UNIONVIEW, LLC

CIK 1908167 · Xem trên SEC EDGAR ↗

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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%
Khác/Chưa xác định
69,2%

Danh mục đầy đủ 91 các vị thế

Loại Chuỗi Xu hướng 8 quý
MSFT Microsoft Corporation - Common Stock $11111789 8,14% 26362 Tăng ×1
IJH $10194743 7,47% 163345 Tăng ×1
IWF $9226242 6,76% 22912 Tăng ×1
JAVA $8522762 6,25% 134443 Tăng ×1
FVD $7851113 5,75% 179632 Tăng ×1
MDY $7708855 5,65% 13534 Tăng ×1
AAPL Apple Inc. - Common Stock $7570389 5,55% 30231 Tăng ×1
FV First Trust Dorsey Wright Focus 5 ETF $5534950 4,06% 93717 Tăng ×1
SPY SPY $5504598 4,03% 9392 Tăng ×1
IWM $4935599 3,62% 22337 Tăng ×1
IJR $4568939 3,35% 39562 Tăng ×1
AMZN Amazon.com, Inc. - Common Stock $3021000 2,21% 13770 Tăng ×1
IWD $2996144 2,20% 16184 Tăng ×1
IQLT $2888125 2,12% 77805 Tăng ×1
EFA $2408272 1,77% 31618 Tăng ×1
COST Costco Wholesale Corporation - Common Stock $1862037 1,36% 2032 Tăng ×1
IVV $1847537 1,35% 3138 Tăng ×1
IJS $1623465 1,19% 14930 Tăng ×1
LLY Eli Lilly and Company Common Stock $1610003 1,18% 2085 Tăng ×1
DVY iShares Select Dividend ETF $1474859 1,08% 11234 Tăng ×1
EEM $1273635 0,93% 30258 Tăng ×1
PG Procter & Gamble Company (The) Common Stock $1257040 0,92% 7498 Tăng ×1
SBUX Starbucks Corporation - Common Stock $1178073 0,86% 12910 Tăng ×1
IYR $1134157 0,83% 12187 Tăng ×1
BAC Bank of America Corporation Common Stock $1076202 0,79% 24487 Tăng ×1
GOOG Alphabet Inc. - Class C Capital Stock $1040014 0,76% 5461 Tăng ×1
GOOGL Alphabet Inc. - Class A Common Stock $1019191 0,75% 5384 Tăng ×1
VTI $971567 0,71% 3352 Tăng ×1
NVDA NVIDIA Corporation - Common Stock $950666 0,70% 7079 Tăng ×1
VWO $925121 0,68% 21006 Tăng ×1
SCZ iShares MSCI EAFE Small-Cap ETF $832827 0,61% 13709 Tăng ×1
SUSA $828633 0,61% 6815 Tăng ×1
BRKB $783268 0,57% 1728 Tăng ×1
JPM JP Morgan Chase & Co. Common Stock $772784 0,57% 3224 Tăng ×1
HD Home Depot, Inc. (The) Common Stock $755873 0,55% 1943 Tăng ×1
V Visa Inc. $714602 0,52% 2261 Tăng ×1
XOM Exxon Mobil Corporation Common Stock $685507 0,50% 6373 Tăng ×1
META Meta Platforms, Inc. - Class A Common Stock $637627 0,47% 1089 Tăng ×1
VV $561350 0,41% 2081 Tăng ×1
IYM $548784 0,40% 4224 Tăng ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $525083 0,38% 1038 Tăng ×1
VO $499012 0,37% 1889 Tăng ×1
ORCL Oracle Corporation Common Stock $487589 0,36% 2926 Tăng ×1
SDY $469219 0,34% 3552 Tăng ×1
MRK Merck & Company, Inc. Common Stock (new) $454120 0,33% 4565 Tăng ×1
JNJ Johnson & Johnson Common Stock $440368 0,32% 3045 Tăng ×1
VB $437285 0,32% 1820 Tăng ×1
BA Boeing Company (The) Common Stock $434889 0,32% 2457 Tăng ×1
DIA $398546 0,29% 937 Tăng ×1
VEA $395564 0,29% 8272 Tăng ×1
EZM $392752 0,29% 6283 Tăng ×1
AVGO Broadcom Inc. - Common Stock $384391 0,28% 1658 Tăng ×1
VGK $383374 0,28% 6040 Tăng ×1
IWP $373540 0,27% 2947 Tăng ×1
VEU $368700 0,27% 6422 Tăng ×1
TSLA Tesla, Inc. - Common Stock $366283 0,27% 907 Tăng ×1
VNQ $357507 0,26% 4013 Tăng ×1
IWR $342475 0,25% 3874 Tăng ×1
CSCO Cisco Systems, Inc. - Common Stock $327468 0,24% 5532 Tăng ×1
VBR $326658 0,24% 1648 Tăng ×1
ESGD iShares ESG Aware MSCI EAFE ETF $324746 0,24% 4265 Tăng ×1
IVE $324654 0,24% 1701 Tăng ×1
CVX Chevron Corporation Common Stock $311307 0,23% 2149 Tăng ×1
NFLX Netflix, Inc. - Common Stock $309288 0,23% 347 Tăng ×1
KO Coca-Cola Company (The) Common Stock $305559 0,22% 4908 Tăng ×1
IYW $290964 0,21% 1824 Tăng ×1
ESGE iShares ESG Aware MSCI EM ETF $283669 0,21% 8496 Tăng ×1
VUG $279264 0,20% 680 Tăng ×1
VTV $277478 0,20% 1639 Tăng ×1
KMB Kimberly-Clark Corporation - Common Stock $275184 0,20% 2100 Tăng ×1
IVW $272316 0,20% 2682 Tăng ×1
RSPT $270621 0,20% 7232 Tăng ×1
INTC Intel Corporation - Common Stock $270572 0,20% 13495 Tăng ×1
FTEC $267170 0,20% 1445 Tăng ×1
AAXJ iShares MSCI All Country Asia ex Japan ETF $266428 0,20% 3691 Tăng ×1
EMLP $259491 0,19% 7279 Tăng ×1
EMR Emerson Electric Company Common Stock $252941 0,19% 2041 Tăng ×1
PAYX Paychex, Inc. - Common Stock $241319 0,18% 1721 Tăng ×1
IWB $230911 0,17% 717 Tăng ×1
DSI $228526 0,17% 2073 Tăng ×1
AMGN Amgen Inc. - Common Stock $227805 0,17% 874 Tăng ×1
SAP SAP SE ADS $227419 0,17% 924 Tăng ×1
EFV $226276 0,17% 4312 Tăng ×1
FBIN Fortune Brands Innovations, Inc. Common Stock $226036 0,17% 3308 Tăng ×1
CMCSA Comcast Corporation - Class A Common Stock $216422 0,16% 5767 Tăng ×1
IJT iShares S&P SmallCap 600 Growth ETF $213962 0,16% 1581 Tăng ×1
VYM $209748 0,15% 1644 Tăng ×1
SO Southern Company (The) Common Stock $206628 0,15% 2510 Tăng ×1
VOO $205351 0,15% 381 Tăng ×1
MSI Motorola Solutions, Inc. Common Stock $202240 0,15% 438 Tăng ×1
AWF Alliancebernstein Global High Income Fund $156134 0,11% 14551 Tăng ×1

Các khoản đặt cược mới lớn nhất

Các vị thế mới được mở trong quý này, lớn nhất trước.

Chứng khoán Giá trị Cổ phiếu % của danh mục
MSFT $11111789 26362 8,14%
IJH $10194743 163345 7,47%
IWF $9226242 22912 6,76%
JAVA $8522762 134443 6,25%
FVD $7851113 179632 5,75%
MDY $7708855 13534 5,65%
AAPL $7570389 30231 5,55%
FV $5534950 93717 4,06%
SPY $5504598 9392 4,03%
IWM $4935599 22337 3,62%
IJR $4568939 39562 3,35%
AMZN $3021000 13770 2,21%
IWD $2996144 16184 2,20%
IQLT $2888125 77805 2,12%
EFA $2408272 31618 1,77%