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| Name: |
LongView Wealth Management |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30342 |
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data |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CGBL |
Capital Group Core Balanced... |
97 |
New |
$0.00 |
$512,000 |
17,593 |
0.2% |
512,000 |
17,593 |
0.195 |
N/A |
|
|
MSTR |
Microstrategy Inc |
132 |
New |
$1,180.48 |
$341,000 |
200 |
0.14% |
341,000 |
200 |
0 |
Business Software & S... |
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CGMS |
Capital Group Us Multi-sect... |
160 |
New |
$0.00 |
$232,000 |
8,596 |
0.09% |
232,000 |
8,596 |
0.01 |
N/A |
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ITE |
Spdr Brcly Cap Intrmd Trm |
163 |
New |
$27.73 |
$219,000 |
7,775 |
0.09% |
219,000 |
7,775 |
0.001 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
166 |
New |
$93.83 |
$215,000 |
2,277 |
0.09% |
215,000 |
2,277 |
0 |
Closed - End Fund - E... |
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FIDU |
Fidelity MSCI Industrials I... |
169 |
New |
$67.46 |
$207,000 |
3,051 |
0.08% |
207,000 |
3,051 |
0.029 |
N/A |
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FHLC |
Fidelity Msci Health Care I... |
170 |
New |
$67.62 |
$206,000 |
2,955 |
0.08% |
206,000 |
2,955 |
0.007 |
N/A |
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IWP |
iShares Tr Russell MidCap Gr |
171 |
New |
$110.32 |
$205,000 |
1,792 |
0.08% |
205,000 |
1,792 |
0.001 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
172 |
New |
$80.34 |
$205,000 |
2,572 |
0.08% |
205,000 |
2,572 |
0 |
Closed - End Fund - E... |
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QCOM |
QUALCOMM Inc |
173 |
New |
$182.08 |
$203,000 |
1,201 |
0.08% |
203,000 |
1,201 |
0 |
Communication Equipment |
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LIN |
Linde Plc |
174 |
New |
$434.39 |
$200,000 |
431 |
0.08% |
200,000 |
431 |
0 |
N/A |
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FEN |
First Trust Energy Income |
175 |
New |
$16.00 |
$188,000 |
11,500 |
0.07% |
188,000 |
11,500 |
0.082 |
Closed - End Fund - E... |
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