LongView Wealth Management Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$333.4B
Holdings
201
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (201 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 815,541 | $22.8B | 6.84% | |
| 2 | HDHOME DEPOT INC | 39,432 | $14.5B | 4.33% | |
| 3 | AAPLAPPLE INC | 63,118 | $14.0B | 4.21% | |
| 4 | ILCGISHARES TR | 147,279 | $11.9B | 3.58% | |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 313,451 | $10.7B | 3.22% | |
| 6 | GPCGENUINE PARTS CO | 84,341 | $10.0B | 3.01% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 418,981 | $9.3B | 2.77% | |
| 8 | VUGVANGUARD INDEX FDS | 22,177 | $8.2B | 2.47% | |
| 9 | FBNDFIDELITY MERRIMACK STR TR | 164,488 | $7.5B | 2.25% | |
| 10 | VTVVANGUARD INDEX FDS | 42,135 | $7.3B | 2.18% | |
| 11 | AQLTISHARES TR | 91,666 | $6.9B | 2.08% | |
| 12 | IQLTISHARES TR | 161,524 | $6.4B | 1.92% | |
| 13 | BSVVANGUARD BD INDEX FDS | 80,227 | $6.3B | 1.88% | |
| 14 | ICSHISHARES TR | 118,852 | $6.0B | 1.81% | |
| 15 | CGDGCAPITAL GROUP DIVIDEND VALUE | 144,682 | $5.2B | 1.55% | |
| 16 | NDQINVESCO QQQ TR | 10,789 | $5.1B | 1.52% | |
| 17 | VBVANGUARD INDEX FDS | 21,784 | $4.8B | 1.45% | |
| 18 | SCHGSCHWAB STRATEGIC TR | 182,243 | $4.6B | 1.37% | |
| 19 | FMDEFIDELITY COVINGTON TRUST | 143,851 | $4.5B | 1.35% | |
| 20 | EIPIFIRST TR EXCHNG TRADED FD VI | 215,524 | $4.4B | 1.31% | |
| 21 | CGBLCAPITAL GROUP CORE BALANCED | 134,364 | $4.2B | 1.25% | |
| 22 | FNDFSCHWAB STRATEGIC TR | 112,160 | $4.1B | 1.22% | |
| 23 | SCHYSCHWAB STRATEGIC TR | 156,793 | $4.0B | 1.19% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,082 | $3.8B | 1.13% | |
| 25 | MSFTMICROSOFT CORP | 9,924 | $3.7B | 1.12% | |
| 26 | VOOVANGUARD INDEX FDS | 7,120 | $3.7B | 1.10% | |
| 27 | SOSOUTHERN CO | 38,924 | $3.6B | 1.07% | |
| 28 | KOCOCA COLA CO | 49,282 | $3.5B | 1.06% | |
| 29 | AMZNAMAZON COM INC | 18,449 | $3.5B | 1.05% | |
| 30 | UPSUNITED PARCEL SERVICE INC | 26,773 | $2.9B | 0.88% | |
| 31 | AFLAFLAC INC | 26,354 | $2.9B | 0.88% | |
| 32 | VTIVANGUARD INDEX FDS | 8,801 | $2.4B | 0.73% | |
| 33 | XOMEXXON MOBIL CORP | 20,207 | $2.4B | 0.72% | |
| 34 | NVDANVIDIA CORPORATION | 21,614 | $2.3B | 0.70% | |
| 35 | JNJJOHNSON & JOHNSON | 13,964 | $2.3B | 0.69% | |
| 36 | UTGREAVES UTIL INCOME FD | 69,612 | $2.3B | 0.68% | |
| 37 | VEAVANGUARD TAX-MANAGED FDS | 43,958 | $2.2B | 0.67% | |
| 38 | OREALTY INCOME CORP | 36,604 | $2.1B | 0.64% | |
| 39 | CGCPCAPITAL GRP FIXED INCM ETF T | 87,015 | $2.0B | 0.59% | |
| 40 | VTVANGUARD INTL EQUITY INDEX F | 16,647 | $1.9B | 0.58% | |
| 41 | VOVANGUARD INDEX FDS | 7,444 | $1.9B | 0.58% | |
| 42 | CGGOCAPITAL GROUP GBL GROWTH EQT | 66,946 | $1.9B | 0.57% | |
| 43 | WMTWALMART INC | 21,426 | $1.9B | 0.56% | |
| 44 | IYWISHARES TR | 13,092 | $1.8B | 0.55% | |
| 45 | CGMSCAPITAL GRP FIXED INCM ETF T | 66,706 | $1.8B | 0.55% | |
| 46 | FENIFIDELITY COVINGTON TRUST | 58,050 | $1.7B | 0.52% | |
| 47 | SUBISHARES TR | 15,608 | $1.6B | 0.49% | |
| 48 | CGDGCAPITAL GROUP DIVIDEND GROWE | 53,092 | $1.6B | 0.49% | |
| 49 | SMMUPIMCO ETF TR | 31,754 | $1.6B | 0.48% | |
| 50 | CGUSCAPITAL GROUP CORE EQUITY ET | 47,467 | $1.6B | 0.48% | |
| 51 | DUKDUKE ENERGY CORP NEW | 12,800 | $1.6B | 0.47% | |
| 52 | CHDCHURCH & DWIGHT CO INC | 13,192 | $1.5B | 0.44% | |
| 53 | CGSDCAPITAL GRP FIXED INCM ETF T | 55,139 | $1.4B | 0.43% | |
| 54 | ABBVABBVIE INC | 6,689 | $1.4B | 0.42% | |
| 55 | SCHPSCHWAB STRATEGIC TR | 50,485 | $1.4B | 0.41% | |
| 56 | CGXUCAPITAL GROUP INTL FOCUS EQT | 54,842 | $1.3B | 0.40% | |
| 57 | MGCVANGUARD WORLD FD | 6,590 | $1.3B | 0.40% | |
| 58 | MGKVANGUARD WORLD FD | 4,195 | $1.3B | 0.39% | |
| 59 | AGGISHARES TR | 12,695 | $1.3B | 0.38% | |
| 60 | MUBISHARES TR | 11,752 | $1.2B | 0.37% | |
| 61 | BNDXVANGUARD CHARLOTTE FDS | 25,366 | $1.2B | 0.37% | |
| 62 | VWOVANGUARD INTL EQUITY INDEX F | 27,243 | $1.2B | 0.37% | |
| 63 | TAT&T INC | 41,945 | $1.2B | 0.36% | |
| 64 | CGMUCAPITAL GRP FIXED INCM ETF T | 41,932 | $1.1B | 0.34% | |
| 65 | PGPROCTER AND GAMBLE CO | 6,554 | $1.1B | 0.33% | |
| 66 | XLISELECT SECTOR SPDR TR | 8,466 | $1.1B | 0.33% | |
| 67 | CGCBCAPITAL GRP FIXED INCM ETF T | 40,829 | $1.1B | 0.32% | |
| 68 | COSTCOSTCO WHSL CORP NEW | 1,123 | $1.1B | 0.32% | |
| 69 | USMVISHARES TR | 11,014 | $1.0B | 0.31% | |
| 70 | GMEDGLOBUS MED INC | 14,000 | $1.0B | 0.31% | |
| 71 | SCHVSCHWAB STRATEGIC TR | 37,822 | $1.0B | 0.30% | |
| 72 | IVWISHARES TR | 10,717 | $994.9M | 0.30% | |
| 73 | JEPIJ P MORGAN EXCHANGE TRADED F | 17,087 | $976.3M | 0.29% | |
| 74 | IVVISHARES TR | 1,731 | $972.8M | 0.29% | |
| 75 | GARPISHARES TR | 18,951 | $966.8M | 0.29% | |
| 76 | AQLTISHARES TR | 41,660 | $957.6M | 0.29% | |
| 77 | METAMETA PLATFORMS INC | 1,633 | $941.3M | 0.28% | |
| 78 | VIGVANGUARD SPECIALIZED FUNDS | 4,779 | $927.1M | 0.28% | |
| 79 | VBRVANGUARD INDEX FDS | 4,878 | $908.7M | 0.27% | |
| 80 | FDVVFIDELITY COVINGTON TRUST | 17,509 | $868.4M | 0.26% | |
| 81 | VYMVANGUARD WHITEHALL FDS | 6,516 | $840.3M | 0.25% | |
| 82 | PFFISHARES TR | 26,810 | $823.9M | 0.25% | |
| 83 | JPMJPMORGAN CHASE & CO. | 3,353 | $822.5M | 0.25% | |
| 84 | SCZISHARES TR | 12,826 | $814.8M | 0.24% | |
| 85 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.24% | |
| 86 | GOOGALPHABET INC | 5,070 | $792.1M | 0.24% | |
| 87 | RSPINVESCO EXCHANGE TRADED FD T | 4,494 | $778.6M | 0.23% | |
| 88 | XLRESELECT SECTOR SPDR TR | 17,987 | $752.7M | 0.23% | |
| 89 | AXPAMERICAN EXPRESS CO | 2,795 | $752.0M | 0.23% | |
| 90 | WELLWELLTOWER INC | 4,871 | $746.4M | 0.22% | |
| 91 | GOOGLALPHABET INC | 4,796 | $741.7M | 0.22% | |
| 92 | HDVISHARES TR | 5,850 | $708.6M | 0.21% | |
| 93 | MCDMCDONALDS CORP | 2,234 | $698.0M | 0.21% | |
| 94 | PEPPEPSICO INC | 4,616 | $692.2M | 0.21% | |
| 95 | VVVANGUARD INDEX FDS | 2,628 | $675.5M | 0.20% | |
| 96 | NOBLPROSHARES TR | 6,555 | $669.8M | 0.20% | |
| 97 | PCNPIMCO CORPORATE & INCM STRG | 48,028 | $655.6M | 0.20% | |
| 98 | DFATDIMENSIONAL ETF TRUST | 12,600 | $648.8M | 0.19% | |
| 99 | TCAFT ROWE PRICE ETF INC | 19,800 | $639.1M | 0.19% | |
| 100 | SPYMSPDR SER TR | 9,542 | $627.5M | 0.19% |
Page 1 of 3Next