HoldingsChannel.com
All Stocks Held By Unionview LLC
As of  12/31/2023, we find all stocks held by Unionview LLC to be as follows, presented in the table below with each row detailing each Unionview LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Unionview LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Unionview LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
FIRST TR VALUE LINE DIVID IN (FVD) 360,490 -3,179 $14,621
     FVD360,490-3,179$14,621
MICROSOFT CORP 30,170 -308 $11,345
     MSFT30,170-308$11,345
ISHARES TR (IWF) 23,260 +493 $7,052
     IWF23,260+493$7,052
SPDR S&P MIDCAP 400 ETF TR (MDY) 13,737 -717 $6,970
     MDY13,737-717$6,970
SPDR S&P 500 ETF TR (SPY) 9,529 -378 $4,529
     SPY9,529-378$4,529
ISHARES TR (IWM) 22,172 -480 $4,450
     IWM22,172-480$4,450
FIRST TR EXCHANGE TRADED FD (FV) 82,571 +81 $4,257
     FV82,571+81$4,257
ISHARES TR (IJR) 39,004 +1,504 $4,222
     IJR39,004+1,504$4,222
APPLE INC 21,018 -296 $4,047
     AAPL21,018-296$4,047
ISHARES TR (IJH) 10,835 -5,724 $3,003
     IJH10,835-5,724$3,003
ISHARES TR (IQLT) 69,627 +13,775 $2,615
     IQLT69,627+13,775$2,615
ISHARES TR (IWD) 13,657 +607 $2,257
     IWD13,657+607$2,257
ISHARES TR (EFA) 29,246 +312 $2,204
     EFA29,246+312$2,204
AMAZON COM INC 13,578 UNCH $2,063
     AMZN13,578UNCH$2,063
ISHARES TR (EEM) 49,385 +1,037 $1,986
     EEM49,385+1,037$1,986
ISHARES TR (IVV) 3,273 -180 $1,563
     IVV3,273-180$1,563
ISHARES TR (DVY) 12,268 -483 $1,438
     DVY12,268-483$1,438
COSTCO WHSL CORP NEW 2,092 +100 $1,381
     COST2,092+100$1,381
STARBUCKS CORP 13,915 -61 $1,336
     SBUX13,915-61$1,336
ISHARES TR (IJS) 12,773 +3,434 $1,316
     IJS12,773+3,434$1,316
ELI LILLY & CO 2,079 UNCH $1,212
     LLY2,079UNCH$1,212
PROCTER AND GAMBLE CO 7,723 -37 $1,132
     PG7,723-37$1,132
ISHARES TR (IYR) 11,160 +794 $1,020
     IYR11,160+794$1,020
INTEL CORP 19,561 +34 $983
     INTC19,561+34$983
BOEING CO 3,189 -30 $831
     BA3,189-30$831
ISHARES TR (SCZ) 13,306 +701 $824
     SCZ13,306+701$824
BANK AMERICA CORP 23,525 +100 $792
     BAC23,525+100$792
VANGUARD INTL EQUITY INDEX F (VWO) 19,281 +355 $792
     VWO19,281+355$792
ALPHABET INC 5,580 -200 $786
     GOOG5,580-200$786
VANGUARD INDEX FDS (VTI) 3,260 +13 $773
     VTI3,260+13$773
ALPHABET INC 5,340 +740 $746
     GOOGL5,340+740$746
HOME DEPOT INC 2,078 -30 $720
     HD2,078-30$720
ISHARES TR (SUSA) 7,159 +43 $720
     SUSA7,159+43$720
EXXON MOBIL CORP 6,628 +145 $663
     XOM6,628+145$663
BERKSHIRE HATHAWAY INC DEL      $623
     BRK.B1,746UNCH$623
JPMORGAN CHASE & CO 3,663 +250 $623
     JPM3,663+250$623
VISA INC 2,383 +92 $620
     V2,383+92$620
ISHARES TR (IYM) 4,160 +45 $575
     IYM4,160+45$575
MERCK & CO INC 5,226 -37 $570
     MRK5,226-37$570
UNITEDHEALTH GROUP INC 1,076 -7 $566
     UNH1,076-7$566
JOHNSON & JOHNSON 3,055 UNCH $479
     JNJ3,055UNCH$479
ISHARES TR (EMB) 5,202 +53 $463
     EMB5,202+53$463
VANGUARD INDEX FDS (VV) 2,021 -54 $441
     VV2,021-54$441
VANGUARD INDEX FDS (VO) 1,799 -66 $419
     VO1,799-66$419
VANGUARD TAX MANAGED FDS (VEA) 8,614 -130 $413
     VEA8,614-130$413
SPDR SER TR (SDY) 3,239 +25 $405
     SDY3,239+25$405
NVIDIA CORPORATION 806 -24 $399
     NVDA806-24$399
VANGUARD INDEX FDS (VB) 1,870 -55 $399
     VB1,870-55$399
VANGUARD INTL EQUITY INDEX F (VGK) 5,890 +30 $380
     VGK5,890+30$380
ISHARES INC (ESGE) 11,774 +500 $377
     ESGE11,774+500$377
META PLATFORMS INC 1,012 +1 $358
     META1,012+1$358
WISDOMTREE TR 6,205 +24 $356
     EZM6,205+24$356
SPDR DOW JONES INDL AVERAGE (DIA) 922 +5 $347
     DIA922+5$347
VANGUARD INTL EQUITY INDEX F (VEU) 5,816 +88 $326
     VEU5,816+88$326
ORACLE CORP 3,082 -137 $325
     ORCL3,082-137$325
COMCAST CORP NEW 7,261 -11 $318
     CMCSA7,261-11$318
ISHARES TR (ESGD) 4,205 -346 $318
     ESGD4,205-346$318
ISHARES TR (IWP) 2,944 +163 $308
     IWP2,944+163$308
CISCO SYS INC 6,033 +1,251 $305
     CSCO6,033+1,251$305
CHEVRON CORP NEW 2,035 -71 $304
     CVX2,035-71$304
ISHARES TR (IWR) 3,829 +31 $298
     IWR3,829+31$298
VANGUARD INDEX FDS (VNQ) 3,274 +33 $289
     VNQ3,274+33$289
ISHARES TR (IYW) 2,344 UNCH $288
     IYW2,344UNCH$288
COCA COLA CO 4,844 +4,844 $285
     KO4,844+4,844$285
ISHARES TR (IVE) 1,559 -78 $271
     IVE1,559-78$271
PEPSICO INC 1,579 UNCH $268
     PEP1,579UNCH$268
VANGUARD INDEX FDS (VUG) 836 +1 $260
     VUG836+1$260
KIMBERLY CLARK CORP 2,125 -178 $258
     KMB2,125-178$258
FORTUNE BRANDS INNOVATIONS I 3,200 +3,200 $244
     FBIN3,200+3,200$244
AMGEN INC 844 -120 $243
     AMGN844-120$243
ISHARES TR (AAXJ) 3,624 +61 $241
     AAXJ3,624+61$241
NOVO NORDISK A S 2,274 -205 $235
     NVO2,274-205$235
INVESCO EXCHANGE TRADED FD T (RSPT) 7,200 +7,200 $235
     RSPT7,200+7,200$235
ISHARES TR (FLOT) 4,514 +88 $229
     FLOT4,514+88$229
VANGUARD INDEX FDS (VOO) 516 +4 $225
     VOO516+4$225
ISHARES TR (EFV) 4,226 +47 $220
     EFV4,226+47$220
FIDELITY COVINGTON TRUST 1,514 +1,514 $217
     FTEC1,514+1,514$217
ISHARES TR (SHY) 2,648 -57,478 $217
     SHY2,648-57,478$217
BROADCOM INC 192 +192 $214
     AVGO192+192$214
PFIZER INC 7,391 -673 $213
     PFE7,391-673$213
ISHARES TR (IVW) 2,777 -350 $209
     IVW2,777-350$209
PAYCHEX INC 1,716 -67 $204
     PAYX1,716-67$204
VANGUARD INDEX FDS (VBR) 1,118 +1,118 $201
     VBR1,118+1,118$201
ALLIANCEBERNSTEIN GLOBAL HIG 13,488 +271 $136
     AWF13,488+271$136
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSCR0-15,632$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RYT0-7,190$0
ISHARES TR 0 -11,655 $0 (exited)
     SUB0-11,655$0

See Summary: Unionview LLC Top Holdings
See Details: Top 10 Stocks Held By Unionview LLC

EntityShares/Amount
Change
Position Value
Change
KO +4,844+$285
FBIN +3,200+$244
RSPT +7,200+$235
FTEC +1,514+$217
AVGO +192+$214
VBR +1,118+$201
EntityShares/Amount
Change
Position Value
Change
RYT -7,190-$2,028
SUB -11,655-$1,199
BSCR -15,632-$293
EntityShares/Amount
Change
Position Value
Change
IQLT +13,775+$738
IJS +3,434+$483
IJR +1,504+$685
CSCO +1,251+$48
EEM +1,037+$151
IYR +794+$210
GOOGL +740+$144
SCZ +701+$112
IWD +607+$276
ESGE +500+$36
EntityShares/Amount
Change
Position Value
Change
SHY -57,478-$4,651
IJH -5,724-$1,126
FVD -3,179+$1,023
MDY -717+$370
PFE -673-$54
DVY -483+$65
IWM -480+$447
SPY -378+$294
IVW -350-$5
Size ($ in 1000's)
At 12/31/2023: $111,366
At 09/30/2023: $107,628

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

All Stocks Held By Unionview LLC | www.HoldingsChannel.com

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