Unionview, LLC Portfolio Holdings

Unionview, LLC

$136 Million
Q4 2024

Unionview, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $136 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.1M, Ishares Core S&P Mid Cap ETF with a value of $10.2M, Ishares Russell 1000 Gr ETF with a value of $9.2M, Jp Morgan ETF Fd Tr Active Val with a value of $8.51M, and First Tr Value Line Divid Inde with a value of $7.84M.

Examining the 13F form we can see an increase of $7.93M in the current position value, from $128M to 136M.

Unionview, LLC is based out at Seattle, WA

Below you can find more details about Unionview, LLC portfolio as well as his latest detailed transactions.

Portfolio value $136 Million

ETFs: $93.1 Million

Technology: $21.5 Million

Consumer Cyclical: $5.32 Million

Consumer Defensive: $3.7 Million

Financial Services: $3.5 Million

Healthcare: $3.26 Million

Communication Services: $3.23 Million

Industrials: $1.14 Million

Other: $1.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AWF Alliancebernstein Global High Income Fund Inc Financial Services	$0	$156,000 0.11% of portfolio	14,551	Q4 2024 Added 1.83%

Summary

Portfolio
No. of Stocks 91
Current Value $136 Million
Prior Value $128 Million
Filing
Period Q4 2024
Filing Date February 03, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 2 stocks
Additional Purchases 46 stocks
Sold out of 0 stocks
Reduced holdings in 36 stocks

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