Unique Wealth, LLC Purchases in Q2 2025

Unique Wealth, LLC

  • $619 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
789
+ 53.13%
$179.95 - $278.88 $142K - $220K
2.27K $634M
Janus Detroit Str Tr
6.05K
New
N/A
6.05K $318M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.46K
New
$101.93 - $128.63 $250K - $316K
2.46K $316M
GWW
W.W. Grainger, Inc.

Industrials
189
+ 9.24%
$919.93 - $1101.66 $174K - $208K
2.24K $2.32B
VO
Vanguard Mid Cap ETF

ETFs
987
+ 77.47%
$228.54 - $279.83 $226K - $276K
2.26K $633M
V
Visa Inc.

Financial Services
704
+ 6.31%
$308.27 - $373.31 $217K - $263K
11.9K $4.21B
PLTR
Palantir Technologies Inc.

Technology
2.11K
New
$74.01 - $144.25 $156K - $304K
2.11K $287M
USFD
Us Foods Holding Corp.

Consumer Defensive
3.63K
New
$60.47 - $79.12 $219K - $287K
3.63K $279M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.75K
+ 82.93%
$55.15 - $68.11 $207K - $255K
8.27K $562M
TT
Trane Technologies PLC

Industrials
616
New
$315.21 - $437.41 $194K - $269K
616 $269M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.77K
+ 22.25%
$91.43 - $91.74 $253K - $254K
15.2K $1.4B
EMB
Ishares Tr

ETFs
2.47K
+ 39.57%
$86.54 - $92.62 $214K - $229K
8.73K $808M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.19K
New
$82.51 - $109.2 $181K - $240K
2.19K $240M
MPWR
Monolithic Power Systems Inc

Technology
315
New
$455.19 - $737.73 $143K - $232K
315 $230M
ZECP
Zacks Tr Earnings Constant Por

ETFs
5.46K
+ 19.56%
$27.11 - $31.91 $148K - $174K
33.3K $1.06B
HURN
Huron Consulting Group Inc.

Industrials
1.63K
New
$132.14 - $153.61 $215K - $250K
1.63K $224M
CAT
Caterpillar Inc

Industrials
560
New
$273.94 - $388.21 $153K - $217K
560 $217M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.57K
New
$104.34 - $138.68 $163K - $217K
1.57K $217M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.94K
New
$66.89 - $111.18 $129K - $215K
1.94K $215M
MSTR
Microstrategy Inc

Technology
77
+ 4.88%
$237.95 - $421.61 $18.3K - $32.5K
1.66K $669M
JPM
Jpmorgan Chase & CO

Financial Services
733
New
$210.28 - $289.91 $154K - $213K
733 $213M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.96K
New
$24.32 - $27.87 $194K - $222K
7.96K $211M
ABT
Abbott Laboratories

Healthcare
1.54K
New
$123.95 - $138.08 $191K - $213K
1.54K $210M
IEV
Ishares Tr Europe ETF

ETFs
2.35K
+ 19.98%
$51.8 - $64.59 $122K - $152K
14.1K $894M
IBOC
International Bancshares Corp

Financial Services
3.12K
New
$56.4 - $66.7 $176K - $208K
3.12K $208M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.24K
New
$22.92 - $28.05 $166K - $203K
7.24K $203M
NTAP
Net App, Inc.

Technology
1.9K
New
$76.1 - $106.55 $144K - $202K
1.9K $202M
MTD
Mettler Toledo International Inc

Healthcare
172
New
$970.15 - $1216.57 $167K - $209K
172 $202M
MCK
Mckesson Corp

Healthcare
95
+ 4.64%
$652.83 - $732.78 $62K - $69.6K
2.14K $1.57B
FAST
Fastenal CO

Industrials
8.14K
+ 186.79%
$40.65 - $83.16 $331K - $677K
12.5K $525M
IWB
Ishares Tr Russell 1000 ETF

ETFs
348
+ 17.52%
$272.36 - $339.57 $94.8K - $118K
2.33K $793M
TSLA
Tesla, Inc.

Consumer Cyclical
119
+ 4.86%
$221.86 - $362.89 $26.4K - $43.2K
2.57K $816M
ADP
Automatic Data Processing Inc

Industrials
506
+ 7.35%
$276.76 - $326.81 $140K - $165K
7.39K $2.28B
MA
Mastercard Inc

Financial Services
196
+ 4.16%
$479.92 - $590.74 $94.1K - $116K
4.91K $2.76B
NFLX
Netflix Inc

Communication Services
3
+ 0.79%
$855.86 - $1339.13 $2.57K - $4.02K
384 $514M
CRM
Salesforce, Inc.

Technology
375
+ 3.78%
$236.26 - $291.15 $88.6K - $109K
10.3K $2.81B
CTAS
Cintas Corp

Industrials
313
+ 8.0%
$190.11 - $227.66 $59.5K - $71.3K
4.23K $942M
ITT
Itt Inc.

Industrials
182
+ 4.73%
$112.67 - $157.95 $20.5K - $28.7K
4.03K $632M
GOOG
Alphabet Inc.

Communication Services
125
+ 2.68%
$146.58 - $180.01 $18.3K - $22.5K
4.79K $849M
IEFA
Ishares Tr

ETFs
955
+ 20.41%
$67.83 - $84.09 $64.8K - $80.3K
5.63K $470M
Zacks Trust
1.95K
+ 19.18%
N/A
12.1K $412M
ADBE
Adobe Inc.

Technology
219
+ 4.41%
$340.0 - $420.68 $74.5K - $92.1K
5.19K $2.01B
ABC
Amerisourcebergen Corp

Healthcare
191
+ 12.04%
N/A
1.78K $533M
HUBB
Hubbell Inc

Industrials
62
+ 7.64%
$315.94 - $408.41 $19.6K - $25.3K
874 $357M
VEEV
Veeva Systems Inc

Healthcare
49
+ 4.14%
$209.39 - $289.94 $10.3K - $14.2K
1.23K $355M
IDXX
Idexx Laboratories Inc

Healthcare
23
+ 4.43%
$361.04 - $536.34 $8.3K - $12.3K
542 $291M
DIS
Walt Disney CO

Communication Services
7
+ 0.3%
$81.72 - $124.01 $572 - $868
2.34K $290M
NICE
Nice Ltd.

Technology
147
+ 6.35%
$141.3 - $178.32 $20.8K - $26.2K
2.46K $416M
BR
Broadridge Financial Solutions, Inc.

Technology
214
+ 7.82%
$217.22 - $246.25 $46.5K - $52.7K
2.95K $718M
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