HoldingsChannel.com
Unionview LLC Top Holdings
As of  09/30/2022, below is a summary of the Unionview LLC top holdings by largest position size, as per the latest 13f filing made by Unionview LLC. In the Unionview LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Unionview LLC in that top holding, then the share count change between reporting periods, and finally the Unionview LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) 308,393 +12,968 $11,037
     FVD308,393+12,968$11,037
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) 108,771 +9,233 $8,833
     SHY108,771+9,233$8,833
MICROSOFT CORP COM 33,155 -77 $7,722
     MSFT33,155-77$7,722
SPDR S&P MIDCAP 400 ETF TRUST (MDY) 12,903 +171 $5,183
     MDY12,903+171$5,183
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 19,841 +601 $4,175
     IWF19,841+601$4,175
ISHARES RUSSELL 2000 ETF (IWM) 23,025 +34 $3,797
     IWM23,025+34$3,797
ISHARES CORE S&P MID CAP ETF (IJH) 14,813 +753 $3,248
     IJH14,813+753$3,248
SPDR S&P 500 ETF TRUST (SPY) 8,986 +81 $3,209
     SPY8,986+81$3,209
APPLE INC COM 22,020 UNCH $3,043
     AAPL22,020UNCH$3,043
ISHARES CORE S&P SMALL CAP ETF (IJR) 34,278 +1,700 $2,989
     IJR34,278+1,700$2,989
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 19,096 +13,647 $1,960
     SUB19,096+13,647$1,960
ISHARES MSCI EMERGING MARKETS ETF (EEM) 52,180 +9,888 $1,820
     EEM52,180+9,888$1,820
AMAZON COM INC COM 15,819 -565 $1,788
     AMZN15,819-565$1,788
ISHARES MSCI EAFE ETF (EFA) 30,375 -2,683 $1,701
     EFA30,375-2,683$1,701
ISHARES RUSSELL 1000 VALUE ETF (IWD) 9,990 +219 $1,359
     IWD9,990+219$1,359
STARBUCKS CORP COM 15,169 -88 $1,278
     SBUX15,169-88$1,278
ISHARES SELECT DIVIDEND ETF (DVY) 11,333 +201 $1,215
     DVY11,333+201$1,215
COSTCO WHSL CORP NEW COM 2,314 -14 $1,093
     COST2,314-14$1,093
PROCTER AND GAMBLE CO COM 7,834 -46 $989
     PG7,834-46$989
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV) 23,899 +1,606 $981
     FV23,899+1,606$981
BK OF AMERICA CORP COM 24,145 +96 $729
     BAC24,145+96$729
ISHARES U.S. REAL ESTATE ETF (IYR) 8,344 +528 $679
     IYR8,344+528$679
LILLY ELI & CO COM 2,070 -90 $669
     LLY2,070-90$669
ISHARES MSCI USA ESG SELECT ETF (SUSA) 7,952 +1,078 $604
     SUSA7,952+1,078$604
JOHNSON & JOHNSON COM 3,643 -99 $595
     JNJ3,643-99$595
HOME DEPOT INC COM 2,126 +1 $587
     HD2,126+1$587
ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT) 21,034 +21,034 $584
     IQLT21,034+21,034$584
EXXON MOBIL CORP COM 6,590 -220 $575
     XOM6,590-220$575
VANGUARD TOTAL STOCK MARKET ETF (VTI) 3,194 UNCH $573
     VTI3,194UNCH$573
ALPHABET INC CAP STK CL C 5,800 +5,510 $558
     GOOG5,800+5,510$558
UNITEDHEALTH GROUP INC COM 1,096 -2 $554
     UNH1,096-2$554
INTEL CORP COM 20,333 -63 $524
     INTC20,333-63$524
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 10,394 +1,840 $507
     SCZ10,394+1,840$507
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 13,147 -381 $480
     VWO13,147-381$480
MERCK & CO INC COM 5,320 -21 $458
     MRK5,320-21$458
BERKSHIRE HATHAWAY INC DEL CL B NEW      $450
     BRK.B1,684UNCH$450
VISA INC COM CL A 2,510 UNCH $446
     V2,510UNCH$446
ALPHABET INC CAP STK CL A 4,640 +4,408 $444
     GOOGL4,640+4,408$444
ISHARES U.S. BASIC MATERIALS ETF (IYM) 4,060 +24 $439
     IYM4,060+24$439
ISHARES S&P SMALL CAP 600 VALUE ETF (IJS) 5,041 +2,060 $416
     IJS5,041+2,060$416
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES) 16,111 UNCH $415
     DES16,111UNCH$415
BOEING CO COM 3,405 +42 $412
     BA3,405+42$412
ISHARES CORE S&P 500 ETF (IVV) 1,138 +74 $408
     IVV1,138+74$408
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB) 4,994 -633 $397
     EMB4,994-633$397
ISHARES PREFERRED & INCOME SECURITIES ETF (PFF) 11,344 +2,922 $359
     PFF11,344+2,922$359
JPMORGAN CHASE & CO COM 3,388 +117 $354
     JPM3,388+117$354
PFIZER INC COM 8,019 -163 $351
     PFE8,019-163$351
VANGUARD MID CAP ETF (VO) 1,861 +71 $350
     VO1,861+71$350
ISHARES ESG AWARE MSCI EM ETF (ESGE) 12,365 +649 $342
     ESGE12,365+649$342
VANGUARD SMALL CAP ETF (VB) 1,942 +169 $332
     VB1,942+169$332

See Full List: All Stocks Held By Unionview LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Unionview LLC

Size ($ in 1000's)
At 09/30/2022: $87,612
At 06/30/2022: $89,519

Unionview LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Unionview LLC 13F filings. Link to 13F filings: SEC filings

Unionview LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.