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CIK: 0001908167
Total reported value
$136.4M
$136.4M
92 檔
31.7%
According to the latest 13F quarterly dataset, Unionview, LLC managed an equity portfolio of $136.4M at the end of Q1 2024, spanning 92 distinct U.S. exchange-listed positions.
During Q1 2024, Unionview, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.28% | — | -2.09% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.59% | — | +1.63% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 6.44% | — | -48.88% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.34% | — | +0.23% | |
| 5 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 6.17% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.12% | — | -0.14% | |
| 7 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 3.98% | — | +1.70% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.86% | — | +0.03% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.63% | — | +1.85% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.99% | — | +0.31% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.75% | — | +404.72% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 2.48% | — | +8.53% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.34% | — | +15.72% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | — | -0.88% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.00% | — | +3.53% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.59% | — | -5.10% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | — | +0.61% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | — | +0.29% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.26% | — | -0.67% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.22% | — | +12.02% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.13% | — | -9.65% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.01% | — | -3.66% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | — | -2.91% | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.87% | — | +4.72% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | — | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | — | +2.18% | |
| 27 | INTC | Intel CORP | Stock-Tech | 0.71% | — | -0.03% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.70% | — | -0.31% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | — | -1.86% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | — | -0.30% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | — | -1.27% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | — | -0.63% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.64% | — | -0.78% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | — | -7.47% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | — | -2.23% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | -10.70% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | -3.94% | |
| 39 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.51% | — | +0.31% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | — | -12.69% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | — | -3.72% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | — | +2.96% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.41% | — | -19.38% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.40% | — | +0.30% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | — | -1.05% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.38% | — | +6.73% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.37% | — | +0.39% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | — | +0.52% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | — | +0.32% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.33% | — | +0.41% |
According to official SEC Form 13F filings, Unionview, LLC reported a total U.S. public equity portfolio value of $136.4M across 92 disclosed positions in Q1 2024.
During Q1 2024, Unionview, LLC's top holdings by market value included MSFT (10.3%)、IWF (6.6%)、FVD (6.4%). The largest single position, MSFT, represented 10.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IWF, FVD) accounted for 31.7% of total reported equity market value during Q1 2024.
In Q1 2024, Unionview, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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