Portfolio (Quarterly)
Guide ↗
LongView Wealth Management
· CIK 0001990190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | EFV | ISHARES TR | — | 4,389.0 | $336K | 0.09% | -4K | -49.6% | $76.55 | +6.4% |
| 162 | AMLP | ALPS ETF TR | — | 6,435.0 | $334K | 0.09% | +403.0 | +6.7% | $51.85 | +6.6% |
| 163 | SCHR | SCHWAB STRATEGIC TR | — | 13,520.0 | $333K | 0.09% | +5K | +53.3% | $24.66 | -2.9% |
| 164 | EPD | ENTERPRISE PRODS PARTNERS L | — | 8,978.0 | $330K | 0.09% | -1K | -11.3% | $36.76 | — |
| 165 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,083.0 | $328K | 0.08% | — | — | $302.90 | -4.1% |
| 166 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,798.0 | $326K | 0.08% | -1K | -29.1% | $116.67 | +46.4% |
| 167 | — | FIDELITY COVINGTON TRUST | — | 4,159.0 | $321K | 0.08% | -1K | -22.2% | $77.26 | — |
| 168 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,444.0 | $320K | 0.08% | — | — | $71.95 | -2.9% |
| 169 | FSTA | FIDELITY COVINGTON TRUST | — | 6,069.0 | $319K | 0.08% | — | — | $52.54 | +0.6% |
| 170 | BND | VANGUARD BD INDEX FDS | — | 4,244.0 | $312K | 0.08% | — | — | $73.41 | -3.1% |
| 171 | BLCR | BLACKROCK ETF TRUST | — | 6,184.0 | $311K | 0.08% | +1K | +22.3% | $50.37 | -4.0% |
| 172 | GLDM | WORLD GOLD TR | Financial Services | 3,800.0 | $302K | 0.08% | +66.0 | +1.8% | $79.42 | +6.5% |
| 173 | ESGV | VANGUARD WORLD FD | — | 2,272.0 | $300K | 0.08% | — | — | $132.24 | +1.3% |
| 174 | IJR | ISHARES TR | — | 2,006.0 | $297K | 0.08% | +108.0 | +5.7% | $148.30 | -5.7% |
| 175 | PEP | PEPSICO INC | Consumer Defensive | 2,158.0 | $292K | 0.07% | -515.0 | -19.3% | $135.40 | +0.3% |
| 176 | — | BLACKROCK ETF TRUST | — | 7,888.0 | $289K | 0.07% | NEW | — | $36.60 | — |
| 177 | FENY | FIDELITY COVINGTON TRUST | — | 9,713.0 | $287K | 0.07% | -2K | -14.6% | $29.56 | +21.8% |
| 178 | MDYV | SPDR SERIES TRUST | — | 3,021.0 | $287K | 0.07% | -1K | -30.0% | $94.84 | -2.5% |
| 179 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 830.0 | $286K | 0.07% | -9.0 | -1.1% | $344.32 | -6.8% |
| 180 | VXUS | VANGUARD STAR FDS | — | 3,340.0 | $286K | 0.07% | +134.0 | +4.2% | $85.50 | +0.0% |
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
Technology
25.0%
Consumer Cyclical
25.0%
Financial Services
18.4%
Consumer Defensive
7.9%
Healthcare
5.8%
Industrials
5.5%
Utilities
3.4%
Energy
3.2%
Communication Services
2.6%
Real Estate
2.0%