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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
METAMeta Platforms Inc
Recent Activity
Decreased -1.91%
0.31%
$991,894
1,694 shares@ $585.54 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -8%
0.31%
$987,014
5,183 shares@ $190.44 avg price
TAt&t Inc
Recent Activity
Decreased -4.19%
0.28%
$896,032
39,351 shares@ $22.78 avg price
PFFIshares Tr
Recent Activity
Decreased -4.66%
0.27%
$861,276
27,394 shares@ $31.45 avg price
VVVanguard Index Fds
Recent Activity
Decreased -4.92%
0.27%
$853,393
3,164 shares@ $269.72 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -6.48%
0.25%
$790,969
4,514 shares@ $175.23 avg price
SCZIshares Tr
Recent Activity
Decreased -5.09%
0.23%
$746,799
12,293 shares@ $60.75 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -0.89%
0.23%
$723,944
4,082 shares@ $177.36 avg price
IWBIshares Tr
Recent Activity
Decreased -4.25%
0.21%
$673,832
2,092 shares@ $322.1 avg price
HDVIshares Tr
Recent Activity
Decreased -4.64%
0.21%
$656,721
5,850 shares@ $112.26 avg price