Unique Wealth, LLC Purchases in Q3 2025

Unique Wealth, LLC

  • $682 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Bitwise Bitcoin ETF Tr
78.6K
+ 243.35%
N/A
111K $6.9B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
54.3K
+ 14.7%
$47.75 - $54.24 $2.59M - $2.95M
424K $22.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.89K
+ 2.59%
$617.65 - $666.84 $1.17M - $1.26M
74.7K $49.8B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
46.6K
+ 12.92%
$54.35 - $59.32 $2.53M - $2.76M
407K $24.1B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
27.2K
+ 17.48%
N/A
183K $17.9B
TTAC
Fcf Us Quality ETF

ETFs
46.3K
+ 17.06%
$69.96 - $71.12 $3.24M - $3.29M
318K $22.9B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
39.9K
+ 19.96%
$64.75 - $69.05 $2.59M - $2.76M
240K $16.6B
IEMG
Ishares Inc

ETFs
35.6K
+ 24.31%
N/A
182K $12B
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.9K
+ 4.28%
$28.92 - $32.19 $894K - $995K
753K $24B
EFV
Msci Eafe Value ETF

ETFs
28.1K
+ 20.09%
$62.79 - $68.42 $1.76M - $1.92M
168K $11.4B
MCK
Mckesson Corp

Healthcare
1.81K
+ 84.46%
$659.01 - $772.54 $1.19M - $1.4M
3.95K $3.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
849
+ 5.04%
$546.99 - $602.2 $464K - $511K
17.7K $10.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.78K
+ 14.58%
$182.33 - $194.5 $872K - $930K
37.6K $7.31B
UBER
Uber Technologies, Inc

Technology
13.2K
New
$86.91 - $99.57 $1.15M - $1.32M
13.2K $1.3B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
14.8K
+ 20.64%
$69.02 - $73.57 $1.02M - $1.09M
86.3K $6.35B
AVGO
Broadcom Inc.

Technology
3.53K
+ 302.66%
$264.74 - $369.57 $933K - $1.3M
4.69K $1.55B
Blackrock ETF Trust Ii
21.9K
+ 18.22%
N/A
142K $7.55B
IYW
Ishares Dj Us Tech ETF

ETFs
2.94K
+ 11.17%
$171.38 - $197.01 $504K - $579K
29.3K $5.73B
IWM
Ishares Russell 2000 ETF

ETFs
1.11K
+ 3.73%
$214.92 - $244.84 $239K - $272K
30.8K $7.46B
Bitwise Ethereum ETF
35.1K
New
N/A
35.1K $1.05B
IAU
Ishares Gold Trust

ETFs
6.6K
+ 12.79%
$61.62 - $72.77 $407K - $480K
58.2K $4.23B
EUSA
Ishares Msci Usa Equal Weighte

ETFs
7.8K
+ 17.23%
$99.08 - $103.57 $773K - $808K
53.1K $5.46B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.2K
+ 17.32%
$45.26 - $46.63 $868K - $894K
130K $6.01B
EFG
Msci Eafe Growth ETF

ETFs
7.46K
+ 15.95%
$106.99 - $114.46 $798K - $854K
54.2K $6.17B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.14K
+ 18.46%
$117.65 - $120.08 $840K - $857K
45.8K $5.48B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.17K
+ 1.74%
$97.75 - $100.75 $506K - $521K
303K $30.4B
DFRA
Trimtabs ETF Tr Donoghue Forli
27.4K
+ 21.32%
N/A
156K $4.48B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.6K
+ 42.64%
$50.9 - $52.37 $745K - $766K
48.9K $2.56B
SPYI
Shp ETF Tr Neos S&P 500 High I
10.4K
+ 27.43%
N/A
48.3K $2.53B
AIQ
Global X Funds Global X Artifi

ETFs
11.8K
New
$43.2 - $49.66 $509K - $585K
11.8K $582M
FDVV
Fidelity High Dividend ETF

ETFs
6.49K
+ 12.17%
$52.42 - $55.71 $340K - $362K
59.8K $3.33B
ORCL
Oracle Corp

Technology
1.9K
New
$218.96 - $328.33 $417K - $625K
1.9K $535M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.29K
+ 56.55%
$275.84 - $326.36 $355K - $420K
3.56K $1.16B
IYF
Ishares Tr

ETFs
2.94K
+ 12.73%
$119.89 - $127.16 $352K - $374K
26K $3.3B
Zacks Trust
19.2K
New
N/A
19.2K $483M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4K
+ 17.45%
$98.52 - $103.93 $394K - $416K
26.9K $2.77B
Neos ETF Trust
7.81K
New
N/A
7.81K $423M
IYR
Ishares Tr

ETFs
2.34K
+ 3.07%
$94.16 - $98.46 $220K - $230K
78.4K $7.62B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.28K
+ 148.38%
$70.85 - $76.96 $374K - $406K
8.83K $671M
GOOG
Alphabet Inc.

Communication Services
343
+ 7.17%
$175.16 - $255.24 $60.1K - $87.5K
5.13K $1.25B
OEF
Ishares S&P 100 ETF

ETFs
958
+ 34.82%
N/A
3.71K $1.23B
XOM
Exxon Mobil Corp

Energy
3.17K
New
$105.83 - $117.22 $336K - $372K
3.17K $358M
TSLA
Tesla, Inc.

Consumer Cyclical
61
+ 2.37%
$293.94 - $444.72 $17.9K - $27.1K
2.63K $1.17B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.84K
+ 25.27%
$91.44 - $91.77 $351K - $353K
19.1K $1.75B
ICLN
Ishares

ETFs
106
+ 0.07%
$13.22 - $15.48 $1.4K - $1.64K
144K $2.23B
FQAL
Fidelity Covington Tr Quality

ETFs
1.79K
+ 4.37%
$69.69 - $74.72 $125K - $134K
42.7K $3.19B
IBM
International Business Machines Corp

Technology
1.16K
New
$234.77 - $292.47 $272K - $339K
1.16K $327M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.45K
+ 7.07%
$27.61 - $29.15 $178K - $188K
97.8K $2.85B
DJP
Barclays Bank PLC

ETFs
894
+ 0.45%
N/A
197K $7B
Activity Summary
Buys All Purchases 99 New Holdings 16 Increased Positions 83 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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