LongView Wealth Management
CIK
1990190
City
ATLANTA
State / Country
GA
Top Portfolio Positions
85 positions ·
$102,861,157 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,463 | $13,568,374 | 13.19% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
31,360 | $10,313,990 | 10.03% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
65,771 | $6,955,283 | 6.76% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,543 | $6,662,388 | 6.48% | |
| KO |
Coca Cola Co
Consumer Defensive
|
49,084 | $3,732,838 | 3.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,874 | $3,514,347 | 3.42% | |
| NVDA |
Nvidia Corp
Technology
|
19,547 | $3,408,996 | 3.31% | |
| MSFT |
Microsoft Corp
Technology
|
8,849 | $3,275,634 | 3.18% | |
| AFL |
Aflac Inc
Financial Services
|
29,698 | $3,258,167 | 3.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,604 | $3,080,921 | 3.00% |
Portfolio Trend
Holdings in PFD
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,550 | 17,670 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $242,741 | 20,450 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $245,809 | 20,450 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $257,641 | 22,780 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $255,591 | 22,780 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $256,047 | 22,780 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $272,221 | 22,780 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $265,510 | 25,432 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $293,557 | 27,668 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $290,442 | 29,397 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||