LongView Wealth Management Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$330.3B
Holdings
215
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (215 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AVGOBROADCOM INC | 2,246 | $619.2M | 0.19% | |
| 102 | MTUMISHARES TR | 2,555 | $614.1M | 0.19% | |
| 103 | PCNPIMCO CORPORATE & INCM STRG | 48,358 | $613.7M | 0.19% | |
| 104 | SCHVSCHWAB STRATEGIC TR | 21,866 | $605.0M | 0.18% | |
| 105 | PEPPEPSICO INC | 4,574 | $603.9M | 0.18% | |
| 106 | ABTABBOTT LABS | 4,393 | $597.5M | 0.18% | |
| 107 | ETENERGY TRANSFER L P | 32,540 | $590.0M | 0.18% | |
| 108 | FHLCFIDELITY COVINGTON TRUST | 8,847 | $565.8M | 0.17% | |
| 109 | FNCLFIDELITY COVINGTON TRUST | 7,562 | $559.9M | 0.17% | |
| 110 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 19,349 | $557.4M | 0.17% | |
| 111 | VVVANGUARD INDEX FDS | 1,921 | $548.1M | 0.17% | |
| 112 | VXFVANGUARD INDEX FDS | 2,747 | $529.4M | 0.16% | |
| 113 | KEYSKEYSIGHT TECHNOLOGIES INC | 3,224 | $528.3M | 0.16% | |
| 114 | IWFISHARES TR | 1,231 | $522.6M | 0.16% | |
| 115 | BACBANK AMERICA CORP | 11,035 | $522.2M | 0.16% | |
| 116 | NSCNORFOLK SOUTHN CORP | 2,030 | $519.6M | 0.16% | |
| 117 | AG8AGILENT TECHNOLOGIES INC | 4,327 | $510.6M | 0.15% | |
| 118 | FASTFASTENAL CO | 12,148 | $510.2M | 0.15% | |
| 119 | XLFSELECT SECTOR SPDR TR | 9,511 | $498.1M | 0.15% | |
| 120 | BXCBLUELINX HLDGS INC | 6,473 | $481.5M | 0.15% | |
| 121 | ACWXISHARES TR | 7,872 | $479.7M | 0.15% | |
| 122 | CWBSPDR SERIES TRUST | 5,712 | $472.2M | 0.14% | |
| 123 | IUSBISHARES TR | 10,213 | $472.2M | 0.14% | |
| 124 | DGROISHARES TR | 7,362 | $470.7M | 0.14% | |
| 125 | VVISA INC | 1,293 | $459.1M | 0.14% | |
| 126 | PKGPACKAGING CORP AMER | 2,408 | $453.8M | 0.14% | |
| 127 | CGMMCAPITAL GROUP EQUITY ETF TR | 16,861 | $453.2M | 0.14% | |
| 128 | IWDISHARES TR | 2,316 | $449.7M | 0.14% | |
| 129 | BIVVANGUARD BD INDEX FDS | 5,797 | $448.3M | 0.14% | |
| 130 | IWPISHARES TR | 3,223 | $447.0M | 0.14% | |
| 131 | QUALISHARES TR | 2,434 | $445.0M | 0.13% | |
| 132 | PPAINVESCO EXCHANGE TRADED FD T | 3,059 | $433.5M | 0.13% | |
| 133 | RIORIO TINTO PLC | 7,415 | $432.5M | 0.13% | |
| 134 | XLFISELECT SECTOR SPDR TR | 5,322 | $430.9M | 0.13% | |
| 135 | VBKVANGUARD INDEX FDS | 1,548 | $428.8M | 0.13% | |
| 136 | IWBISHARES TR | 1,253 | $425.6M | 0.13% | |
| 137 | MDYVSPDR SERIES TRUST | 5,230 | $415.4M | 0.13% | |
| 138 | PLTRPALANTIR TECHNOLOGIES INC | 2,948 | $401.9M | 0.12% | |
| 139 | FEGERBB FUND TRUST | 9,932 | $401.0M | 0.12% | |
| 140 | ADPAUTOMATIC DATA PROCESSING IN | 1,277 | $394.0M | 0.12% | |
| 141 | VIGIVANGUARD WHITEHALL FDS | 4,297 | $387.2M | 0.12% | |
| 142 | MBBISHARES TR | 4,011 | $376.6M | 0.11% | |
| 143 | BLVVANGUARD BD INDEX FDS | 5,392 | $375.0M | 0.11% | |
| 144 | ESMLISHARES TR | 9,031 | $373.2M | 0.11% | |
| 145 | VMBSVANGUARD SCOTTSDALE FDS | 8,021 | $371.7M | 0.11% | |
| 146 | VOEVANGUARD INDEX FDS | 2,245 | $369.2M | 0.11% | |
| 147 | BSCRINVESCO EXCH TRD SLF IDX FD | 18,700 | $367.5M | 0.11% | |
| 148 | IVEISHARES TR | 1,875 | $366.4M | 0.11% | |
| 149 | DISDISNEY WALT CO | 2,920 | $362.1M | 0.11% | |
| 150 | CVXCHEVRON CORP NEW | 2,521 | $361.0M | 0.11% | |
| 151 | AQLTISHARES TR | 2,687 | $356.9M | 0.11% | |
| 152 | AEEAMEREN CORP | 3,662 | $351.7M | 0.11% | |
| 153 | IOOISHARES TR | 3,195 | $344.4M | 0.10% | |
| 154 | NGGNATIONAL GRID PLC | 4,572 | $340.2M | 0.10% | |
| 155 | IHDGWISDOMTREE TR | 7,500 | $337.9M | 0.10% | |
| 156 | LLYELI LILLY & CO | 429 | $334.1M | 0.10% | |
| 157 | AZOAUTOZONE INC | 88 | $326.7M | 0.10% | |
| 158 | SIHYHARBOR ETF TRUST | 7,070 | $325.9M | 0.10% | |
| 159 | ELVELEVANCE HEALTH INC | 827 | $321.5M | 0.10% | |
| 160 | UNHUNITEDHEALTH GROUP INC | 1,029 | $321.0M | 0.10% | |
| 161 | BNDVANGUARD BD INDEX FDS | 4,326 | $318.5M | 0.10% | |
| 162 | EPDENTERPRISE PRODS PARTNERS L | 10,120 | $313.8M | 0.10% | |
| 163 | FSTAFIDELITY COVINGTON TRUST | 6,127 | $313.4M | 0.09% | |
| 164 | SBUXSTARBUCKS CORP | 3,397 | $311.3M | 0.09% | |
| 165 | AJGGALLAGHER ARTHUR J & CO | 959 | $306.9M | 0.09% | |
| 166 | IJHISHARES TR | 4,919 | $305.1M | 0.09% | |
| 167 | CSCOCISCO SYS INC | 4,359 | $302.4M | 0.09% | |
| 168 | SCHWSCHWAB CHARLES CORP | 3,309 | $301.9M | 0.09% | |
| 169 | IMCGISHARES TR | 3,684 | $295.6M | 0.09% | |
| 170 | CMCSACOMCAST CORP NEW | 8,256 | $294.6M | 0.09% | |
| 171 | BEPCBROOKFIELD RENEWABLE CORP | 8,936 | $292.9M | 0.09% | |
| 172 | SHWSHERWIN WILLIAMS CO | 839 | $288.1M | 0.09% | |
| 173 | DGRWWISDOMTREE TR | 3,396 | $284.4M | 0.09% | |
| 174 | IUSVISHARES TR | 3,004 | $284.3M | 0.09% | |
| 175 | GEGE AEROSPACE | 1,088 | $280.1M | 0.08% | |
| 176 | VTEBVANGUARD MUN BD FDS | 5,702 | $279.6M | 0.08% | |
| 177 | SCZISHARES TR | 3,796 | $275.9M | 0.08% | |
| 178 | EFVISHARES TR | 4,341 | $275.6M | 0.08% | |
| 179 | CGXUCAPITAL GROUP INTL FOCUS EQT | 10,072 | $273.3M | 0.08% | |
| 180 | DALDELTA AIR LINES INC DEL | 5,456 | $268.3M | 0.08% | |
| 181 | NEENEXTERA ENERGY INC | 3,864 | $268.2M | 0.08% | |
| 182 | TSCOTRACTOR SUPPLY CO | 4,985 | $263.1M | 0.08% | |
| 183 | SPYSPDR S&P 500 ETF TR | 417 | $257.9M | 0.08% | |
| 184 | PFDFLAHERTY & CRUMRINE PFD INCO | 22,780 | $257.6M | 0.08% | |
| 185 | IBMINTERNATIONAL BUSINESS MACHS | 874 | $257.6M | 0.08% | |
| 186 | MOALTRIA GROUP INC | 4,334 | $254.1M | 0.08% | |
| 187 | MAMASTERCARD INCORPORATED | 452 | $254.0M | 0.08% | |
| 188 | BACVERIZON COMMUNICATIONS INC | 5,786 | $250.3M | 0.08% | |
| 189 | LMTLOCKHEED MARTIN CORP | 537 | $248.8M | 0.08% | |
| 190 | GSLCGOLDMAN SACHS ETF TR | 2,030 | $246.4M | 0.07% | |
| 191 | ALLEALLEGION PLC | 1,700 | $245.0M | 0.07% | |
| 192 | COPCONOCOPHILLIPS | 2,698 | $242.1M | 0.07% | |
| 193 | VOOGVANGUARD ADMIRAL FDS INC | 608 | $241.1M | 0.07% | |
| 194 | VLOVALERO ENERGY CORP | 1,791 | $240.7M | 0.07% | |
| 195 | FBTCFIDELITY WISE ORIGIN BITCOIN | 2,555 | $240.1M | 0.07% | |
| 196 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,721 | $239.2M | 0.07% | |
| 197 | VGTVANGUARD WORLD FD | 360 | $238.8M | 0.07% | |
| 198 | CATCATERPILLAR INC | 602 | $233.8M | 0.07% | |
| 199 | MINTPIMCO ETF TR | 2,314 | $232.7M | 0.07% | |
| 200 | IJRISHARES TR | 2,096 | $229.1M | 0.07% |