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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
SCHPSchwab Strategic Tr
Recent Activity
Increased 83.92%
0.4%
$1.302M
50,404 shares@ $25.84 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 18.08%
0.38%
$1.234M
25,159 shares@ $49.05 avg price
CGDGCapital Group Dividend Growe
Recent Activity
Increased 177.22%
0.38%
$1.228M
41,427 shares@ $29.64 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 14.05%
0.38%
$1.225M
45,491 shares@ $26.93 avg price
MUBIshares Tr
Recent Activity
Increased 6.17%
0.34%
$1.105M
10,367 shares@ $106.55 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 200.03%
0.34%
$1.094M
41,952 shares@ $26.07 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.25%
0.34%
$1.083M
6,460 shares@ $167.67 avg price
IVWIshares Tr
Recent Activity
Increased 4.07%
0.32%
$1.04M
10,241 shares@ $101.53 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.91%
0.32%
$1.027M
1,120 shares@ $916.65 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.64%
0.3%
$965,934
5,103 shares@ $189.29 avg price