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| Happy Holidays!! thanks for using AUM13F!! |
| Unionview LLC
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| CRD # | 304462 |
| SEC # | 801-116968 |
| CIK # | 0001908167 |
| AUM | $291.5 M (2025-01-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 206-708-1048 |
| Address | 1500 Westlake Ave North Seattle, WA 98109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908167 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.1 | ||
| Apple Inc | 7.6 | ||
| Amazon Com Inc | 3.0 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Lilly Eli & Co | 1.6 | ||
| Procter & Gamble Co | 1.3 | ||
| Starbucks Corp | 1.2 | ||
| Bank of America Corp /DE/ | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Nvidia Corp | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 26.1 |
| (b) Individuals (high net worth individuals) | 85 | 265.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 564 | 291.5 |
| By Discretionary | ||
| Discretionary | 563 | 288.6 |
| Non-Discretionary | 1 | 2.8 |
| Total | 564 | 291.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.5 | |
| Total | 564 | 291.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908167] |
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