Unique Wealth, LLC Sells in Q3 2025

Unique Wealth, LLC

  • $682 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-8.8K
- 86.12%
$232.56 - $304.78 $2.05M - $2.68M
1.42K $350M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-52.9K
- 33.61%
$55.15 - $58.11 $2.92M - $3.08M
105K $6.01B
IVV
Ishares Core S&P 500 ETF

ETFs
-9.3K
- 9.44%
$620.67 - $670.08 $5.77M - $6.23M
89.3K $59.7B
MUB
Ishares National Muni Bond ETF

ETFs
-11K
- 5.64%
$103.24 - $106.68 $1.13M - $1.17M
184K $19.6B
FISV
Fiserv Inc

Technology
-185
- 1.09%
N/A
16.8K $2.16B
INTU
Intuit Inc

Technology
-16
- 0.29%
$646.03 - $807.39 $10.3K - $12.9K
5.41K $3.7B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-29.2K
- 28.38%
$16.46 - $17.1 $481K - $499K
73.7K $1.25B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.83K
- 29.24%
$55.61 - $57.37 $436K - $449K
19K $1.08B
CRM
Salesforce, Inc.

Technology
-148
- 1.44%
$231.66 - $273.65 $34.3K - $40.5K
10.1K $2.41B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 1.08%
$5364.25 - $5815.92 $48.3K - $52.3K
825 $4.45B
ADP
Automatic Data Processing Inc

Industrials
-400
- 5.42%
$288.69 - $310.94 $115K - $124K
6.99K $2.05B
GWW
W.W. Grainger, Inc.

Industrials
-31
- 1.39%
$932.44 - $1059.49 $28.9K - $32.8K
2.2K $2.1B
V
Visa Inc.

Financial Services
-136
- 1.15%
$332.09 - $358.86 $45.2K - $48.8K
11.7K $4B
ADBE
Adobe Inc.

Technology
-68
- 1.31%
$333.65 - $392.1 $22.7K - $26.7K
5.12K $1.81B
LLY
Eli Lilly & CO

Healthcare
-191
- 5.82%
$625.65 - $812.69 $119K - $155K
3.09K $2.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-601
- 13.37%
$567.77 - $614.76 $341K - $369K
3.89K $2.38B
MSTR
Microstrategy Inc

Technology
-81
- 4.89%
$300.7 - $455.9 $24.4K - $36.9K
1.57K $507M
AOA
Ishares Tr Core Aggressive All

ETFs
-5.73K
- 7.47%
$82.71 - $88.14 $474K - $505K
70.9K $6.25B
ABC
Amerisourcebergen Corp

Healthcare
-403
- 22.68%
N/A
1.37K $429M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.91K
- 23.25%
$50.47 - $50.74 $96.6K - $97.1K
6.32K $321M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 4.01%
$915.95 - $994.57 $33.9K - $36.8K
885 $819M
BR
Broadridge Financial Solutions, Inc.

Technology
-290
- 9.82%
$233.75 - $266.89 $67.8K - $77.4K
2.66K $634M
Rbb Fd Inc
-1.59K
- 15.0%
N/A
9K $452M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-1.53K
- 20.16%
$64.0 - $66.91 $97.7K - $102K
6.05K $404M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-266
- 21.04%
$196.15 - $217.83 $52.2K - $57.9K
998 $201M
TT
Trane Technologies PLC

Industrials
-141
- 22.89%
$398.96 - $472.54 $56.3K - $66.6K
475 $200M
NFLX
Netflix Inc

Communication Services
-12
- 3.13%
$1147.87 - $1297.18 $13.8K - $15.6K
372 $446M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.02K
- 3.77%
$48.5 - $50.19 $147K - $152K
77.1K $3.86B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.85K
- 2.65%
$50.09 - $50.73 $92.7K - $93.9K
68K $3.44B
ROL
Rollins Inc

Consumer Cyclical
-1.25K
- 25.95%
$55.05 - $58.74 $68.5K - $73.1K
3.55K $209M
SHW
Sherwin Williams CO

Basic Materials
-155
- 18.11%
$330.88 - $375.23 $51.3K - $58.2K
701 $243M
META
Meta Platforms, Inc.

Communication Services
-40
- 0.9%
$695.21 - $791.73 $27.8K - $31.7K
4.38K $3.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-227
- 5.19%
$459.11 - $506.91 $104K - $115K
4.15K $2.08B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-808
- 3.98%
$48.72 - $50.73 $39.4K - $41K
19.5K $961M
Victory Portfolios Ii
-1.73K
- 12.6%
N/A
12K $451M
TJX
Tjx Companies Inc

Consumer Cyclical
-538
- 21.82%
$121.35 - $144.54 $65.3K - $77.8K
1.93K $279M
CHKP
Check Point Software Technologies LTD

Technology
-17
- 1.36%
$180.73 - $231.23 $3.07K - $3.93K
1.23K $255M
ETN
Eaton Corp PLC

Industrials
-310
- 5.24%
$342.99 - $392.76 $106K - $122K
5.61K $2.1B
VONG
Vanguard Russell 1000 Growth E

ETFs
-254
- 11.58%
$108.08 - $121.73 $27.5K - $30.9K
1.94K $234M
ABT
Abbott Laboratories

Healthcare
-14
- 0.91%
$120.51 - $136.62 $1.69K - $1.91K
1.53K $205M
USFD
Us Foods Holding Corp.

Consumer Defensive
-30
- 0.83%
$76.35 - $84.68 $2.29K - $2.54K
3.6K $276M
Listed Fd Tr
-1.03K
- 12.83%
N/A
6.99K $454M
WMT
Walmart Inc.

Consumer Defensive
-165
- 3.4%
$94.4 - $104.27 $15.6K - $17.2K
4.69K $483M
HURN
Huron Consulting Group Inc.

Industrials
-20
- 1.23%
$121.98 - $146.77 $2.44K - $2.94K
1.61K $236M
IEV
Ishares Tr Europe ETF

ETFs
-245
- 1.73%
$61.37 - $65.49 $15K - $16K
13.9K $910M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-107
- 0.75%
$45.4 - $47.61 $4.86K - $5.09K
14.2K $675M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 1.77%
$279.83 - $293.74 $11.2K - $11.7K
2.22K $652M
MA
Mastercard Inc

Financial Services
-17
- 0.35%
$550.18 - $598.96 $9.35K - $10.2K
4.89K $2.78B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-155
- 0.72%
$32.53 - $35.69 $5.04K - $5.53K
21.5K $762M
Activity Summary
Buys All Purchases 99 New Holdings 16 Increased Positions 83 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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