Longview Financial Advisors, Inc.
Top Portfolio Positions
89 positions ·
$9,634,198 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
4,482 | $2,914,823 | 30.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,598 | $1,469,792 | 15.26% | |
| SO |
Southern Co
Utilities
|
4,321 | $417,062 | 4.33% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
1,502 | $325,303 | 3.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,586 | $321,388 | 3.34% | |
| D |
Dominion Energy, Inc
Utilities
|
4,996 | $308,852 | 3.21% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
1,600 | $264,544 | 2.75% | |
| LMT |
Lockheed Martin Corp
Industrials
|
427 | $258,074 | 2.68% | |
| XEL |
Xcel Energy Inc
Utilities
|
2,550 | $202,572 | 2.10% | |
| DUK |
Duke Energy CORP
Utilities
|
1,466 | $191,958 | 1.99% |
Portfolio Trend
Holdings in ADUR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,515 | 2,623 | Shares | Sole | 2026-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||