CIK 2073768
Westview Management dba Westview Investment Advisors
Institutional 13F holdings & portfolio
Holdings
75
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–75 of 75
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| TGTX | TG THERAPEUTICS INC | 32K | $500K+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 13K | $500K+ | SH |
| BBN | BLACKROCK TAX MUNICPAL BD TR | 44K | $500K+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 54K | $500K+ | SH |
| NULG | NUSHARES ETF TR | 5K | $500K+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 11K | $100K–$500K | SH |
| IEMG | ISHARES INC | 7K | $100K–$500K | SH |
| NULV | NUSHARES ETF TR | 10K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| EVN | EATON VANCE MUNI INCOME TRUS | 38K | $100K–$500K | SH |
| FLTB | FIDELITY MERRIMACK STR TR | 8K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 5K | $100K–$500K | SH |
| USHY | ISHARES TR | 9K | $100K–$500K | SH |
| XJH | ISHARES TR | 7K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 4K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| MYI | BLACKROCK MUNIYIELD QUALITY | 20K | $100K–$500K | SH |
| BLE | BLACKROCK MUNI INCOME TR II | 20K | $100K–$500K | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 15K | $100K–$500K | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 11K | $100K–$500K | SH |
| TROX | TRONOX HOLDINGS PLC | 10K | $15K–$50K | SH |