Unique Wealth, LLC Incresed Positions in Q4 2024

Unique Wealth, LLC

  • $480 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
35.1K
+ 70.43%
$117.05 - $123.03 $4.11M - $4.32M
84.9K $9.98B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49.8K
+ 22.47%
$96.64 - $101.23 $4.81M - $5.04M
271K $26.3B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
74K
+ 97.21%
$42.05 - $48.31 $3.11M - $3.57M
150K $6.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.98K
+ 11.04%
$567.81 - $607.81 $2.83M - $3.03M
50.1K $29.4B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
62.8K
+ 77.54%
$49.03 - $53.35 $3.08M - $3.35M
144K $7.37B
TTAC
Fcf Us Quality ETF

ETFs
46.8K
+ 79.15%
$64.72 - $70.85 $3.03M - $3.32M
106K $7.04B
MUB
Ishares National Muni Bond ETF

ETFs
23.8K
+ 15.19%
$105.78 - $108.7 $2.52M - $2.59M
181K $19.3B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
25.2K
+ 77.47%
$72.28 - $78.42 $1.82M - $1.98M
57.8K $4.19B
EFG
Msci Eafe Growth ETF

ETFs
18.2K
+ 132.63%
$96.83 - $106.88 $1.76M - $1.94M
31.9K $3.08B
IYR
Ishares Tr

ETFs
19.7K
+ 52.57%
$90.74 - $102.87 $1.79M - $2.03M
57.2K $5.32B
Blackrock ETF Trust Ii
27.6K
+ 52.5%
N/A
80.2K $4.17B
FVAL
Fidelity Covington Tr Value Fa

ETFs
20.5K
+ 62.87%
$60.19 - $64.39 $1.24M - $1.32M
53.2K $3.27B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
24.8K
+ 308.57%
$51.58 - $52.91 $1.28M - $1.31M
32.8K $1.7B
EFV
Msci Eafe Value ETF

ETFs
26.6K
+ 90.45%
$51.78 - $57.15 $1.38M - $1.52M
56.1K $2.94B
IYW
Ishares Dj Us Tech ETF

ETFs
7.35K
+ 93.49%
$148.14 - $166.23 $1.09M - $1.22M
15.2K $2.43B
IWM
Ishares Russell 2000 ETF

ETFs
4.83K
+ 27.9%
$216.13 - $242.4 $1.04M - $1.17M
22.1K $4.89B
EFA
Ishares Tr Msci Eafe ETF

ETFs
38.4K
+ 16.68%
$75.1 - $82.99 $2.88M - $3.19M
269K $20.3B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.4K
+ 92.95%
$55.45 - $61.08 $1.13M - $1.24M
42.3K $2.34B
J P Morgan Exchange Traded F
15.1K
+ 63.41%
N/A
39K $2.42B
NVDA
Nvidia Corp

Technology
3.43K
+ 10.02%
$117.0 - $148.88 $401K - $510K
37.6K $5.05B
AAPL
Apple Inc.

Technology
2.09K
+ 9.73%
$221.69 - $259.02 $464K - $542K
23.6K $5.91B
GOOGL
Alphabet Inc.

Communication Services
2.06K
+ 10.19%
$161.86 - $196.66 $334K - $406K
22.3K $4.22B
TTAI
Fcf International Quality ETF
32.5K
+ 92.3%
N/A
67.7K $1.94B
DJP
Barclays Bank PLC

ETFs
24.6K
+ 17.98%
N/A
162K $5.19B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.46K
+ 154.93%
$481.22 - $538.17 $703K - $786K
2.4K $1.23B
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.08K
+ 157.7%
$87.1 - $98.49 $791K - $894K
14.8K $1.3B
CRM
Salesforce, Inc.

Technology
867
+ 12.44%
$270.87 - $367.87 $235K - $319K
7.84K $2.62B
TSLA
Tesla, Inc.

Consumer Cyclical
944
+ 44.72%
$213.65 - $479.86 $202K - $453K
3.06K $1.23B
BKNG
Booking Holdings Inc.

Consumer Cyclical
51
+ 9.16%
$4100.99 - $5300.34 $209K - $270K
608 $3.02B
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 75.16%
$727.2 - $932.06 $766K - $981K
2.45K $1.89B
AMZN
Amazon Com Inc

Consumer Cyclical
1.89K
+ 28.99%
$180.88 - $232.93 $341K - $440K
8.4K $1.84B
V
Visa Inc.

Financial Services
672
+ 8.23%
$273.87 - $320.91 $184K - $216K
8.84K $2.79B
FISV
Fiserv Inc

Technology
1.04K
+ 8.86%
N/A
12.8K $2.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
844
+ 48.26%
$521.84 - $558.82 $440K - $472K
2.59K $1.4B
IAU
Ishares Gold Trust

ETFs
8.8K
+ 193.68%
$48.37 - $52.65 $425K - $463K
13.3K $660M
Ishares Bitcoin Tr
1.61K
+ 11.06%
N/A
16.2K $859M
MSFT
Microsoft Corp

Technology
1.03K
+ 8.65%
$406.35 - $454.46 $417K - $466K
12.9K $5.43B
MA
Mastercard Inc

Financial Services
314
+ 9.22%
$491.3 - $536.15 $154K - $168K
3.72K $1.96B
SYK
Stryker Corp

Healthcare
676
+ 11.0%
$345.14 - $392.15 $233K - $265K
6.82K $2.46B
INTU
Intuit Inc

Technology
322
+ 8.72%
$602.01 - $706.25 $194K - $227K
4.02K $2.52B
SDSI
American Centy ETF Tr Short Du
4.7K
+ 45.26%
N/A
15.1K $767M
ADP
Automatic Data Processing Inc

Industrials
493
+ 9.75%
$280.08 - $307.97 $138K - $152K
5.55K $1.63B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 11.99%
$176.42 - $186.91 $222K - $236K
11.8K $2.1B
ETN
Eaton Corp PLC

Industrials
613
+ 16.41%
$326.96 - $377.52 $200K - $231K
4.35K $1.44B
MCK
Mckesson Corp

Healthcare
152
+ 10.0%
$482.27 - $628.5 $73.3K - $95.5K
1.67K $953M
FICO
Fair Isaac Corp

Technology
95
+ 58.64%
$1911.01 - $2382.4 $182K - $226K
257 $512M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
445
+ 16.34%
$442.29 - $483.08 $197K - $215K
3.17K $1.44B
GWW
W.W. Grainger, Inc.

Industrials
146
+ 9.73%
$1023.06 - $1220.93 $149K - $178K
1.65K $1.74B
VTI
Vanguard Total Stock Market Et

ETFs
551
+ 31.74%
$280.04 - $302.45 $154K - $167K
2.29K $663M
Activity Summary
Buys All Purchases 103 New Holdings 27 Increased Positions 76 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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