Unionview, LLC Portfolio Holdings

Unionview, LLC

  • $128 Million
  • Q3 2024

Unionview, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $128 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.4M, Ishares Russell 1000 Gr ETF with a value of $8.73M, Jp Morgan ETF Fd Tr Active Val with a value of $8.4M, First Tr Value Line Divid Inde with a value of $8.2M, and Spdr S&P Midcap 400 ETF Trust with a value of $7.82M.

Examining the 13F form we can see an increase of $5.91M in the current position value, from $122M to 128M.

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 $128 Million
ETFs: $87.7 Million
Technology: $18.9 Million
Consumer Cyclical: $4.64 Million
Healthcare: $4.22 Million
Consumer Defensive: $3.97 Million
Financial Services: $3.24 Million
Communication Services: $2.9 Million
Industrials: $1.25 Million
Other: $1.28 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $128 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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