UNIONVIEW, LLC
CIK 1908167 · SEC EDGAR'da Görüntüle ↗
Mevcut pencerede aktif 13F pozisyonu bulunmamaktadır.
Bu sayfada
Sektör dağılımı
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%
Diğer/Eşleştirilemeyen
69,2%
Tam portföy 91 pozisyonlar
| Tür | Seri | 8 Çeyrek Trendi | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $11.111.789 | 8,14% | 26.362 | Yukarı ×1 | |||
| IJH | $10.194.743 | 7,47% | 163.345 | Yukarı ×1 | |||
| IWF | $9.226.242 | 6,76% | 22.912 | Yukarı ×1 | |||
| JAVA | $8.522.762 | 6,25% | 134.443 | Yukarı ×1 | |||
| FVD | $7.851.113 | 5,75% | 179.632 | Yukarı ×1 | |||
| MDY | $7.708.855 | 5,65% | 13.534 | Yukarı ×1 | |||
| AAPL Apple Inc. - Common Stock | $7.570.389 | 5,55% | 30.231 | Yukarı ×1 | |||
| FV First Trust Dorsey Wright Focus 5 ETF | $5.534.950 | 4,06% | 93.717 | Yukarı ×1 | |||
| SPY SPY | $5.504.598 | 4,03% | 9.392 | Yukarı ×1 | |||
| IWM | $4.935.599 | 3,62% | 22.337 | Yukarı ×1 | |||
| IJR | $4.568.939 | 3,35% | 39.562 | Yukarı ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3.021.000 | 2,21% | 13.770 | Yukarı ×1 | |||
| IWD | $2.996.144 | 2,20% | 16.184 | Yukarı ×1 | |||
| IQLT | $2.888.125 | 2,12% | 77.805 | Yukarı ×1 | |||
| EFA | $2.408.272 | 1,77% | 31.618 | Yukarı ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1.862.037 | 1,36% | 2.032 | Yukarı ×1 | |||
| IVV | $1.847.537 | 1,35% | 3.138 | Yukarı ×1 | |||
| IJS | $1.623.465 | 1,19% | 14.930 | Yukarı ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1.610.003 | 1,18% | 2.085 | Yukarı ×1 | |||
| DVY iShares Select Dividend ETF | $1.474.859 | 1,08% | 11.234 | Yukarı ×1 | |||
| EEM | $1.273.635 | 0,93% | 30.258 | Yukarı ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $1.257.040 | 0,92% | 7.498 | Yukarı ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $1.178.073 | 0,86% | 12.910 | Yukarı ×1 | |||
| IYR | $1.134.157 | 0,83% | 12.187 | Yukarı ×1 | |||
| BAC Bank of America Corporation Common Stock | $1.076.202 | 0,79% | 24.487 | Yukarı ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.040.014 | 0,76% | 5.461 | Yukarı ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.019.191 | 0,75% | 5.384 | Yukarı ×1 | |||
| VTI | $971.567 | 0,71% | 3.352 | Yukarı ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $950.666 | 0,70% | 7.079 | Yukarı ×1 | |||
| VWO | $925.121 | 0,68% | 21.006 | Yukarı ×1 | |||
| SCZ iShares MSCI EAFE Small-Cap ETF | $832.827 | 0,61% | 13.709 | Yukarı ×1 | |||
| SUSA | $828.633 | 0,61% | 6.815 | Yukarı ×1 | |||
| BRKB | $783.268 | 0,57% | 1.728 | Yukarı ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $772.784 | 0,57% | 3.224 | Yukarı ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $755.873 | 0,55% | 1.943 | Yukarı ×1 | |||
| V Visa Inc. | $714.602 | 0,52% | 2.261 | Yukarı ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $685.507 | 0,50% | 6.373 | Yukarı ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $637.627 | 0,47% | 1.089 | Yukarı ×1 | |||
| VV | $561.350 | 0,41% | 2.081 | Yukarı ×1 | |||
| IYM | $548.784 | 0,40% | 4.224 | Yukarı ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $525.083 | 0,38% | 1.038 | Yukarı ×1 | |||
| VO | $499.012 | 0,37% | 1.889 | Yukarı ×1 | |||
| ORCL Oracle Corporation Common Stock | $487.589 | 0,36% | 2.926 | Yukarı ×1 | |||
| SDY | $469.219 | 0,34% | 3.552 | Yukarı ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $454.120 | 0,33% | 4.565 | Yukarı ×1 | |||
| JNJ Johnson & Johnson Common Stock | $440.368 | 0,32% | 3.045 | Yukarı ×1 | |||
| VB | $437.285 | 0,32% | 1.820 | Yukarı ×1 | |||
| BA Boeing Company (The) Common Stock | $434.889 | 0,32% | 2.457 | Yukarı ×1 | |||
| DIA | $398.546 | 0,29% | 937 | Yukarı ×1 | |||
| VEA | $395.564 | 0,29% | 8.272 | Yukarı ×1 | |||
| EZM | $392.752 | 0,29% | 6.283 | Yukarı ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $384.391 | 0,28% | 1.658 | Yukarı ×1 | |||
| VGK | $383.374 | 0,28% | 6.040 | Yukarı ×1 | |||
| IWP | $373.540 | 0,27% | 2.947 | Yukarı ×1 | |||
| VEU | $368.700 | 0,27% | 6.422 | Yukarı ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $366.283 | 0,27% | 907 | Yukarı ×1 | |||
| VNQ | $357.507 | 0,26% | 4.013 | Yukarı ×1 | |||
| IWR | $342.475 | 0,25% | 3.874 | Yukarı ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $327.468 | 0,24% | 5.532 | Yukarı ×1 | |||
| VBR | $326.658 | 0,24% | 1.648 | Yukarı ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $324.746 | 0,24% | 4.265 | Yukarı ×1 | |||
| IVE | $324.654 | 0,24% | 1.701 | Yukarı ×1 | |||
| CVX Chevron Corporation Common Stock | $311.307 | 0,23% | 2.149 | Yukarı ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $309.288 | 0,23% | 347 | Yukarı ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $305.559 | 0,22% | 4.908 | Yukarı ×1 | |||
| IYW | $290.964 | 0,21% | 1.824 | Yukarı ×1 | |||
| ESGE iShares ESG Aware MSCI EM ETF | $283.669 | 0,21% | 8.496 | Yukarı ×1 | |||
| VUG | $279.264 | 0,20% | 680 | Yukarı ×1 | |||
| VTV | $277.478 | 0,20% | 1.639 | Yukarı ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $275.184 | 0,20% | 2.100 | Yukarı ×1 | |||
| IVW | $272.316 | 0,20% | 2.682 | Yukarı ×1 | |||
| RSPT | $270.621 | 0,20% | 7.232 | Yukarı ×1 | |||
| INTC Intel Corporation - Common Stock | $270.572 | 0,20% | 13.495 | Yukarı ×1 | |||
| FTEC | $267.170 | 0,20% | 1.445 | Yukarı ×1 | |||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $266.428 | 0,20% | 3.691 | Yukarı ×1 | |||
| EMLP | $259.491 | 0,19% | 7.279 | Yukarı ×1 | |||
| EMR Emerson Electric Company Common Stock | $252.941 | 0,19% | 2.041 | Yukarı ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $241.319 | 0,18% | 1.721 | Yukarı ×1 | |||
| IWB | $230.911 | 0,17% | 717 | Yukarı ×1 | |||
| DSI | $228.526 | 0,17% | 2.073 | Yukarı ×1 | |||
| AMGN Amgen Inc. - Common Stock | $227.805 | 0,17% | 874 | Yukarı ×1 | |||
| SAP SAP SE ADS | $227.419 | 0,17% | 924 | Yukarı ×1 | |||
| EFV | $226.276 | 0,17% | 4.312 | Yukarı ×1 | |||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $226.036 | 0,17% | 3.308 | Yukarı ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $216.422 | 0,16% | 5.767 | Yukarı ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $213.962 | 0,16% | 1.581 | Yukarı ×1 | |||
| VYM | $209.748 | 0,15% | 1.644 | Yukarı ×1 | |||
| SO Southern Company (The) Common Stock | $206.628 | 0,15% | 2.510 | Yukarı ×1 | |||
| VOO | $205.351 | 0,15% | 381 | Yukarı ×1 | |||
| MSI Motorola Solutions, Inc. Common Stock | $202.240 | 0,15% | 438 | Yukarı ×1 | |||
| AWF Alliancebernstein Global High Income Fund | $156.134 | 0,11% | 14.551 | Yukarı ×1 | |||
| Eşleşme bulunamadı | |||||||
En büyük yeni yatırımlar
Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.
| Menkul Kıymet | Değer | Hisse senetleri | % portföyün |
|---|---|---|---|
| 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% |