Unique Wealth, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $61.8B, Spdr S&P 500 ETF Trust with a value of $32.5B, Ishares Core U.S. Aggregate Bo with a value of $28.5B, Ishares Tr Msci Eafe ETF with a value of $28.4B, and Ishares National Muni Bond ETF with a value of $20.7B.
Examining the 13F form we can see an increase of $49.4B in the current position value, from $480B to 529B.
Unique Wealth, LLC is based out at Tampa, FL
Below you can find more details about Unique Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$529 Billion
ETFs: $429 Billion
Technology: $33.7 Billion
Healthcare: $10.9 Billion
Financial Services: $9.9 Billion
Industrials: $9.65 Billion
Consumer Cyclical: $9.15 Billion
Communication Services: $8.38 Billion
Consumer Defensive: $1.65 Billion
Other: $1.36 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
