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
MDLZ
Mondelez International, Inc.

Consumer Defensive
244
New
$65.44 - $71.94 $16K - $17.6K
244 $17.1M
USB
Us Bancorp \De\

Financial Services
363
New
$38.45 - $43.95 $14K - $16K
363 $16.2M
MATX
Matson, Inc.

Industrials
144
New
$104.64 - $131.52 $15.1K - $18.9K
144 $16.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
265
New
$56.43 - $60.79 $15K - $16.1K
265 $16.1M
MFC
Manulife Financial Corp

Financial Services
643
New
$22.78 - $26.69 $14.6K - $17.2K
643 $16.1M
LUV
Southwest Airlines CO

Industrials
542
New
$25.51 - $29.73 $13.8K - $16.1K
542 $15.8M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
322
New
$43.17 - $46.64 $13.9K - $15K
322 $15.1M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
703
New
$15.57 - $20.94 $10.9K - $14.7K
703 $14.7M
PEG
Public Service Enterprise Group Inc

Utilities
213
New
$64.28 - $75.76 $13.7K - $16.1K
213 $14.2M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
183
New
$67.75 - $75.42 $12.4K - $13.8K
183 $14M
KEYS
Keysight Technologies, Inc.

Technology
88
New
$135.22 - $160.14 $11.9K - $14.1K
88 $13.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
136
New
$100.13 - $100.67 $13.6K - $13.7K
136 $13.7M
Linde PLC
29
New
N/A
29 $13.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
199
New
$58.03 - $67.92 $11.5K - $13.5K
199 $13.3M
FDX
Fedex Corp

Industrials
46
New
$245.11 - $299.84 $11.3K - $13.8K
46 $13.3M
PEAK
Healthpeak Properties, Inc.

Real Estate
690
New
$17.82 - $19.34 $12.3K - $13.3K
690 $12.9M
TRMB
Trimble Inc.

Technology
198
New
$54.0 - $63.17 $10.7K - $12.5K
198 $12.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
54
New
$218.75 - $234.97 $11.8K - $12.7K
54 $12.7M
MGM
Mgm Resorts International

Consumer Cyclical
263
New
$38.53 - $47.78 $10.1K - $12.6K
263 $12.4M
SWX
Southwest Gas Holdings, Inc.

Utilities
162
New
$70.38 - $78.35 $11.4K - $12.7K
162 $12.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
88
New
$109.48 - $136.66 $9.63K - $12K
88 $12.1M
EPAM
Epam Systems, Inc.

Technology
43
New
$170.25 - $274.17 $7.32K - $11.8K
43 $11.8M
SYK
Stryker Corp

Healthcare
33
New
$324.3 - $354.67 $10.7K - $11.7K
33 $11.8M
LYFT
Lyft, Inc.

Technology
607
New
$13.33 - $19.52 $8.09K - $11.8K
607 $11.7M
EWY
Ishares Inc Msci South Korea E

ETFs
175
New
$60.88 - $66.92 $10.7K - $11.7K
175 $11.7M
CI
Cigna Corp

Healthcare
32
New
$330.57 - $364.08 $10.6K - $11.7K
32 $11.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
New
$541.52 - $599.02 $10.8K - $12K
20 $11.6M
IRBO
Ishares Robotics & Artificial

ETFs
337
New
$31.2 - $34.68 $10.5K - $11.7K
337 $11.6M
CWK
Cushman & Wakefield PLC

Real Estate
1.1K
New
$9.27 - $11.72 $10.2K - $12.9K
1.1K $11.5M
MNST
Monster Beverage Corp

Consumer Defensive
194
New
$48.03 - $57.74 $9.32K - $11.2K
194 $11.5M
SOFI
So Fi Technologies, Inc.

Financial Services
1.5K
New
$6.32 - $7.89 $9.48K - $11.8K
1.5K $11M
URI
United Rentals, Inc.

Industrials
15
New
$616.21 - $712.69 $9.24K - $10.7K
15 $10.8M
SUB
Ishares Short Term National Mu

ETFs
100
New
$104.04 - $104.8 $10.4K - $10.5K
100 $10.5M
OKTA
Okta, Inc.

Technology
100
New
$86.52 - $103.49 $8.65K - $10.3K
100 $10.5M
UNP
Union Pacific Corp

Industrials
42
New
$221.38 - $247.4 $9.3K - $10.4K
42 $10.3M
DLTR
Dollar Tree, Inc.

Consumer Defensive
77
New
$103.43 - $135.91 $7.96K - $10.5K
77 $10.3M
JMEE
J P Morgan Exchange Traded Fd

ETFs
170
New
$54.31 - $58.29 $9.23K - $9.91K
170 $9.95M
LOW
Lowes Companies Inc

Consumer Cyclical
39
New
$214.27 - $249.28 $8.36K - $9.72K
39 $9.93M
MUB
Ishares National Muni Bond ETF

ETFs
90
New
$105.37 - $107.16 $9.48K - $9.64K
90 $9.71M
PANW
Palo Alto Networks Inc

Technology
34
New
$265.2 - $340.82 $9.02K - $11.6K
34 $9.66M
CB
Chubb LTD

Financial Services
36
New
$243.01 - $274.28 $8.75K - $9.87K
36 $9.33M
MRNA
Moderna, Inc.

Healthcare
87
New
$101.21 - $166.61 $8.81K - $14.5K
87 $9.27M
NVR
Nvr Inc

Consumer Cyclical
1
New
$7335.26 - $8026.27 $7.34K - $8.03K
1 $9.25M
BMY
Bristol Myers Squibb CO

Healthcare
170
New
$40.25 - $52.99 $6.84K - $9.01K
170 $9.22M
SITM
Sitime Corp

Technology
97
New
$73.44 - $130.87 $7.12K - $12.7K
97 $9.04M
DHR
Danaher Corp

Healthcare
36
New
$235.51 - $267.98 $8.48K - $9.65K
36 $8.99M
MU
Micron Technology Inc

Technology
76
New
$106.77 - $153.45 $8.11K - $11.7K
76 $8.96M
Axcelis Technologies Inc
80
New
N/A
80 $8.92M
ACMR
Acm Research, Inc.

Technology
306
New
$20.6 - $32.04 $6.3K - $9.8K
306 $8.92M
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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