UNIONVIEW, LLC

All Holdings — 2024 Q4

AI Portfolio Summary
In 2024 Q4, UNIONVIEW, LLC maintained a portfolio of 97 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 194.5%. Conversely, UNIONVIEW, LLC completely exited their position in NOVO-NORDISK A S.
PCA Score Concentration Risk
Risk ENB
Total Positions
97
Quarter
2024 Q4
Top Holding
MSFT (8.1%)
Top 10 Concentration
57.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 97
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSFT
MICROSOFT CORP
Technology 8.14% 8.84% #1
Prev: #1
3.3 -23 -0.1%
P
S
26,362 $11,111,789 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IJH
ISHARES TR
ETF 7.47% 2.69% #2 9
Prev: #11
5.3 107,883 194.5%
P
S
163,345 $10,194,743 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IWF
ISHARES TR
ETF 6.76% 6.80% #3 1
Prev: #2
2.7 -356 -1.5%
P
S
22,912 $9,226,242 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
JAVA
J P MORGAN EXCH...
ETF 6.25% 6.54% #4 1
Prev: #3
4.5 3,343 2.5%
P
S
134,443 $8,522,762 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
FVD
FIRST TR VALUE ...
ETF 5.75% 6.38% #5 1
Prev: #4
2.3 -537 -0.3%
P
S
179,632 $7,851,113 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 5.65% 6.08% #6 1
Prev: #5
2.3 -188 -1.4%
P
S
13,534 $7,708,855 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
AAPL
APPLE INC
Technology 5.55% 3.77% #7 2
Prev: #9
4.4 9,435 45.4%
P
S
30,231 $7,570,389 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
FV
FIRST TR EXCHAN...
ETF 4.06% 4.05% #8 1
Prev: #7
3.6 4,522 5.1%
P
S
93,717 $5,534,950 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 4.03% 4.22% #9 3
Prev: #6
1.6 -61 -0.6%
P
S
9,392 $5,504,598 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IWM
ISHARES TR
ETF 3.62% 3.83% #10 2
Prev: #8
3.4 59 0.3%
P
S
22,337 $4,935,599 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IJR
ISHARES TR
ETF 3.35% 3.62% #11 1
Prev: #10
1.3 -221 -0.6%
P
S
39,562 $4,568,939 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.21% 2.02% #12 3
Prev: #15
0.9 -130 -0.9%
P
S
13,770 $3,021,000 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IWD
ISHARES TR
ETF 2.20% 2.40% #13
Prev: #13
0.9 -34 -0.2%
P
S
16,184 $2,996,144 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IQLT
ISHARES TR
Bond/Debt 2.12% 2.56% #14 2
Prev: #12
0.9 -1,404 -1.8%
P
S
77,805 $2,888,125 2022 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
EFA
ISHARES TR
ETF 1.77% 2.08% #15 1
Prev: #14
0.7 -349 -1.1%
P
S
31,618 $2,408,272 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 1.36% 1.41% #16 1
Prev: #17
0.5 -12 -0.6%
P
S
2,032 $1,862,037 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IVV
ISHARES TR
ETF 1.35% 1.39% #17 1
Prev: #18
2.5 32 1.0%
P
S
3,138 $1,847,537 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IJS
ISHARES TR
ETF 1.19% 1.20% #18 1
Prev: #19
2.5 628 4.4%
P
S
14,930 $1,623,465 2022 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.18% 1.44% #19 3
Prev: #16
0.5 no change no change
P
S
2,085 $1,610,003 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
DVY
ISHARES TR
ETF 1.08% 1.17% #20
Prev: #20
2.4 83 0.7%
P
S
11,234 $1,474,859 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
EEM
ISHARES TR
ETF 0.93% 1.09% #21
Prev: #21
0.4 -238 -0.8%
P
S
30,258 $1,273,635 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.92% 1.01% #22
Prev: #22
0.4 no change no change
P
S
7,498 $1,257,040 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
SBUX
STARBUCKS CORP
Consumer Cyclical 0.86% 0.98% #23
Prev: #23
0.3 -52 -0.4%
P
S
12,910 $1,178,073 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IYR
ISHARES TR
ETF 0.83% 0.94% #24
Prev: #24
2.3 357 3.0%
P
S
12,187 $1,134,157 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 0.79% 0.75% #25 1
Prev: #26
2.3 85 0.3%
P
S
24,487 $1,076,202 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
NVO
NOVO-NORDISK A ...
Healthcare 0.00% 0.19%
Sold All 😨
(Was: #80)
0.3 -2,103 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
PFE
PFIZER INC
Healthcare 0.00% 0.18%
Sold All 😨
(Was: #84)
0.3 -7,896 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
IEV
ISHARES TR
ETF 0.00% 0.17%
Sold All 😨
(Was: #90)
0.3 -3,700 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
TGT
TARGET CORP
Consumer Defensive 0.00% 0.16%
Sold All 😨
(Was: #91)
0.3 -1,358 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2024-12-31 2025-02-14 (Est.)
VYMI
VANGUARD WHITEH...
Bond/Debt 0.00% 0.16%
Sold All 😨
(Was: #92)
0.3 -2,868 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 0.00% 0.16%
Sold All 😨
(Was: #94)
0.3 -1,675 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
Showing 1-25 of 97 holdings

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