Unique Wealth, LLC Incresed Positions in Q1 2025

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
1.76K
+ 21.95%
$300.91 - $398.25 $529K - $700K
9.76K $3.05B
BR
Broadridge Financial Solutions, Inc.

Technology
730
+ 36.35%
$221.46 - $244.83 $162K - $179K
2.74K $664M
WM
Waste Management Inc

Industrials
8
+ 0.12%
$200.54 - $233.78 $1.6K - $1.87K
6.82K $1.58B
JNJ
Johnson & Johnson

Healthcare
443
+ 7.66%
$142.06 - $167.7 $62.9K - $74.3K
6.23K $1.03B
Corpay Inc
522
+ 57.62%
N/A
1.43K $498M
EMB
Ishares Tr

ETFs
1.8K
+ 40.49%
$88.64 - $92.03 $160K - $166K
6.25K $566M
ADBE
Adobe Inc.

Technology
1.06K
+ 27.04%
$377.84 - $464.11 $400K - $491K
4.97K $1.91B
FICO
Fair Isaac Corp

Technology
98
+ 38.13%
$1695.35 - $2030.47 $166K - $199K
355 $655M
ITT
Itt Inc.

Industrials
1.33K
+ 52.54%
$128.71 - $153.88 $171K - $204K
3.85K $497M
ABC
Amerisourcebergen Corp

Healthcare
201
+ 14.51%
N/A
1.59K $441M
Rbb Fd Inc
2.16K
+ 26.2%
N/A
10.4K $521M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.32%
$169.2 - $216.66 $1.69K - $2.17K
3.14K $658M
NICE
Nice Ltd.

Technology
800
+ 52.81%
$139.18 - $178.5 $111K - $143K
2.32K $357M
MSTR
Microstrategy Inc

Technology
349
+ 28.4%
$239.27 - $396.5 $83.5K - $138K
1.58K $455M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.37%
$279.74 - $321.29 $3.64K - $4.18K
3.48K $1.09B
Zacks Trust
3.33K
+ 48.54%
N/A
10.2K $308M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 6.18%
$890.62 - $1076.86 $47.2K - $57.1K
910 $861M
IEFA
Ishares Tr

ETFs
651
+ 16.16%
$69.57 - $78.65 $45.3K - $51.2K
4.68K $354M
PGR
Progressive Corp

Financial Services
44
+ 3.31%
$235.61 - $291.22 $10.4K - $12.8K
1.37K $388M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
146
+ 14.72%
$208.48 - $244.03 $30.4K - $35.6K
1.14K $278M
ETN
Eaton Corp PLC

Industrials
1.19K
+ 27.3%
$271.83 - $371.23 $323K - $441K
5.54K $1.5B
HUBB
Hubbell Inc

Industrials
314
+ 63.05%
$330.91 - $456.86 $104K - $143K
812 $269M
GOOG
Alphabet Inc.

Communication Services
1.1K
+ 30.82%
$156.06 - $207.71 $171K - $228K
4.66K $728M
NVDA
Nvidia Corp

Technology
9.41K
+ 25.0%
$106.98 - $149.43 $1.01M - $1.41M
47K $5.1B
CRM
Salesforce, Inc.

Technology
2.08K
+ 26.57%
$268.36 - $359.95 $559K - $750K
9.92K $2.66B
TJX
Tjx Companies Inc

Consumer Cyclical
188
+ 9.45%
$112.81 - $126.16 $21.2K - $23.7K
2.18K $265M
PG
Procter & Gamble CO

Consumer Defensive
61
+ 2.93%
$158.56 - $176.26 $9.67K - $10.8K
2.14K $365M
GD
General Dynamics Corp

Industrials
13
+ 1.59%
$241.94 - $272.58 $3.15K - $3.54K
830 $226M
VO
Vanguard Mid Cap ETF

ETFs
54
+ 4.43%
$251.87 - $277.95 $13.6K - $15K
1.27K $329M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.22%
$347.25 - $424.87 $1.74K - $2.12K
2.28K $836M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.08K
+ 57.14%
$111.56 - $223.11 $120K - $240K
2.96K $331M
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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