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