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| Happy Holidays!! thanks for using AUM13F!! |
| Longview Wealth Management LLC
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|---|---|
| CRD # | 139489 |
| SEC # | 801-117252 |
| CIK # | 0001990190 |
| AUM | $124.5 M (2025-01-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 952-465-1785 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 12.5 | ||
| Apple Inc | 11.8 | ||
| Genuine Parts Co | 10.2 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 4.0 | ||
| Coca Cola Co | 3.5 | ||
| Southern Co | 3.4 | ||
| Aflac Inc | 3.4 | ||
| Nvidia Corp | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 6.0 |
| (b) Individuals (high net worth individuals) | 32 | 112.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 124.5 |
| By Discretionary | ||
| Discretionary | 142 | 118.8 |
| Non-Discretionary | 2 | 5.7 |
| Total | 144 | 124.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.5 | |
| Total | 144 | 124.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001990190] |
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