The Analysis of Longview Financial Advisors LLC's Holdings
Currently, Longview Financial Advisors LLC holds 175 types of securities in its portfolio with a total value $181.4M. In the most recent quarter, they have increased their positions in JPIE (+36.2K shares, valued at $1.7M), HELO (+20.9K shares, valued at $1.4M), VCIT (+16.3K shares, valued at $1.4M); decreased their positions in IGSB (-5.0K shares, valued at $262.5K), SUB (-1.9K shares, valued at $200.9K), DFAC (-3.3K shares, valued at $129.4K); initiated new positions in LLY (+22 shares, valued at $23.6K), GEV (+35 shares, valued at $22.9K), N/A (+40 shares, valued at $12.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST687.0K shares-0.47%2025-12-312026-01-14
JPIE J P MORGAN EXCHANGE TRADED F511.5K shares7.62%2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS284.8K shares1.77%2025-12-312026-01-14 HELO J P MORGAN EXCHANGE TRADED F250.7K shares9.09%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS190.4K shares9.36%2025-12-312026-01-14 VGIT VANGUARD SCOTTSDALE FDS265.4K shares4.41%2025-12-312026-01-14 DFLV DIMENSIONAL ETF TRUST221.9K shares-0.01%2025-12-312026-01-14 DISV DIMENSIONAL ETF TRUST158.2K shares-1.19%2025-12-312026-01-14 DFEM DIMENSIONAL ETF TRUST181.5K shares1.84%2025-12-312026-01-14 DFIC DIMENSIONAL ETF TRUST147.4K shares2.69%2025-12-312026-01-14 IEI ISHARES TR31.4K shares-1.58%2025-12-312026-01-14 DFSU DIMENSIONAL ETF TRUST62.4K shares1.25%2025-12-312026-01-14 DFGR DIMENSIONAL ETF TRUST101.3K shares10.26%2025-12-312026-01-14 AAPL APPLE INC5.9K shares-0.64%2025-12-312026-01-14 IGSB ISHARES TR28.6K shares-14.79%2025-12-312026-01-14 DFSE DIMENSIONAL ETF TRUST36.0K shares2.56%2025-12-312026-01-14 DFAI DIMENSIONAL ETF TRUST34.0K shares-1.21%2025-12-312026-01-14 DFSI DIMENSIONAL ETF TRUST30.1K shares1.70%2025-12-312026-01-14 DFIV DIMENSIONAL ETF TRUST22.9K shares-0.84%2025-12-312026-01-14 ACWI ISHARES TR7.2K shares-0.63%2025-12-312026-01-14 META META PLATFORMS INC1.5K shares-8.41%2025-12-312026-01-14 DFAU DIMENSIONAL ETF TRUST18.6K shares-0.34%2025-12-312026-01-14 DLS WISDOMTREE TR8.9K shares-10.53%2025-12-312026-01-14 DFUV DIMENSIONAL ETF TRUST15.2K shares-1.94%2025-12-312026-01-14 VTI VANGUARD INDEX FDS2.0K shares0.69%2025-12-312026-01-14 CAT CATERPILLAR INC1.1K shares-4.37%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR4.4K shares115.27%2025-12-312026-01-14 REET ISHARES TR25.2K shares-0.26%2025-12-312026-01-14 DFAE DIMENSIONAL ETF TRUST16.3K shares-0.24%2025-12-312026-01-14 AMZN AMAZON COM INC1.7K shares0.00%2025-12-312026-01-14 NVDA NVIDIA CORPORATION1.9K shares0.00%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR527 shares0.00%2025-12-312026-01-14 IEFA ISHARES TR3.7K shares0.00%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.1.0K shares0.00%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS5.1K shares1.99%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F5.9K shares0.36%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.0K shares4.99%2025-12-312026-01-14 MSFT MICROSOFT CORP649 shares0.00%2025-12-312026-01-14 SUB ISHARES TR2.8K shares-40.12%2025-12-312026-01-14 QUAL ISHARES TR1.3K shares0.00%2025-12-312026-01-14 MS MORGAN STANLEY1.5K shares4.92%2025-12-312026-01-14 SCHW SCHWAB CHARLES CORP2.3K shares0.35%2025-12-312026-01-14 VTV VANGUARD INDEX FDS1.1K shares1.69%2025-12-312026-01-14 SPTM SPDR SERIES TRUST2.2K shares0.00%2025-12-312026-01-14 SUSA ISHARES TR1.3K shares-2.61%2025-12-312026-01-14 AOA ISHARES TR2.0K shares-16.38%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW196 shares7.10%2025-12-312026-01-14 SCZ ISHARES TR2.0K shares0.00%2025-12-312026-01-14 WFC WELLS FARGO CO NEW1.7K shares0.00%2025-12-312026-01-14 MDY SPDR S&P MIDCAP 400 ETF TR244 shares0.00%2025-12-312026-01-14 IJS ISHARES TR1.2K shares0.00%2025-12-312026-01-14 HMOP HARTFORD FDS EXCHANGE TRADED3.0K shares0.00%2025-12-312026-01-14 SPMD SPDR SERIES TRUST2.0K shares0.10%2025-12-312026-01-14 JMUB J P MORGAN EXCHANGE TRADED F2.3K shares0.00%2025-12-312026-01-14 JMST J P MORGAN EXCHANGE TRADED F2.0K shares0.00%2025-12-312026-01-14 VSGX VANGUARD WORLD FD1.4K shares-1.42%2025-12-312026-01-14 PH PARKER-HANNIFIN CORP111 shares16.84%2025-12-312026-01-14 EFA ISHARES TR988 shares37.41%2025-12-312026-01-14 BROADCOM INC BROADCOM INC261 shares4.40%2025-12-312026-01-14 EMXF ISHARES TR1.9K shares-2.91%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC102 shares15.91%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC415 shares0.00%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC500 shares0.00%2025-12-312026-01-14 IUSG ISHARES TR515 shares0.00%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR2.5K shares0.00%2025-12-312026-01-14 VTR VENTAS INC1.0K shares0.00%2025-12-312026-01-14 HEQT SIMPLIFY EXCHANGE TRADED FUN2.4K shares-1.02%2025-12-312026-01-14 ITOT ISHARES TR480 shares0.00%2025-12-312026-01-14 IJT ISHARES TR500 shares0.00%2025-12-312026-01-14 CGW INVESCO EXCH TRADED FD TR II1.1K shares0.00%2025-12-312026-01-14 JQUA J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2025-12-312026-01-14 JOBY JOBY AVIATION INC5.0K shares0.00%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD210 shares0.00%2025-12-312026-01-14 JEPQ J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2025-12-312026-01-14 WMT WALMART INC542 shares4.43%2025-12-312026-01-14 IWD ISHARES TR286 shares0.00%2025-12-312026-01-14 TM TOYOTA MOTOR CORP280 shares0.00%2025-12-312026-01-14 SPYV SPDR SERIES TRUST1.0K shares0.00%2025-12-312026-01-14 YORW YORK WTR CO1.8K shares0.00%2025-12-312026-01-14 TJX TJX COS INC NEW352 shares0.00%2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS1.0K shares0.00%2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC111 shares5.71%2025-12-312026-01-14 DEM WISDOMTREE TR1.1K shares0.00%2025-12-312026-01-14 TDG TRANSDIGM GROUP INC38 shares22.58%2025-12-312026-01-14 PHM PULTE GROUP INC426 shares0.00%2025-12-312026-01-14 V VISA INC136 shares0.00%2025-12-312026-01-14 KRE SPDR SERIES TRUST700 shares0.00%2025-12-312026-01-14 JPST J P MORGAN EXCHANGE TRADED F870 shares-47.50%2025-12-312026-01-14 MINT PIMCO ETF TR406 shares2.01%2025-12-312026-01-14 VIG VANGUARD SPECIALIZED FUNDS175 shares0.00%2025-12-312026-01-14 SPDW SPDR INDEX SHS FDS850 shares0.00%2025-12-312026-01-14 NOW SERVICENOW INC245 shares400.00%2025-12-312026-01-14 SHW SHERWIN WILLIAMS CO114 shares16.33%2025-12-312026-01-14 PSX PHILLIPS 66286 shares0.00%2025-12-312026-01-14 DLN WISDOMTREE TR400 shares0.00%2025-12-312026-01-14 RWT REDWOOD TRUST INC6.0K shares0.00%2025-12-312026-01-14 MORN MORNINGSTAR INC150 shares-3.23%2025-12-312026-01-14 ISTB ISHARES TR619 shares0.00%2025-12-312026-01-14 DHR DANAHER CORPORATION128 shares15.32%2025-12-312026-01-14 HD HOME DEPOT INC83 shares22.06%2025-12-312026-01-14 SYK STRYKER CORPORATION81 shares0.00%2025-12-312026-01-14 VBR VANGUARD INDEX FDS120 shares3.45%2025-12-312026-01-14 SDY SPDR SERIES TRUST182 shares0.00%2025-12-312026-01-14 J JACOBS SOLUTIONS INC187 shares0.00%2025-12-312026-01-14 TCBK TRICO BANCSHARES511 shares0.00%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON116 shares8.41%2025-12-312026-01-14 HON HONEYWELL INTL INC122 shares24.49%2025-12-312026-01-14 LLY ELI LILLY & CO22 sharesnew addition2025-12-312026-01-14 ELV ELEVANCE HEALTH INC FORMERLY66 shares0.00%2025-12-312026-01-14 UNP UNION PAC CORP100 shares0.00%2025-12-312026-01-14 GEV GE VERNOVA INC35 sharesnew addition2025-12-312026-01-14 VNQ VANGUARD INDEX FDS254 shares0.00%2025-12-312026-01-14 WM WASTE MGMT INC DEL100 shares-48.19%2025-12-312026-01-14 EOG EOG RES INC207 shares13.74%2025-12-312026-01-14 ESGD ISHARES TR222 shares0.00%2025-12-312026-01-14 TQQQ PROSHARES TR376 shares100.00%2025-12-312026-01-14 EEM ISHARES TR331 shares0.00%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS372 shares0.00%2025-12-312026-01-14 IVV ISHARES TR22 shares0.00%2025-12-312026-01-14 CVX CHEVRON CORP NEW95 shares39.71%2025-12-312026-01-14 XOM EXXON MOBIL CORP119 shares0.00%2025-12-312026-01-14 SPGM SPDR INDEX SHS FDS184 shares-7.54%2025-12-312026-01-14 NKE NIKE INC212 shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC40 sharesnew addition2025-12-312026-01-14 IWO ISHARES TR38 sharesnew addition2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS150 shares0.00%2025-12-312026-01-14 HOLA J P MORGAN EXCHANGE TRADED F226 shares-59.28%2025-12-312026-01-14 IJH ISHARES TR175 sharesnew addition2025-12-312026-01-14 GE AEROSPACE GE AEROSPACE37 sharesnew addition2025-12-312026-01-14 AVUV AMERICAN CENTY ETF TR111 shares0.00%2025-12-312026-01-14 PGR PROGRESSIVE CORP48 sharesnew addition2025-12-312026-01-14 PYPL PAYPAL HLDGS INC187 shares0.00%2025-12-312026-01-14 RWO SPDR INDEX SHS FDS207 shares0.00%2025-12-312026-01-14 CTAS CINTAS CORP48 sharesnew addition2025-12-312026-01-14 RTX RTX CORPORATION47 sharesnew addition2025-12-312026-01-14 INTU INTUIT13 sharesnew addition2025-12-312026-01-14 AMT AMERICAN TOWER CORP NEW47 shares0.00%2025-12-312026-01-14 MSD MORGAN STANLEY EMKT DBT FD I1.1K shares-44.19%2025-12-312026-01-14 PINS PINTEREST INC280 shares0.00%2025-12-312026-01-14 LINDE PLC LINDE PLC15 sharesnew addition2025-12-312026-01-14 NEE NEXTERA ENERGY INC72 sharesnew addition2025-12-312026-01-14 MCD MCDONALDS CORP18 sharesnew addition2025-12-312026-01-14 ABT ABBOTT LABS40 sharesnew addition2025-12-312026-01-14 TMO THERMO FISHER SCIENTIFIC INC8 sharesnew addition2025-12-312026-01-14 SBUX STARBUCKS CORP55 sharesnew addition2025-12-312026-01-14 PG PROCTER AND GAMBLE CO30 sharesnew addition2025-12-312026-01-14 MGK VANGUARD WORLD FD10 shares0.00%2025-12-312026-01-14 IWN ISHARES TR22 shares0.00%2025-12-312026-01-14 PLD PROLOGIS INC.26 shares0.00%2025-12-312026-01-14 ZTS ZOETIS INC25 sharesnew addition2025-12-312026-01-14 XLY SELECT SECTOR SPDR TR24 sharesnew addition2025-12-312026-01-14 DFAW DIMENSIONAL ETF TRUST38 sharesnew addition2025-12-312026-01-14 CMF ISHARES TR45 shares-66.17%2025-12-312026-01-14 MA MASTERCARD INCORPORATED4 sharesnew addition2025-12-312026-01-14 MUB ISHARES TR13 sharesnew addition2025-12-312026-01-14 UPRO PROSHARES TR10 shares-28.57%2025-12-312026-01-14 COF CAPITAL ONE FINL CORP4 sharesnew addition2025-12-312026-01-14 TFI SPDR SERIES TRUST21 sharesnew addition2025-12-312026-01-14 VOE VANGUARD INDEX FDS5 sharesnew addition2025-12-312026-01-14 IEMG ISHARES INC12 sharesnew addition2025-12-312026-01-14 ORCL ORACLE CORP3 sharesnew addition2025-12-312026-01-14 EMB ISHARES TR6 sharesnew addition2025-12-312026-01-14 IAGG ISHARES TR6 sharesnew addition2025-12-312026-01-14 AGG ISHARES TR3 sharesnew addition2025-12-312026-01-14 SPYM SPDR SERIES TRUST3 sharesnew addition2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS4 sharesnew addition2025-12-312026-01-14 SLYV SPDR SERIES TRUST2 shares0.00%2025-12-312026-01-14 STIP ISHARES TR1 sharesnew addition2025-12-312026-01-14 SCHB SCHWAB STRATEGIC TR3 shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available