Unique Wealth, LLC Purchases in Q1 2025

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
1.33K
+ 23.92%
$286.85 - $318.64 $381K - $423K
6.88K $2.1B
Bitwise Bitcoin ETF Tr
10.5K
New
N/A
10.5K $472M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.17K
+ 28.13%
$85.29 - $92.57 $356K - $386K
19K $1.73B
MCK
Mckesson Corp

Healthcare
376
+ 22.49%
$566.21 - $672.99 $213K - $253K
2.05K $1.38B
IWM
Ishares Russell 2000 ETF

ETFs
4.49K
+ 20.31%
$198.1 - $229.79 $890K - $1.03M
26.6K $5.31B
MSFT
Microsoft Corp

Technology
2.7K
+ 20.92%
$375.39 - $447.2 $1.01M - $1.21M
15.6K $5.85B
IEV
Ishares Tr Europe ETF

ETFs
6.64K
+ 129.02%
$51.89 - $60.68 $344K - $403K
11.8K $686M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.29K
+ 183.31%
$302.31 - $337.54 $388K - $434K
1.99K $609M
CTAS
Cintas Corp

Industrials
1.6K
+ 69.39%
$182.09 - $208.14 $292K - $334K
3.91K $804M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
12.6K
New
$27.51 - $30.68 $347K - $387K
12.6K $370M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.48K
New
$58.01 - $64.46 $318K - $353K
5.48K $340M
FAST
Fastenal CO

Industrials
4.36K
New
$71.11 - $79.98 $310K - $349K
4.36K $338M
G
Genpact LTD

Technology
6.56K
New
$42.88 - $55.54 $281K - $364K
6.56K $330M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.49K
New
$211.47 - $267.17 $314K - $397K
1.49K $314M
ROP
Roper Technologies Inc

Industrials
523
New
$502.71 - $593.81 $263K - $311K
523 $308M
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.68K
+ 74.99%
$42.93 - $44.71 $287K - $299K
15.6K $684M
GWW
W.W. Grainger, Inc.

Industrials
399
+ 24.23%
$953.54 - $1132.42 $380K - $452K
2.05K $2.02B
BRO
Brown & Brown, Inc.

Financial Services
1.66K
+ 47.22%
$100.54 - $124.4 $167K - $206K
5.17K $643M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.52K
New
$59.97 - $70.03 $271K - $316K
4.52K $284M
VEEV
Veeva Systems Inc

Healthcare
1.18K
New
$210.58 - $246.8 $249K - $292K
1.18K $274M
CHKP
Check Point Software Technologies LTD

Technology
1.18K
New
$179.88 - $231.31 $212K - $273K
1.18K $269M
STE
Steris PLC

Healthcare
1.18K
New
$202.46 - $232.74 $239K - $275K
1.18K $268M
ZECP
Zacks Tr Earnings Constant Por

ETFs
8.81K
+ 46.15%
$29.24 - $32.07 $258K - $282K
27.9K $839M
EW
Edwards Lifesciences Corp

Healthcare
3.43K
New
$67.95 - $76.19 $233K - $261K
3.43K $248M
CPRT
Copart Inc

Consumer Cyclical
4.15K
+ 70.89%
$52.3 - $59.83 $217K - $248K
10K $567M
ACN
Accenture PLC

Technology
1.76K
+ 21.95%
$300.91 - $398.25 $529K - $700K
9.76K $3.05B
ROL
Rollins Inc

Consumer Cyclical
4.2K
New
$45.65 - $54.03 $192K - $227K
4.2K $227M
YELP
Yelp Inc

Communication Services
6.06K
New
$33.6 - $41.25 $203K - $250K
6.06K $224M
XOM
Exxon Mobil Corp

Energy
1.84K
New
$105.44 - $118.93 $194K - $219K
1.84K $219M
IDXX
Idexx Laboratories Inc

Healthcare
519
New
$406.29 - $469.04 $211K - $243K
519 $218M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.04K
New
$70.83 - $76.62 $215K - $233K
3.04K $216M
BR
Broadridge Financial Solutions, Inc.

Technology
730
+ 36.35%
$221.46 - $244.83 $162K - $179K
2.74K $664M
WM
Waste Management Inc

Industrials
8
+ 0.12%
$200.54 - $233.78 $1.6K - $1.87K
6.82K $1.58B
JNJ
Johnson & Johnson

Healthcare
443
+ 7.66%
$142.06 - $167.7 $62.9K - $74.3K
6.23K $1.03B
Corpay Inc
522
+ 57.62%
N/A
1.43K $498M
EMB
Ishares Tr

ETFs
1.8K
+ 40.49%
$88.64 - $92.03 $160K - $166K
6.25K $566M
ADBE
Adobe Inc.

Technology
1.06K
+ 27.04%
$377.84 - $464.11 $400K - $491K
4.97K $1.91B
FICO
Fair Isaac Corp

Technology
98
+ 38.13%
$1695.35 - $2030.47 $166K - $199K
355 $655M
ITT
Itt Inc.

Industrials
1.33K
+ 52.54%
$128.71 - $153.88 $171K - $204K
3.85K $497M
ABC
Amerisourcebergen Corp

Healthcare
201
+ 14.51%
N/A
1.59K $441M
GOOGL
Alphabet Inc.

Communication Services
5.82K
+ 26.09%
$154.33 - $206.19 $898K - $1.2M
28.1K $4.35B
Rbb Fd Inc
2.16K
+ 26.2%
N/A
10.4K $521M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.32%
$169.2 - $216.66 $1.69K - $2.17K
3.14K $658M
NICE
Nice Ltd.

Technology
800
+ 52.81%
$139.18 - $178.5 $111K - $143K
2.32K $357M
MSTR
Microstrategy Inc

Technology
349
+ 28.4%
$239.27 - $396.5 $83.5K - $138K
1.58K $455M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.37%
$279.74 - $321.29 $3.64K - $4.18K
3.48K $1.09B
Zacks Trust
3.33K
+ 48.54%
N/A
10.2K $308M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 6.18%
$890.62 - $1076.86 $47.2K - $57.1K
910 $861M
IEFA
Ishares Tr

ETFs
651
+ 16.16%
$69.57 - $78.65 $45.3K - $51.2K
4.68K $354M
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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