Unique Wealth, LLC Purchases in Q1 2025

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
216K
New
$61.9 - $66.89 $13.4M - $14.5M
216K $13.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
79K
+ 29.41%
$74.85 - $84.89 $5.91M - $6.71M
348K $28.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
15.8K
+ 657.9%
$468.34 - $539.52 $7.41M - $8.53M
18.2K $8.54B
IEMG
Ishares Inc

ETFs
125K
+ 816.2%
N/A
140K $7.58B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
129K
+ 89.47%
$48.06 - $53.73 $6.19M - $6.92M
273K $13.3B
TTAC
Fcf Us Quality ETF

ETFs
92K
+ 86.83%
$65.72 - $67.39 $6.04M - $6.2M
198K $12.6B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
158K
+ 105.22%
$39.97 - $48.7 $6.31M - $7.69M
308K $12.3B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
72K
New
$58.04 - $65.84 $4.18M - $4.74M
72K $4.58B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
67.7K
+ 117.22%
$73.16 - $83.16 $4.95M - $5.63M
125K $8.75B
OEF
Ishares S&P 100 ETF

ETFs
16K
+ 813.31%
N/A
18K $4.87B
EFV
Msci Eafe Value ETF

ETFs
60.5K
+ 107.84%
$51.88 - $60.73 $3.14M - $3.67M
117K $6.87B
ITOT
Ishares Core S&P Total U.S. St

ETFs
29.2K
New
$120.29 - $134.6 $3.51M - $3.93M
29.2K $3.56B
DFRA
Trimtabs ETF Tr Donoghue Forli
115K
New
N/A
115K $3.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.95K
+ 15.86%
$551.42 - $612.93 $4.38M - $4.87M
58.1K $32.5B
IWR
Ishares Russell Mid Cap ETF

ETFs
39.2K
+ 32.11%
$82.81 - $92.93 $3.25M - $3.64M
161K $13.7B
EMGF
Ishares Msci Emerging Markets

ETFs
48.8K
New
$44.18 - $48.23 $2.16M - $2.35M
48.8K $2.28B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.1K
+ 6.29%
$95.85 - $99.25 $1.64M - $1.7M
289K $28.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
48.3K
+ 130.34%
$44.41 - $45.98 $2.15M - $2.22M
85.4K $3.9B
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.4K
+ 113.47%
$168.16 - $186.21 $2.25M - $2.49M
25.1K $4.3B
FDVV
Fidelity High Dividend ETF

ETFs
40.4K
New
$48.86 - $52.28 $1.97M - $2.11M
40.4K $2B
IAU
Ishares Gold Trust

ETFs
31.6K
+ 236.91%
$49.74 - $58.96 $1.57M - $1.86M
44.9K $2.65B
META
Meta Platforms, Inc.

Communication Services
3.35K
+ 342.74%
$576.36 - $736.67 $1.93M - $2.47M
4.33K $2.5B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15.1K
New
$114.57 - $118.14 $1.73M - $1.78M
15.1K $1.78B
VV
Vanguard Large Cap ETF

ETFs
6.82K
New
$253.32 - $282.66 $1.73M - $1.93M
6.82K $1.75B
IYW
Ishares Dj Us Tech ETF

ETFs
14.1K
+ 92.87%
$140.44 - $166.79 $1.98M - $2.36M
29.3K $4.12B
DJP
Barclays Bank PLC

ETFs
28.3K
+ 17.49%
N/A
190K $6.7B
MUB
Ishares National Muni Bond ETF

ETFs
16K
+ 8.84%
$104.71 - $107.69 $1.67M - $1.72M
197K $20.7B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
29.3K
+ 331.18%
$49.75 - $50.27 $1.46M - $1.47M
38.2K $1.91B
ICLN
Ishares

ETFs
126K
New
$10.94 - $11.86 $1.38M - $1.5M
126K $1.44B
VEA
Vanguard Ftse Developed Market

ETFs
25.8K
+ 275.45%
$47.4 - $52.99 $1.22M - $1.37M
35.1K $1.79B
Blackrock ETF Trust Ii
25K
+ 31.1%
N/A
105K $5.51B
V
Visa Inc.

Financial Services
2.32K
+ 26.18%
$306.92 - $362.71 $711K - $840K
11.2K $3.91B
EFG
Msci Eafe Growth ETF

ETFs
9.86K
+ 30.97%
$96.1 - $106.37 $948K - $1.05M
41.7K $4.17B
IYR
Ishares Tr

ETFs
9.74K
+ 17.02%
$89.49 - $98.98 $871K - $964K
66.9K $6.41B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.13K
+ 394.39%
$97.25 - $104.79 $888K - $957K
11.5K $1.19B
FISV
Fiserv Inc

Technology
3.38K
+ 26.53%
N/A
16.1K $3.56B
IGM
Ishares Expanded Tech Sector E

ETFs
10.3K
New
$90.67 - $108.46 $934K - $1.12M
10.3K $934M
VGT
Vanguard Information Technolog

ETFs
1.63K
New
$542.38 - $646.34 $882K - $1.05M
1.63K $882M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
16.7K
+ 50.79%
$51.26 - $52.53 $855K - $876K
49.5K $2.55B
VTI
Vanguard Total Stock Market Et

ETFs
3.23K
+ 141.01%
$271.18 - $303.12 $875K - $978K
5.51K $1.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.72K
+ 234.13%
$91.45 - $91.75 $797K - $800K
12.4K $1.14B
SYK
Stryker Corp

Healthcare
1.78K
+ 26.01%
$355.18 - $399.9 $630K - $710K
8.6K $3.2B
LLY
Eli Lilly & CO

Healthcare
644
+ 26.24%
$725.72 - $929.72 $467K - $599K
3.1K $2.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
775
+ 24.46%
$442.66 - $534.52 $343K - $414K
3.94K $2.1B
INTU
Intuit Inc

Technology
1.14K
+ 28.49%
$555.63 - $630.23 $636K - $721K
5.16K $3.17B
BKNG
Booking Holdings Inc.

Consumer Cyclical
185
+ 30.43%
$4295.4 - $5141.88 $795K - $951K
793 $3.65B
MA
Mastercard Inc

Financial Services
993
+ 26.69%
$504.67 - $576.31 $501K - $572K
4.71K $2.58B
VUG
Vanguard Growth ETF

ETFs
1.45K
New
$369.1 - $427.61 $535K - $620K
1.45K $538M
CVX
Chevron Corp

Energy
2.9K
+ 131.42%
$146.71 - $167.97 $426K - $488K
5.11K $855M
Activity Summary
Buys All Purchases 113 New Holdings 31 Increased Positions 82 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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