Westview Management dba Westview Investment Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Westview Management dba Westview Investment Advisors held in its portfolio 75 assets valued at $209,902,276 (i.e. $209.90M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($13.60M), ISHARES TR ($12.51M), and JANUS DETROIT STR TR ($8.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Westview Management dba Westview Investment Advisors - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 162410 | 13601846 | INT-TERM CORP |
| ISHARES TR | 104849 | 12513683 | 3 7 YR TREAS BD |
| JANUS DETROIT STR TR | 164442 | 8317485 | HENDRSON AAA CL |
| ISHARES TR | 78757 | 7582677 | JPMORGAN USD EMG |
| FIRST TR EXCH TRADED FD III | 385775 | 7480181 | INSTL PFD SECS |
| SSGA ACTIVE ETF TR | 161147 | 6650542 | STATE STREET BLA |
| ALPHABET INC | 21036 | 6601074 | CAP STK CL C |
| NVIDIA CORPORATION | 33321 | 6214377 | COM |
| ISHARES TR | 156137 | 5791132 | MSCI EURO FL ETF |
| MICROSOFT CORP | 10596 | 5124268 | COM |
| CAMBRIA ETF TR | 131265 | 5031384 | EMRG SHAREHLDR |
| AMAZON COM INC | 21315 | 4919938 | COM |
| CASEYS GEN STORES INC | 8697 | 4807029 | COM |
| FRANKLIN TEMPLETON ETF TR | 134441 | 4631488 | FTSE JAPAN ETF |
| CORNING INC | 52852 | 4627764 | COM |
| META PLATFORMS INC | 6976 | 4605086 | CL A |
| MASTERCARD INCORPORATED | 7543 | 4305886 | CL A |
| SHARKNINJA INC | 36656 | 4101806 | COM SHS |
| SPDR SERIES TRUST | 61899 | 4011659 | STATE STREET SPD |
| TJX COS INC NEW | 25792 | 3961920 | COM |
| ISHARES TR | 35798 | 3943180 | TRUST ISHARE 0-1 |
| CRH PLC | 29042 | 3624442 | ORD |
| ASTRAZENECA PLC | 39136 | 3597751 | SPONSORED ADR |
| JPMORGAN CHASE & CO. | 10520 | 3389862 | COM |
| WASTE CONNECTIONS INC | 18758 | 3289360 | COM |
| SCHWAB CHARLES CORP | 32793 | 3276326 | COM |
| MERCADOLIBRE INC | 1600 | 3223179 | COM |
| WESTERN ASSET MANAGED MUNS F | 297109 | 3101816 | COM |
| PALO ALTO NETWORKS INC | 16538 | 3046357 | COM |
| AES CORP | 207824 | 2980203 | COM |
| TRACTOR SUPPLY CO | 59445 | 2972855 | COM |
| VERTEX PHARMACEUTICALS INC | 6284 | 2848960 | COM |
| SHELL PLC | 38046 | 2795654 | SPON ADS |
| SHERWIN WILLIAMS CO | 8193 | 2654849 | COM |
| ADVANCED MICRO DEVICES INC | 11132 | 2383971 | COM |
| VANECK ETF TRUST | 22827 | 2363950 | MRNGSTR WDE MOAT |
| BOSTON SCIENTIFIC CORP | 24780 | 2362803 | COM |
| AUTODESK INC | 7854 | 2324774 | COM |
| VANGUARD SCOTTSDALE FDS | 18624 | 2267511 | VNG RUS1000GRW |
| COSTCO WHSL CORP NEW | 2505 | 2160006 | COM |
| RYAN SPECIALTY HOLDINGS INC | 40318 | 2081605 | CL A |
| SIMPSON MFG INC | 12844 | 2074001 | COM |
| SCHWAB STRATEGIC TR | 71259 | 1954641 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 64898 | 1951479 | US MID-CAP ETF |
| NUVEEN MUNICIPAL CREDIT INC | 118124 | 1486004 | COM SH BEN INT |
| VERACYTE INC | 32690 | 1376249 | COM |
| AAON INC | 17800 | 1357250 | COM PAR $0.004 |
| ISHARES TR | 23201 | 1226893 | ISHS 1-5YR INVS |
| BLACKROCK MUN INCOME TR | 121838 | 1222031 | SH BEN INT |
| VANGUARD INDEX FDS | 4250 | 1096269 | SMALL CP ETF |
| ALPHABET INC | 3143 | 983710 | CAP STK CL A |
| TG THERAPEUTICS INC | 32024 | 954635 | COM |
| VANGUARD WHITEHALL FDS | 13059 | 880567 | EM MK GOV BD ETF |
| BLACKROCK TAX MUNICPAL BD TR | 43852 | 715671 | SHS |
| NUVEEN QUALITY MUNCP INCOME | 53711 | 645611 | COM |
| NUSHARES ETF TR | 5268 | 515215 | NUVEEN ESG LRGCP |
| FIDELITY MERRIMACK STR TR | 10648 | 490222 | TOTAL BD ETF |
| ISHARES INC | 6850 | 460459 | CORE MSCI EMKT |
| NUSHARES ETF TR | 10153 | 457406 | NUVEEN ESG LRGVL |
| SPDR GOLD TR | 1100 | 435941 | GOLD SHS |
| ISHARES TR | 4569 | 408774 | CORE MSCI EAFE |
| EATON VANCE MUNI INCOME TRUS | 37874 | 407524 | SH BEN INT |
| FIDELITY MERRIMACK STR TR | 7879 | 399129 | LTD TRM BD ETF |
| ISHARES GOLD TR | 4500 | 365265 | ISHARES NEW |
| ISHARES TR | 9155 | 342341 | BROAD USD HIGH |
| ISHARES TR | 7016 | 313264 | ESG SELECT SCRE |
| ONEOK INC NEW | 3900 | 286650 | COM |
| INVESCO EXCH TRADED FD TR II | 13295 | 279195 | SR LN ETF |
| UNITED PARCEL SERVICE INC | 2600 | 257894 | CL B |
| INVESCO EXCHANGE TRADED FD T | 1254 | 240219 | S&P500 EQL WGT |
| BLACKROCK MUNIYIELD QUALITY | 19600 | 213052 | COM |
| BLACKROCK MUNI INCOME TR II | 19900 | 207756 | COM |
| PUTNAM MUN OPPORTUNITIES TR | 15300 | 163710 | SH BEN INT |
| BLACKROCK MUNIYILD QULT FD I | 10700 | 120910 | COM |
| TRONOX HOLDINGS PLC | 10000 | 41700 | SHS |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.