Portfolio (Quarterly)
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Longview Financial Advisors, Inc.
· CIK 0001786915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | MS | MORGAN STANLEY COM NEW | Financial Services | 19.0 | $3K | 0.00% | NEW | — | $165.53 | +21.4% |
| 102 | NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | Basic Materials | 2,200.0 | $3K | 0.00% | NEW | — | $1.40 | +47.9% |
| 103 | NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | Industrials | 45.0 | $3K | 0.00% | NEW | — | $67.49 | +10.4% |
| 104 | CARG | CARGURUS INC COM CL A | Consumer Cyclical | 87.0 | $3K | 0.00% | NEW | — | $34.05 | -17.1% |
| 105 | DIS | DISNEY WALT CO COM | Communication Services | 30.0 | $3K | 0.00% | NEW | — | $96.37 | +6.9% |
| 106 | HCI | HCI GROUP INC COM | Financial Services | 17.0 | $3K | 0.00% | NEW | — | $154.59 | +2.1% |
| 107 | — | TOTALENERGIES SE ACT | — | 27.0 | $2K | 0.00% | NEW | — | $92.04 | — |
| 108 | AVNS | AVANOS MED INC COM | Healthcare | 145.0 | $2K | 0.00% | NEW | — | $14.01 | +75.7% |
| 109 | XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | — | 33.0 | $2K | 0.00% | NEW | — | $60.27 | +10.1% |
| 110 | SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | Basic Materials | 25.0 | $2K | 0.00% | NEW | — | $76.24 | +7.2% |
| 111 | CB | CHUBB LTD SWITZ COM | Financial Services | 5.0 | $2K | 0.00% | NEW | — | $344.20 | -4.7% |
| 112 | BTC | GRAYSCALE BITCOIN MINI TRUST ETF | Financial Services | 20.0 | $600.0 | — | NEW | — | $30.00 | +11.8% |
| 113 | VLTO | VERALTO CORP COM SHS | Industrials | 6.0 | $531.0 | — | NEW | — | $88.50 | -1.9% |
| 114 | KD | KYNDRYL HLDGS INC COMMON STOCK | Technology | 40.0 | $525.0 | — | NEW | — | $13.12 | -6.4% |
| 115 | ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | Financial Services | 10.0 | $199.0 | — | NEW | — | $19.90 | -1.5% |
| 116 | CL | COLGATE PALMOLIVE CO COM | Consumer Defensive | 2.0 | $170.0 | — | NEW | — | $85.00 | +6.6% |
| 117 | NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | — | — | $47.0 | — | NEW | — | — | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
35.4%
Healthcare
17.2%
Utilities
14.3%
Consumer Defensive
11.7%
Industrials
7.0%
Energy
6.0%
Consumer Cyclical
4.7%
Communication Services
2.0%
Technology
1.1%
Basic Materials
0.5%