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
VTI
Vanguard Total Stock Market Et

ETFs
255
New
$245.23 - $269.4 $62.5K - $68.7K
255 $66.3M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.75K
New
$22.87 - $23.06 $62.9K - $63.4K
2.75K $63.1M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.75K
New
$22.69 - $22.82 $62.4K - $62.8K
2.75K $62.5M
EFG
Msci Eafe Growth ETF

ETFs
559
New
$97.17 - $106.25 $54.3K - $59.4K
559 $58M
AMAT
Applied Materials Inc

Technology
275
New
$189.46 - $247.83 $52.1K - $68.2K
275 $56.7M
ASML
Asml Holding Nv

Technology
56
New
$852.84 - $1068.86 $47.8K - $59.9K
56 $54.3M
VO
Vanguard Mid Cap ETF

ETFs
208
New
$234.99 - $248.98 $48.9K - $51.8K
208 $52M
CAT
Caterpillar Inc

Industrials
140
New
$321.47 - $379.3 $45K - $53.1K
140 $51.3M
S
Sentinel One, Inc.

Technology
2.1K
New
$16.83 - $23.01 $35.3K - $48.3K
2.1K $49M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
213
New
$199.21 - $276.76 $42.4K - $58.9K
213 $47.9M
SQ
Block, Inc.

Technology
525
New
$61.9 - $81.46 $32.5K - $42.8K
525 $44.4M
DAL
Delta Air Lines, Inc.

Industrials
840
New
$45.88 - $53.26 $38.5K - $44.7K
840 $40.2M
CTSH
Cognizant Technology Solutions Corp

Technology
543
New
$64.26 - $71.84 $34.9K - $39K
543 $39.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
677
New
$55.18 - $59.2 $37.4K - $40.1K
677 $39M
LLY
Eli Lilly & CO

Healthcare
50
New
$724.87 - $909.04 $36.2K - $45.5K
50 $38.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
223
New
$154.56 - $173.19 $34.5K - $38.6K
223 $36.7M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.73K
New
$20.97 - $21.11 $36.2K - $36.4K
1.73K $36.2M
WINA
Winmark Corp

Consumer Cyclical
100
New
$333.69 - $383.69 $33.4K - $38.4K
100 $36.2M
COF
Capital One Financial Corp

Financial Services
240
New
$133.7 - $148.87 $32.1K - $35.7K
240 $35.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
216
New
$141.04 - $165.42 $30.5K - $35.7K
216 $35.6M
SLB
Schlumberger Limited

Energy
645
New
$43.0 - $55.22 $27.7K - $35.6K
645 $35.4M
MAR
Marriott International Inc

Consumer Cyclical
140
New
$228.38 - $258.55 $32K - $36.2K
140 $35.3M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.75K
New
$19.69 - $20.1 $34.5K - $35.2K
1.75K $35.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.7K
New
$20.38 - $20.52 $34.6K - $34.9K
1.7K $34.7M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.8K
New
$19.04 - $19.32 $34.3K - $34.8K
1.8K $34.7M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.8K
New
$19.08 - $19.25 $34.3K - $34.7K
1.8K $34.6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
296
New
$108.69 - $119.84 $32.2K - $35.5K
296 $34M
CRWD
Crowd Strike Holdings, Inc.

Technology
94
New
$282.64 - $390.43 $26.6K - $36.7K
94 $30.1M
ACN
Accenture PLC

Technology
85
New
$281.76 - $339.17 $23.9K - $28.8K
85 $29.5M
PATH
Ui Path, Inc.

Technology
1.24K
New
$11.26 - $22.19 $14K - $27.6K
1.24K $28.2M
CRSP
Crispr Therapeutics Ag

Healthcare
410
New
$51.17 - $68.18 $21K - $28K
410 $27.9M
AI
C3.Ai, Inc.

Technology
1.02K
New
$20.5 - $31.62 $21K - $32.3K
1.02K $27.7M
HCA
Hca Healthcare, Inc.

Healthcare
83
New
$297.0 - $343.29 $24.7K - $28.5K
83 $27.7M
ABT
Abbott Laboratories

Healthcare
243
New
$100.73 - $112.44 $24.5K - $27.3K
243 $27.6M
F
Ford Motor CO

Consumer Cyclical
1.83K
New
$11.56 - $13.65 $21.1K - $24.9K
1.83K $24.2M
SOUN
Soundhound Ai, Inc.

Technology
4.12K
New
$3.55 - $5.56 $14.6K - $22.9K
4.12K $24.2M
BNDX
Vanguard Total International B

ETFs
483
New
$48.24 - $49.07 $23.3K - $23.7K
483 $23.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
169
New
$126.6 - $161.4 $21.4K - $27.3K
169 $23.5M
TTWO
Take Two Interactive Software Inc

Communication Services
152
New
$139.96 - $167.43 $21.3K - $25.4K
152 $22.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
189
New
$109.98 - $128.59 $20.8K - $24.3K
189 $22.2M
ILMN
Illumina, Inc.

Healthcare
155
New
$101.05 - $133.57 $15.7K - $20.7K
155 $21.3M
NTR
Nutrien Ltd.

Basic Materials
385
New
$50.74 - $60.33 $19.5K - $23.2K
385 $20.9M
CTVA
Corteva, Inc.

Basic Materials
357
New
$51.18 - $57.83 $18.3K - $20.6K
357 $20.6M
IBM
International Business Machines Corp

Technology
104
New
$164.43 - $190.9 $17.1K - $19.9K
104 $19.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
265
New
$68.82 - $88.54 $18.2K - $23.5K
265 $19.2M
AON
Aon PLC

Financial Services
53
New
$275.82 - $329.64 $14.6K - $17.5K
53 $17.8M
NOW
Service Now, Inc.

Technology
23
New
$643.29 - $786.67 $14.8K - $18.1K
23 $17.5M
TRU
Trans Union

Industrials
217
New
$66.7 - $80.14 $14.5K - $17.4K
217 $17.3M
TRV
Travelers Companies, Inc.

Financial Services
75
New
$203.34 - $230.89 $15.3K - $17.3K
75 $17.3M
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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