Unique Wealth, LLC Incresed Positions in Q3 2024

Unique Wealth, LLC

  • $437 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
9.49K
+ 26.63%
$517.38 - $573.86 $4.91M - $5.45M
45.1K $25.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56K
+ 33.83%
$96.25 - $101.98 $5.39M - $5.71M
222K $22.4B
EFA
Ishares Tr Msci Eafe ETF

ETFs
53.9K
+ 30.55%
$75.32 - $84.37 $4.06M - $4.55M
230K $19.3B
MUB
Ishares National Muni Bond ETF

ETFs
35.4K
+ 29.14%
$106.13 - $108.7 $3.76M - $3.85M
157K $17B
IWR
Ishares Russell Mid Cap ETF

ETFs
25.1K
+ 30.83%
$79.92 - $88.19 $2.01M - $2.22M
107K $9.39B
ACWI
Ishares Msci Acwi ETF

ETFs
18K
+ 56.59%
$107.24 - $119.84 $1.93M - $2.16M
49.8K $5.96B
DJP
Barclays Bank PLC

ETFs
48.6K
+ 54.93%
$32.3 - $32.3 $1.57M - $1.57M
137K $4.42B
IWM
Ishares Russell 2000 ETF

ETFs
4.32K
+ 33.26%
$200.87 - $224.6 $867K - $970K
17.3K $3.82B
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 303.75%
$772.14 - $960.02 $814K - $1.01M
1.4K $1.24B
AAPL
Apple Inc.

Technology
1.95K
+ 9.98%
$207.23 - $234.82 $404K - $458K
21.5K $5.01B
FISV
Fiserv Inc

Technology
1.84K
+ 18.63%
N/A
11.7K $2.1B
IYR
Ishares Tr

ETFs
495
+ 1.34%
$86.93 - $103.61 $43K - $51.3K
37.5K $3.82B
NVDA
Nvidia Corp

Technology
4.55K
+ 15.35%
$98.91 - $134.91 $450K - $614K
34.2K $4.15B
BKNG
Booking Holdings Inc.

Consumer Cyclical
81
+ 17.02%
$3305.62 - $4268.05 $268K - $346K
557 $2.35B
SYK
Stryker Corp

Healthcare
848
+ 16.0%
$315.94 - $371.96 $268K - $315K
6.15K $2.22B
GWW
W.W. Grainger, Inc.

Industrials
235
+ 18.56%
$896.19 - $1044.18 $211K - $245K
1.5K $1.56B
MA
Mastercard Inc

Financial Services
533
+ 18.55%
$429.6 - $500.99 $229K - $267K
3.41K $1.68B
V
Visa Inc.

Financial Services
1.17K
+ 16.73%
$253.74 - $291.56 $297K - $341K
8.17K $2.25B
MSFT
Microsoft Corp

Technology
1.27K
+ 12.0%
$395.15 - $467.56 $502K - $594K
11.9K $5.11B
UNH
Unitedhealth Group Inc

Healthcare
194
+ 6.0%
$488.01 - $604.18 $94.7K - $117K
3.43K $2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
464
+ 20.54%
$405.19 - $478.57 $188K - $222K
2.72K $1.25B
CRM
Salesforce, Inc.

Technology
798
+ 12.93%
$238.42 - $276.53 $190K - $221K
6.97K $1.91B
ADP
Automatic Data Processing Inc

Industrials
524
+ 11.55%
$233.44 - $279.45 $122K - $146K
5.06K $1.4B
INTU
Intuit Inc

Technology
587
+ 18.9%
$602.97 - $670.49 $354K - $394K
3.69K $2.29B
GOOGL
Alphabet Inc.

Communication Services
2.97K
+ 17.16%
$148.65 - $191.18 $441K - $567K
20.2K $3.36B
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
TSLA
Tesla, Inc.

Consumer Cyclical
84
+ 4.14%
$191.76 - $263.26 $16.1K - $22.1K
2.11K $552M
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
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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