Unique Wealth, LLC Incresed Positions in Q2 2025

Unique Wealth, LLC

  • $619 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
77
+ 4.88%
$237.95 - $421.61 $18.3K - $32.5K
1.66K $669M
IEV
Ishares Tr Europe ETF

ETFs
2.35K
+ 19.98%
$51.8 - $64.59 $122K - $152K
14.1K $894M
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
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
WMT
Walmart Inc.

Consumer Defensive
52
+ 1.08%
$81.79 - $99.98 $4.25K - $5.2K
4.85K $474M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.32%
$908.13 - $1056.85 $10.9K - $12.7K
922 $913M
ROL
Rollins Inc

Consumer Cyclical
595
+ 14.16%
$50.65 - $58.58 $30.1K - $34.9K
4.8K $271M
EW
Edwards Lifesciences Corp

Healthcare
256
+ 7.47%
$67.07 - $78.22 $17.2K - $20K
3.68K $288M
TJX
Tjx Companies Inc

Consumer Cyclical
289
+ 13.28%
$119.13 - $135.03 $34.4K - $39K
2.47K $305M
FICO
Fair Isaac Corp

Technology
24
+ 6.76%
$1503.62 - $2206.01 $36.1K - $52.9K
379 $693M
STE
Steris PLC

Healthcare
46
+ 3.9%
$208.55 - $252.55 $9.59K - $11.6K
1.23K $295M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
431
+ 10.93%
$483.48 - $539.8 $208K - $233K
4.37K $2.12B
GD
General Dynamics Corp

Industrials
4
+ 0.48%
$247.68 - $291.66 $991 - $1.17K
834 $243M
SHW
Sherwin Williams CO

Basic Materials
49
+ 6.07%
$313.51 - $363.51 $15.4K - $17.8K
856 $294M
Rbb Fd Inc
208
+ 2.0%
N/A
10.6K $531M
ACN
Accenture PLC

Technology
459
+ 4.7%
$279.23 - $323.21 $128K - $148K
10.2K $3.05B
CHKP
Check Point Software Technologies LTD

Technology
72
+ 6.11%
$204.26 - $233.47 $14.7K - $16.8K
1.25K $277M
Corpay Inc
90
+ 6.3%
N/A
1.52K $504M
LLY
Eli Lilly & CO

Healthcare
184
+ 5.94%
$713.71 - $898.95 $131K - $165K
3.28K $2.56B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
126
+ 11.07%
$212.1 - $244.27 $26.7K - $30.8K
1.26K $276M
ROP
Roper Technologies Inc

Industrials
17
+ 3.25%
$519.19 - $590.78 $8.83K - $10K
540 $306M
WM
Waste Management Inc

Industrials
46
+ 0.67%
$216.47 - $242.1 $9.96K - $11.1K
6.86K $1.57B
YELP
Yelp Inc

Communication Services
244
+ 4.03%
$32.56 - $40.93 $7.94K - $9.99K
6.3K $216M
PGR
Progressive Corp

Financial Services
27
+ 1.97%
$255.27 - $288.74 $6.89K - $7.8K
1.4K $373M
DJP
Barclays Bank PLC

ETFs
6.74K
+ 3.55%
N/A
197K $6.68B
G
Genpact LTD

Technology
260
+ 3.97%
$40.65 - $50.56 $10.6K - $13.1K
6.82K $300M
CPRT
Copart Inc

Consumer Cyclical
529
+ 5.28%
$47.72 - $63.84 $25.2K - $33.8K
10.5K $517M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.06%
$285.55 - $321.23 $571 - $642
3.49K $1.02B
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$170.16 - $206.27 $170 - $206
3.14K $583M
AAPL
Apple Inc.

Technology
143
+ 0.65%
$172.42 - $223.89 $24.7K - $32K
22K $4.52B
FISV
Fiserv Inc

Technology
812
+ 5.03%
N/A
16.9K $2.92B
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
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