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Westview Management dba Westview Investment Advisors

All holdings · as of Dec 31, 2025

75 positions

CompanyClassValueShares% of portfolio
TRONOX HOLDINGS PLC$41.7K10,0000.0%
BLACKROCK MUNIYIELD QUALITY FUND, INC.MQYClosed-End Fund$120.9K10,7000.1%
PUTNAM MUNICIPAL OPPORTUNITIES TRUSTPMOClosed-End Fund$163.7K15,3000.1%
BLACKROCK MUNI INCOME TR II$207.8K19,9000.1%
BLACKROCK MUNIYIELD QUALITY FUND III, INC.MYIClosed-End Fund$213.1K19,6000.1%
INVESCO EXCHANGE TRADED FD T$240.2K1,2540.1%
United Parcel Service Inc$257.9K2,6000.1%
INVESCO EXCH TRADED FD TR II$279.2K13,2950.1%
ONEOK Inc$286.6K3,9000.1%
ISHARES TR$313.3K7,0160.1%
ISHARES TR$342.3K9,1550.2%
ISHARES GOLD TR$365.3K4,5000.2%
FIDELITY MERRIMACK STR TR$399.1K7,8790.2%
EATON VANCE MUNI INCOME TRUS$407.5K37,8740.2%
ISHARES TR$408.8K4,5690.2%
SPDR GOLD TR$435.9K1,1000.2%
NUSHARES ETF TR$457.4K10,1530.2%
ISHARES INC$460.5K6,8500.2%
FIDELITY MERRIMACK STR TR$490.2K10,6480.2%
NUSHARES ETF TR$515.2K5,2680.2%
Nuveen Quality Municipal Income FundNADClosed-End Fund$645.6K53,7110.3%
BlackRock Taxable Municipal Bond TrustBBNClosed-End Fund$715.7K43,8520.3%
VANGUARD WHITEHALL FDS$880.6K13,0590.4%
TG Therapeutics Inc$954.6K32,0240.5%
Alphabet Inc.$983.7K3,1430.5%
VANGUARD INDEX FDS$1.10M4,2500.5%
BLACKROCK MUN INCOME TR$1.22M121,8380.6%
ISHARES TR$1.23M23,2010.6%
AAON, INC.$1.36M17,8000.6%
VERACYTE INC$1.38M32,6900.7%
Nuveen Municipal Credit Income FundNZFClosed-End Fund$1.49M118,1240.7%
SCHWAB STRATEGIC TR$1.95M64,8980.9%
SCHWAB STRATEGIC TR$1.95M71,2590.9%
Simpson Manufacturing Co., Inc.$2.07M12,8441.0%
RYAN SPECIALTY HOLDINGS, INC.$2.08M40,3181.0%
COSTCO WHOLESALE CORP /NEW$2.16M2,5051.0%
VANGUARD SCOTTSDALE FDS$2.27M18,6241.1%
Autodesk, Inc.$2.32M7,8541.1%
BOSTON SCIENTIFIC CORP$2.36M24,7801.1%
VANECK ETF TRUST$2.36M22,8271.1%
ADVANCED MICRO DEVICES INC$2.38M11,1321.1%
SHERWIN WILLIAMS CO$2.65M8,1931.3%
SHELL PLC$2.80M38,0461.3%
VERTEX PHARMACEUTICALS INC / MA$2.85M6,2841.4%
TRACTOR SUPPLY CO /DE$2.97M59,4451.4%
AES CORP$2.98M207,8241.4%
Palo Alto Networks Inc$3.05M16,5381.5%
WESTERN ASSET MANAGED MUNS F$3.10M297,1091.5%
MercadoLibre, Inc.$3.22M1,6001.5%
SCHWAB CHARLES CORP$3.28M32,7931.6%
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