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John Hayes

@Longview Wealth Management

Latest period2024 - Q4ReportedManaged Assets$328.111MTotal holdings203
Assets growth rate4.74%Assets growth rate (2-Q avg)10.22%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Longview Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 203 positions.

Assets under management

The assets under management (AUM) of Longview Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 328.111M in assets, with a quarterly growth rate of 4.74% and a 2-quarter average growth rate of 10.22%. The portfolio is managed by John Hayes, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.83%
4.98%
$16.338M
65,244 shares@ $250.43 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.38%
2.82%
$9.224M
22,473 shares@ $410.44 avg price
EIPIFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.06%
1.32%
$4.324M
221,841 shares@ $19.49 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -6.99%
1.32%
$4.316M
10,238 shares@ $421.52 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.23%
1.21%
$3.947M
17,992 shares@ $219.4 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -0.55%
1.03%
$3.373M
26,748 shares@ $126.11 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.3%
0.78%
$2.548M
8,793 shares@ $289.81 avg price
FMDEFidelity Covington Trust
Recent Activity
Decreased -2.42%
0.72%
$2.341M
71,271 shares@ $32.86 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -11.09%
0.69%
$2.25M
20,919 shares@ $107.58 avg price
UTGReaves Util Income Fd
Recent Activity
Decreased -6.53%
0.68%
$2.227M
70,276 shares@ $31.69 avg price