Longview Financial Advisors, Inc. Portfolio Holdings
Q3 2025•44 long positions•$129.7M portfolio value
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Holding44 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.8M 10.67% | -$2.1M Sold | — 313.1K shares | 361.5K → 313.1K −$2.1M | -13.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.3M 9.48% | -$3.6M Sold | — 214.1K shares | 277.0K → 214.1K −$3.6M | -22.72% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.0M 9.29% | -$3.2M Sold | — 106.0K shares | 134.4K → 106.0K −$3.2M | -21.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.7M 9.0% | -$1.8M Sold | — 374.3K shares | 431.6K → 374.3K −$1.8M | -13.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.3M 8.68% | -$1.6M Sold | — 309.0K shares | 353.4K → 309.0K −$1.6M | -12.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.8M 6.05% | +$6.8M Bought | — 68.9K shares | 8.9K → 68.9K +$6.8M | +673.26% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.6M 5.84% | +$5.8M Bought | — 170.8K shares | 40.2K → 170.8K +$5.8M | +325.16% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.5M 5.78% | +$84.6K Bought | — 167.7K shares | 165.8K → 167.7K +$84.6K | +1.14% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.4M 4.9% | +$5.9M Bought | — 210.6K shares | 15.3K → 210.6K +$5.9M | +1,279.67% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.3M 4.08% | +$31.6K Bought | — 189.1K shares | 188.0K → 189.1K +$31.6K | +0.6% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.7M 2.89% | +$64.3K Bought | — 137.2K shares | 134.8K → 137.2K +$64.3K | +1.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.3M 2.55% | +$94.4K Bought | — 122.9K shares | 119.4K → 122.9K +$94.4K | +2.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.0M 2.33% | +$666.2 Bought | — 4.5K shares | 4.5K → 4.5K +$666.2 | +0.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.0M 2.32% | -$64.5K Sold | — 60.1K shares | 61.4K → 60.1K −$64.5K | -2.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 1.8% | +$208.0 Bought | — 44.8K shares | 44.8K → 44.8K +$208.0 | +0.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 1.19% | -$61.9K Sold | — 25.5K shares | 26.6K → 25.5K −$61.9K | -3.87% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 1.18% | -$4.6K Sold | — 42.8K shares | 42.9K → 42.8K −$4.6K | -0.3% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 1.07% | -$25.5K Sold | — 20.1K shares | 20.5K → 20.1K −$25.5K | -1.81% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.2M 0.94% | — | 0.0% 1.6K shares | — | — | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.927% | -$24.6K Sold | — 12.1K shares | 12.3K → 12.1K −$24.6K | -2.0% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.923% | -$764.9K Sold | — 23.8K shares | 39.0K → 23.8K −$764.9K | -38.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.905% | -$30.4K Sold | — 19.8K shares | 20.3K → 19.8K −$30.4K | -2.53% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.863% | -$19.4K Sold | — 3.8K shares | 3.9K → 3.8K −$19.4K | -1.7% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.0M 0.805% | -$2.1K Sold | — 25.4K shares | 25.4K → 25.4K −$2.1K | -0.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $961.5K 0.741% | — | — 5.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $578.1K 0.446% | +$79.9K Bought | — 7.3K shares | 6.3K → 7.3K +$79.9K | +16.05% | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $551.4K 0.425% | +$824.6 Bought | 0.0% 5.4K shares | 5.3K → 5.4K +$824.6 | +0.15% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $537.2K 0.414% | — | — 802.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Insurance - Brokers Financial Services | $465.2K 0.359% | — | 0.001% 1.5K shares | — | — | $79.4B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $437.6K 0.337% | -$15.7K Sold | — 2.3K shares | 2.4K → 2.3K −$15.7K | -3.47% | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $408.8K 0.315% | -$18.8K Sold | 0.0% 4.3K shares | 4.5K → 4.3K −$18.8K | -4.39% | $104.25B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $357.2K 0.275% | — | — 9.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $305.6K 0.236% | — | 0.001% 5.0K shares | — | — | $52.2B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $304.5K 0.235% | — | — 2.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $279.7K 0.216% | +$241.5 Bought | — 2.3K shares | 2.3K → 2.3K +$241.5 | +0.09% | — — | Q1 2025 Held for 8 months | |
Tobacco Consumer Defensive | $259.5K 0.2% | — | 0.0% 1.6K shares | — | — | $252.48B Mega Cap | Q3 2024 Held for 1y 2m | |
Staffing & Employment Services Industrials | $252.7K 0.195% | — | 0.0% 861.0 shares | — | — | $118.89B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $234.2K 0.181% | +$826.7 Bought | — 1.1K shares | 1.1K → 1.1K +$826.7 | +0.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $230.0K 0.177% | -$62.1K Sold | — 930.0 shares | 1.2K → 930.0 −$62.1K | -21.25% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $224.1K 0.173% | -$7.4K Sold | — 10.2K shares | 10.6K → 10.2K −$7.4K | -3.19% | — — | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $213.2K 0.164% | +$213.2K Bought | 0.0% 427.0 shares | — | — | $116.55B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $206.0K 0.159% | +$206.0K Bought | — 2.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $205.7K 0.159% | +$205.7K New | 0.0% 2.6K shares | 0 → 2.6K +$205.7K | New | $47.7B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $202.6K 0.156% | +$202.6K New | 0.0% 403.0 shares | 0 → 403.0 +$202.6K | New | $1.08T Mega Cap | Q3 2025 Held for 2 months |
