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Disclosed positions
UNIONVIEW, LLC: source evidence dated 2025-02-04T04:59:59.999Z.
- Issuer
- MICROSOFT CORP
- Ticker
- MSFT
- Class
- COM
- Reported value
- $11,111,789
- Reported amount
- 26,362
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-25-000171Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| MICROSOFT CORP | MSFT | COM | $11,111,789 | 26,362 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $10,194,743 | 163,345 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $9,226,242 | 22,912 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JAVA | ACTIVE VALUE ETF | $8,522,762 | 134,443 | SH | None |
| FIRST TR VALUE LINE DIVID IN | FVD | SHS | $7,851,113 | 179,632 | SH | None |
| SPDR S&P MIDCAP 400 ETF TR | MDY | UTSER1 S&PDCRP | $7,708,855 | 13,534 | SH | None |
| APPLE INC | AAPL | COM | $7,570,389 | 30,231 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FV | DORSEY WRT 5 ETF | $5,534,950 | 93,717 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $5,504,598 | 9,392 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $4,935,599 | 22,337 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $4,568,939 | 39,562 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,021,000 | 13,770 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $2,996,144 | 16,184 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $2,888,125 | 77,805 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $2,408,272 | 31,618 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $1,862,037 | 2,032 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,847,537 | 3,138 | SH | None |
| ISHARES TR | IJS | SP SMCP600VL ETF | $1,623,465 | 14,930 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,610,003 | 2,085 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $1,474,859 | 11,234 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $1,273,635 | 30,258 | SH | None |
| PROCTER AND GAMBLE CO | PG | COM | $1,257,040 | 7,498 | SH | None |
| STARBUCKS CORP | SBUX | COM | $1,178,073 | 12,910 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $1,134,157 | 12,187 | SH | None |
| BANK AMERICA CORP | BAC | COM | $1,076,202 | 24,487 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,040,014 | 5,461 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,019,191 | 5,384 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $971,567 | 3,352 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $950,666 | 7,079 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $925,121 | 21,006 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $832,827 | 13,709 | SH | None |
| ISHARES TR | SUSA | MSCI USA ESG SLC | $828,633 | 6,815 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $783,268 | 1,728 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $772,784 | 3,224 | SH | None |
| HOME DEPOT INC | HD | COM | $755,873 | 1,943 | SH | None |
| VISA INC | V | COM CL A | $714,602 | 2,261 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $685,507 | 6,373 | SH | None |
| META PLATFORMS INC | META | CL A | $637,627 | 1,089 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $561,350 | 2,081 | SH | None |
| ISHARES TR | IYM | U.S. BAS MTL ETF | $548,784 | 4,224 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $525,083 | 1,038 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $499,012 | 1,889 | SH | None |
| ORACLE CORP | ORCL | COM | $487,589 | 2,926 | SH | None |
| SPDR SER TR | SDY | S&P DIVID ETF | $469,219 | 3,552 | SH | None |
| MERCK & CO INC | MRK | COM | $454,120 | 4,565 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $440,368 | 3,045 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $437,285 | 1,820 | SH | None |
| BOEING CO | BA | COM | $434,889 | 2,457 | SH | None |
| SPDR DOW JONES INDL AVERAGE | DIA | UT SER 1 | $398,546 | 937 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $395,564 | 8,272 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.