John Hayes

@Longview Wealth Management

Latest period2024 - Q4

Reported3d ago

Managed Assets$328.111M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SOSouthern Co Recent Activity Increased 0.04%	1.03%	$3.349M 40,678 shares@ $82.33 avg price	Increased 0.04%
KOCoca Cola Co Recent Activity Increased 13.4%	0.94%	$3.062M 49,182 shares@ $62.26 avg price	Increased 13.4%
NVDANvidia Corporation Recent Activity Increased 0.23%	0.87%	$2.835M 21,114 shares@ $134.29 avg price	Increased 0.23%
VEAVanguard Tax-managed Fds Recent Activity Increased 0.93%	0.68%	$2.212M 46,247 shares@ $47.82 avg price	Increased 0.93%
IYWIshares Tr Recent Activity Increased 0.43%	0.64%	$2.089M 13,094 shares@ $159.53 avg price	Increased 0.43%
AFLAflac Inc Recent Activity Increased 0.06%	0.62%	$2.008M 19,411 shares@ $103.44 avg price	Increased 0.06%
CGGOCapital Group Gbl Growth Eqt Recent Activity Increased 11.94%	0.58%	$1.897M 64,906 shares@ $29.23 avg price	Increased 11.94%
ORealty Income Corp Recent Activity Increased 39.03%	0.58%	$1.879M 35,188 shares@ $53.41 avg price	Increased 39.03%
CGCPCapital Grp Fixed Incm Etf T Recent Activity Increased 17.73%	0.58%	$1.875M 84,461 shares@ $22.2 avg price	Increased 17.73%
SUBIshares Tr Recent Activity Increased 0.74%	0.5%	$1.64M 15,548 shares@ $105.48 avg price	Increased 0.74%