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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
SPTLSpdr Ser Tr
Recent Activity
Decreased -15.07%
0.13%
$403,102
15,391 shares@ $26.2 avg price
IVEIshares Tr
Recent Activity
Decreased -4.3%
0.12%
$381,796
2,000 shares@ $190.9 avg price
IJRIshares Tr
Recent Activity
Decreased -11.88%
0.11%
$351,018
3,047 shares@ $115.21 avg price
CGIECapital Group International
Recent Activity
Decreased -36.63%
0.11%
$330,536
12,015 shares@ $27.52 avg price
MAMastercard Incorporated
Recent Activity
Decreased -3.53%
0.11%
$330,159
627 shares@ $526.57 avg price
DALDelta Air Lines Inc Del
Recent Activity
Decreased -11.46%
0.1%
$327,087
5,406 shares@ $60.51 avg price
SIHYHarbor Etf Trust
Recent Activity
Decreased -19.57%
0.1%
$313,068
6,868 shares@ $45.59 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -7.64%
0.1%
$311,142
4,327 shares@ $71.91 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.34%
0.1%
$303,971
5,135 shares@ $59.2 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -0.78%
0.1%
$301,178
886 shares@ $339.94 avg price