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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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