John Hayes

@Longview Wealth Management

Latest period2024 - Q4

Reported4d ago

Managed Assets$328.111M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ABTAbbott Labs Recent Activity Increased 1.91%	0.17%	$526,652 4,656 shares@ $113.12 avg price	Increased 1.91%
BIVVanguard Bd Index Fds Recent Activity Increased 20.3%	0.16%	$524,053 7,013 shares@ $74.73 avg price	Increased 20.3%
STIPIshares Tr Recent Activity Increased 1.28%	0.16%	$509,790 5,067 shares@ $100.61 avg price	Increased 1.28%
FNCLFidelity Covington Trust Recent Activity Increased 32.94%	0.14%	$454,644 6,620 shares@ $68.68 avg price	Increased 32.94%
CWBSpdr Ser Tr Recent Activity Increased 0.57%	0.14%	$442,227 5,678 shares@ $77.89 avg price	Increased 0.57%
FASTFastenal Co Recent Activity Increased 0.47%	0.14%	$431,954 6,007 shares@ $71.91 avg price	Increased 0.47%
WFCWells Fargo Co New Recent Activity Increased 0.37%	0.14%	$427,213 6,082 shares@ $70.25 avg price	Increased 0.37%
RFRegions Financial Corp New Recent Activity Increased 0.16%	0.14%	$426,890 18,150 shares@ $23.53 avg price	Increased 0.16%
XLPSelect Sector Spdr Tr Recent Activity Increased 0.17%	0.13%	$417,198 5,307 shares@ $78.62 avg price	Increased 0.17%
XLFSelect Sector Spdr Tr Recent Activity Increased 15.59%	0.13%	$408,717 8,457 shares@ $48.33 avg price	Increased 15.59%