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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
VIGVanguard Specialized Funds
Recent Activity
Increased 6.02%
0.28%
$911,653
4,655 shares@ $195.85 avg price
AXPAmerican Express Co
Recent Activity
Increased 0.34%
0.28%
$896,532
3,021 shares@ $296.77 avg price
IVVIshares Tr
Recent Activity
Increased 3.89%
0.27%
$881,727
1,498 shares@ $588.61 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.06%
0.27%
$857,758
3,578 shares@ $239.74 avg price
GOVTIshares Tr
Recent Activity
Increased 163.66%
0.26%
$836,127
36,385 shares@ $22.98 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
Increased 116.33%
0.26%
$827,363
32,081 shares@ $25.79 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 7.58%
0.24%
$780,740
6,119 shares@ $127.6 avg price
TSLATesla Inc
Recent Activity
Increased 12.9%
0.24%
$770,931
1,909 shares@ $403.85 avg price
PEPPepsico Inc
Recent Activity
Increased 2.18%
0.21%
$677,579
4,456 shares@ $152.06 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 26.88%
0.21%
$675,126
16,600 shares@ $40.68 avg price