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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
COPConocophillips
Recent Activity
Decreased -5.9%
0.1%
$298,898
3,014 shares@ $99.17 avg price
NGGNational Grid Plc
Recent Activity
Decreased -4.27%
0.09%
$281,057
4,730 shares@ $59.43 avg price
AZOAutozone Inc
Recent Activity
Decreased -6.45%
0.09%
$278,574
87 shares@ $3202.0 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -1.36%
0.09%
$262,508
505 shares@ $519.82 avg price
IWFIshares Tr
Recent Activity
Decreased -26.68%
0.08%
$262,471
654 shares@ $401.34 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -7.58%
0.08%
$260,464
536 shares@ $485.95 avg price
IEMGIshares Inc
Recent Activity
Decreased -17.02%
0.08%
$248,583
4,760 shares@ $52.23 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -7.09%
0.08%
$243,382
3,288 shares@ $74.03 avg price
IBMInternational Business Machs
Recent Activity
Decreased -4.24%
0.08%
$238,359
1,084 shares@ $219.89 avg price
VLOValero Energy Corp
Recent Activity
Decreased -3.86%
0.08%
$231,940
1,892 shares@ $122.59 avg price