Unique Wealth, LLC Purchases in Q2 2025

Unique Wealth, LLC

  • $619 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
14.8K
+ 25.47%
$496.48 - $617.85 $7.34M - $9.14M
72.8K $45B
TTAC
Fcf Us Quality ETF

ETFs
73.6K
+ 37.18%
$68.45 - $70.76 $5.04M - $5.21M
271K $19.2B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
88K
+ 32.29%
$43.53 - $54.46 $3.83M - $4.79M
361K $19.6B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
61.7K
+ 20.03%
$35.12 - $48.24 $2.17M - $2.98M
370K $17.8B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
30.3K
+ 24.13%
N/A
156K $14B
EUSA
Ishares Msci Usa Equal Weighte

ETFs
45.3K
New
$82.93 - $99.12 $3.75M - $4.49M
45.3K $4.49B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
80.2K
New
$48.13 - $49.85 $3.86M - $4M
80.2K $3.93B
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.3K
+ 2.96%
$72.96 - $90.39 $750K - $930K
358K $32B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
23.6K
+ 156.21%
$116.93 - $119.39 $2.76M - $2.82M
38.7K $4.61B
IYF
Ishares Tr

ETFs
23.1K
New
$99.23 - $120.99 $2.29M - $2.79M
23.1K $2.79B
ACWI
Ishares Msci Acwi ETF

ETFs
12.5K
+ 15.46%
$103.59 - $128.6 $1.29M - $1.6M
93K $12B
SCHV
Schwab Strategic Tr Us Large C

ETFs
91.3K
New
$23.55 - $27.67 $2.15M - $2.53M
91.3K $2.53B
MSFT
Microsoft Corp

Technology
599
+ 3.84%
$354.56 - $497.45 $212K - $298K
16.2K $8.05B
EFV
Msci Eafe Value ETF

ETFs
23.3K
+ 20.01%
$52.4 - $64.65 $1.22M - $1.51M
140K $8.88B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.66K
+ 30.45%
$152.42 - $182.82 $1.17M - $1.4M
32.8K $5.99B
EMGF
Ishares Msci Emerging Markets

ETFs
26.5K
+ 54.3%
$41.37 - $52.07 $1.1M - $1.38M
75.3K $3.92B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
31.7K
+ 82.92%
$49.18 - $50.17 $1.56M - $1.59M
69.9K $3.51B
IWR
Ishares Russell Mid Cap ETF

ETFs
4.43K
+ 2.75%
$74.88 - $91.97 $332K - $408K
166K $15.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.37K
+ 111.58%
$456.74 - $568.03 $1.08M - $1.35M
4.49K $2.55B
Bitwise Bitcoin ETF Tr
21.8K
+ 207.36%
N/A
32.3K $1.89B
IEMG
Ishares Inc

ETFs
5.82K
+ 4.14%
N/A
146K $8.78B
BKNG
Booking Holdings Inc.

Consumer Cyclical
41
+ 5.17%
$4164.15 - $5789.24 $171K - $237K
834 $4.83B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.3K
+ 29.67%
$44.68 - $45.96 $1.13M - $1.16M
111K $5.07B
VEA
Vanguard Ftse Developed Market

ETFs
16.5K
+ 47.0%
$45.65 - $57.01 $754K - $941K
51.6K $2.94B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11.5K
+ 100.24%
$97.29 - $105.63 $1.12M - $1.21M
22.9K $2.33B
INTU
Intuit Inc

Technology
270
+ 5.23%
$544.07 - $787.63 $147K - $213K
5.43K $4.28B
IWM
Ishares Russell 2000 ETF

ETFs
3.11K
+ 11.7%
$174.82 - $215.79 $544K - $672K
29.7K $6.42B
EFG
Msci Eafe Growth ETF

ETFs
5.04K
+ 12.09%
$89.8 - $112.0 $453K - $565K
46.8K $5.24B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.46K
+ 3.28%
$96.84 - $99.46 $916K - $940K
298K $29.6B
AOA
Ishares Tr Core Aggressive All

ETFs
5.67K
+ 7.99%
$69.46 - $83.4 $394K - $473K
76.7K $6.39B
GOOGL
Alphabet Inc.

Communication Services
1.75K
+ 6.23%
$144.7 - $178.6 $253K - $313K
29.9K $5.27B
Blackrock ETF Trust Ii
14.8K
+ 14.07%
N/A
120K $6.34B
AOR
Ishares Tr Core Growth Allocat

ETFs
7.83K
+ 9.17%
$53.36 - $61.57 $418K - $482K
93.2K $5.74B
IYR
Ishares Tr

ETFs
9.18K
+ 13.72%
$84.48 - $96.25 $776K - $884K
76.1K $7.21B
FDVV
Fidelity High Dividend ETF

ETFs
12.9K
+ 32.0%
$43.6 - $52.02 $564K - $673K
53.3K $2.77B
META
Meta Platforms, Inc.

Communication Services
94
+ 2.17%
$484.66 - $738.09 $45.6K - $69.4K
4.42K $3.27B
ETN
Eaton Corp PLC

Industrials
381
+ 6.88%
$246.52 - $356.99 $93.9K - $136K
5.92K $2.11B
IAU
Ishares Gold Trust

ETFs
6.65K
+ 14.8%
$56.1 - $64.74 $373K - $430K
51.6K $3.22B
VGT
Vanguard Information Technolog

ETFs
492
+ 30.26%
$470.37 - $663.28 $231K - $326K
2.12K $1.4B
Victory Portfolios Ii
13.8K
New
N/A
13.8K $486M
AOK
Ishares Tr Core Conservative A

ETFs
12.3K
New
$36.09 - $39.07 $445K - $482K
12.3K $482M
IGM
Ishares Expanded Tech Sector E

ETFs
2.18K
+ 21.17%
$79.8 - $112.34 $174K - $245K
12.5K $1.4B
ICLN
Ishares

ETFs
17.8K
+ 14.12%
$10.56 - $13.31 $188K - $237K
144K $1.89B
DFRA
Trimtabs ETF Tr Donoghue Forli
13.2K
+ 11.44%
N/A
128K $3.66B
Ishares Bitcoin Tr
2.44K
+ 15.28%
N/A
18.4K $1.13B
SYK
Stryker Corp

Healthcare
419
+ 4.87%
$337.37 - $395.63 $141K - $166K
9.02K $3.57B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.18K
+ 73.63%
$26.69 - $33.44 $245K - $307K
21.6K $712M
Celestica Inc
2.08K
New
N/A
2.08K $324M
AVGO
Broadcom Inc.

Technology
1.17K
New
$146.29 - $275.65 $170K - $321K
1.17K $321M
Activity Summary
Buys All Purchases 127 New Holdings 27 Increased Positions 100 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Unique Wealth, LLC Portfolio

Follow Unique Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email