Unique Wealth, LLC Incresed Positions in Q1 2025

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
79K
+ 29.41%
$74.85 - $84.89 $5.91M - $6.71M
348K $28.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
15.8K
+ 657.9%
$468.34 - $539.52 $7.41M - $8.53M
18.2K $8.54B
IEMG
Ishares Inc

ETFs
125K
+ 816.2%
N/A
140K $7.58B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
129K
+ 89.47%
$48.06 - $53.73 $6.19M - $6.92M
273K $13.3B
TTAC
Fcf Us Quality ETF

ETFs
92K
+ 86.83%
$65.72 - $67.39 $6.04M - $6.2M
198K $12.6B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
158K
+ 105.22%
$40.1 - $48.7 $6.33M - $7.69M
308K $12.3B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
67.7K
+ 117.22%
$73.16 - $83.16 $4.95M - $5.63M
125K $8.75B
OEF
Ishares S&P 100 ETF

ETFs
16K
+ 813.31%
N/A
18K $4.87B
EFV
Msci Eafe Value ETF

ETFs
60.5K
+ 107.84%
$51.88 - $60.73 $3.14M - $3.67M
117K $6.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.95K
+ 15.86%
$551.42 - $612.93 $4.38M - $4.87M
58.1K $32.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.1K
+ 6.29%
$95.85 - $99.25 $1.64M - $1.7M
289K $28.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
48.3K
+ 130.34%
$44.41 - $45.98 $2.15M - $2.22M
85.4K $3.9B
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.4K
+ 113.47%
$168.16 - $186.21 $2.25M - $2.49M
25.1K $4.3B
IAU
Ishares Gold Trust

ETFs
31.6K
+ 236.91%
$49.74 - $58.96 $1.57M - $1.86M
44.9K $2.65B
META
Meta Platforms, Inc.

Communication Services
3.35K
+ 342.74%
$576.74 - $736.67 $1.93M - $2.47M
4.33K $2.5B
IYW
Ishares Dj Us Tech ETF

ETFs
14.1K
+ 92.87%
$140.66 - $166.79 $1.99M - $2.36M
29.3K $4.12B
DJP
Barclays Bank PLC

ETFs
28.3K
+ 17.49%
N/A
190K $6.7B
MUB
Ishares National Muni Bond ETF

ETFs
16K
+ 8.84%
$104.71 - $107.69 $1.67M - $1.72M
197K $20.7B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
29.3K
+ 331.18%
$49.75 - $50.27 $1.46M - $1.47M
38.2K $1.91B
VEA
Vanguard Ftse Developed Market

ETFs
25.8K
+ 275.45%
$47.4 - $52.99 $1.22M - $1.37M
35.1K $1.79B
Blackrock ETF Trust Ii
25K
+ 31.1%
N/A
105K $5.51B
V
Visa Inc.

Financial Services
2.32K
+ 26.18%
$306.92 - $362.71 $711K - $840K
11.2K $3.91B
EFG
Msci Eafe Growth ETF

ETFs
9.86K
+ 30.97%
$96.1 - $106.37 $948K - $1.05M
41.7K $4.17B
IYR
Ishares Tr

ETFs
9.74K
+ 17.02%
$89.49 - $98.98 $871K - $964K
66.9K $6.41B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.13K
+ 394.39%
$97.25 - $104.79 $888K - $957K
11.5K $1.19B
FISV
Fiserv Inc

Technology
3.38K
+ 26.53%
N/A
16.1K $3.56B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
16.7K
+ 50.79%
$51.26 - $52.53 $855K - $876K
49.5K $2.55B
VTI
Vanguard Total Stock Market Et

ETFs
3.23K
+ 141.01%
$271.18 - $303.12 $875K - $978K
5.51K $1.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.72K
+ 234.13%
$91.45 - $91.75 $797K - $800K
12.4K $1.14B
SYK
Stryker Corp

Healthcare
1.78K
+ 26.01%
$355.18 - $399.9 $630K - $710K
8.6K $3.2B
LLY
Eli Lilly & CO

Healthcare
644
+ 26.24%
$725.72 - $929.72 $467K - $599K
3.1K $2.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
775
+ 24.46%
$442.66 - $534.52 $343K - $414K
3.94K $2.1B
INTU
Intuit Inc

Technology
1.14K
+ 28.49%
$555.63 - $630.23 $636K - $721K
5.16K $3.17B
BKNG
Booking Holdings Inc.

Consumer Cyclical
185
+ 30.43%
$4295.4 - $5141.88 $795K - $951K
793 $3.65B
MA
Mastercard Inc

Financial Services
993
+ 26.69%
$504.67 - $576.31 $501K - $572K
4.71K $2.58B
CVX
Chevron Corp

Energy
2.9K
+ 131.42%
$146.71 - $167.97 $426K - $488K
5.11K $855M
ADP
Automatic Data Processing Inc

Industrials
1.33K
+ 23.92%
$286.85 - $318.64 $381K - $423K
6.88K $2.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.17K
+ 28.13%
$85.29 - $92.57 $356K - $386K
19K $1.73B
MCK
Mckesson Corp

Healthcare
376
+ 22.49%
$566.21 - $672.99 $213K - $253K
2.05K $1.38B
IWM
Ishares Russell 2000 ETF

ETFs
4.49K
+ 20.31%
$198.1 - $229.79 $890K - $1.03M
26.6K $5.31B
MSFT
Microsoft Corp

Technology
2.7K
+ 20.92%
$375.39 - $447.2 $1.01M - $1.21M
15.6K $5.85B
IEV
Ishares Tr Europe ETF

ETFs
6.64K
+ 129.02%
$51.89 - $60.68 $344K - $403K
11.8K $686M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.29K
+ 183.31%
$302.31 - $337.54 $388K - $434K
1.99K $609M
CTAS
Cintas Corp

Industrials
1.6K
+ 69.39%
$182.09 - $208.14 $292K - $334K
3.91K $804M
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.68K
+ 74.99%
$42.93 - $44.71 $287K - $299K
15.6K $684M
GWW
W.W. Grainger, Inc.

Industrials
399
+ 24.23%
$953.54 - $1132.42 $380K - $452K
2.05K $2.02B
BRO
Brown & Brown, Inc.

Financial Services
1.66K
+ 47.22%
$100.54 - $124.4 $167K - $206K
5.17K $643M
ZECP
Zacks Tr Earnings Constant Por

ETFs
8.81K
+ 46.15%
$29.24 - $32.07 $258K - $282K
27.9K $839M
CPRT
Copart Inc

Consumer Cyclical
4.15K
+ 70.89%
$52.3 - $59.83 $217K - $248K
10K $567M
Activity Summary
Buys All Purchases 113 New Holdings 31 Increased Positions 82 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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