UNIONVIEW, LLC

Q4 2024 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    91

  • Value ($000)

    $136,434

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001908167
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$11.11M
8 %

26,362

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$10.19M
8 %

163,345

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$9.23M
7 %

22,912

J
JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
46641Q167
$8.52M
6 %

134,443

F
FVD

FIRST TR VALUE LINE DIVID IN

SHS
33734H106
$7.85M
6 %

179,632

M
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
78467Y107
$7.71M
6 %

13,534

A
AAPL

APPLE INC

COM
037833100
$7.57M
6 %

30,231

---

FIRST TR EXCHANGE-TRADED FD

DORSEY WRT 5 ETF
33738R605
$5.53M
4 %

93,717

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$5.50M
4 %

9,392

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$4.94M
4 %

22,337

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