test

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
ETEnergy Transfer L P
Recent Activity
Decreased -0.18%
0.2%
$647,469
33,051 shares@ $19.59 avg price
WELLWelltower Inc
Recent Activity
Decreased -3.22%
0.2%
$627,356
4,978 shares@ $126.03 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -0.88%
0.16%
$519,854
2,242 shares@ $231.88 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -4.29%
0.15%
$485,816
2,070 shares@ $234.7 avg price
BLVVanguard Bd Index Fds
Recent Activity
Decreased -1.07%
0.15%
$476,402
6,962 shares@ $68.43 avg price
CVXChevron Corp New
Recent Activity
Decreased -11.96%
0.15%
$468,910
3,237 shares@ $144.86 avg price
VVisa Inc
Recent Activity
Decreased -0.07%
0.14%
$448,777
1,420 shares@ $316.05 avg price
DISDisney Walt Co
Recent Activity
Decreased -2.33%
0.14%
$447,362
4,018 shares@ $111.34 avg price
RIORio Tinto Plc
Recent Activity
Decreased -7.58%
0.14%
$440,629
7,492 shares@ $58.82 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -2.4%
0.14%
$435,231
9,599 shares@ $45.35 avg price