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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
IQLTIshares Tr
Recent Activity
Increased 27.34%
1.96%
$6.413M
172,752 shares@ $37.13 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 3.62%
1.94%
$6.34M
82,048 shares@ $77.28 avg price
ICSHIshares Tr
Recent Activity
Increased 1.3%
1.81%
$5.921M
117,409 shares@ $50.43 avg price
IEFAIshares Tr
Recent Activity
Increased 12.34%
1.81%
$5.91M
84,091 shares@ $70.29 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.42%
1.71%
$5.603M
10,960 shares@ $511.26 avg price
VBVanguard Index Fds
Recent Activity
Increased 2.57%
1.6%
$5.218M
21,715 shares@ $240.28 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 9.17%
1.53%
$4.998M
141,749 shares@ $35.27 avg price
EIPIFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.06%
1.32%
$4.324M
221,841 shares@ $19.49 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 330.56%
1.32%
$4.322M
155,079 shares@ $27.87 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -6.99%
1.32%
$4.316M
10,238 shares@ $421.52 avg price