Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | EOG | EOG RES INC | Energy | 2,446.0 | $258K | 0.06% | NEW | — | $105.46 | +27.7% |
| 222 | COP | CONOCOPHILLIPS | Energy | 2,686.0 | $257K | 0.06% | NEW | — | $95.52 | +20.1% |
| 223 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 963.0 | $255K | 0.06% | NEW | — | $264.96 | -23.5% |
| 224 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,985.0 | $253K | 0.06% | NEW | — | $50.68 | -38.2% |
| 225 | IJR | ISHARES TR | — | 1,981.0 | $251K | 0.06% | NEW | — | $126.55 | +10.5% |
| 226 | IJH | ISHARES TR | — | 3,593.0 | $249K | 0.06% | NEW | — | $69.23 | +7.9% |
| 227 | — | J P MORGAN EXCHANGE TRADED F | — | 4,884.0 | $247K | 0.06% | NEW | — | $50.65 | — |
| 228 | BAI | BLACKROCK ETF TRUST | — | 7,079.0 | $246K | 0.06% | NEW | — | $34.81 | +45.3% |
| 229 | NEAR | ISHARES U S ETF TR | — | 4,786.0 | $245K | 0.06% | NEW | — | $51.12 | -0.7% |
| 230 | PFD | FLAHERTY & CRUMRINE PFD INCO | Financial Services | 20,450.0 | $243K | 0.06% | NEW | — | $11.89 | -3.4% |
| 231 | VXUS | VANGUARD STAR FDS | — | 3,084.0 | $242K | 0.06% | NEW | — | $78.55 | +9.6% |
| 232 | FENY | FIDELITY COVINGTON TRUST | — | 9,256.0 | $237K | 0.06% | NEW | — | $25.65 | +23.5% |
| 233 | THRO | BLACKROCK ETF TRUST | — | 5,989.0 | $236K | 0.06% | NEW | — | $39.35 | +10.0% |
| 234 | MINT | PIMCO ETF TR | — | 2,341.0 | $235K | 0.06% | NEW | — | $100.46 | +0.3% |
| 235 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,041.0 | $233K | 0.06% | NEW | — | $76.67 | +9.6% |
| 236 | MA | MASTERCARD INCORPORATED | Financial Services | 408.0 | $231K | 0.06% | NEW | — | $566.28 | -14.0% |
| 237 | NEE | NEXTERA ENERGY INC | Utilities | 2,777.0 | $225K | 0.05% | NEW | — | $81.13 | +8.6% |
| 238 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,821.0 | $225K | 0.05% | NEW | — | $79.69 | -20.0% |
| 239 | VMBS | VANGUARD SCOTTSDALE FDS | — | 4,745.0 | $224K | 0.05% | NEW | — | $47.27 | -0.9% |
| 240 | HEFA | ISHARES TR | — | 5,178.0 | $223K | 0.05% | NEW | — | $43.00 | +6.0% |
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%