John Hayes

@Longview Wealth Management

Latest period2024 - Q4

Reported4d 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
VOVanguard Index Fds Recent Activity Increased 0.12%	0.5%	$1.639M 6,204 shares@ $264.14 avg price	Increased 0.12%
VTVanguard Intl Equity Index F Recent Activity Increased 42.52%	0.49%	$1.595M 13,580 shares@ $117.48 avg price	Increased 42.52%
CGXUCapital Group Intl Focus Eqt Recent Activity Increased 0.33%	0.48%	$1.548M 62,761 shares@ $24.68 avg price	Increased 0.33%
CGMSCapital Grp Fixed Incm Etf T Recent Activity Increased 93.86%	0.46%	$1.49M 54,622 shares@ $27.28 avg price	Increased 93.86%
CHDChurch & Dwight Co Inc Recent Activity Increased 0.19%	0.45%	$1.467M 14,014 shares@ $104.72 avg price	Increased 0.19%
CGUSCapital Group Core Equity Et Recent Activity Increased 9.18%	0.44%	$1.441M 41,196 shares@ $34.97 avg price	Increased 9.18%
FENIFidelity Covington Trust Recent Activity Increased 18.97%	0.44%	$1.439M 52,254 shares@ $27.54 avg price	Increased 18.97%
MGKVanguard World Fd Recent Activity Increased 4.5%	0.44%	$1.421M 4,139 shares@ $343.41 avg price	Increased 4.5%
CGSDCapital Grp Fixed Incm Etf T Recent Activity Increased 107.41%	0.43%	$1.402M 54,673 shares@ $25.64 avg price	Increased 107.41%
DUKDuke Energy Corp New Recent Activity Increased 0.47%	0.42%	$1.368M 12,698 shares@ $107.75 avg price	Increased 0.47%