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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 249.97%
6.39%
$20.966M
767,433 shares@ $27.32 avg price
AAPLApple Inc
Recent Activity
Decreased -1.83%
4.98%
$16.338M
65,244 shares@ $250.43 avg price
HDHome Depot Inc
Recent Activity
Increased 0.42%
4.7%
$15.389M
39,562 shares@ $388.99 avg price
ILCGIshares Tr
Recent Activity
Increased 3.84%
3.9%
$12.784M
142,676 shares@ $89.61 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 4.91%
3.39%
$11.094M
298,455 shares@ $37.17 avg price
GPCGenuine Parts Co
Recent Activity
Increased 7.32%
3.01%
$9.846M
84,328 shares@ $116.77 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.38%
2.82%
$9.224M
22,473 shares@ $410.44 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 208.3%
2.79%
$9.123M
393,589 shares@ $23.19 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 8.29%
2.14%
$7.019M
156,430 shares@ $44.88 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.2%
2.07%
$6.774M
40,009 shares@ $169.31 avg price