Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONGVIEW WEALTH MANAGEMENT | 04-16-2024 | 03-31-2024 | 176 | 252,295,436 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $14,798,195 | 183,532 | 0.01 | 0.01 | 8,025 | 4.57 | 03-31-2024 |
| HOME DEPOT INC | COM | 2 | $14,769,331 | 38,502 | 0.01 | 0.01 | -877 | -2.23 | 03-31-2024 |
| APPLE INC | COM | 3 | $11,828,063 | 68,976 | 0.00 | 0.01 | -2,585 | -3.61 | 03-31-2024 |
| GENUINE PARTS CO | COM | 4 | $11,652,420 | 75,211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
