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Home > Institutional Investor > Unionview, Llc > Profile

Instuitional Investor - Unionview, Llc

Fund Profile
Filing Period:
Fund Name: Unionview, Llc
Portfolio Value $111,368,380
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Value Line Divid In
 360,490 $14,621,468 13.12%
2.
Microsoft Corp
 MSFT 30,170 $11,344,971 10.18%
3.
Ishares Trust
 IEF 23,260 $7,051,620 6.33%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 13,737 $6,969,667 6.25%
5.
Spdr S & P 500 Etf Trust
 SPY 9,529 $4,529,267 4.06%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)