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 |
|---|---|---|---|---|
| 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 CARG
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,962 | 87 | Shares | Sole | 2026-04-20 | |
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