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 |
|---|---|---|---|---|---|
| 101 | UNHUNITEDHEALTH GROUP INC | 1,181 | $618.4M | 0.19% | |
| 102 | ETENERGY TRANSFER L P | 32,802 | $609.8M | 0.18% | |
| 103 | DDOMINION ENERGY INC | 10,865 | $609.2M | 0.18% | |
| 104 | STIPISHARES TR | 5,762 | $596.2M | 0.18% | |
| 105 | ABTABBOTT LABS | 4,445 | $589.6M | 0.18% | |
| 106 | FQIDIGITAL RLTY TR INC | 4,036 | $578.3M | 0.17% | |
| 107 | MIGAMICROSTRATEGY INC | 2,000 | $576.5M | 0.17% | |
| 108 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 22,347 | $562.3M | 0.17% | |
| 109 | CGGECAPITAL GROUP GLOBAL EQUITY | 21,512 | $556.3M | 0.17% | |
| 110 | IUSBISHARES TR | 11,987 | $552.4M | 0.17% | |
| 111 | CVXCHEVRON CORP NEW | 3,187 | $533.1M | 0.16% | |
| 112 | TSLATESLA INC | 1,973 | $511.3M | 0.15% | |
| 113 | MTUMISHARES TR | 2,528 | $511.0M | 0.15% | |
| 114 | AG8AGILENT TECHNOLOGIES INC | 4,327 | $506.2M | 0.15% | |
| 115 | BIVVANGUARD BD INDEX FDS | 6,601 | $505.4M | 0.15% | |
| 116 | FNCLFIDELITY COVINGTON TRUST | 6,993 | $486.2M | 0.15% | |
| 117 | BXCBLUELINX HLDGS INC | 6,473 | $485.3M | 0.15% | |
| 118 | KEYSKEYSIGHT TECHNOLOGIES INC | 3,232 | $484.1M | 0.15% | |
| 119 | IWBISHARES TR | 1,576 | $483.4M | 0.14% | |
| 120 | BACBANK AMERICA CORP | 11,530 | $481.1M | 0.14% | |
| 121 | NSCNORFOLK SOUTHN CORP | 2,025 | $479.6M | 0.14% | |
| 122 | PKGPACKAGING CORP AMER | 2,408 | $476.8M | 0.14% | |
| 123 | VXFVANGUARD INDEX FDS | 2,747 | $473.2M | 0.14% | |
| 124 | FASTFASTENAL CO | 6,041 | $468.5M | 0.14% | |
| 125 | XLFSELECT SECTOR SPDR TR | 9,374 | $466.9M | 0.14% | |
| 126 | VVISA INC | 1,301 | $455.9M | 0.14% | |
| 127 | BLVVANGUARD BD INDEX FDS | 6,383 | $449.5M | 0.13% | |
| 128 | RIORIO TINTO PLC | 7,406 | $445.0M | 0.13% | |
| 129 | VMBSVANGUARD SCOTTSDALE FDS | 9,419 | $436.2M | 0.13% | |
| 130 | CWBSPDR SER TR | 5,691 | $436.0M | 0.13% | |
| 131 | XLFISELECT SECTOR SPDR TR | 5,314 | $434.0M | 0.13% | |
| 132 | MDYVSPDR SER TR | 5,209 | $401.3M | 0.12% | |
| 133 | FHLCFIDELITY COVINGTON TRUST | 5,799 | $396.2M | 0.12% | |
| 134 | AVGOBROADCOM INC | 2,338 | $391.5M | 0.12% | |
| 135 | ADPAUTOMATIC DATA PROCESSING IN | 1,273 | $389.0M | 0.12% | |
| 136 | VOEVANGUARD INDEX FDS | 2,395 | $384.5M | 0.12% | |
| 137 | VBKVANGUARD INDEX FDS | 1,523 | $383.6M | 0.12% | |
| 138 | BNDVANGUARD BD INDEX FDS | 5,147 | $378.0M | 0.11% | |
| 139 | IWFISHARES TR | 1,016 | $366.8M | 0.11% | |
| 140 | BACVERIZON COMMUNICATIONS INC | 8,045 | $364.9M | 0.11% | |
| 141 | AEEAMEREN CORP | 3,635 | $364.9M | 0.11% | |
| 142 | AQLTISHARES TR | 2,685 | $360.5M | 0.11% | |
| 143 | CGIECAPITAL GROUP INTERNATIONAL | 12,260 | $359.5M | 0.11% | |
| 144 | ELVELEVANCE HEALTH INC | 824 | $358.2M | 0.11% | |
| 145 | PPAINVESCO EXCHANGE TRADED FD T | 3,059 | $356.5M | 0.11% | |
| 146 | LLYELI LILLY & CO | 431 | $355.6M | 0.11% | |
| 147 | MBBISHARES TR | 3,784 | $354.8M | 0.11% | |
| 148 | VIGIVANGUARD WHITEHALL FDS | 4,275 | $354.6M | 0.11% | |
| 149 | IVEISHARES TR | 1,850 | $352.6M | 0.11% | |
| 150 | CMCSACOMCAST CORP NEW | 9,445 | $348.5M | 0.10% | |
| 151 | AJGGALLAGHER ARTHUR J & CO | 1,000 | $345.2M | 0.10% | |
| 152 | ACWXISHARES TR | 6,167 | $342.0M | 0.10% | |
| 153 | IWPISHARES TR | 2,901 | $340.8M | 0.10% | |
| 154 | EPDENTERPRISE PRODS PARTNERS L | 9,934 | $339.1M | 0.10% | |
| 155 | AZOAUTOZONE INC | 88 | $335.5M | 0.10% | |
| 156 | SBUXSTARBUCKS CORP | 3,415 | $335.0M | 0.10% | |
| 157 | QUALISHARES TR | 1,946 | $332.6M | 0.10% | |
| 158 | IHDGWISDOMTREE TR | 7,500 | $325.5M | 0.10% | |
| 159 | DGROISHARES TR | 5,185 | $320.3M | 0.10% | |
| 160 | IJHISHARES TR | 5,455 | $318.3M | 0.10% | |
| 161 | IWDISHARES TR | 1,651 | $310.7M | 0.09% | |
| 162 | SIHYHARBOR ETF TRUST | 6,955 | $310.5M | 0.09% | |
| 163 | NGGNATIONAL GRID PLC | 4,730 | $310.3M | 0.09% | |
| 164 | COPCONOCOPHILLIPS | 2,898 | $304.3M | 0.09% | |
| 165 | TSCOTRACTOR SUPPLY CO | 5,520 | $304.2M | 0.09% | |
| 166 | BSCRINVESCO EXCH TRD SLF IDX FD | 15,200 | $297.8M | 0.09% | |
| 167 | SHWSHERWIN WILLIAMS CO | 839 | $293.0M | 0.09% | |
| 168 | DISDISNEY WALT CO | 2,924 | $288.6M | 0.09% | |
| 169 | ESMLISHARES TR | 7,512 | $288.5M | 0.09% | |
| 170 | FSTAFIDELITY COVINGTON TRUST | 5,623 | $287.5M | 0.09% | |
| 171 | GEGE AEROSPACE | 1,425 | $285.2M | 0.09% | |
| 172 | IJRISHARES TR | 2,673 | $279.5M | 0.08% | |
| 173 | SPTLSPDR SER TR | 10,042 | $273.7M | 0.08% | |
| 174 | NEENEXTERA ENERGY INC | 3,851 | $273.0M | 0.08% | |
| 175 | MOALTRIA GROUP INC | 4,534 | $272.1M | 0.08% | |
| 176 | HIMUBLACKROCK ETF TRUST II | 5,493 | $272.1M | 0.08% | |
| 177 | CSCOCISCO SYS INC | 4,382 | $270.4M | 0.08% | |
| 178 | IOOISHARES TR | 2,797 | $269.3M | 0.08% | |
| 179 | PLTRPALANTIR TECHNOLOGIES INC | 3,148 | $265.7M | 0.08% | |
| 180 | SCHWSCHWAB CHARLES CORP | 3,299 | $258.3M | 0.08% | |
| 181 | PFDFLAHERTY & CRUMRINE PFD INCO | 22,780 | $255.6M | 0.08% | |
| 182 | MAMASTERCARD INCORPORATED | 452 | $247.8M | 0.07% | |
| 183 | DGRWWISDOMTREE TR | 3,052 | $243.7M | 0.07% | |
| 184 | LMTLOCKHEED MARTIN CORP | 537 | $239.9M | 0.07% | |
| 185 | TMOTHERMO FISHER SCIENTIFIC INC | 476 | $236.8M | 0.07% | |
| 186 | VLOVALERO ENERGY CORP | 1,791 | $236.5M | 0.07% | |
| 187 | DALDELTA AIR LINES INC DEL | 5,407 | $235.8M | 0.07% | |
| 188 | VDEVANGUARD WORLD FD | 1,807 | $234.4M | 0.07% | |
| 189 | IUSVISHARES TR | 2,472 | $228.1M | 0.07% | |
| 190 | BEPCBROOKFIELD RENEWABLE CORP | 8,036 | $224.4M | 0.07% | |
| 191 | IBMINTERNATIONAL BUSINESS MACHS | 899 | $223.6M | 0.07% | |
| 192 | BSMBLACK STONE MINERALS L P | 14,568 | $222.4M | 0.07% | |
| 193 | ALLEALLEGION PLC | 1,700 | $221.8M | 0.07% | |
| 194 | AVDVAMERICAN CENTY ETF TR | 3,099 | $216.1M | 0.06% | |
| 195 | LOWLOWES COS INC | 919 | $214.3M | 0.06% | |
| 196 | HEFAISHARES TR | 5,709 | $207.2M | 0.06% | |
| 197 | IEMGISHARES INC | 3,834 | $206.9M | 0.06% | |
| 198 | TFCTRUIST FINL CORP | 4,975 | $204.7M | 0.06% | |
| 199 | RTXRTX CORPORATION | 1,539 | $203.9M | 0.06% | |
| 200 | VOOGVANGUARD ADMIRAL FDS INC | 608 | $203.4M | 0.06% |