Unionview, LLC Reduced Holdings in Q4 2024

Unionview, LLC

  • $136 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.4K
- 1.77%
$37.12 - $41.23 $52.1K - $57.9K
77.8K $2.89M
FVD
First Tr Value Line Divid Inde

ETFs
-537
- 0.3%
$43.4 - $46.7 $23.3K - $25.1K
180K $7.84M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-349
- 1.09%
$75.1 - $82.99 $26.2K - $29K
31.6K $2.39M
MSFT
Microsoft Corp

Technology
-23
- 0.09%
$406.35 - $454.46 $9.35K - $10.5K
26.4K $11.1M
INTC
Intel Corp

Technology
-3.82K
- 22.05%
$19.07 - $26.23 $72.8K - $100K
13.5K $270K
EEM
Ishares Msci Emerging Markets

ETFs
-238
- 0.78%
$41.82 - $47.36 $9.95K - $11.3K
30.3K $1.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-188
- 1.37%
$563.99 - $620.12 $106K - $117K
13.5K $7.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-221
- 0.56%
$113.92 - $127.38 $25.2K - $28.2K
39.6K $4.56M
SBUX
Starbucks Corp

Consumer Cyclical
-52
- 0.4%
$87.44 - $102.5 $4.55K - $5.33K
12.9K $1.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
-34
- 0.21%
$183.23 - $199.79 $6.23K - $6.79K
16.2K $3M
XOM
Exxon Mobil Corp

Energy
-48
- 0.75%
$105.51 - $125.37 $5.06K - $6.02K
6.37K $685K
AMGN
Amgen Inc

Healthcare
-2
- 0.23%
$258.78 - $328.31 $518 - $657
874 $227K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-324
- 3.67%
$33.39 - $37.66 $10.8K - $12.2K
8.5K $283K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.61%
$385.02 - $431.37 $4.62K - $5.18K
1.94K $755K
SAP
Sap Se

Technology
-224
- 19.51%
$218.13 - $255.54 $48.9K - $57.2K
924 $227K
CMCSA
Comcast Corp

Communication Services
-264
- 4.38%
$37.39 - $45.14 $9.87K - $11.9K
5.77K $216K
ORCL
Oracle Corp

Technology
-105
- 3.46%
$165.41 - $192.43 $17.4K - $20.2K
2.93K $487K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 1.03%
$442.29 - $483.08 $7.96K - $8.7K
1.73K $783K
VO
Vanguard Mid Cap ETF

ETFs
-58
- 2.98%
$261.5 - $284.63 $15.2K - $16.5K
1.89K $498K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-188
- 2.68%
$118.0 - $127.04 $22.2K - $23.9K
6.82K $828K
VB
Vanguard Small Cap ETF

ETFs
-63
- 3.35%
$233.76 - $261.58 $14.7K - $16.5K
1.82K $437K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-72
- 4.75%
$170.03 - $192.78 $12.2K - $13.9K
1.45K $267K
VUG
Vanguard Growth ETF

ETFs
-21
- 3.0%
$378.79 - $428.11 $7.95K - $8.99K
680 $279K
VV
Vanguard Large Cap ETF

ETFs
-5
- 0.24%
$260.27 - $280.65 $1.3K - $1.4K
2.08K $561K
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.59%
$873.59 - $994.69 $10.5K - $11.9K
2.03K $1.86M
BA
Boeing CO

Industrials
-76
- 3.0%
$138.14 - $180.72 $10.5K - $13.7K
2.46K $434K
NVDA
Nvidia Corp

Technology
-300
- 4.07%
$117.0 - $148.88 $35.1K - $44.7K
7.08K $950K
NFLX
Netflix Inc

Communication Services
-9
- 2.53%
$687.65 - $936.56 $6.19K - $8.43K
347 $309K
SPY
Spdr S&P 500 ETF Trust

ETFs
-61
- 0.65%
$567.81 - $607.81 $34.6K - $37.1K
9.39K $5.5M
V
Visa Inc.

Financial Services
-35
- 1.52%
$273.87 - $320.91 $9.59K - $11.2K
2.26K $714K
AVGO
Broadcom Inc.

Technology
-40
- 2.36%
$159.67 - $250.0 $6.39K - $10K
1.66K $384K
GOOGL
Alphabet Inc.

Communication Services
-36
- 0.66%
$161.86 - $196.66 $5.83K - $7.08K
5.38K $1.02M
GOOG
Alphabet Inc.

Communication Services
-15
- 0.27%
$163.08 - $198.16 $2.45K - $2.97K
5.46K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-130
- 0.94%
$180.88 - $232.93 $23.5K - $30.3K
13.8K $3.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-356
- 1.53%
$370.24 - $418.94 $132K - $149K
22.9K $9.2M
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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