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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
UNHUnitedhealth Group Inc
Recent Activity
New Position
0.19%
$599,255
1,185 shares@ $505.71 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
New Position
0.18%
$586,932
10,202 shares@ $57.54 avg price
CGNGCapital Group New Geography
Recent Activity
New Position
0.14%
$458,702
18,518 shares@ $24.78 avg price
VIGIVanguard Whitehall Fds
Recent Activity
New Position
0.11%
$341,957
4,275 shares@ $79.99 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
New Position
0.11%
$329,288
2,870 shares@ $114.74 avg price
TYGTortoise Energy Infra Corp
Recent Activity
New Position
0.09%
$293,586
6,990 shares@ $42.01 avg price
DGROIshares Tr
Recent Activity
New Position
0.09%
$287,633
4,689 shares@ $61.35 avg price
QUALIshares Tr
Recent Activity
New Position
0.09%
$285,639
1,604 shares@ $178.08 avg price
ACWXIshares Tr
Recent Activity
New Position
0.08%
$259,235
4,970 shares@ $52.16 avg price
DGRWWisdomtree Tr
Recent Activity
New Position
0.08%
$232,302
2,870 shares@ $80.95 avg price