UNIONVIEW, LLC 13F Holdings
CIK 0001908167
As of Dec 31, 2024, UNIONVIEW, LLC reported 91 positions worth
CIK 0001908167
As of Dec 31, 2024, UNIONVIEW, LLC reported 91 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 26,362 | 1.1M | 8.14% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 163,345 | 0.2M | 7.47% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 22,912 | $9.2M | 6.76% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 134,443 | $8.5M | 6.25% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 179,632 | $7.9M | 5.75% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 13,534 | $7.7M | 5.65% |
| APPLE INC | AAPL | Technology | 30,231 | $7.6M | 5.55% |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | FV | — | 93,717 | $5.5M | 4.06% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,392 | $5.5M | 4.03% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 22,337 | $4.9M | 3.62% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 39,562 | $4.6M | 3.35% |
| AMAZON.COM INC | AMZN | Equity | 13,770 | $3.0M | 2.21% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 16,184 | $3.0M | 2.20% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 77,805 | $2.9M | 2.12% |
| ISHARES MSCI EAFE ETF | EFA | — | 31,618 | $2.4M | 1.77% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,032 | .9M | 1.36% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,138 | .8M | 1.35% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 14,930 | .6M | 1.19% |
| ELI LILLY & CO | LLY | Healthcare | 2,085 | .6M | 1.18% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 11,234 | .5M | 1.08% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 30,258 | .3M | 0.93% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 7,498 | .3M | 0.92% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 12,910 | .2M | 0.86% |
| ISHARES US REAL ESTATE ETF | IYR | — | 12,187 | .1M | 0.83% |
| BANK OF AMERICA CORP | BAC | Financial Services | 24,487 | .1M | 0.79% |