StockDriftsStockDriftsTop 50 Unionview, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.14% | 26.4K | $11.1M | -0.09%(-23) | — | 2024-12-31 | |
| IJH | ISHARES TR | 7.47% | 163.3K | $10.2M | +194.52%(+107.88K) | — | 2024-12-31 | |
| IWF | ISHARES TR | 6.76% | 22.9K | $9.2M | -1.53%(-356) | — | 2024-12-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 6.25% | 134.4K | $8.5M | +2.55%(+3.34K) | — | 2024-12-31 | |
| FVD | FIRST TR VALUE LINE DIVID IN | 5.75% | 179.6K | $7.9M | -0.30%(-537) | — | 2024-12-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 5.65% | 13.5K | $7.7M | -1.37%(-188) | — | 2024-12-31 | |
| AAPL | APPLE INC | 5.55% | 30.2K | $7.6M | +45.37%(+9.44K) | — | 2024-12-31 | |
| FV | FIRST TR EXCHANGE-TRADED FD | 4.06% | 93.7K | $5.5M | +5.07%(+4.52K) | — | 2024-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.03% | 9.4K | $5.5M | -0.65%(-61) | — | 2024-12-31 | |
| IWM | ISHARES TR | 3.62% | 22.3K | $4.9M | +0.26%(+59) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Unionview, Llc reports $136.43M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (8.1%), IJH (7.5%) and IWF (6.8%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Unionview, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908167). View Unionview, Llc’s 13F filings on SEC