Unique Wealth, LLC Purchases in Q4 2024

Unique Wealth, LLC

  • $480 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
7.73K
New
$41.82 - $47.36 $323K - $366K
7.73K $323M
Corpay Inc
906
New
N/A
906 $307M
IEFA
Ishares Tr

ETFs
4.03K
New
$70.06 - $77.43 $282K - $312K
4.03K $283M
MA
Mastercard Inc

Financial Services
314
+ 9.22%
$491.3 - $536.15 $154K - $168K
3.72K $1.96B
IEV
Ishares Tr Europe ETF

ETFs
5.15K
New
$52.03 - $57.63 $268K - $297K
5.15K $268M
NICE
Nice Ltd.

Technology
1.52K
New
$164.71 - $199.17 $250K - $302K
1.52K $257M
MRK
Merck & Co., Inc.

Healthcare
2.56K
New
$96.31 - $114.76 $246K - $294K
2.56K $254M
SYK
Stryker Corp

Healthcare
676
+ 11.0%
$345.14 - $392.15 $233K - $265K
6.82K $2.46B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.32K
New
$99.04 - $109.59 $229K - $254K
2.32K $231M
INTU
Intuit Inc

Technology
322
+ 8.72%
$602.01 - $706.25 $194K - $227K
4.02K $2.52B
Zacks Trust
6.86K
New
N/A
6.86K $228M
IWB
Ishares Tr Russell 1000 ETF

ETFs
701
New
$311.11 - $335.64 $218K - $235K
701 $226M
ADP
Automatic Data Processing Inc

Industrials
493
+ 9.75%
$280.08 - $307.97 $138K - $152K
5.55K $1.63B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.8K
New
$44.2 - $49.46 $212K - $237K
4.8K $220M
GD
General Dynamics Corp

Industrials
817
New
$260.28 - $314.03 $213K - $257K
817 $215M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 11.99%
$176.42 - $186.91 $222K - $236K
11.8K $2.1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.38K
New
$88.59 - $94.57 $211K - $225K
2.38K $212M
HUBB
Hubbell Inc

Industrials
498
New
$418.89 - $472.12 $209K - $235K
498 $209M
IWV
Ishares Russell 3000 ETF

ETFs
620
New
$323.08 - $349.08 $200K - $216K
620 $207M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.17K
New
$174.22 - $187.62 $204K - $220K
1.17K $205M
ETN
Eaton Corp PLC

Industrials
613
+ 16.41%
$326.96 - $377.52 $200K - $231K
4.35K $1.44B
MCK
Mckesson Corp

Healthcare
152
+ 10.0%
$482.27 - $628.5 $73.3K - $95.5K
1.67K $953M
FICO
Fair Isaac Corp

Technology
95
+ 58.64%
$1911.01 - $2382.4 $182K - $226K
257 $512M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
445
+ 16.34%
$442.29 - $483.08 $197K - $215K
3.17K $1.44B
GWW
W.W. Grainger, Inc.

Industrials
146
+ 9.73%
$1023.06 - $1220.93 $149K - $178K
1.65K $1.74B
VTI
Vanguard Total Stock Market Et

ETFs
551
+ 31.74%
$280.04 - $302.45 $154K - $167K
2.29K $663M
ACN
Accenture PLC

Technology
515
+ 6.88%
$343.9 - $376.86 $177K - $194K
8.01K $2.82B
BRO
Brown & Brown, Inc.

Financial Services
1.42K
+ 68.3%
$100.93 - $113.42 $144K - $162K
3.51K $358M
ITT
Itt Inc.

Industrials
1.02K
+ 68.04%
$140.12 - $159.62 $143K - $163K
2.52K $361M
CPRT
Copart Inc

Consumer Cyclical
1.79K
+ 43.93%
$51.36 - $63.8 $91.8K - $114K
5.86K $336M
COST
Costco Wholesale Corp

Consumer Defensive
101
+ 13.36%
$873.59 - $994.69 $88.2K - $100K
857 $786M
GOOG
Alphabet Inc.

Communication Services
188
+ 5.57%
$163.08 - $198.16 $30.7K - $37.3K
3.56K $679M
IVW
Ishares S&P 500 Growth ETF

ETFs
898
+ 23.73%
$94.43 - $105.47 $84.8K - $94.7K
4.68K $475M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.22K
+ 48.54%
$91.29 - $91.8 $111K - $112K
3.72K $340M
BR
Broadridge Financial Solutions, Inc.

Technology
404
+ 25.19%
$209.64 - $236.44 $84.7K - $95.5K
2.01K $454M
CTAS
Cintas Corp

Industrials
785
+ 51.48%
$182.7 - $226.47 $143K - $178K
2.31K $422M
EMB
Ishares Tr

ETFs
1.34K
+ 42.95%
$88.94 - $93.46 $119K - $125K
4.45K $396M
META
Meta Platforms, Inc.

Communication Services
144
+ 17.27%
$554.08 - $632.68 $79.8K - $91.1K
978 $573M
CVX
Chevron Corp

Energy
610
+ 38.15%
$141.15 - $162.53 $86.1K - $99.1K
2.21K $320M
SHW
Sherwin Williams CO

Basic Materials
256
+ 40.89%
$338.75 - $399.71 $86.7K - $102K
882 $300M
IVE
Ishares S&P 500 Value ETF

ETFs
200
+ 11.47%
$189.5 - $206.17 $37.9K - $41.2K
1.94K $371M
TJX
Tjx Companies Inc

Consumer Cyclical
170
+ 9.35%
$112.15 - $127.2 $19.1K - $21.6K
1.99K $240M
ABC
Amerisourcebergen Corp

Healthcare
92
+ 7.12%
N/A
1.39K $311M
IOO
Ishares Tr Global 100 ETF

ETFs
11
+ 0.17%
$97.46 - $103.45 $1.07K - $1.14K
6.49K $654M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
262
+ 1.4%
$50.37 - $50.6 $13.2K - $13.3K
19K $956M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
75
+ 8.18%
$209.89 - $233.24 $15.7K - $17.5K
992 $211M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.92K
+ 200.0%
$27.54 - $83.04 $163K - $491K
8.88K $246M
CAT
Caterpillar Inc

Industrials
6
+ 1.09%
$360.37 - $416.88 $2.16K - $2.5K
557 $202M
AOM
Ishares Tr Core Moderate Alloc

ETFs
30
+ 0.34%
$43.44 - $45.05 $1.3K - $1.35K
8.91K $387M
Activity Summary
Buys All Purchases 103 New Holdings 27 Increased Positions 76 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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