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
Atmus Filtration Technologie
96
New
N/A
96 $3.1M
TQQQ
Proshares Ultrapro Qqq

ETFs
50
New
$49.48 - $76.9 $2.47K - $3.85K
50 $3.08M
A
Agilent Technologies, Inc.

Healthcare
21
New
$129.63 - $154.64 $2.72K - $3.25K
21 $3.06M
CME
Cme Group Inc.

Financial Services
14
New
$194.1 - $216.77 $2.72K - $3.03K
14 $3.01M
DHI
Horton D R Inc

Consumer Cyclical
18
New
$139.4 - $161.88 $2.51K - $2.91K
18 $2.96M
EW
Edwards Lifesciences Corp

Healthcare
30
New
$84.3 - $94.31 $2.53K - $2.83K
30 $2.87M
PCAR
Paccar Inc

Industrials
23
New
$102.94 - $123.1 $2.37K - $2.83K
23 $2.85M
WMB
Williams Companies, Inc.

Energy
73
New
$37.58 - $43.11 $2.74K - $3.15K
73 $2.85M
EMR
Emerson Electric CO

Industrials
25
New
$105.97 - $115.59 $2.65K - $2.89K
25 $2.84M
BEN
Franklin Resources Inc

Financial Services
100
New
$21.83 - $27.62 $2.18K - $2.76K
100 $2.81M
CSX
Csx Corp

Industrials
75
New
$32.18 - $36.78 $2.41K - $2.76K
75 $2.78M
FTLS
First Tr Long/Short Equity ETF

ETFs
45
New
$59.06 - $63.19 $2.66K - $2.84K
45 $2.78M
Invesco Exchange Traded Fd T
42
New
N/A
42 $2.77M
LHX
L3 Harris Technologies, Inc.

Industrials
13
New
$200.34 - $226.69 $2.6K - $2.95K
13 $2.77M
ALL
Allstate Corp

Financial Services
16
New
$157.07 - $175.41 $2.51K - $2.81K
16 $2.77M
NXPI
Nxp Semiconductors N.V.

Technology
11
New
$215.12 - $282.99 $2.37K - $3.11K
11 $2.73M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
21
New
$113.56 - $129.6 $2.38K - $2.72K
21 $2.71M
MLPA
Global X Mlp ETF

ETFs
56
New
$46.2 - $48.98 $2.59K - $2.74K
56 $2.7M
GPN
Global Payments Inc

Industrials
20
New
$92.21 - $130.15 $1.84K - $2.6K
20 $2.67M
MTD
Mettler Toledo International Inc

Healthcare
2
New
$1188.54 - $1530.55 $2.38K - $3.06K
2 $2.66M
IR
Ingersoll Rand Inc.

Industrials
28
New
$86.72 - $96.28 $2.43K - $2.7K
28 $2.66M
DOV
Dover Corp

Industrials
15
New
$168.61 - $187.55 $2.53K - $2.81K
15 $2.66M
KHC
Kraft Heinz CO

Consumer Defensive
72
New
$32.22 - $38.65 $2.32K - $2.78K
72 $2.66M
DFS
Discover Financial Services

Financial Services
20
New
$119.57 - $130.81 $2.39K - $2.62K
20 $2.62M
ROKU
Roku, Inc

Communication Services
40
New
$52.53 - $64.19 $2.1K - $2.57K
40 $2.61M
STX
Seagate Technology Holdings PLC

Technology
28
New
$82.46 - $105.99 $2.31K - $2.97K
28 $2.61M
CCI
Crown Castle International Corp

Real Estate
24
New
$93.05 - $104.26 $2.23K - $2.5K
24 $2.54M
ADM
Archer Daniels Midland CO

Consumer Defensive
40
New
$58.37 - $63.9 $2.33K - $2.56K
40 $2.51M
AJG
Arthur J. Gallagher & Co.

Financial Services
10
New
$230.52 - $265.19 $2.31K - $2.65K
10 $2.5M
AOA
Ishares Tr Core Aggressive All

ETFs
34
New
$70.02 - $75.08 $2.38K - $2.55K
34 $2.5M
GM
General Motors CO

Consumer Cyclical
55
New
$42.37 - $48.86 $2.33K - $2.69K
55 $2.49M
OTIS
Otis Worldwide Corp

Industrials
25
New
$91.2 - $100.78 $2.28K - $2.52K
25 $2.48M
TDG
Trans Digm Group Inc

Industrials
2
New
$1187.7 - $1362.3 $2.38K - $2.72K
2 $2.46M
EXC
Exelon Corp

Utilities
65
New
$34.61 - $38.73 $2.25K - $2.52K
65 $2.44M
NDAQ
Nasdaq, Inc.

Financial Services
37
New
$58.6 - $63.56 $2.17K - $2.35K
37 $2.34M
TEL
Te Connectivity Ltd.

Technology
16
New
$139.45 - $152.0 $2.23K - $2.43K
16 $2.32M
RJF
Raymond James Financial Inc

Financial Services
18
New
$115.67 - $129.99 $2.08K - $2.34K
18 $2.31M
Net Lease Office Properties
96
New
N/A
96 $2.29M
DVN
Devon Energy Corp

Energy
45
New
$45.56 - $54.51 $2.05K - $2.45K
45 $2.26M
ROP
Roper Technologies Inc

Industrials
4
New
$510.82 - $563.66 $2.04K - $2.25K
4 $2.24M
CBRE
Cbre Group, Inc.

Real Estate
23
New
$84.9 - $96.51 $1.95K - $2.22K
23 $2.24M
ODFL
Old Dominion Freight Line, Inc.

Industrials
10
New
$168.53 - $224.69 $1.69K - $2.25K
10 $2.19M
AMP
Ameriprise Financial Inc

Financial Services
5
New
$407.69 - $442.22 $2.04K - $2.21K
5 $2.19M
STZ
Constellation Brands, Inc.

Consumer Defensive
8
New
$243.97 - $268.34 $1.95K - $2.15K
8 $2.17M
SRE
Sempra Energy

Utilities
30
New
$66.41 - $78.4 $1.99K - $2.35K
30 $2.16M
WELL
Welltower Inc.

Real Estate
23
New
$88.31 - $105.01 $2.03K - $2.42K
23 $2.15M
DOW
Dow Inc.

Basic Materials
37
New
$52.96 - $59.99 $1.96K - $2.22K
37 $2.14M
KR
Kroger CO

Consumer Defensive
37
New
$49.37 - $57.82 $1.83K - $2.14K
37 $2.11M
Ge Healthcare Technologies I
23
New
N/A
23 $2.09M
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
Track This Portfolio

Track Unique Wealth Strategies, LLC Portfolio

Follow Unique Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email