LongView Wealth Management
Top Portfolio Positions
86 positions ·
$105,432,065 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,463 | $13,568,374 | 12.87% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
31,360 | $10,313,990 | 9.78% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
65,771 | $6,955,283 | 6.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,543 | $6,662,388 | 6.32% | |
| KO |
Coca Cola Co
Consumer Defensive
|
49,084 | $3,732,838 | 3.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,874 | $3,514,347 | 3.33% | |
| NVDA |
Nvidia Corp
Technology
|
19,547 | $3,408,996 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
8,849 | $3,275,634 | 3.11% | |
| AFL |
Aflac Inc
Financial Services
|
29,698 | $3,258,167 | 3.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,604 | $3,080,921 | 2.92% |
Portfolio Trend
10 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,646,686 | 67,380 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,462,382 | 67,315 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,763,296 | 69,745 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,521,022 | 69,680 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,265,174 | 69,612 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,227,046 | 70,276 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,467,016 | 75,191 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,052,223 | 75,118 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,030,977 | 75,333 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,037,588 | 76,200 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||