Unionview

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AAXJ",
  "GOOGL",
  "AWF",
  "AVGO",
  "HD",
  null,
  "FBIN",
  "EMR",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  "EEM",
  "IWF",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PG",
  "MRK",
  "AMGN",
  "SAP",
  "SBUX",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  null,
  null,
  "VYM",
  "SDY",
  "IWP",
  "IWR",
  "AMZN",
  "MSI",
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VGK",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "DVY",
  "SO",
  "DIA",
  null,
  null,
  null,
  "KMB",
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "IJT",
  "EFA",
  "IWB",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-03
Total Holdings: 91
Total Value: 136433594
Accession Number: 0001951757-25-000171
Form Type: 13F-HR
CIK: unionview
Manager Name: Unionview

Data Enrichment

82% identified

75 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

91 positions • $136.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.0K

Value:$525.1K

% of Portfolio:0.4% ($525.1K/$136.4M)

922908629

VO|922908629

Shares:1.9K

Value:$499.0K

% of Portfolio:0.4% ($499.0K/$136.4M)

ORACLE CORP

ORCL|68389X105

Shares:2.9K

Value:$487.6K

% of Portfolio:0.4% ($487.6K/$136.4M)

78464A763

SDY|78464A763

Shares:3.6K

Value:$469.2K

% of Portfolio:0.3% ($469.2K/$136.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.6K

Value:$454.1K

% of Portfolio:0.3% ($454.1K/$136.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.0K

Value:$440.4K

% of Portfolio:0.3% ($440.4K/$136.4M)

922908751

VB|922908751

Shares:1.8K

Value:$437.3K

% of Portfolio:0.3% ($437.3K/$136.4M)

BOEING CO

BA|097023105

Shares:2.5K

Value:$434.9K

% of Portfolio:0.3% ($434.9K/$136.4M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:937

Value:$398.5K

% of Portfolio:0.3% ($398.5K/$136.4M)

921943858

VEA|921943858

Shares:8.3K

Value:$395.6K

% of Portfolio:0.3% ($395.6K/$136.4M)

97717W570

Shares:6.3K

Value:$392.8K

% of Portfolio:0.3% ($392.8K/$136.4M)

Broadcom Inc.

AVGO|11135F101

Shares:1.7K

Value:$384.4K

% of Portfolio:0.3% ($384.4K/$136.4M)

922042874

VGK|922042874

Shares:6.0K

Value:$383.4K

% of Portfolio:0.3% ($383.4K/$136.4M)

464287481

IWP|464287481

Shares:2.9K

Value:$373.5K

% of Portfolio:0.3% ($373.5K/$136.4M)

922042775

VEU|922042775

Shares:6.4K

Value:$368.7K

% of Portfolio:0.3% ($368.7K/$136.4M)

Tesla, Inc.

TSLA|88160R101

Shares:907

Value:$366.3K

% of Portfolio:0.3% ($366.3K/$136.4M)

922908553

VNQ|922908553

Shares:4.0K

Value:$357.5K

% of Portfolio:0.3% ($357.5K/$136.4M)

464287499

IWR|464287499

Shares:3.9K

Value:$342.5K

% of Portfolio:0.3% ($342.5K/$136.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.5K

Value:$327.5K

% of Portfolio:0.2% ($327.5K/$136.4M)

922908611

VBR|922908611

Shares:1.6K

Value:$326.7K

% of Portfolio:0.2% ($326.7K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.0K	QoQ +0.09% (-1) YoY-	All Managers (Combined)	$525.1K	0.4% ($525.1K/$136.4M)	QoQ -13.39% (-$81.2K) YoY-
(VOcusip922908629)	1.9K	QoQ -2.97% (-58) YoY-	All Managers (Combined)	$499.0K	0.4% ($499.0K/$136.4M)	QoQ -2.83% (-$14.5K) YoY-
ORACLE CORP(ORCLcusip68389X105)	2.9K	QoQ -3.46% (-105) YoY-	All Managers (Combined)	$487.6K	0.4% ($487.6K/$136.4M)	QoQ -5.59% (-$28.9K) YoY-
(SDYcusip78464A763)	3.6K	QoQ +0.65% (-23) YoY-	All Managers (Combined)	$469.2K	0.3% ($469.2K/$136.4M)	QoQ -6.39% (-$32.0K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	4.6K	QoQ +0.02% (-1) YoY-	All Managers (Combined)	$454.1K	0.3% ($454.1K/$136.4M)	QoQ -12.38% (-$64.2K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	3.0K	QoQ +0.42% (-13) YoY-	All Managers (Combined)	$440.4K	0.3% ($440.4K/$136.4M)	QoQ -10.37% (-$51.0K) YoY-
(VBcusip922908751)	1.8K	QoQ -3.34% (-63) YoY-	All Managers (Combined)	$437.3K	0.3% ($437.3K/$136.4M)	QoQ -2.08% (-$9.3K) YoY-
BOEING CO(BAcusip097023105)	2.5K	QoQ -3.00% (-76) YoY-	All Managers (Combined)	$434.9K	0.3% ($434.9K/$136.4M)	QoQ +12.92% (-$49.8K) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	937	QoQ +0.42% (+4) YoY-	All Managers (Combined)	$398.5K	0.3% ($398.5K/$136.4M)	QoQ +0.94% (+$3.8K) YoY-
(VEAcusip921943858)	8.3K	QoQ +1.34% (-110) YoY-	All Managers (Combined)	$395.6K	0.3% ($395.6K/$136.4M)	QoQ -8.23% (-$35.5K) YoY-
(cusip97717W570)✕	6.3K	QoQ +0.33% (+21) YoY-	All Managers (Combined)	$392.8K	0.3% ($392.8K/$136.4M)	QoQ +0.60% (+$2.4K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.7K	QoQ -2.35% (-40) YoY-	All Managers (Combined)	$384.4K	0.3% ($384.4K/$136.4M)	QoQ +31.23% (-$91.5K) YoY-
(VGKcusip922042874)	6.0K	QoQ +0.83% (-50) YoY-	All Managers (Combined)	$383.4K	0.3% ($383.4K/$136.4M)	QoQ -9.98% (-$42.5K) YoY-
(IWPcusip464287481)	2.9K	QoQ +0.03% (+1) YoY-	All Managers (Combined)	$373.5K	0.3% ($373.5K/$136.4M)	QoQ +8.08% (+$28.0K) YoY-
(VEUcusip922042775)	6.4K	QoQ +1.50% (-95) YoY-	All Managers (Combined)	$368.7K	0.3% ($368.7K/$136.4M)	QoQ -7.50% (-$29.9K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	907	QoQ NEW(+907) YoY-	All Managers (Combined)	$366.3K	0.3% ($366.3K/$136.4M)	QoQ NEW(+$366.3K) YoY-
(VNQcusip922908553)	4.0K	QoQ +0.70% (-28) YoY-	All Managers (Combined)	$357.5K	0.3% ($357.5K/$136.4M)	QoQ -7.90% (-$30.7K) YoY-
(IWRcusip464287499)	3.9K	QoQ +0.31% (+12) YoY-	All Managers (Combined)	$342.5K	0.3% ($342.5K/$136.4M)	QoQ +0.62% (+$2.1K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.5K	QoQ +0.98% (+54) YoY-	All Managers (Combined)	$327.5K	0.2% ($327.5K/$136.4M)	QoQ +12.31% (+$35.9K) YoY-
(VBRcusip922908611)	1.6K	QoQ +0.36% (-6) YoY-	All Managers (Combined)	$326.7K	0.2% ($326.7K/$136.4M)	QoQ -0.93% (-$3.1K) YoY-