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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
BSMBlack Stone Minerals L P
Recent Activity
Decreased -44.71%
0.08%
$231,326
15,844 shares@ $14.61 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.18%
0.08%
$229,971
4,398 shares@ $52.29 avg price
VDEVanguard World Fd
Recent Activity
Decreased -35.94%
0.07%
$224,763
1,853 shares@ $121.3 avg price
ALLEAllegion Plc
Recent Activity
Decreased -0.52%
0.07%
$222,156
1,700 shares@ $130.68 avg price
CATCaterpillar Inc
Recent Activity
Decreased -7.66%
0.07%
$218,272
602 shares@ $362.58 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -8.79%
0.07%
$215,489
1,784 shares@ $120.79 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.83%
0.07%
$206,238
1,782 shares@ $115.74 avg price
LVHILegg Mason Etf Invt
Recent Activity
Decreased -10.64%
0.07%
$205,173
6,723 shares@ $30.52 avg price