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Home > Institutional Investor > Longview Wealth Management > Profile

Instuitional Investor - Longview Wealth Management

Fund Profile
Filing Period:
Fund Name: Longview Wealth Management
Portfolio Value $223,983,763
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Home Depot Inc.
 HD 39,379 $13,632,583 6.08%
2.
Schwab Strategic Trust
 FNDF 175,507 $13,410,509 5.98%
3.
Apple Inc.
 AAPL 71,561 $13,248,771 5.91%
4.
Genuine Parts Co
 GPC 75,211 $10,318,931 4.6%
5.
Ishares Trust
 IEF 94,364 $6,356,657 2.83%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)