Unionview, LLC Incresed Positions in Q4 2024

Unionview, LLC

  • $136 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
108K
+ 194.52%
$61.68 - $67.87 $6.65M - $7.32M
163K $10.2M
AAPL
Apple Inc.

Technology
9.44K
+ 45.37%
$221.69 - $259.02 $2.09M - $2.44M
30.2K $7.57M
FV
First Trust Dorsey Wright Focu

ETFs
4.52K
+ 5.07%
$57.47 - $62.82 $260K - $284K
93.7K $5.53M
BAC
Bank Of America Corp

Financial Services
85
+ 0.35%
$39.22 - $47.77 $3.33K - $4.06K
24.5K $1.08M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.34K
+ 2.55%
$63.01 - $68.55 $211K - $229K
134K $8.51M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.06%
$205.18 - $250.29 $410 - $501
3.22K $772K
IJS
Ishares S&P Smallcap 600 Value

ETFs
628
+ 4.39%
$104.59 - $118.05 $65.7K - $74.1K
14.9K $1.62M
META
Meta Platforms, Inc.

Communication Services
77
+ 7.61%
$554.08 - $632.68 $42.7K - $48.7K
1.09K $642K
IVV
Ishares Core S&P 500 ETF

ETFs
32
+ 1.03%
$570.51 - $610.59 $18.3K - $19.5K
3.14K $1.85M
CSCO
Cisco Systems, Inc.

Technology
54
+ 0.99%
$52.45 - $60.02 $2.83K - $3.24K
5.53K $327K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$116.4 - $138.52 $116 - $139
2.95K $373K
EMLP
First Tr Exchange Traded Iv

ETFs
47
+ 0.65%
$33.69 - $38.24 $1.58K - $1.8K
7.28K $259K
IWM
Ishares Russell 2000 ETF

ETFs
59
+ 0.26%
$216.13 - $242.4 $12.8K - $14.3K
22.3K $4.94M
IVE
Ishares S&P 500 Value ETF

ETFs
127
+ 8.07%
$189.5 - $206.17 $24.1K - $26.2K
1.7K $324K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
108
+ 3.38%
N/A
3.31K $214K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.28%
$311.11 - $335.64 $622 - $671
717 $230K
CVX
Chevron Corp

Energy
70
+ 3.37%
$141.15 - $162.53 $9.88K - $11.4K
2.15K $311K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.43%
$417.69 - $450.94 $1.67K - $1.8K
937 $398K
DSI
Ishares Msci Kld 400 Social Et

ETFs
6
+ 0.29%
$107.41 - $115.71 $644 - $694
2.07K $228K
IWR
Ishares Russell Mid Cap ETF

ETFs
12
+ 0.31%
$87.25 - $95.52 $1.05K - $1.15K
3.87K $342K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
21
+ 0.34%
$61.21 - $68.19 $1.29K - $1.43K
6.28K $392K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.55%
$126.68 - $134.74 $1.14K - $1.21K
1.64K $209K
RYT
Invesco S&P 500 Equal Weight T

ETFs
7
+ 0.1%
N/A
7.23K $0
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.37%
$197.36 - $217.3 $1.18K - $1.3K
1.65K $326K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.25%
$134.53 - $150.65 $538 - $603
1.58K $214K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
261
+ 1.83%
$10.56 - $11.31 $2.76K - $2.95K
14.6K $156K
VTV
Vanguard Value ETF

ETFs
6
+ 0.37%
$168.32 - $181.87 $1.01K - $1.09K
1.64K $277K
AAXJ
Ishares Msci All Country Asia

ETFs
54
+ 1.48%
$72.15 - $82.16 $3.9K - $4.44K
3.69K $266K
EFV
Msci Eafe Value ETF

ETFs
33
+ 0.77%
$51.78 - $57.15 $1.71K - $1.89K
4.31K $226K
SO
Southern CO

Utilities
2
+ 0.08%
$81.5 - $94.15 $163 - $188
2.51K $206K
VEU
Vanguard Ftse All World Ex Us

ETFs
95
+ 1.5%
$57.29 - $63.1 $5.44K - $5.99K
6.42K $368K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
43
+ 1.02%
$75.65 - $83.47 $3.25K - $3.59K
4.27K $324K
VNQ
Vanguard Specialized Funds Van

ETFs
28
+ 0.7%
$87.85 - $98.6 $2.46K - $2.76K
4.01K $357K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
23
+ 0.65%
$131.66 - $144.0 $3.03K - $3.31K
3.55K $469K
DVY
Ishares Tr

ETFs
83
+ 0.74%
$129.55 - $143.41 $10.8K - $11.9K
11.2K $1.47M
VEA
Vanguard Ftse Developed Market

ETFs
110
+ 1.35%
$47.57 - $52.44 $5.23K - $5.77K
8.27K $395K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
50
+ 0.83%
$63.27 - $70.31 $3.16K - $3.52K
6.04K $383K
KO
Coca Cola CO

Consumer Defensive
20
+ 0.41%
$61.74 - $71.71 $1.23K - $1.43K
4.91K $305K
JNJ
Johnson & Johnson

Healthcare
13
+ 0.43%
$143.34 - $165.86 $1.86K - $2.16K
3.05K $440K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
446
+ 2.17%
$44.04 - $49.49 $19.6K - $22.1K
21K $925K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.02%
$96.31 - $114.76 $96.3 - $115
4.57K $454K
IYR
Ishares Tr

ETFs
357
+ 3.02%
$90.74 - $102.87 $32.4K - $36.7K
12.2K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.1%
$485.52 - $625.25 $486 - $625
1.04K $525K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
202
+ 1.5%
$60.13 - $67.31 $12.1K - $13.6K
13.7K $832K
IYM
Ishares Tr

ETFs
19
+ 0.45%
$129.15 - $153.25 $2.45K - $2.91K
4.22K $548K
Activity Summary
Buys All Purchases 48 New Holdings 2 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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