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  Name: LongView Wealth Management
  City: ATLANTA
  State: GA
  Zip: 30342
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $252,294,000
  Total Value Change : $28,310,000
  Securities Held Change : 6
   
All Securities Held : 176
  New Positions : 12
  Closed Positions : 6
  Increased Positions : 72
  Unchanged Positions : 20
  Decreased Positions : 72

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 179 Closed $48.06 $0 0 0% -248,000 -5,227 0    N/A
   (EFX)1 Year Chart         EFX Equifax Inc 178 Closed $241.59 $0 0 0% -279,000 -1,147 0    Business Services
   (CSX)1 Year Chart         CSX CSX Corp 177 Closed $34.38 $0 0 0% -228,000 -6,584 0    Railroads
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 182 Closed $512.81 $0 0 0% -251,000 -466 0    Health Care Plans
   (GOEV)1 Year Chart         GOEV Canoo Class A 181 Closed $2.56 $0 0 0% -3,000 -12,800 0    N/A
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 180 Closed $8.15 $0 0 0% -132,000 -11,995 0    Broadcasting - TV

      6 Records Found
  1    
Page 1 of 1
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