Unique Wealth, LLC Purchases in Q3 2024

Unique Wealth, LLC

  • $437 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
551
New
$316.8 - $391.12 $175K - $216K
551 $216M
TJX
Tjx Companies Inc

Consumer Cyclical
1.82K
New
$107.93 - $120.23 $196K - $219K
1.82K $214M
CPRT
Copart Inc

Consumer Cyclical
4.07K
New
$49.19 - $55.54 $200K - $226K
4.07K $213M
ITA
Ishares Tr

ETFs
1.42K
New
$131.58 - $149.64 $187K - $213K
1.42K $213M
GOOGL
Alphabet Inc.

Communication Services
2.97K
+ 17.16%
$148.65 - $191.18 $441K - $567K
20.2K $3.36B
VAW
Vanguard Materials ETF

ETFs
978
New
$189.89 - $213.71 $186K - $209K
978 $207M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
917
New
$210.25 - $231.86 $193K - $213K
917 $205M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 4.02%
$333.64 - $405.2 $31.7K - $38.5K
2.46K $996M
VTI
Vanguard Total Stock Market Et

ETFs
539
+ 45.03%
$255.18 - $283.2 $138K - $153K
1.74K $491M
ETN
Eaton Corp PLC

Industrials
328
+ 9.63%
$272.52 - $333.02 $89.4K - $109K
3.74K $1.24B
ADBE
Adobe Inc.

Technology
512
+ 16.99%
$508.13 - $586.55 $260K - $300K
3.53K $1.83B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
161
+ 10.14%
$475.2 - $527.7 $76.5K - $85K
1.75K $923M
PLTR
Palantir Technologies Inc.

Technology
200
+ 2.0%
$24.09 - $37.95 $4.82K - $7.59K
10.2K $380M
Ishares Bitcoin Tr
2.26K
+ 18.38%
N/A
14.6K $527M
JNJ
Johnson & Johnson

Healthcare
28
+ 0.47%
$145.48 - $167.38 $4.07K - $4.69K
5.94K $963M
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 12.0%
$801.83 - $917.05 $64.9K - $74.3K
756 $671M
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.41%
$163.84 - $199.33 $2.29K - $2.79K
3.45K $682M
META
Meta Platforms, Inc.

Communication Services
52
+ 6.65%
$453.41 - $572.44 $23.6K - $29.8K
834 $477M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
663
+ 7.78%
$59.93 - $66.52 $39.7K - $44.1K
9.19K $611M
PGR
Progressive Corp

Financial Services
2
+ 0.13%
$209.46 - $259.24 $419 - $518
1.58K $402M
WMT
Walmart Inc.

Consumer Defensive
81
+ 1.58%
$66.91 - $81.4 $5.42K - $6.59K
5.2K $420M
CTAS
Cintas Corp

Industrials
1.17K
+ 334.47%
$201.38 - $819.83 $236K - $962K
1.53K $314M
BR
Broadridge Financial Solutions, Inc.

Technology
95
+ 6.3%
$196.56 - $218.55 $18.7K - $20.8K
1.6K $345M
SGMO
Sangamo Therapeutics, Inc

Healthcare
11.6K
+ 70.43%
$0.32 - $1.1 $3.7K - $12.7K
28K $24.2M
AMZN
Amazon Com Inc

Consumer Cyclical
276
+ 4.43%
$161.02 - $200.0 $44.4K - $55.2K
6.51K $1.21B
ABC
Amerisourcebergen Corp

Healthcare
21
+ 1.65%
N/A
1.29K $291M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30
+ 1.21%
$91.42 - $91.82 $2.74K - $2.75K
2.51K $230M
GOOG
Alphabet Inc.

Communication Services
76
+ 2.3%
$149.54 - $192.66 $11.4K - $14.6K
3.38K $564M
CRWD
Crowd Strike Holdings, Inc.

Technology
88
+ 13.48%
$217.89 - $392.15 $19.2K - $34.5K
741 $208M
OXY
Occidental Petroleum Corp

Energy
8
+ 0.17%
$49.91 - $63.73 $399 - $510
4.83K $249M
MCK
Mckesson Corp

Healthcare
130
+ 9.35%
$479.06 - $630.38 $62.3K - $81.9K
1.52K $752M
Activity Summary
Buys All Purchases 82 New Holdings 31 Increased Positions 51 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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