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Unionview

Latest statistics and disclosures from Unionview's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, IJH, IWF, JAVA, FVD, and represent 34.38% of Unionview's stock portfolio.
Added to shares of these 10 stocks: IJH (+$6.7M), AAPL, TSLA, FV, JAVA, MSI, IJS, META, IYR, IVE.
Started 2 new stock positions in TSLA, MSI.
Reduced shares in these 10 stocks: NVO, PFE, IEV, , VYMI, RTX, IWF, MDY, INTC, VOO.
Sold out of its positions in IEV, NVO, PFE, RTX, TGT, VYMI.
Unionview was a net buyer of stock by $8.2M.
Unionview has $136M in assets under management (AUM), dropping by 6.20%.
Central Index Key (CIK): 0001908167

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Portfolio Holdings for Unionview

Unionview holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	8.1	$11M		26k	421.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	7.5	$10M	+194%	163k	62.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.8	$9.2M		23k	402.68	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	6.2	$8.5M	+2%	134k	63.39	View chart
First Tr Value Line Divid In SHS (FVD)	5.8	$7.9M		180k	43.71	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	5.7	$7.7M		14k	569.59	View chart
Apple (AAPL)	5.5	$7.6M	+45%	30k	250.42	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	4.1	$5.5M	+5%	94k	59.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.0	$5.5M		9.4k	586.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	3.6	$4.9M		22k	220.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$4.6M		40k	115.49	View chart
Amazon (AMZN)	2.2	$3.0M		14k	219.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.2	$3.0M		16k	185.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.1	$2.9M		78k	37.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$2.4M		32k	76.17	View chart
Costco Wholesale Corporation (COST)	1.4	$1.9M		2.0k	916.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$1.8M		3.1k	588.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.2	$1.6M	+4%	15k	108.74	View chart
Eli Lilly & Co. (LLY)	1.2	$1.6M		2.1k	772.18	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$1.5M		11k	131.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.9	$1.3M		30k	42.09	View chart
Procter & Gamble Company (PG)	0.9	$1.3M		7.5k	167.65	View chart
Starbucks Corporation (SBUX)	0.9	$1.2M		13k	91.25	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.8	$1.1M	+3%	12k	93.06	View chart
Bank of America Corporation (BAC)	0.8	$1.1M		25k	43.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.0M		5.5k	190.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.0M		5.4k	189.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$972k		3.4k	289.85	View chart
NVIDIA Corporation (NVDA)	0.7	$951k	-4%	7.1k	134.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$925k	+2%	21k	44.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$833k		14k	60.75	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.6	$829k	-2%	6.8k	121.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$783k		1.7k	453.28	View chart
JPMorgan Chase & Co. (JPM)	0.6	$773k		3.2k	239.70	View chart
Home Depot (HD)	0.6	$756k		1.9k	389.02	View chart
Visa Com Cl A (V)	0.5	$715k		2.3k	316.06	View chart
Exxon Mobil Corporation (XOM)	0.5	$686k		6.4k	107.56	View chart
Meta Platforms Cl A (META)	0.5	$638k	+7%	1.1k	585.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$561k		2.1k	269.75	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.4	$549k		4.2k	129.92	View chart
UnitedHealth (UNH)	0.4	$525k		1.0k	505.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$499k	-2%	1.9k	264.17	View chart
Oracle Corporation (ORCL)	0.4	$488k	-3%	2.9k	166.64	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$469k		3.6k	132.10	View chart
Merck & Co (MRK)	0.3	$454k		4.6k	99.48	View chart
Johnson & Johnson (JNJ)	0.3	$440k		3.0k	144.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$437k	-3%	1.8k	240.27	View chart
Boeing Company (BA)	0.3	$435k	-3%	2.5k	177.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$399k		937.00	425.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$396k		8.3k	47.82	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.3	$393k		6.3k	62.51	View chart
Broadcom (AVGO)	0.3	$384k	-2%	1.7k	231.84	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$383k		6.0k	63.47	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$374k		2.9k	126.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$369k		6.4k	57.41	View chart
Tesla Motors (TSLA)	0.3	$366k	NEW	907.00	403.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$358k		4.0k	89.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$343k		3.9k	88.40	View chart
Cisco Systems (CSCO)	0.2	$328k		5.5k	59.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$327k		1.6k	198.21	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$325k		4.3k	76.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$325k	+8%	1.7k	190.86	View chart
Chevron Corporation (CVX)	0.2	$311k	+3%	2.1k	144.86	View chart
Netflix (NFLX)	0.2	$309k	-2%	347.00	891.32	View chart
Coca-Cola Company (KO)	0.2	$306k		4.9k	62.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$291k		1.8k	159.52	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$284k	-3%	8.5k	33.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$279k	-2%	680.00	410.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$278k		1.6k	169.30	View chart
Kimberly-Clark Corporation (KMB)	0.2	$275k		2.1k	131.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$272k		2.7k	101.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$271k		7.2k	37.42	View chart
Intel Corporation (INTC)	0.2	$271k	-22%	14k	20.05	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$267k	-4%	1.4k	184.89	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$266k		3.7k	72.18	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$260k		7.3k	35.65	View chart
Emerson Electric (EMR)	0.2	$253k		2.0k	123.93	View chart
Paychex (PAYX)	0.2	$241k		1.7k	140.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$231k		717.00	322.05	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$229k		2.1k	110.24	View chart
Amgen (AMGN)	0.2	$228k		874.00	260.65	View chart
Sap Se Spon Adr (SAP)	0.2	$227k	-19%	924.00	246.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$226k		4.3k	52.48	View chart
Fortune Brands (FBIN)	0.2	$226k	+3%	3.3k	68.33	View chart
Comcast Corp Cl A (CMCSA)	0.2	$216k	-4%	5.8k	37.53	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$214k		1.6k	135.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$210k		1.6k	127.58	View chart
Southern Company (SO)	0.2	$207k		2.5k	82.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$205k	-26%	381.00	538.98	View chart
Motorola Solutions Com New (MSI)	0.1	$202k	NEW	438.00	461.74	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.1	$156k		15k	10.73	View chart

Past Filings by Unionview

SEC 13F filings are viewable for Unionview going back to 2021

Unionview 2024 Q4 filed Feb. 3, 2025
Unionview 2024 Q3 filed Nov. 6, 2024
Unionview 2024 Q2 filed Aug. 2, 2024
Unionview 2024 Q1 filed April 29, 2024
Unionview 2023 Q4 filed Jan. 23, 2024
Unionview 2023 Q3 filed Oct. 30, 2023
Unionview 2023 Q2 filed July 25, 2023
Unionview 2023 Q1 filed May 2, 2023
Unionview 2022 Q4 filed Feb. 9, 2023
Unionview 2022 Q3 filed Nov. 14, 2022
Unionview 2022 Q2 filed Aug. 9, 2022
Unionview 2022 Q1 filed May 16, 2022
Unionview 2021 Q4 filed Feb. 11, 2022

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