Unique Wealth, LLC Purchases in Q3 2025

Unique Wealth, LLC

  • $682 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1.12K
New
$250.97 - $282.66 $282K - $318K
1.12K $317M
Vanguard Instl Index Fd
3.69K
New
N/A
3.69K $279M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.05K
+ 36.87%
$67.1 - $74.29 $204K - $226K
11.3K $832M
VOT
Vanguard Mid Cap Growth Index

ETFs
860
New
$282.75 - $294.19 $243K - $253K
860 $253M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.72K
New
$85.01 - $90.35 $231K - $246K
2.72K $243M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.42K
New
$138.31 - $165.45 $196K - $234K
1.42K $234M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.06K
New
$108.8 - $169.61 $224K - $349K
2.06K $224M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.64K
New
$30.13 - $33.37 $200K - $221K
6.64K $221M
JNJ
Johnson & Johnson

Healthcare
118
+ 2.02%
$155.17 - $185.42 $18.3K - $21.9K
5.95K $1.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.01%
$135.0 - $146.02 $135 - $146
19.9K $2.9B
Celestica Inc
22
+ 1.06%
N/A
2.1K $517M
CVX
Chevron Corp

Energy
775
+ 15.4%
$145.57 - $161.83 $113K - $125K
5.81K $902M
Janus Detroit Str Tr
3.41K
+ 56.28%
N/A
9.46K $494M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.79K
+ 60.23%
$26.38 - $27.95 $126K - $134K
12.8K $348M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
630
+ 32.54%
$105.16 - $140.03 $66.3K - $88.2K
2.57K $348M
FAST
Fastenal CO

Industrials
887
+ 7.09%
$42.47 - $50.39 $37.7K - $44.7K
13.4K $657M
PLTR
Palantir Technologies Inc.

Technology
89
+ 4.23%
$130.68 - $186.97 $11.6K - $16.6K
2.19K $400M
ITT
Itt Inc.

Industrials
75
+ 1.86%
$155.93 - $182.88 $11.7K - $13.7K
4.11K $734M
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 1.2%
$357.4 - $423.42 $9.65K - $11.4K
2.28K $924M
EMB
Ishares Tr

ETFs
719
+ 8.24%
$91.52 - $95.59 $65.8K - $68.7K
9.45K $899M
Ishares Bitcoin Tr
180
+ 0.98%
N/A
18.6K $1.21B
IOO
Ishares Tr Global 100 ETF

ETFs
99
+ 2.01%
$107.55 - $120.01 $10.6K - $11.9K
5.02K $603M
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 21.01%
$282.78 - $316.06 $43.5K - $48.7K
887 $280M
ZECP
Zacks Tr Earnings Constant Por

ETFs
172
+ 0.52%
$31.92 - $33.66 $5.49K - $5.79K
33.5K $1.13B
MPWR
Monolithic Power Systems Inc

Technology
3
+ 0.95%
$711.24 - $922.81 $2.13K - $2.77K
318 $293M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.04%
$339.37 - $366.46 $339 - $366
2.34K $853M
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 1.11%
$514.61 - $682.78 $3.09K - $4.1K
548 $350M
CAT
Caterpillar Inc

Industrials
12
+ 2.14%
$390.92 - $477.15 $4.69K - $5.73K
572 $273M
AMZN
Amazon Com Inc

Consumer Cyclical
195
+ 2.41%
$211.65 - $238.24 $41.3K - $46.5K
8.3K $1.82B
Zacks Trust
49
+ 0.4%
N/A
12.2K $455M
GD
General Dynamics Corp

Industrials
2
+ 0.24%
$293.92 - $341.0 $588 - $682
836 $285M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.06%
$291.67 - $316.99 $583 - $634
3.49K $1.06B
NTAP
Net App, Inc.

Technology
56
+ 2.95%
$101.1 - $126.36 $5.66K - $7.08K
1.95K $231M
HUBB
Hubbell Inc

Industrials
23
+ 2.63%
$410.51 - $450.93 $9.44K - $10.4K
897 $386M
VEEV
Veeva Systems Inc

Healthcare
29
+ 2.35%
$269.2 - $297.91 $7.81K - $8.64K
1.26K $376M
STE
Steris PLC

Healthcare
22
+ 1.79%
$221.21 - $252.43 $4.87K - $5.55K
1.25K $309M
EW
Edwards Lifesciences Corp

Healthcare
68
+ 1.85%
$73.75 - $81.83 $5.02K - $5.56K
3.75K $292M
G
Genpact LTD

Technology
136
+ 2.0%
$41.06 - $46.13 $5.58K - $6.27K
6.95K $291M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.24%
$150.47 - $161.22 $752 - $806
2.12K $326M
PGR
Progressive Corp

Financial Services
66
+ 4.72%
$238.61 - $264.3 $15.7K - $17.4K
1.47K $362M
DIS
Walt Disney CO

Communication Services
30
+ 1.28%
$112.25 - $124.0 $3.37K - $3.72K
2.37K $271M
CPRT
Copart Inc

Consumer Cyclical
245
+ 2.32%
$44.6 - $49.97 $10.9K - $12.2K
10.8K $485M
WM
Waste Management Inc

Industrials
12
+ 0.17%
$213.88 - $237.1 $2.57K - $2.85K
6.87K $1.52B
NICE
Nice Ltd.

Technology
37
+ 1.5%
$127.85 - $171.98 $4.73K - $6.36K
2.5K $362M
BRO
Brown & Brown, Inc.

Financial Services
55
+ 1.54%
$90.88 - $108.93 $5K - $5.99K
3.62K $339M
CTAS
Cintas Corp

Industrials
80
+ 1.89%
$199.29 - $226.27 $15.9K - $18.1K
4.31K $884M
Corpay Inc
26
+ 1.71%
N/A
1.54K $445M
FICO
Fair Isaac Corp

Technology
4
+ 1.06%
$1311.26 - $1869.83 $5.25K - $7.48K
383 $573M
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
Track This Portfolio

Track Unique Wealth, LLC Portfolio

Follow Unique Wealth, 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, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email