Unique Wealth, LLC Purchases in Q2 2025

Unique Wealth, LLC

  • $619 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
52
+ 1.08%
$81.79 - $99.98 $4.25K - $5.2K
4.85K $474M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.32%
$908.13 - $1056.85 $10.9K - $12.7K
922 $913M
ROL
Rollins Inc

Consumer Cyclical
595
+ 14.16%
$50.65 - $58.58 $30.1K - $34.9K
4.8K $271M
EW
Edwards Lifesciences Corp

Healthcare
256
+ 7.47%
$67.07 - $78.22 $17.2K - $20K
3.68K $288M
TJX
Tjx Companies Inc

Consumer Cyclical
289
+ 13.28%
$119.13 - $135.03 $34.4K - $39K
2.47K $305M
FICO
Fair Isaac Corp

Technology
24
+ 6.76%
$1503.62 - $2206.01 $36.1K - $52.9K
379 $693M
STE
Steris PLC

Healthcare
46
+ 3.9%
$208.55 - $252.55 $9.59K - $11.6K
1.23K $295M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
431
+ 10.93%
$483.48 - $539.8 $208K - $233K
4.37K $2.12B
GD
General Dynamics Corp

Industrials
4
+ 0.48%
$247.68 - $291.66 $991 - $1.17K
834 $243M
SHW
Sherwin Williams CO

Basic Materials
49
+ 6.07%
$313.51 - $363.51 $15.4K - $17.8K
856 $294M
ACN
Accenture PLC

Technology
459
+ 4.7%
$279.23 - $323.21 $128K - $148K
10.2K $3.05B
CHKP
Check Point Software Technologies LTD

Technology
72
+ 6.11%
$204.26 - $233.47 $14.7K - $16.8K
1.25K $277M
Corpay Inc
90
+ 6.3%
N/A
1.52K $504M
LLY
Eli Lilly & CO

Healthcare
184
+ 5.94%
$713.71 - $898.95 $131K - $165K
3.28K $2.56B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
126
+ 11.07%
$212.1 - $244.27 $26.7K - $30.8K
1.26K $276M
ROP
Roper Technologies Inc

Industrials
17
+ 3.25%
$519.19 - $590.78 $8.83K - $10K
540 $306M
WM
Waste Management Inc

Industrials
46
+ 0.67%
$216.47 - $242.1 $9.96K - $11.1K
6.86K $1.57B
YELP
Yelp Inc

Communication Services
244
+ 4.03%
$32.56 - $40.93 $7.94K - $9.99K
6.3K $216M
PGR
Progressive Corp

Financial Services
27
+ 1.97%
$255.27 - $288.74 $6.89K - $7.8K
1.4K $373M
DJP
Barclays Bank PLC

ETFs
6.74K
+ 3.55%
N/A
197K $6.68B
G
Genpact LTD

Technology
260
+ 3.97%
$40.65 - $50.56 $10.6K - $13.1K
6.82K $300M
CPRT
Copart Inc

Consumer Cyclical
529
+ 5.28%
$47.72 - $63.84 $25.2K - $33.8K
10.5K $517M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.06%
$285.55 - $321.23 $571 - $642
3.49K $1.02B
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$170.16 - $206.27 $170 - $206
3.14K $583M
AAPL
Apple Inc.

Technology
143
+ 0.65%
$172.42 - $223.89 $24.7K - $32K
22K $4.52B
FISV
Fiserv Inc

Technology
812
+ 5.03%
N/A
16.9K $2.92B
Activity Summary
Buys All Purchases 127 New Holdings 27 Increased Positions 100 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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