John Hayes

@Longview Wealth Management

Latest period2024 - Q4

Reported3d ago

Managed Assets$328.111M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPTISpdr Ser Tr Recent Activity Exited	0%	$289,321 9,956 shares@ $29.06 avg price	Exited
GEGe Aerospace Recent Activity Exited	0%	$224,784 1,192 shares@ $188.58 avg price	Exited
BPBp Plc Recent Activity Exited	0%	$206,133 6,567 shares@ $31.39 avg price	Exited
LINLinde Plc Recent Activity Exited	0%	$205,527 431 shares@ $476.87 avg price	Exited
EFAIshares Tr Recent Activity Exited	0%	$203,520 2,434 shares@ $83.62 avg price	Exited