Westview Management dba Westview Investment Advisors
67 holdingsFiling period: 2026-06-30Current AUM: $199.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 157.5K | $13.0M | $12.5M | 6.28% | +9.3K | 2026-06-30 |
| 2 | IEI | ISHARES TR | 100.0K | $11.7M | $11.4M | 5.73% | -641 | 2026-06-30 |
| 3 | EMB | ISHARES TR | 80.7K | $7.8M | $7.5M | 3.76% | +7.6K | 2026-06-30 |
| 4 | GLW | CORNING INC | 29.9K | $7.6M | $4.3M | 2.15% | -609 | 2026-06-30 |
| 5 | JAAA | JANUS DETROIT STR TR | 144.1K | $7.3M | $7.3M | 3.66% | -5,941 | 2026-06-30 |
| 6 | FPEI | FIRST TR EXCH TRADED FD III | 343.7K | $6.6M | $6.5M | 3.23% | -11,373 | 2026-06-30 |
| 7 | SRLN | SSGA ACTIVE ETF TR | 157.9K | $6.4M | $6.4M | 3.21% | +7.9K | 2026-06-30 |
| 8 | GOOG | ALPHABET INC | 17.9K | $6.3M | $6.1M | 3.06% | -678 | 2026-06-30 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 10.7K | $6.2M | $5.4M | 2.69% | -1,252 | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 30.2K | $6.0M | $6.4M | 3.21% | -430 | 2026-06-30 |
| 11 | EYLD | CAMBRIA ETF TR | 131.6K | $6.0M | $6.4M | 3.21% | +1.8K | 2026-06-30 |
| 12 | PANW | PALO ALTO NETWORKS INC | 17.1K | $5.8M | $6.4M | 3.22% | -1,738 | 2026-06-30 |
| 13 | EUFN | ISHARES TR | 144.3K | $5.6M | $6.0M | 3.01% | -1,005 | 2026-06-30 |
| 14 | CASY | CASEYS GEN STORES INC | 6.4K | $5.1M | $3.7M | 1.88% | -57 | 2026-06-30 |
| 15 | FLJP | FRANKLIN TEMPLETON ETF TR | 124.4K | $4.9M | $5.1M | 2.57% | -1,665 | 2026-06-30 |
| 16 | — | SHARKNINJA INC | 31.1K | $4.7M | $4.7M | 2.37% | -1,648 | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 19.8K | $4.7M | $4.9M | 2.46% | -267 | 2026-06-30 |
| 18 | MSFT | MICROSOFT CORP | 11.1K | $4.1M | $5.5M | 2.77% | +387 | 2026-06-30 |
| 19 | SHV | ISHARES TR | 37.2K | $4.1M | $4.1M | 2.05% | +2.8K | 2026-06-30 |
| 20 | KRE | SPDR SERIES TRUST | 51.1K | $3.8M | $3.8M | 1.90% | -4,578 | 2026-06-30 |
| 21 | ILF | ISHARES TR | 111.8K | $3.8M | $4.0M | 1.99% | -1,871 | 2026-06-30 |
| 22 | MA | MASTERCARD INCORPORATED | 6.9K | $3.5M | $4.0M | 1.98% | -45 | 2026-06-30 |
| 23 | TJX | TJX COS INC NEW | 22.8K | $3.5M | $2.8M | 1.42% | -272 | 2026-06-30 |
| 24 | MMU | WESTERN ASSET MANAGED MUNS F | 294.7K | $3.1M | $2.8M | 1.39% | -1,916 | 2026-06-30 |
| 25 | — | ASTRAZENECA PLC | 16.1K | $3.1M | $3.1M | 1.53% | -908 | 2026-06-30 |
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