Longview Wealth Management Top Holdings and 13F Report (2024) → The 7th Trillion Dollar Company? (From The Oxford Club) (Ad) About Longview Wealth ManagementInvestment ActivityLongview Wealth Management has $252.30 million in total holdings as of March 31, 2024.Longview Wealth Management owns shares of 176 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 8.04% of the portfolio was purchased this quarter.About 2.85% of the portfolio was sold this quarter.This quarter, Longview Wealth Management has purchased 170 new stocks and bought additional shares in 72 stocks.Longview Wealth Management sold shares of 72 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $14,798,195Home Depot $14,769,331Apple $11,828,063Genuine Parts $11,652,420iShares Morningstar Growth ETF $8,467,871 Largest New Holdings this Quarter CAPITAL GROUP CORE BALANCED $512,132 HoldingMicroStrategy $340,912 HoldingCapital Group U.S. Multi-Sector Income ETF $232,436 HoldingSPDR Portfolio Intermediate Term Treasury ETF $219,100 HoldingEnergy Select Sector SPDR Fund $214,947 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 31,511 shares (about $2.42M)iShares Core MSCI EAFE ETF 27,108 shares (about $2.01M)Fidelity Total Bond ETF 42,069 shares (about $1.91M)Capital Group Growth ETF 58,998 shares (about $1.89M)iShares Morningstar Growth ETF 17,823 shares (about $1.35M) Largest Sales this Quarter Schwab U.S. TIPS ETF 10,234 shares (about $533.81K)Vanguard Mid-Cap ETF 1,957 shares (about $489.01K)Apple 2,585 shares (about $443.28K)Home Depot 877 shares (about $336.42K)Coca-Cola 4,530 shares (about $277.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLongview Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$14,798,195$647,056 ▲4.6%183,5325.9%ETFHDHome Depot$14,769,331$336,416 ▼-2.2%38,5025.9%Retail/WholesaleAAPLApple$11,828,063$443,278 ▼-3.6%68,9764.7%Computer and TechnologyGPCGenuine Parts$11,652,4200.0%75,2114.6%Auto/Tires/TrucksILCGiShares Morningstar Growth ETF$8,467,871$1,345,279 ▲18.9%112,1873.4%ETFVUGVanguard Growth ETF$7,132,289$256,778 ▲3.7%20,7212.8%ETFCGGRCapital Group Growth ETF$7,013,529$1,887,349 ▲36.8%219,2412.8%ETFSCHXSchwab US Large-Cap ETF$5,624,230$719,769 ▲14.7%90,6262.2%ETFICSHBlackRock Ultra Short-Term Bond ETF$5,329,692$524,359 ▲10.9%105,4132.1%ETFVTVVanguard Value ETF$5,001,866$210,901 ▲4.4%30,7132.0%ETFVBVanguard Small-Cap ETF$4,972,859$238,425 ▼-4.6%21,7542.0%ETFMSFTMicrosoft$4,830,792$79,097 ▼-1.6%11,4821.9%Computer and TechnologyQQQInvesco QQQ Trust$4,563,094$7,992 ▼-0.2%10,2771.8%FinanceFBNDFidelity Total Bond ETF$4,547,328$1,906,153 ▲72.2%100,3601.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,422,244$237,563 ▲5.7%111,5041.8%ETFIEFAiShares Core MSCI EAFE ETF$4,142,150$2,011,959 ▲94.4%55,8091.6%ETFUPSUnited Parcel Service$4,022,439$14,863 ▼-0.4%27,0631.6%TransportationFEIFirst Trust MLP and Energy Income Fund$3,914,425$61,724 ▼-1.6%404,8011.6%Financial ServicesBSVVanguard Short-Term Bond ETF$3,764,284$2,415,959 ▲179.2%49,0971.5%ETFAMZNAmazon.com$3,563,948$51,408 ▼-1.4%19,7581.4%Retail/WholesaleBRK.BBerkshire Hathaway$3,097,476$34,061 ▲1.1%7,3661.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$3,081,694$195,915 ▲6.8%33,2371.2%ETFSOSouthern$2,880,434$142,476 ▼-4.7%40,1511.1%UtilitiesXOMExxon Mobil$2,678,859$253,286 ▼-8.6%23,0461.1%Oils/EnergyCGDVCapital Group Dividend Value ETF$2,501,178$225,876 ▲9.9%76,9591.0%ETFJNJJohnson & Johnson$2,326,729$50,622 ▼-2.1%14,7080.9%MedicalVTIVanguard Total Stock Market ETF$2,286,270$520 ▲0.0%8,7970.9%ETFVEAVanguard FTSE Developed Markets ETF$2,263,936$407,283 ▲21.9%45,1250.9%ETFVOOVanguard S&P 500 ETF$2,205,272$268,209 ▲13.8%4,5880.9%ETFSCHYSchwab International Dividend Equity ETF$2,199,438$638,597 ▲40.9%90,6610.9%ETFKOCoca-Cola$2,104,587$277,145 ▼-11.6%34,4000.8%Consumer StaplesREAVES UTIL INCOME FD$2,030,991$23,374 ▼-1.1%75,3330.8%COM SH BEN INTCGXUCapital Group International Focus Equity ETF$1,909,3320.0%74,0630.8%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,891,3100.0%37,9020.7%ETFIYWiShares U.S. Technology ETF$1,832,575$5,402 ▼-0.3%13,5690.7%ManufacturingFIDELITY COVINGTON TRUST$1,809,990$53,964 ▼-2.9%59,2660.7%ENHANCED MIDMGKVanguard Mega Cap Growth ETF$1,671,626$57,899 ▲3.6%5,8320.7%ETFNVDANVIDIA$1,614,675$14,457 ▲0.9%1,7870.6%Computer and TechnologySCHPSchwab U.S. TIPS ETF$1,603,366$533,812 ▼-25.0%30,7390.6%ETFVWOVanguard Emerging Markets Stock Index Fund$1,509,313$144,774 ▼-8.8%36,1340.6%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,505,4130.0%42,2750.6%ETFCHDChurch & Dwight$1,492,017$106,915 ▼-6.7%14,3040.6%Consumer StaplesVOVanguard Mid-Cap ETF$1,473,032$489,012 ▼-24.9%5,8950.6%ETFCGCPCapital Group Core Plus Income ETF$1,349,856$88,224 ▲7.0%60,1000.5%ETFXLIIndustrial Select Sector SPDR Fund$1,317,371$10,202 ▲0.8%10,4590.5%ETFAFLAflac$1,295,651$1,374 ▲0.1%15,0900.5%FinanceABBVAbbVie$1,282,315$120,183 ▼-8.6%7,0420.5%MedicalMGCVanguard Mega Cap ETF$1,215,792$14,576 ▲1.2%6,5060.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,182,885$12,144 ▲1.0%12,0780.5%FinanceFIDELITY COVINGTON TRUST$1,145,419$8,422 ▲0.7%40,1200.5%ENHANCED INTLVBRVanguard Small-Cap Value ETF$1,087,576$67,158 ▲6.6%5,6680.4%ETFPGProcter & Gamble$1,067,813$12,007 ▼-1.1%6,5810.4%Consumer StaplesCGGOCapital Group Global Growth Equity ETF$1,061,540$370,685 ▲53.7%36,8590.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,059,838$175,133 ▲19.8%13,9490.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,017,603$87,343 ▼-7.9%12,1750.4%ETFPFFiShares Preferred and Income Securities ETF$939,060$11,506 ▲1.2%29,1360.4%ETFGOOGLAlphabet$934,559$23,696 ▲2.6%6,1920.4%Computer and TechnologyWMTWalmart$931,559$627,939 ▲206.8%15,4820.4%Retail/WholesaleBNDXVanguard Total International Bond ETF$930,903$283,772 ▲43.9%18,9250.4%ETFORealty Income$891,045$19,152 ▲2.2%16,4700.4%FinanceVIGVanguard Dividend Appreciation ETF$874,017$79,074 ▼-8.3%4,7860.3%ETFRSPInvesco S&P 500 Equal Weight ETF$869,823$20,492 ▲2.4%5,1360.3%ETFMETAMeta Platforms$855,614$10,683 ▲1.3%1,7620.3%Computer and TechnologyGMEDGlobus Medical$826,056$148,315 ▼-15.2%15,4000.3%MedicalGOOGAlphabet$822,965$38,370 ▼-4.5%5,4050.3%Computer and TechnologyVVVanguard Large-Cap ETF$812,678$5,274 ▼-0.6%3,3900.3%ETFDUKDuke Energy$800,357$33,171 ▼-4.0%8,2760.3%UtilitiesCVXChevron$790,941$59,155 ▼-7.0%5,0140.3%Oils/EnergySCZiShares MSCI EAFE Small-Cap ETF$788,332$5,193 ▲0.7%12,4480.3%ETFIWBiShares Russell 1000 ETF$779,902$196,415 ▲33.7%2,7080.3%ETFIVWiShares S&P 500 Growth ETF$772,710$239,387 ▼-23.7%9,1510.3%ETFPEPPepsiCo$752,434$98,014 ▲15.0%4,2990.3%Consumer StaplesCGMUCapital Group Municipal Income ETF$745,476$99,937 ▲15.5%27,6000.3%ETFCOSTCostco Wholesale$739,878$5,128 ▼-0.7%1,0100.3%Retail/WholesaleTAT&T$722,145$175,208 ▼-19.5%41,0310.3%Computer and TechnologyJPMJPMorgan Chase & Co.$711,995$28,840 ▼-3.9%3,5550.3%FinanceVXFVanguard Extended Market ETF$709,3180.0%4,0470.3%ETFNOBLProShares S&P 500 Aristocrats ETF$664,7430.0%6,5550.3%ETFMCDMcDonald's$663,682$2,256 ▲0.3%2,3540.3%Retail/WholesaleAXPAmerican Express$655,617$76,060 ▼-10.4%2,8790.3%FinanceRIORio Tinto Group$653,764$13,449 ▼-2.0%10,2570.3%Basic MaterialsBXCBlueLinx$637,1340.0%4,8920.3%ConstructionHDViShares Core High Dividend ETF$629,6300.0%5,7130.2%ETFAAgilent Technologies$629,6220.0%4,3270.2%Computer and TechnologyCGUSCapital Group Core Equity ETF$591,780$113,981 ▲23.9%18,9920.2%ETFXLREReal Estate Select Sector SPDR Fund$578,209$145,669 ▼-20.1%14,6270.2%ETFIVViShares Core S&P 500 ETF$559,338$26,810 ▲5.0%1,0640.2%ETFNSCNorfolk Southern$555,965$8,157 ▼-1.4%2,1810.2%TransportationVYMVanguard High Dividend Yield ETF$549,944$24,805 ▲4.7%4,5450.2%ETFFDVVFidelity High Dividend ETF$547,975$60,715 ▲12.5%12,0940.2%ETFDISWalt Disney$535,324$13,215 ▼-2.4%4,3750.2%Consumer DiscretionaryBSMBlack Stone Minerals$527,420$11,665 ▼-2.2%33,0050.2%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$524,015$187,417 ▼-26.3%10,1550.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$519,300$178,288 ▲52.3%18,5860.2%ETFABTAbbott Laboratories$513,898$46,832 ▼-8.4%4,5210.2%MedicalETEnergy Transfer$513,459$17,586 ▼-3.3%32,6420.2%Oils/EnergyCAPITAL GROUP CORE BALANCED$512,132$512,132 ▲New Holding17,5930.2%SHSMDYVSPDR S&P 400 Mid Cap Value ETF$510,063$38,762 ▲8.2%6,7110.2%ETFKEYSKeysight Technologies$504,1690.0%3,2240.2%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$501,161$18,735 ▲3.9%2,6750.2%ETFShowing largest 100 holdings. 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