test

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
JNJJohnson & Johnson
Recent Activity
Decreased -1.9%
0.65%
$2.132M
14,745 shares@ $144.62 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.65%
0.59%
$1.916M
21,201 shares@ $90.36 avg price
SMMUPimco Etf Tr
Recent Activity
Decreased -5.41%
0.51%
$1.655M
33,204 shares@ $49.84 avg price
MGCVanguard World Fd
Recent Activity
Decreased -2.6%
0.44%
$1.422M
6,687 shares@ $212.65 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -0.98%
0.42%
$1.371M
10,404 shares@ $131.77 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -9.54%
0.38%
$1.244M
28,243 shares@ $44.05 avg price
AGGIshares Tr
Recent Activity
Decreased -12.69%
0.38%
$1.222M
12,613 shares@ $96.91 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -4.42%
0.37%
$1.204M
6,777 shares@ $177.7 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -4.23%
0.35%
$1.12M
5,649 shares@ $198.19 avg price
USMVIshares Tr
Recent Activity
Decreased -2.06%
0.31%
$994,770
11,204 shares@ $88.79 avg price