Unique Wealth Strategies, LLC New Holdings in Q2 2024

Unique Wealth Strategies, LLC

  • $213 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.06K
New
$50.64 - $63.96 $155K - $196K
3.06K $193M
SCHW
Schwab Charles Corp

Financial Services
2.62K
New
$70.03 - $78.9 $183K - $207K
2.62K $189M
AXP
American Express CO

Financial Services
829
New
$217.5 - $243.08 $180K - $202K
829 $189M
First Tr Exch Trd Alphdx Fd
4.38K
New
N/A
4.38K $186M
PG
Procter & Gamble CO

Consumer Defensive
1.06K
New
$155.33 - $168.56 $165K - $179K
1.06K $172M
JD
Jd.Com, Inc.

Consumer Cyclical
6.28K
New
$25.06 - $35.27 $157K - $221K
6.28K $172M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.16K
New
$106.25 - $130.01 $124K - $151K
1.16K $153M
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.27K
New
$45.56 - $46.71 $149K - $153K
3.27K $153M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.34K
New
$102.13 - $110.88 $137K - $148K
1.34K $148M
TER
Teradyne, Inc

Technology
1.3K
New
$95.97 - $151.75 $125K - $198K
1.3K $147M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.35K
New
$57.14 - $67.42 $134K - $158K
2.35K $143M
CPB
Campbell Soup CO

Consumer Defensive
3.2K
New
$42.31 - $46.71 $135K - $150K
3.2K $142M
TU
Telus Corp

Communication Services
8.81K
New
$15.14 - $16.71 $133K - $147K
8.81K $141M
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.62K
New
$28.38 - $32.36 $131K - $150K
4.62K $141M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.48K
New
$30.84 - $40.19 $107K - $140K
3.48K $138M
LAMR
Lamar Advertising CO

Real Estate
1.16K
New
$110.64 - $121.82 $128K - $141K
1.16K $138M
PEP
Pepsico Inc

Consumer Defensive
761
New
$163.33 - $183.11 $124K - $139K
761 $133M
INTC
Intel Corp

Technology
2.93K
New
$29.85 - $44.52 $87.3K - $130K
2.93K $129M
UPS
United Parcel Service Inc

Industrials
868
New
$134.2 - $152.27 $116K - $132K
868 $129M
AMD
Advanced Micro Devices Inc

Technology
686
New
$144.27 - $183.34 $99K - $126K
686 $124M
EIX
Edison International

Utilities
1.74K
New
$66.81 - $76.85 $116K - $133K
1.74K $123M
XLV
Select Sector Spdr Fund Health

ETFs
817
New
$138.43 - $147.09 $113K - $120K
817 $121M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.44K
New
$77.99 - $80.49 $112K - $116K
1.44K $116M
ITA
Ishares Tr

ETFs
870
New
$127.05 - $137.39 $111K - $120K
870 $115M
CSCO
Cisco Systems, Inc.

Technology
2.28K
New
$45.52 - $50.04 $104K - $114K
2.28K $114M
MRK
Merck & Co., Inc.

Healthcare
841
New
$123.8 - $132.96 $104K - $112K
841 $111M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.51K
New
$69.6 - $72.8 $105K - $110K
1.51K $111M
DUK
Duke Energy Corp

Utilities
1.1K
New
$92.87 - $104.6 $102K - $115K
1.1K $106M
NKE
Nike, Inc.

Consumer Cyclical
1.09K
New
$75.37 - $97.18 $82.5K - $106K
1.09K $103M
BLK
Black Rock Inc.

Financial Services
122
New
$747.3 - $826.77 $91.2K - $101K
122 $102M
GPC
Genuine Parts CO

Consumer Cyclical
653
New
$136.7 - $163.38 $89.3K - $107K
653 $101M
JNJ
Johnson & Johnson

Healthcare
626
New
$144.38 - $157.78 $90.4K - $98.8K
626 $99M
FIS
Fidelity National Information Services, Inc.

Technology
1.32K
New
$67.2 - $78.36 $88.8K - $104K
1.32K $98.1M
Gsk PLC
2.26K
New
N/A
2.26K $97M
RBLX
Roblox Corp

Communication Services
2.51K
New
$30.42 - $40.54 $76.3K - $102K
2.51K $95.7M
VZ
Verizon Communications Inc

Communication Services
2.25K
New
$38.6 - $42.84 $86.7K - $96.2K
2.25K $94.2M
MMM
3 M CO

Industrials
834
New
$90.54 - $105.26 $75.5K - $87.8K
834 $88.5M
AMGN
Amgen Inc

Healthcare
310
New
$262.75 - $319.31 $81.5K - $99K
310 $88.1M
WMT
Walmart Inc.

Consumer Defensive
1.41K
New
$58.85 - $68.9 $83.2K - $97.4K
1.41K $85M
TXN
Texas Instruments Inc

Technology
486
New
$159.68 - $202.54 $77.6K - $98.4K
486 $84.7M
YEAR
Ab Active Etfs Inc Ultra Short
1.63K
New
N/A
1.63K $82.1M
WPC
W. P. Carey Inc.

Real Estate
1.44K
New
$53.32 - $60.11 $76.9K - $86.7K
1.44K $81.4M
MCD
Mcdonalds Corp

Consumer Cyclical
286
New
$249.37 - $280.22 $71.3K - $80.1K
286 $80.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.45K
New
$53.33 - $56.61 $77.1K - $81.9K
1.45K $80.5M
D
Dominion Energy, Inc

Utilities
1.63K
New
$46.86 - $53.94 $76.3K - $87.9K
1.63K $80.1M
MO
Altria Group, Inc.

Consumer Defensive
1.84K
New
$40.75 - $46.83 $74.8K - $86K
1.84K $80.1M
EFV
Msci Eafe Value ETF

ETFs
1.45K
New
$52.34 - $56.41 $76K - $81.9K
1.45K $79M
HON
Honeywell International Inc

Industrials
380
New
$190.36 - $215.89 $72.3K - $82K
380 $78M
PAGP
Plains Gp Holdings LP

Energy
3.85K
New
$17.4 - $19.65 $67.1K - $75.7K
3.85K $70.3M
Activity Summary
Buys All Purchases 494 New Holdings 494 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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