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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
FDVVFidelity Covington Trust
Recent Activity
Increased 0.41%
0.21%
$660,699
13,230 shares@ $49.94 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.37%
0.2%
$645,414
2,226 shares@ $289.95 avg price
PCNPimco Corporate & Incm Strg
Recent Activity
Increased 0.62%
0.2%
$645,373
48,090 shares@ $13.43 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 17.41%
0.19%
$592,792
8,599 shares@ $68.94 avg price
DDominion Energy Inc
Recent Activity
Increased 0.91%
0.18%
$585,225
10,866 shares@ $53.86 avg price
IMCGIshares Tr
Recent Activity
Increased 3.94%
0.18%
$574,255
7,603 shares@ $75.54 avg price
MTUMIshares Tr
Recent Activity
Increased 2.02%
0.18%
$564,685
2,729 shares@ $206.93 avg price
BACBank America Corp
Recent Activity
Increased 12.34%
0.18%
$563,554
12,823 shares@ $43.95 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 0.35%
0.17%
$543,103
6,772 shares@ $80.2 avg price
IUSBIshares Tr
Recent Activity
Increased 5.3%
0.17%
$532,617
11,784 shares@ $45.2 avg price