Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | AXP | AMERICAN EXPRESS CO | Financial Services | 2,720.0 | $889K | 0.22% | -153.0 | -5.3% | $326.91 | -4.4% |
| 102 | DLR | DIGITAL RLTY TR INC | Real Estate | 4,356.0 | $853K | 0.21% | -24.0 | -0.6% | $195.78 | -2.1% |
| 103 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 865.0 | $844K | 0.21% | -160.0 | -15.6% | $975.23 | +2.9% |
| 104 | ACWX | ISHARES TR | — | 11,422.0 | $841K | 0.21% | +3K | +35.9% | $73.62 | +3.7% |
| 105 | T | AT&T INC | Communication Services | 32,248.0 | $826K | 0.21% | — | — | $25.62 | -2.8% |
| 106 | USMV | ISHARES TR | — | 8,738.0 | $818K | 0.21% | +310.0 | +3.7% | $93.67 | +2.5% |
| 107 | XLF | SELECT SECTOR SPDR TR | — | 14,824.0 | $768K | 0.19% | +2K | +11.8% | $51.78 | -0.7% |
| 108 | FNCL | FIDELITY COVINGTON TRUST | — | 10,143.0 | $749K | 0.19% | +53.0 | +0.5% | $73.86 | -0.7% |
| 109 | RSP | INVESCO EXCHANGE TRADED FD T | — | 3,708.0 | $740K | 0.19% | +411.0 | +12.5% | $199.64 | +3.9% |
| 110 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $717K | 0.18% | — | — | $716783.00 | — |
| 111 | FNDE | SCHWAB STRATEGIC TR | — | 17,628.0 | $713K | 0.18% | +10K | +130.8% | $40.44 | +1.7% |
| 112 | RIO | RIO TINTO PLC | Basic Materials | 7,168.0 | $709K | 0.18% | -254.0 | -3.4% | $98.87 | +7.8% |
| 113 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 13,053.0 | $706K | 0.18% | -2K | -12.1% | $54.05 | +0.0% |
| 114 | PFF | ISHARES TR | — | 22,495.0 | $703K | 0.18% | -3K | -10.6% | $31.25 | +0.4% |
| 115 | IEMG | ISHARES INC | — | 9,113.0 | $695K | 0.17% | +604.0 | +7.1% | $76.30 | +9.4% |
| 116 | DYNF | BLACKROCK ETF TRUST | — | 10,955.0 | $685K | 0.17% | +1K | +11.6% | $62.50 | +7.3% |
| 117 | MTUM | ISHARES TR | — | 2,531.0 | $684K | 0.17% | -76.0 | -2.9% | $270.35 | +15.9% |
| 118 | EFV | ISHARES TR | — | 8,706.0 | $683K | 0.17% | +714.0 | +8.9% | $78.46 | +0.8% |
| 119 | TSLA | TESLA INC | Consumer Cyclical | 1,846.0 | $672K | 0.17% | -193.0 | -9.5% | $364.20 | +20.9% |
| 120 | NSC | NORFOLK SOUTHN CORP | Industrials | 2,183.0 | $654K | 0.16% | — | — | $299.69 | +8.7% |
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
23.3%
Technology
22.8%
Financial Services
17.4%
Consumer Defensive
8.6%
Healthcare
5.3%
Communication Services
4.9%
Industrials
4.9%
Energy
4.8%
Utilities
4.3%
Real Estate
2.7%