Unionview, LLC 13F Holdings · last filed Q4 2024
Unionview, LLC reported 91 securities worth $136.43M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: MSFT (8.14%), IJH (7.47%), IWF (6.76%). Among its top 25 positions this quarter: 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $11.1M | 8.14% | 26,362 | Trimmed |
| 2 | IJH | ISHARES TR | $10.2M | 7.47% | 163,345 | Added |
| 3 | IWF | ISHARES TR | $9.2M | 6.76% | 22,912 | Trimmed |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | $8.5M | 6.25% | 134,443 | Added |
| 5 | FVD | FIRST TR VALUE LINE DIVID IN | $7.9M | 5.75% | 179,632 | Trimmed |
| 6 | MDY | SPDR S&P MIDCAP 400 ETF TR | $7.7M | 5.65% | 13,534 | Trimmed |
| 7 | AAPL | APPLE INC | $7.6M | 5.55% | 30,231 | Added |
| 8 | FV | FIRST TR EXCHANGE-TRADED FD | $5.5M | 4.06% | 93,717 | Added |
| 9 | SPY | SPDR S&P 500 ETF TR | $5.5M | 4.03% | 9,392 | Trimmed |
| 10 | IWM | ISHARES TR | $4.9M | 3.62% | 22,337 | Added |
| 11 | IJR | ISHARES TR | $4.6M | 3.35% | 39,562 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $3.0M | 2.21% | 13,770 | Trimmed |
| 13 | IWD | ISHARES TR | $3.0M | 2.20% | 16,184 | Trimmed |
| 14 | IQLT | ISHARES TR | $2.9M | 2.12% | 77,805 | Trimmed |
| 15 | EFA | ISHARES TR | $2.4M | 1.77% | 31,618 | Trimmed |
| 16 | COST | COSTCO WHSL CORP NEW | $1.9M | 1.36% | 2,032 | Trimmed |
| 17 | IVV | ISHARES TR | $1.8M | 1.35% | 3,138 | Added |
| 18 | IJS | ISHARES TR | $1.6M | 1.19% | 14,930 | Added |
| 19 | LLY | ELI LILLY & CO | $1.6M | 1.18% | 2,085 | Hold |
| 20 | DVY | ISHARES TR | $1.5M | 1.08% | 11,234 | Added |
| 21 | EEM | ISHARES TR | $1.3M | 0.93% | 30,258 | Trimmed |
| 22 | PG | PROCTER AND GAMBLE CO | $1.3M | 0.92% | 7,498 | Hold |
| 23 | SBUX | STARBUCKS CORP | $1.2M | 0.86% | 12,910 | Trimmed |
| 24 | IYR | ISHARES TR | $1.1M | 0.83% | 12,187 | Added |
| 25 | BAC | BANK AMERICA CORP | $1.1M | 0.79% | 24,487 | Added |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR