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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
AMZNAmazon Com Inc
Recent Activity
Decreased -2.23%
1.21%
$3.947M
17,992 shares@ $219.4 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 23.25%
1.1%
$3.604M
108,509 shares@ $33.22 avg price
SCHYSchwab Strategic Tr
Recent Activity
Increased 9.05%
1.08%
$3.513M
151,933 shares@ $23.12 avg price
VOOVanguard Index Fds
Recent Activity
Increased 7.51%
1.06%
$3.457M
6,417 shares@ $538.8 avg price
CGBLCapital Group Core Balanced
Recent Activity
Increased 50.82%
1.04%
$3.401M
108,765 shares@ $31.27 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -0.55%
1.03%
$3.373M
26,748 shares@ $126.11 avg price
SOSouthern Co
Recent Activity
Increased 0.04%
1.03%
$3.349M
40,678 shares@ $82.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
1.02%
$3.322M
7,328 shares@ $453.3 avg price
KOCoca Cola Co
Recent Activity
Increased 13.4%
0.94%
$3.062M
49,182 shares@ $62.26 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.23%
0.87%
$2.835M
21,114 shares@ $134.29 avg price