Unique Wealth, LLC Reduced Holdings in Q1 2025

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-35.8K
- 24.57%
$554.06 - $615.85 $19.8M - $22.1M
110K $61.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-295K
- 27.08%
$24.91 - $29.02 $7.36M - $8.58M
796K $19.9B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-172K
- 46.29%
$53.6 - $58.97 $9.21M - $10.1M
199K $10.9B
SSO
Proshares Ultra S&P 500

ETFs
-52.3K
- 41.06%
$80.57 - $100.21 $4.21M - $5.24M
75.1K $6.21B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-97.7K
- 63.2%
$50.48 - $51.04 $4.93M - $4.99M
56.9K $2.89B
XDJL
Innovator Etfs Tr U S Equity A
-107K
- 77.82%
$33.22 - $35.85 $3.54M - $3.83M
30.4K $1.03B
XDAP
Innovator Etfs Tr Us Equity Ac
-67.9K
- 85.02%
$34.37 - $36.5 $2.33M - $2.48M
12K $427M
XDOC
Innovator Etfs Tr U S Equity A

ETFs
-59.8K
- 67.39%
$28.7 - $31.41 $1.72M - $1.88M
28.9K $846M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-57.5K
- 30.36%
$16.57 - $18.85 $953K - $1.08M
132K $2.19B
AAPL
Apple Inc.

Technology
-1.72K
- 7.3%
$209.68 - $247.1 $361K - $426K
21.9K $4.86B
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-11.6K
- 11.21%
$61.91 - $66.79 $715K - $772K
91.6K $5.72B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-12.8K
- 27.52%
$56.17 - $59.71 $717K - $762K
33.6K $1.92B
TSLA
Tesla, Inc.

Consumer Cyclical
-605
- 19.8%
$222.15 - $428.22 $134K - $259K
2.45K $635M
ACWI
Ishares Msci Acwi ETF

ETFs
-4.32K
- 5.09%
$115.16 - $124.13 $498K - $537K
80.6K $9.38B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-11.9K
- 34.43%
$49.22 - $51.73 $584K - $614K
22.6K $1.14B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.7K
- 56.45%
$50.39 - $50.66 $540K - $543K
8.27K $419M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-8.56K
- 43.09%
$61.46 - $66.32 $526K - $568K
11.3K $743M
AOA
Ishares Tr Core Aggressive All

ETFs
-5.53K
- 7.22%
$75.7 - $80.01 $418K - $442K
71K $5.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-469
- 18.09%
$507.05 - $563.67 $238K - $264K
2.12K $1.09B
SDSI
American Centy ETF Tr Short Du
-5.96K
- 39.49%
N/A
9.13K $469M
AMZN
Amazon Com Inc

Consumer Cyclical
-270
- 3.22%
$190.26 - $242.06 $51.4K - $65.4K
8.13K $1.55B
IOO
Ishares Tr Global 100 ETF

ETFs
-1.56K
- 24.07%
$96.2 - $105.12 $150K - $164K
4.93K $474M
Ishares Bitcoin Tr
-199
- 1.23%
N/A
16K $748M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.14K
- 2.45%
$56.63 - $59.39 $121K - $127K
85.4K $4.92B
Listed Fd Tr
-58
- 0.72%
N/A
8.02K $368M
IVW
Ishares S&P 500 Growth ETF

ETFs
-100
- 2.14%
$92.45 - $106.69 $9.25K - $10.7K
4.58K $425M
DIS
Walt Disney CO

Communication Services
-100
- 4.11%
$96.87 - $114.0 $9.69K - $11.4K
2.33K $230M
IVE
Ishares S&P 500 Value ETF

ETFs
-200
- 10.29%
$185.78 - $198.58 $37.2K - $39.7K
1.74K $332M
WMT
Walmart Inc.

Consumer Defensive
-286
- 5.62%
$84.5 - $105.05 $24.2K - $30K
4.8K $421M
AVPT
Ave Point, Inc.

Technology
-2
- 0.01%
$13.5 - $19.8 $27 - $39.6
18.4K $265M
SHW
Sherwin Williams CO

Basic Materials
-75
- 8.5%
$330.16 - $365.55 $24.8K - $27.4K
807 $282M
IDV
Ishares Tr

ETFs
-1.56K
- 17.91%
$27.0 - $31.7 $42.2K - $49.5K
7.16K $222M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.95K
- 13.52%
$26.71 - $31.58 $52.1K - $61.5K
12.5K $378M
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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