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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
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.07%
$215,226
7,781 shares@ $27.67 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.07%
$210,100
2,778 shares@ $75.63 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.07%
$206,183
887 shares@ $232.45 avg price
ESGVVanguard World Fd
Recent Activity
New Position
0.07%
$202,647
1,932 shares@ $104.89 avg price