LongView Wealth Management Diversified Active

CIK: 0001990190 · Show all filings

Period: Q4 2023 (Next →)

Filing Date: Jan 10, 2024

Total Value ($000): $223,984 (100.0% shares, 0.0% debt)

Holdings (170)

HD HOME DEPOT INC 6.1%
Value ($000) $13,633 Shares 39,379 Est. Cost $293.72 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 6.0%
Value ($000) $13,411 Shares 175,507 Est. Cost $76.41 Unrealized
AAPL APPLE INC 5.9%
Value ($000) $13,249 Shares 71,561 Est. Cost $182.81 Unrealized 0.0%
GPC GENUINE PARTS CO 4.6%
Value ($000) $10,319 Shares 75,211 Est. Cost $128.49 Unrealized 0.0%
ILCG ISHARES TR 2.8%
Value ($000) $6,357 Shares 94,364 Est. Cost $67.36 Unrealized
VUG VANGUARD INDEX FDS 2.8%
Value ($000) $6,161 Shares 19,975 Est. Cost $308.42 Unrealized
ICSH ISHARES TR 2.1%
Value ($000) $4,791 Shares 95,042 Est. Cost $50.40 Unrealized
VB VANGUARD INDEX FDS 2.1%
Value ($000) $4,755 Shares 22,797 Est. Cost $208.60 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 2.0%
Value ($000) $4,492 Shares 160,243 Est. Cost $28.03 Unrealized
SCHX SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,441 Shares 79,028 Est. Cost $56.20 Unrealized
VTV VANGUARD INDEX FDS 2.0%
Value ($000) $4,406 Shares 29,418 Est. Cost $149.78 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $4,385 Shares 11,670 Est. Cost $350.36 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 1.9%
Value ($000) $4,344 Shares 27,163 Est. Cost $134.26 Unrealized 0.0%
QQQ INVESCO QQQ TR 1.9%
Value ($000) $4,177 Shares 10,295 Est. Cost $405.75 Unrealized
IQLT ISHARES TR 1.7%
Value ($000) $3,881 Shares 105,514 Est. Cost $36.78 Unrealized
FIRST TR MLP & ENERGY INCOM 1.6%
Value ($000) $3,573 Shares 411,184 Est. Cost $8.69 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $3,034 Shares 20,043 Est. Cost $140.18 Unrealized 0.0%
SO SOUTHERN CO 1.4%
Value ($000) $3,028 Shares 42,137 Est. Cost $63.75 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $2,673 Shares 7,285 Est. Cost $350.99 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 1.2%
Value ($000) $2,659 Shares 58,291 Est. Cost $45.62 Unrealized
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,572 Shares 31,124 Est. Cost $82.63 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,514 Shares 25,225 Est. Cost $97.59 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,429 Shares 15,028 Est. Cost $143.59 Unrealized 0.0%
KO COCA COLA CO 1.0%
Value ($000) $2,336 Shares 38,930 Est. Cost $53.26 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,127 Shares 40,973 Est. Cost $51.91 Unrealized
REAVES UTIL INCOME FD 0.9%
Value ($000) $2,089 Shares 76,200 Est. Cost $27.42 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.9%
Value ($000) $2,079 Shares 70,009 Est. Cost $29.69 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $2,076 Shares 8,795 Est. Cost $236.00 Unrealized
IEFA ISHARES TR 0.9%
Value ($000) $1,991 Shares 28,701 Est. Cost $69.38 Unrealized
SMMU PIMCO ETF TR 0.8%
Value ($000) $1,897 Shares 37,902 Est. Cost $50.04 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value ($000) $1,805 Shares 7,852 Est. Cost $229.83 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $1,753 Shares 4,030 Est. Cost $435.09 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $1,746 Shares 37,007 Est. Cost $47.19 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.8%
Value ($000) $1,740 Shares 74,063 Est. Cost $23.49 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.7%
Value ($000) $1,658 Shares 61,033 Est. Cost $27.16 Unrealized
IYW ISHARES TR 0.7%
Value ($000) $1,648 Shares 13,609 Est. Cost $121.12 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $1,588 Shares 39,600 Est. Cost $40.09 Unrealized
SCHY SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,575 Shares 64,338 Est. Cost $24.48 Unrealized
CHD CHURCH & DWIGHT CO INC 0.7%
Value ($000) $1,471 Shares 15,329 Est. Cost $89.26 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.6%
Value ($000) $1,450 Shares 5,630 Est. Cost $257.58 Unrealized
FNDF SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,409 Shares 42,275 Est. Cost $33.32 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,352 Shares 17,586 Est. Cost $76.86 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.6%
Value ($000) $1,269 Shares 56,172 Est. Cost $22.60 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,250 Shares 7,702 Est. Cost $135.72 Unrealized 0.0%
AFL AFLAC INC 0.5%
Value ($000) $1,214 Shares 15,074 Est. Cost $76.99 Unrealized 0.0%
AGG ISHARES TR 0.5%
Value ($000) $1,178 Shares 11,954 Est. Cost $98.55 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,160 Shares 10,378 Est. Cost $111.81 Unrealized
MGC VANGUARD WORLD FD 0.5%
Value ($000) $1,086 Shares 6,428 Est. Cost $168.96 Unrealized
FENI FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,046 Shares 39,825 Est. Cost $26.27 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $1,035 Shares 13,220 Est. Cost $78.31 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $994 Shares 6,655 Est. Cost $140.61 Unrealized 0.0%
GMED GLOBUS MED INC 0.4%
Value ($000) $978 Shares 18,165 Est. Cost $48.74 Unrealized 0.0%
O REALTY INCOME CORP 0.4%
Value ($000) $956 Shares 16,116 Est. Cost $46.49 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $941 Shares 1,771 Est. Cost $46.31 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $939 Shares 5,318 Est. Cost $176.61 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $904 Shares 28,779 Est. Cost $31.42 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $895 Shares 11,986 Est. Cost $74.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $884 Shares 5,219 Est. Cost $169.47 Unrealized
T AT&T INC 0.4%
Value ($000) $864 Shares 50,986 Est. Cost $14.21 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $854 Shares 8,619 Est. Cost $83.85 Unrealized 0.0%
GOOGL ALPHABET INC 0.4%
Value ($000) $851 Shares 6,035 Est. Cost $133.35 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $813 Shares 11,644 Est. Cost $69.86 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $806 Shares 5,657 Est. Cost $134.68 Unrealized 0.0%
WMT WALMART INC 0.4%
Value ($000) $804 Shares 5,046 Est. Cost $51.64 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $785 Shares 5,015 Est. Cost $156.58 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $785 Shares 5,389 Est. Cost $137.80 Unrealized 0.0%
SCZ ISHARES TR 0.3%
Value ($000) $752 Shares 12,366 Est. Cost $60.82 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $743 Shares 3,412 Est. Cost $217.64 Unrealized
RIO RIO TINTO PLC 0.3%
Value ($000) $742 Shares 10,468 Est. Cost $70.86 Unrealized
XLRE SELECT SECTOR SPDR TR 0.3%
Value ($000) $724 Shares 18,312 Est. Cost $39.55 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $682 Shares 2,346 Est. Cost $258.68 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $679 Shares 1,017 Est. Cost $573.49 Unrealized 0.0%
IEMG ISHARES INC 0.3%
Value ($000) $677 Shares 13,787 Est. Cost $49.13 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $650 Shares 4,047 Est. Cost $160.70 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.3%
Value ($000) $647 Shares 23,900 Est. Cost $27.09 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $644 Shares 13,156 Est. Cost $48.96 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $631 Shares 3,699 Est. Cost $144.89 Unrealized 0.0%
PEP PEPSICO INC 0.3%
Value ($000) $625 Shares 3,739 Est. Cost $153.75 Unrealized 0.0%
META META PLATFORMS INC 0.3%
Value ($000) $622 Shares 1,740 Est. Cost $323.40 Unrealized 0.0%
NOBL PROSHARES TR 0.3%
Value ($000) $620 Shares 6,555 Est. Cost $94.59 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.3%
Value ($000) $611 Shares 23,988 Est. Cost $25.47 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $600 Shares 3,213 Est. Cost $156.99 Unrealized 0.0%
IUSB ISHARES TR 0.3%
Value ($000) $598 Shares 13,080 Est. Cost $45.71 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $591 Shares 5,713 Est. Cost $103.40 Unrealized
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $565 Shares 4,327 Est. Cost $117.22 Unrealized 0.0%
MBB ISHARES TR 0.2%
Value ($000) $558 Shares 5,987 Est. Cost $93.25 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $556 Shares 4,933 Est. Cost $96.07 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.2%
Value ($000) $548 Shares 33,735 Est. Cost $16.25 Unrealized
BXC BLUELINX HLDGS INC 0.2%
Value ($000) $541 Shares 4,892 Est. Cost $86.73 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $535 Shares 2,277 Est. Cost $237.66 Unrealized 0.0%
IWB ISHARES TR 0.2%
Value ($000) $529 Shares 2,026 Est. Cost $261.34 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $504 Shares 2,213 Est. Cost $200.12 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $488 Shares 3,224 Est. Cost $135.82 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $485 Shares 4,340 Est. Cost $111.77 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $483 Shares 5,569 Est. Cost $71.45 Unrealized 0.0%
IVV ISHARES TR 0.2%
Value ($000) $482 Shares 1,013 Est. Cost $476.01 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $473 Shares 33,760 Est. Cost $14.00 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $454 Shares 10,754 Est. Cost $42.26 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $454 Shares 3,396 Est. Cost $120.61 Unrealized 0.0%
WELL WELLTOWER INC 0.2%
Value ($000) $449 Shares 5,012 Est. Cost $83.03 Unrealized 0.0%
MDYV SPDR SER TR 0.2%
Value ($000) $447 Shares 6,201 Est. Cost $72.04 Unrealized
V VISA INC 0.2%
Value ($000) $442 Shares 1,679 Est. Cost $242.67 Unrealized 0.0%
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $438 Shares 5,971 Est. Cost $73.36 Unrealized
CWB SPDR SER TR 0.2%
Value ($000) $433 Shares 6,094 Est. Cost $71.13 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $431 Shares 15,334 Est. Cost $28.12 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $419 Shares 3,991 Est. Cost $104.88 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $410 Shares 3,478 Est. Cost $117.83 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $405 Shares 5,574 Est. Cost $72.74 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $404 Shares 12,006 Est. Cost $27.61 Unrealized 0.0%
MTUM ISHARES TR 0.2%
Value ($000) $404 Shares 2,575 Est. Cost $156.78 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $403 Shares 954 Est. Cost $397.11 Unrealized 0.0%
IMCG ISHARES TR 0.2%
Value ($000) $402 Shares 6,338 Est. Cost $63.44 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $402 Shares 4,483 Est. Cost $86.20 Unrealized 0.0%
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $398 Shares 3,457 Est. Cost $115.08 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $397 Shares 821 Est. Cost $446.64 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $388 Shares 3,444 Est. Cost $109.73 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $386 Shares 4,143 Est. Cost $92.19 Unrealized 0.0%
SIHY HARBOR ETF TRUST 0.2%
Value ($000) $385 Shares 8,514 Est. Cost $45.18 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $382 Shares 1,729 Est. Cost $39.39 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.2%
Value ($000) $377 Shares 5,474 Est. Cost $68.90 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $370 Shares 8,548 Est. Cost $40.09 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value ($000) $368 Shares 340 Est. Cost $92.23 Unrealized 0.0%
FAST FASTENAL CO 0.2%
Value ($000) $368 Shares 5,878 Est. Cost $28.68 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $364 Shares 9,334 Est. Cost $31.00 Unrealized 0.0%
IVE ISHARES TR 0.2%
Value ($000) $364 Shares 2,090 Est. Cost $173.96 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $351 Shares 7,631 Est. Cost $45.97 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $350 Shares 2,346 Est. Cost $117.86 Unrealized 0.0%
SPTL SPDR SER TR 0.2%
Value ($000) $347 Shares 12,205 Est. Cost $28.44 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $340 Shares 4,490 Est. Cost $75.82 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $337 Shares 3,111 Est. Cost $108.43 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $334 Shares 4,568 Est. Cost $73.06 Unrealized
BP BP PLC 0.1%
Value ($000) $325 Shares 9,302 Est. Cost $34.89 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $320 Shares 16,760 Est. Cost $15.05 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $315 Shares 6,303 Est. Cost $47.98 Unrealized 0.0%
IHDG WISDOMTREE TR 0.1%
Value ($000) $312 Shares 7,500 Est. Cost $41.65 Unrealized
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $312 Shares 24,665 Est. Cost $12.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $303 Shares 558 Est. Cost $480.76 Unrealized 0.0%
FLAHERTY & CRUMRINE PFD INCO 0.1%
Value ($000) $297 Shares 29,397 Est. Cost $10.11 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $289 Shares 461 Est. Cost $575.10 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $287 Shares 1,270 Est. Cost $213.87 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $284 Shares 6,703 Est. Cost $35.44 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value ($000) $279 Shares 1,147 Est. Cost $199.85 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $276 Shares 1,915 Est. Cost $144.12 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $276 Shares 7,306 Est. Cost $37.75 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $273 Shares 5,672 Est. Cost $40.04 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $262 Shares 880 Est. Cost $264.03 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $261 Shares 3,916 Est. Cost $56.12 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $260 Shares 6,892 Est. Cost $28.22 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $252 Shares 1,983 Est. Cost $119.35 Unrealized 0.0%
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $252 Shares 13,000 Est. Cost $19.39 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $251 Shares 466 Est. Cost $511.31 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $249 Shares 1,057 Est. Cost $222.04 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $248 Shares 5,227 Est. Cost $47.41 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $239 Shares 1,101 Est. Cost $194.73 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $234 Shares 93 Est. Cost $2593.50 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $234 Shares 993 Est. Cost $235.64 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $232 Shares 509 Est. Cost $417.42 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $230 Shares 881 Est. Cost $223.60 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $230 Shares 1,018 Est. Cost $232.39 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $228 Shares 6,584 Est. Cost $30.86 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $226 Shares 749 Est. Cost $301.77 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $224 Shares 765 Est. Cost $251.22 Unrealized 0.0%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $218 Shares 4,300 Est. Cost $50.75 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $217 Shares 3,893 Est. Cost $55.75 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $211 Shares 776 Est. Cost $271.99 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $204 Shares 1,239 Est. Cost $164.81 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $202 Shares 2,394 Est. Cost $84.32 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value ($000) $184 Shares 20,581 Est. Cost $8.92 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $132 Shares 11,995 Est. Cost $10.79 Unrealized 0.0%
CANOO INC 0.0%
Value ($000) $3 Shares 12,800 Est. Cost $0.21 Unrealized