Longview Financial Advisors, Inc. - Portfolio overview
Longview Financial Advisors, Inc. has 163 reported holdings in this dataset, with the latest filing dated 2026-04-20.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Healthcare and Utilities.
Largest reported holdings by portfolio allocation
- IQLT - ISHARES MSCI INTL QUALITY FACTOR ETF, 9.13%
- FYLD - CAMBRIA FOREIGN SHAREHOLDER YIELD ETF, 9.05%
- COWZ - PACER US CASH COWS 100 ETF, 8.53%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.