Portfolio (Quarterly)
Guide ↗
Longview Financial Advisors LLC
· CIK 0002076077| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AVGO | BROADCOM INC | Technology | 261.0 | $81K | 0.04% | — | — | $309.51 | +19.1% |
| 62 | IUSG | ISHARES TR | — | 515.0 | $80K | 0.04% | — | — | $155.11 | +23.1% |
| 63 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | — | 2,421.0 | $76K | 0.04% | — | — | $31.50 | +9.1% |
| 64 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 500.0 | $73K | 0.04% | — | — | $146.28 | +16.4% |
| 65 | SCHG | SCHWAB STRATEGIC TR | — | 2,509.0 | $73K | 0.04% | — | — | $29.13 | +21.0% |
| 66 | IJT | ISHARES TR | — | 500.0 | $72K | 0.04% | — | — | $144.71 | +17.2% |
| 67 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 210.0 | $71K | 0.04% | — | — | $337.95 | +29.9% |
| 68 | EFA | ISHARES TR | — | 728.0 | $71K | 0.04% | -260.0 | -26.3% | $97.17 | +10.9% |
| 69 | CGW | INVESCO EXCH TRADED FD TR II | — | 1,070.0 | $68K | 0.04% | — | — | $63.94 | +1.0% |
| 70 | ITOT | ISHARES TR | — | 480.0 | $68K | 0.04% | — | — | $142.43 | +17.7% |
| 71 | WMT | WALMART INC | Consumer Defensive | 542.0 | $67K | 0.04% | — | — | $124.28 | -14.7% |
| 72 | — | J P MORGAN EXCHANGE TRADED F | — | 1,054.0 | $65K | 0.04% | — | — | $61.32 | — |
| 73 | IWD | ISHARES TR | — | 286.0 | $61K | 0.03% | — | — | $213.67 | +19.6% |
| 74 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 1,056.0 | $59K | 0.03% | — | — | $55.52 | +7.8% |
| 75 | SPYV | SPDR SERIES TRUST | — | 1,024.0 | $58K | 0.03% | — | — | $56.58 | +11.5% |
| 76 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 280.0 | $58K | 0.03% | — | — | $206.09 | -7.1% |
| 77 | TJX | TJX COS INC NEW | Consumer Cyclical | 352.0 | $56K | 0.03% | — | — | $159.70 | -19.3% |
| 78 | YORW | YORK WTR CO | Utilities | 1,792.0 | $55K | 0.03% | — | — | $30.45 | +12.2% |
| 79 | VTEB | VANGUARD MUN BD FDS | — | 1,035.0 | $52K | 0.03% | — | — | $49.89 | -2.0% |
| 80 | PHM | PULTE GROUP INC | Consumer Cyclical | 426.0 | $50K | 0.03% | — | — | $117.61 | +2.1% |
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
Technology
33.5%
Financial Services
21.0%
Industrials
15.0%
Communication Services
14.3%
Consumer Cyclical
7.2%
Consumer Defensive
3.5%
Real Estate
1.7%
Healthcare
1.3%
Utilities
1.1%
Energy
0.8%