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
FOUR
Shift4 Payments, Inc.

Technology
88
New
$57.86 - $73.35 $5.09K - $6.45K
88 $5.81M
ICE
Intercontinental Exchange, Inc.

Financial Services
42
New
$126.54 - $138.72 $5.31K - $5.83K
42 $5.77M
TGT
Target Corp

Consumer Defensive
32
New
$141.16 - $177.82 $4.52K - $5.69K
32 $5.67M
GILD
Gilead Sciences, Inc.

Healthcare
76
New
$63.15 - $72.88 $4.8K - $5.54K
76 $5.57M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
27
New
$196.29 - $215.75 $5.3K - $5.83K
27 $5.56M
COIN
Coinbase Global, Inc.

Technology
20
New
$199.17 - $263.01 $3.98K - $5.26K
20 $5.3M
BLD
Top Build Corp

Industrials
12
New
$379.45 - $446.91 $4.55K - $5.36K
12 $5.29M
ADP
Automatic Data Processing Inc

Industrials
20
New
$237.3 - $254.02 $4.75K - $5.08K
20 $5M
MSI
Motorola Solutions, Inc.

Technology
14
New
$336.0 - $390.36 $4.7K - $5.47K
14 $4.97M
ES
Eversource Energy

Utilities
83
New
$56.71 - $61.92 $4.71K - $5.14K
83 $4.96M
CTAS
Cintas Corp

Industrials
7
New
$658.34 - $714.93 $4.61K - $5K
7 $4.81M
NOC
Northrop Grumman Corp

Industrials
10
New
$423.42 - $488.06 $4.23K - $4.88K
10 $4.79M
AIG
American International Group, Inc.

Financial Services
60
New
$72.58 - $80.54 $4.35K - $4.83K
60 $4.69M
QLYS
Qualys, Inc.

Technology
28
New
$132.78 - $172.11 $3.72K - $4.82K
28 $4.67M
MET
Metlife Inc

Financial Services
62
New
$68.55 - $74.22 $4.25K - $4.6K
62 $4.6M
PRU
Prudential Financial Inc

Financial Services
38
New
$107.35 - $121.31 $4.08K - $4.61K
38 $4.46M
VLO
Valero Energy Corp

Energy
26
New
$148.38 - $183.39 $3.86K - $4.77K
26 $4.44M
PFG
Principal Financial Group Inc

Financial Services
51
New
$76.66 - $86.01 $3.91K - $4.39K
51 $4.4M
AEP
American Electric Power CO Inc

Utilities
51
New
$79.51 - $92.67 $4.06K - $4.73K
51 $4.39M
AFL
Aflac Inc

Financial Services
51
New
$79.64 - $90.43 $4.06K - $4.61K
51 $4.38M
SPG
Simon Property Group Inc

Real Estate
27
New
$140.18 - $153.78 $3.78K - $4.15K
27 $4.23M
KEY
Keycorp

Financial Services
265
New
$13.36 - $15.57 $3.54K - $4.13K
265 $4.19M
EQIX
Equinix Inc

Real Estate
5
New
$692.71 - $809.68 $3.46K - $4.05K
5 $4.13M
HPE
Hewlett Packard Enterprise CO

Technology
225
New
$16.44 - $21.84 $3.7K - $4.91K
225 $3.99M
TMUS
T Mobile Us, Inc.

Communication Services
24
New
$159.79 - $180.69 $3.83K - $4.34K
24 $3.92M
SYY
Sysco Corp

Consumer Defensive
48
New
$70.69 - $80.57 $3.39K - $3.87K
48 $3.9M
SRLN
Ssga Active Trust

ETFs
89
New
$41.68 - $42.09 $3.71K - $3.75K
89 $3.75M
SO
Southern CO

Utilities
52
New
$67.77 - $80.71 $3.52K - $4.2K
52 $3.73M
OXY
Occidental Petroleum Corp

Energy
57
New
$59.48 - $69.26 $3.39K - $3.95K
57 $3.7M
DE
Deere & CO

Industrials
9
New
$364.98 - $414.02 $3.28K - $3.73K
9 $3.7M
PXD
Pioneer Natural Resources CO

Energy
14
New
$0.0 - $275.52 $0 - $3.86K
14 $3.68M
BA
Boeing CO

Industrials
19
New
$164.33 - $191.42 $3.12K - $3.64K
19 $3.67M
AWK
American Water Works Company, Inc.

Utilities
30
New
$113.82 - $135.5 $3.41K - $4.07K
30 $3.67M
TT
Trane Technologies PLC

Industrials
12
New
$288.27 - $345.38 $3.46K - $4.14K
12 $3.6M
JCI
Johnson Controls International PLC

Industrials
55
New
$60.47 - $73.9 $3.33K - $4.06K
55 $3.59M
CEG
Constellation Energy Corp

Utilities
19
New
$180.9 - $231.27 $3.44K - $4.39K
19 $3.51M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
23
New
$143.31 - $247.0 $3.3K - $5.68K
23 $3.44M
PSX
Phillips 66

Energy
21
New
$135.85 - $172.71 $2.85K - $3.63K
21 $3.43M
TDOC
Teladoc Health, Inc.

Healthcare
225
New
$9.65 - $15.06 $2.17K - $3.39K
225 $3.4M
CARR
Carrier Global Corp

Industrials
58
New
$53.38 - $66.22 $3.1K - $3.84K
58 $3.37M
HES
Hess Corp

Energy
22
New
$143.33 - $163.13 $3.15K - $3.59K
22 $3.36M
STT
State Street Corp

Financial Services
43
New
$70.91 - $78.01 $3.05K - $3.35K
43 $3.33M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
220
New
$14.02 - $15.67 $3.08K - $3.45K
220 $3.29M
IDXX
Idexx Laboratories Inc

Healthcare
6
New
$468.04 - $548.53 $2.81K - $3.29K
6 $3.24M
NKLA
Nikola Corp

Industrials
3.06K
New
$0.33 - $9.92 $1.01K - $30.3K
3.06K $3.18M
VTR
Ventas, Inc.

Real Estate
73
New
$41.68 - $51.26 $3.04K - $3.74K
73 $3.18M
FITB
Fifth Third Bancorp

Financial Services
85
New
$34.09 - $38.98 $2.9K - $3.31K
85 $3.16M
AZO
Autozone Inc

Consumer Cyclical
1
New
$2739.1 - $3170.04 $2.74K - $3.17K
1 $3.15M
DG
Dollar General Corp

Consumer Defensive
20
New
$124.12 - $159.55 $2.48K - $3.19K
20 $3.12M
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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