Unionview, LLC Reduced Holdings in Q3 2024

Unionview, LLC

  • $128 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.81K
- 9.62%
$395.15 - $467.56 $1.11M - $1.31M
26.4K $11.4M
INTC
Intel Corp

Technology
-873
- 4.8%
$18.9 - $34.87 $16.5K - $30.4K
17.3K $406K
EEM
Ishares Msci Emerging Markets

ETFs
-5.09K
- 14.31%
$40.42 - $46.7 $206K - $238K
30.5K $1.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.68K
- 23.29%
$32.04 - $37.11 $85.8K - $99.4K
8.82K $321K
NVDA
Nvidia Corp

Technology
-221
- 2.91%
$98.91 - $134.91 $21.9K - $29.8K
7.38K $896K
CMCSA
Comcast Corp

Communication Services
-896
- 12.93%
$37.33 - $41.78 $33.4K - $37.4K
6.03K $251K
NFLX
Netflix Inc

Communication Services
-42
- 10.55%
$598.55 - $722.26 $25.1K - $30.3K
356 $252K
VEA
Vanguard Ftse Developed Market

ETFs
-571
- 6.54%
$47.6 - $53.31 $27.2K - $30.4K
8.16K $431K
KMB
Kimberly Clark Corp

Consumer Defensive
-14
- 0.66%
$135.05 - $148.35 $1.89K - $2.08K
2.1K $298K
XOM
Exxon Mobil Corp

Energy
-28
- 0.43%
$109.72 - $119.0 $3.07K - $3.33K
6.42K $752K
VEU
Vanguard Ftse All World Ex Us

ETFs
-44
- 0.69%
$56.47 - $63.69 $2.48K - $2.8K
6.33K $398K
VTI
Vanguard Total Stock Market Et

ETFs
-81
- 2.39%
$255.18 - $283.2 $20.7K - $22.9K
3.31K $936K
SAP
Sap Se

Technology
-6
- 0.52%
$197.21 - $231.0 $1.18K - $1.39K
1.15K $263K
JNJ
Johnson & Johnson

Healthcare
-27
- 0.88%
$145.48 - $167.38 $3.93K - $4.52K
3.03K $491K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-840
- 3.93%
$41.9 - $48.26 $35.2K - $40.5K
20.6K $983K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-14
- 0.4%
$125.95 - $142.04 $1.76K - $1.99K
3.53K $501K
META
Meta Platforms, Inc.

Communication Services
-30
- 2.88%
$453.41 - $572.44 $13.6K - $17.2K
1.01K $579K
IVV
Ishares Core S&P 500 ETF

ETFs
-40
- 1.27%
$520.18 - $576.82 $20.8K - $23.1K
3.11K $1.79M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.29%
$801.83 - $917.05 $4.81K - $5.5K
2.04K $1.81M
ORCL
Oracle Corp

Technology
-79
- 2.54%
$125.9 - $170.35 $9.95K - $13.5K
3.03K $516K
HD
Home Depot, Inc.

Consumer Cyclical
-110
- 5.33%
$333.64 - $405.2 $36.7K - $44.6K
1.96K $792K
SPY
Spdr S&P 500 ETF Trust

ETFs
-139
- 1.45%
$517.38 - $573.86 $71.9K - $79.8K
9.45K $5.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 0.21%
$332.02 - $382.76 $16.6K - $19.1K
23.3K $8.73M
SBUX
Starbucks Corp

Consumer Cyclical
-157
- 1.2%
$72.51 - $98.6 $11.4K - $15.5K
13K $1.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
-16
- 0.1%
$173.36 - $189.8 $2.77K - $3.04K
16.2K $3.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-122
- 0.31%
$105.53 - $118.34 $12.9K - $14.4K
39.8K $4.65M
AAPL
Apple Inc.

Technology
-86
- 0.41%
$207.23 - $234.82 $17.8K - $20.2K
20.8K $4.84M
FVD
First Tr Value Line Divid Inde

ETFs
-2.1K
- 1.15%
$40.45 - $45.49 $84.9K - $95.4K
180K $8.2M
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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