Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | ESML | ISHARES TR | — | 10,868.0 | $528K | 0.13% | NEW | — | $48.57 | +9.8% |
| 142 | FAST | FASTENAL CO | Industrials | 12,269.0 | $512K | 0.12% | NEW | — | $41.70 | +7.3% |
| 143 | VBK | VANGUARD INDEX FDS | — | 1,558.0 | $501K | 0.12% | NEW | — | $321.86 | +10.4% |
| 144 | LLY | ELI LILLY & CO | Healthcare | 461.0 | $498K | 0.12% | NEW | — | $1080.74 | +4.5% |
| 145 | QUAL | ISHARES TR | — | 2,398.0 | $490K | 0.12% | NEW | — | $204.23 | +5.8% |
| 146 | ET | ENERGY TRANSFER L P | Energy | 28,434.0 | $488K | 0.12% | NEW | — | $17.15 | +13.3% |
| 147 | IWP | ISHARES TR | — | 3,339.0 | $472K | 0.11% | NEW | — | $141.34 | +0.6% |
| 148 | V | VISA INC | Financial Services | 1,367.0 | $469K | 0.11% | NEW | — | $343.11 | -6.1% |
| 149 | MDYV | SPDR SERIES TRUST | — | 5,266.0 | $466K | 0.11% | NEW | — | $88.52 | +3.4% |
| 150 | TLH | ISHARES TR | — | 4,512.0 | $461K | 0.11% | NEW | — | $102.13 | -2.4% |
| 151 | IWS | ISHARES TR | — | 3,112.0 | $457K | 0.11% | NEW | — | $146.96 | +9.4% |
| 152 | IOO | ISHARES TR | — | 3,442.0 | $444K | 0.11% | NEW | — | $128.95 | +10.4% |
| 153 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,448.0 | $439K | 0.11% | NEW | — | $179.41 | -22.1% |
| 154 | NOBL | PROSHARES TR | — | 4,054.0 | $436K | 0.10% | NEW | — | $107.61 | -49.8% |
| 155 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,294.0 | $429K | 0.10% | NEW | — | $331.77 | +28.6% |
| 156 | XLP | SELECT SECTOR SPDR TR | — | 5,340.0 | $428K | 0.10% | NEW | — | $80.18 | +5.4% |
| 157 | VOE | VANGUARD INDEX FDS | — | 2,326.0 | $426K | 0.10% | NEW | — | $183.30 | +6.4% |
| 158 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 3,945.0 | $424K | 0.10% | NEW | — | $107.40 | +2.4% |
| 159 | BINC | BLACKROCK ETF TRUST II | — | 7,991.0 | $423K | 0.10% | NEW | — | $52.95 | -1.3% |
| 160 | VIGI | VANGUARD WHITEHALL FDS | — | 4,297.0 | $403K | 0.10% | NEW | — | $93.85 | +0.1% |
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
Consumer Cyclical
24.2%
Technology
22.2%
Financial Services
16.4%
Consumer Defensive
8.1%
Healthcare
6.2%
Utilities
5.2%
Industrials
5.0%
Communication Services
4.6%
Energy
3.8%
Real Estate
3.5%