UNIONVIEW, LLC

CIK 1908167 · View on SEC EDGAR ↗

No active 13F positions in the current window.

On this page

Sector breakdown

Technology
15.4%
Retail
4.1%
Healthcare
2.4%
Communication Services
2.4%
Financials
1.4%
Consumer products
1.1%
Consumer Discretionary
1.1%
Industrials
0.8%
Energy
0.7%
Financial Services
0.5%
Communications
0.4%
Consumer Staples
0.2%
Utilities
0.2%
Other/Unmapped
69.2%

Full portfolio 91 positions

Type Streak 8Q trend
MSFT Microsoft Corporation - Common Stock $11,111,789 8.14% 26,362 Up ×1
IJH $10,194,743 7.47% 163,345 Up ×1
IWF $9,226,242 6.76% 22,912 Up ×1
JAVA $8,522,762 6.25% 134,443 Up ×1
FVD $7,851,113 5.75% 179,632 Up ×1
MDY $7,708,855 5.65% 13,534 Up ×1
AAPL Apple Inc. - Common Stock $7,570,389 5.55% 30,231 Up ×1
FV First Trust Dorsey Wright Focus 5 ETF $5,534,950 4.06% 93,717 Up ×1
SPY SPY $5,504,598 4.03% 9,392 Up ×1
IWM $4,935,599 3.62% 22,337 Up ×1
IJR $4,568,939 3.35% 39,562 Up ×1
AMZN Amazon.com, Inc. - Common Stock $3,021,000 2.21% 13,770 Up ×1
IWD $2,996,144 2.20% 16,184 Up ×1
IQLT $2,888,125 2.12% 77,805 Up ×1
EFA $2,408,272 1.77% 31,618 Up ×1
COST Costco Wholesale Corporation - Common Stock $1,862,037 1.36% 2,032 Up ×1
IVV $1,847,537 1.35% 3,138 Up ×1
IJS $1,623,465 1.19% 14,930 Up ×1
LLY Eli Lilly and Company Common Stock $1,610,003 1.18% 2,085 Up ×1
DVY iShares Select Dividend ETF $1,474,859 1.08% 11,234 Up ×1
EEM $1,273,635 0.93% 30,258 Up ×1
PG Procter & Gamble Company (The) Common Stock $1,257,040 0.92% 7,498 Up ×1
SBUX Starbucks Corporation - Common Stock $1,178,073 0.86% 12,910 Up ×1
IYR $1,134,157 0.83% 12,187 Up ×1
BAC Bank of America Corporation Common Stock $1,076,202 0.79% 24,487 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $1,040,014 0.76% 5,461 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $1,019,191 0.75% 5,384 Up ×1
VTI $971,567 0.71% 3,352 Up ×1
NVDA NVIDIA Corporation - Common Stock $950,666 0.70% 7,079 Up ×1
VWO $925,121 0.68% 21,006 Up ×1
SCZ iShares MSCI EAFE Small-Cap ETF $832,827 0.61% 13,709 Up ×1
SUSA $828,633 0.61% 6,815 Up ×1
BRKB $783,268 0.57% 1,728 Up ×1
JPM JP Morgan Chase & Co. Common Stock $772,784 0.57% 3,224 Up ×1
HD Home Depot, Inc. (The) Common Stock $755,873 0.55% 1,943 Up ×1
V Visa Inc. $714,602 0.52% 2,261 Up ×1
XOM Exxon Mobil Corporation Common Stock $685,507 0.50% 6,373 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $637,627 0.47% 1,089 Up ×1
VV $561,350 0.41% 2,081 Up ×1
IYM $548,784 0.40% 4,224 Up ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $525,083 0.38% 1,038 Up ×1
VO $499,012 0.37% 1,889 Up ×1
ORCL Oracle Corporation Common Stock $487,589 0.36% 2,926 Up ×1
SDY $469,219 0.34% 3,552 Up ×1
MRK Merck & Company, Inc. Common Stock (new) $454,120 0.33% 4,565 Up ×1
JNJ Johnson & Johnson Common Stock $440,368 0.32% 3,045 Up ×1
VB $437,285 0.32% 1,820 Up ×1
BA Boeing Company (The) Common Stock $434,889 0.32% 2,457 Up ×1
DIA $398,546 0.29% 937 Up ×1
VEA $395,564 0.29% 8,272 Up ×1
EZM $392,752 0.29% 6,283 Up ×1
AVGO Broadcom Inc. - Common Stock $384,391 0.28% 1,658 Up ×1
VGK $383,374 0.28% 6,040 Up ×1
IWP $373,540 0.27% 2,947 Up ×1
VEU $368,700 0.27% 6,422 Up ×1
TSLA Tesla, Inc. - Common Stock $366,283 0.27% 907 Up ×1
VNQ $357,507 0.26% 4,013 Up ×1
IWR $342,475 0.25% 3,874 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $327,468 0.24% 5,532 Up ×1
VBR $326,658 0.24% 1,648 Up ×1
ESGD iShares ESG Aware MSCI EAFE ETF $324,746 0.24% 4,265 Up ×1
IVE $324,654 0.24% 1,701 Up ×1
CVX Chevron Corporation Common Stock $311,307 0.23% 2,149 Up ×1
NFLX Netflix, Inc. - Common Stock $309,288 0.23% 347 Up ×1
KO Coca-Cola Company (The) Common Stock $305,559 0.22% 4,908 Up ×1
IYW $290,964 0.21% 1,824 Up ×1
ESGE iShares ESG Aware MSCI EM ETF $283,669 0.21% 8,496 Up ×1
VUG $279,264 0.20% 680 Up ×1
VTV $277,478 0.20% 1,639 Up ×1
KMB Kimberly-Clark Corporation - Common Stock $275,184 0.20% 2,100 Up ×1
IVW $272,316 0.20% 2,682 Up ×1
RSPT $270,621 0.20% 7,232 Up ×1
INTC Intel Corporation - Common Stock $270,572 0.20% 13,495 Up ×1
FTEC $267,170 0.20% 1,445 Up ×1
AAXJ iShares MSCI All Country Asia ex Japan ETF $266,428 0.20% 3,691 Up ×1
EMLP $259,491 0.19% 7,279 Up ×1
EMR Emerson Electric Company Common Stock $252,941 0.19% 2,041 Up ×1
PAYX Paychex, Inc. - Common Stock $241,319 0.18% 1,721 Up ×1
IWB $230,911 0.17% 717 Up ×1
DSI $228,526 0.17% 2,073 Up ×1
AMGN Amgen Inc. - Common Stock $227,805 0.17% 874 Up ×1
SAP SAP SE ADS $227,419 0.17% 924 Up ×1
EFV $226,276 0.17% 4,312 Up ×1
FBIN Fortune Brands Innovations, Inc. Common Stock $226,036 0.17% 3,308 Up ×1
CMCSA Comcast Corporation - Class A Common Stock $216,422 0.16% 5,767 Up ×1
IJT iShares S&P SmallCap 600 Growth ETF $213,962 0.16% 1,581 Up ×1
VYM $209,748 0.15% 1,644 Up ×1
SO Southern Company (The) Common Stock $206,628 0.15% 2,510 Up ×1
VOO $205,351 0.15% 381 Up ×1
MSI Motorola Solutions, Inc. Common Stock $202,240 0.15% 438 Up ×1
AWF Alliancebernstein Global High Income Fund $156,134 0.11% 14,551 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
MSFT $11,111,789 26,362 8.14%
IJH $10,194,743 163,345 7.47%
IWF $9,226,242 22,912 6.76%
JAVA $8,522,762 134,443 6.25%
FVD $7,851,113 179,632 5.75%
MDY $7,708,855 13,534 5.65%
AAPL $7,570,389 30,231 5.55%
FV $5,534,950 93,717 4.06%
SPY $5,504,598 9,392 4.03%
IWM $4,935,599 22,337 3.62%
IJR $4,568,939 39,562 3.35%
AMZN $3,021,000 13,770 2.21%
IWD $2,996,144 16,184 2.20%
IQLT $2,888,125 77,805 2.12%
EFA $2,408,272 31,618 1.77%