES TR (IMCG)	6,307	-31	$446
IMCG	6,307	-31	$446
VANGUARD WORLD FD (VDE)	3,313	-144	$436
VDE	3,313	-144	$436
SELECT SECTOR SPDR TR (XLP)	5,583	+9	$426
XLP	5,583	+9	$426
ADVANCED MICRO DEVICES INC	2,346	UNCH	$423
AMD	2,346	UNCH	$423
CONOCOPHILLIPS	3,324	-120	$423
COP	3,324	-120	$423
ELEVANCE HEALTH INC	806	-15	$418
ELV	806	-15	$418
ISHARES TR (IVE)	2,210	+120	$413
IVE	2,210	+120	$413
PIMCO CORPORATE & INCM STRG	29,402	+4,737	$411
PCN	29,402	+4,737	$411
TESLA INC	2,337	+60	$411
TSLA	2,337	+60	$411
VISA INC	1,471	-208	$411
V	1,471	-208	$411
HARBOR ETF TRUST (SIHY)	8,618	+104	$392
SIHY	8,618	+104	$392
ISHARES TR (MBB)	4,215	-1,772	$390
MBB	4,215	-1,772	$390
VERIZON COMMUNICATIONS INC	9,162	-172	$384
VZ	9,162	-172	$384
STARBUCKS CORP	4,145	+2	$379
SBUX	4,145	+2	$379
COMCAST CORP NEW	8,379	-169	$363
CMCSA	8,379	-169	$363
REGIONS FINANCIAL CORP NEW	16,760	UNCH	$353
RF	16,760	UNCH	$353
WISDOMTREE TR	7,500	UNCH	$345
IHDG	7,500	UNCH	$345
ELI LILLY & CO	440	-21	$343
LLY	440	-21	$343
MICROSTRATEGY INC	200	+200	$341
MSTR	200	+200	$341
VALERO ENERGY CORP	1,998	+15	$341
VLO	1,998	+15	$341
NATIONAL GRID PLC	4,941	-533	$337
NGG	4,941	-533	$337
MASTERCARD INCORPORATED	695	-259	$335
MA	695	-259	$335
VANGUARD BD INDEX FDS (BND)	4,571	+3	$332
BND	4,571	+3	$332
ISHARES TR (DVY)	2,674	-804	$329
DVY	2,674	-804	$329
DELTA AIR LINES INC DEL	6,704	+1	$321
DAL	6,704	+1	$321
THERMO FISHER SCIENTIFIC INC	551	-7	$320
TMO	551	-7	$320
SPDR SER TR (SPLG)	5,174	+1,281	$318
SPLG	5,174	+1,281	$318
BROADCOM INC	238	-102	$315
AVGO	238	-102	$315
SELECT SECTOR SPDR TR (XLF)	7,309	+3	$308
XLF	7,309	+3	$308
CISCO SYS INC	6,157	-146	$307
CSCO	6,157	-146	$307
SHERWIN WILLIAMS CO	861	-19	$299
SHW	861	-19	$299
VANGUARD INDEX FDS (VOE)	1,915	UNCH	$299
VOE	1,915	UNCH	$299
FLAHERTY & CRUMRINE PFD INCO	27,668	-1,729	$294
PFD	27,668	-1,729	$294
AUTOZONE INC	93	UNCH	$293
AZO	93	UNCH	$293
VANGUARD INDEX FDS (VBK)	1,122	+129	$292
VBK	1,122	+129	$292
SCHWAB CHARLES CORP	3,924	+8	$284
SCHW	3,924	+8	$284
BP PLC	7,503	-1,799	$283
BP	7,503	-1,799	$283
LOWES COS INC	1,075	-26	$274
LOW	1,075	-26	$274
ISHARES TR (IWF)	807	+58	$272
IWF	807	+58	$272
CATERPILLAR INC	735	-30	$269
CAT	735	-30	$269
SALESFORCE INC	858	-23	$258
CRM	858	-23	$258
INVESCO EXCH TRD SLF IDX FD	13,000	UNCH	$251
BSCR	13,000	UNCH	$251
INTEL CORP	5,682	+10	$251
INTC	5,682	+10	$251
GALLAGHER ARTHUR J & CO	999	-19	$250
AJG	999	-19	$250
ISHARES TR (IJH)	3,997	+3,221	$243
IJH	3,997	+3,221	$243
ISHARES TR (MUB)	2,244	-867	$241
MUB	2,244	-867	$241
DIMENSIONAL ETF TRUST (DFAT)	4,300	UNCH	$234
DFAT	4,300	UNCH	$234
CAPITAL GRP FIXED INCM ETF T (CGMS)	8,596	+8,596	$232
CGMS	8,596	+8,596	$232
AUTOMATIC DATA PROCESSING IN	913	-144	$228
ADP	913	-144	$228
LOCKHEED MARTIN CORP	496	-13	$226
LMT	496	-13	$226
SPDR SER TR (SPTI)	7,775	+7,775	$219
SPTI	7,775	+7,775	$219
ISHARES TR (IWD)	1,216	-23	$218
IWD	1,216	-23	$218
ISHARES TR (IUSV)	2,394	UNCH	$217
IUSV	2,394	UNCH	$217
SELECT SECTOR SPDR TR (XLE)	2,277	+2,277	$215
XLE	2,277	+2,277	$215
TRUIST FINL CORP	5,471	-1,421	$213
TFC	5,471	-1,421	$213
BOEING CO	1,082	-188	$209
BA	1,082	-188	$209
FIDELITY COVINGTON TRUST	3,051	+3,051	$207
FIDU	3,051	+3,051	$207
FIDELITY COVINGTON TRUST	2,955	+2,955	$206
FHLC	2,955	+2,955	$206
ISHARES TR (EFA)	2,572	+2,572	$205
EFA	2,572	+2,572	$205
ISHARES TR (IWP)	1,792	+1,792	$205
IWP	1,792	+1,792	$205
QUALCOMM INC	1,201	+1,201	$203
QCOM	1,201	+1,201	$203
LINDE PLC	431	+431	$200
LIN	431	+431	$200
FIRST TR ENERGY INCOME & GRO (FEN)	11,500	+11,500	$188
FEN	11,500	+11,500	$188
DNP SELECT INCOME FD INC	20,581	+0	$187
DNP	20,581	UNCH	$187
CSX CORP			$0 (exited)
CSX	0	-6,584	$0
EQUIFAX INC			$0 (exited)
EFX	0	-1,147	$0
CANOO INC			$0 (exited)
GOEV	0	-12,800	$0
UNITEDHEALTH GROUP INC			$0 (exited)
UNH	0	-466	$0
VANGUARD MALVERN FDS			$0 (exited)
VTIP	0	-5,227	$0
WARNER BROS DISCOVERY INC	0	-11,995	$0 (exited)
WBD	0	-11,995	$0

See Summary: LongView Wealth Management Top Holdings
See Details: Top 10 Stocks Held By LongView Wealth Management

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
CGBL	+17,593	+$512
MSTR	+200	+$341
CGMS	+8,596	+$232
SPTI	+7,775	+$219
XLE	+2,277	+$215
FIDU	+3,051	+$207
FHLC	+2,955	+$206
EFA	+2,572	+$205
IWP	+1,792	+$205
QCOM	+1,201	+$203

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
EFX	-1,147	-$279
UNH	-466	-$251
VTIP	-5,227	-$248
CSX	-6,584	-$228
WBD	-11,995	-$132
GOEV	-12,800	-$3

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
CGGR	+58,998	+$2,522
FBND	+42,069	+$1,888
BSV	+31,511	+$2,412
IEFA	+27,108	+$2,151
SCHY	+26,323	+$624
ILCG	+17,823	+$2,111
CGGO	+12,871	+$451
SCHX	+11,598	+$1,183
WMT	+10,436	+$128
ICSH	+10,371	+$539

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SCHP	-10,234	-$524
T	-9,955	-$142
FEI	-6,383	+$341
KO	-4,530	-$231
XLRE	-3,685	-$146
IEMG	-3,632	-$153
VWO	-3,466	-$79
IVW	-2,835	-$122
GMED	-2,765	-$152

LongView Wealth Management Info

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

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