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Unionview, Llc

Portfolio Manager
Unionview, Llc
Performance
0% (N/A)
AUM (13F)
$136.43M
# of Holdings
91
Performance Rank
N/A
Allocation (Top 20)
N/A

Unionview, Llc Holdings Map

Top 50 Unionview, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
8.14%26.4K$11.1M
-0.09%(-23)
2023-Q4: 30.2K shares2024-Q1: 29.5K shares2024-Q2: 29.2K shares2024-Q3: 26.4K shares2024-Q4: 26.4K shares2024-12-31
IJH
ISHARES TR
7.47%163.3K$10.2M
+194.52%(+107.88K)
2023-Q4: 10.8K shares2024-Q1: 54.7K shares2024-Q2: 55.1K shares2024-Q3: 55.5K shares2024-Q4: 163.3K shares2024-12-31
IWF
ISHARES TR
6.76%22.9K$9.2M
-1.53%(-356)
2023-Q4: 23.3K shares2024-Q1: 23.6K shares2024-Q2: 23.3K shares2024-Q3: 23.3K shares2024-Q4: 22.9K shares2024-12-31
JAVA
J P MORGAN EXCHANGE TRADED F
6.25%134.4K$8.5M
+2.55%(+3.34K)
2024-Q1: 124.5K shares2024-Q2: 127.3K shares2024-Q3: 131.1K shares2024-Q4: 134.4K shares2024-12-31
FVD
FIRST TR VALUE LINE DIVID IN
5.75%179.6K$7.9M
-0.30%(-537)
2023-Q4: 360.5K shares2024-Q1: 184.3K shares2024-Q2: 182.3K shares2024-Q3: 180.2K shares2024-Q4: 179.6K shares2024-12-31
MDY
SPDR S&P MIDCAP 400 ETF TR
5.65%13.5K$7.7M
-1.37%(-188)
2023-Q4: 13.7K shares2024-Q1: 13.8K shares2024-Q2: 13.7K shares2024-Q3: 13.7K shares2024-Q4: 13.5K shares2024-12-31
AAPL
APPLE INC
5.55%30.2K$7.6M
+45.37%(+9.44K)
2023-Q4: 21.0K shares2024-Q1: 21.1K shares2024-Q2: 20.9K shares2024-Q3: 20.8K shares2024-Q4: 30.2K shares2024-12-31
FV
FIRST TR EXCHANGE-TRADED FD
4.06%93.7K$5.5M
+5.07%(+4.52K)
2023-Q4: 82.6K shares2024-Q1: 84.0K shares2024-Q2: 88.8K shares2024-Q3: 89.2K shares2024-Q4: 93.7K shares2024-12-31
SPY
SPDR S&P 500 ETF TR
4.03%9.4K$5.5M
-0.65%(-61)
2023-Q4: 9.5K shares2024-Q1: 9.5K shares2024-Q2: 9.6K shares2024-Q3: 9.5K shares2024-Q4: 9.4K shares2024-12-31
IWM
ISHARES TR
3.62%22.3K$4.9M
+0.26%(+59)
2023-Q4: 22.2K shares2024-Q1: 22.2K shares2024-Q2: 22.2K shares2024-Q3: 22.3K shares2024-Q4: 22.3K shares2024-12-31

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