Unique Wealth, LLC Incresed Positions in Q4 2025

Unique Wealth, LLC

  • $716 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
56.4K
+ 63.18%
$656.2 - $690.71 $37M - $39M
146K $99.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
203K
+ 26.95%
$31.41 - $33.69 $6.37M - $6.83M
955K $31.2B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
44.6K
+ 18.59%
$67.15 - $70.77 $3M - $3.16M
285K $20.4B
IYF
Ishares Tr

ETFs
24.1K
+ 92.66%
$120.85 - $126.31 $2.92M - $3.05M
50.2K $6.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29K
+ 9.55%
$99.87 - $101.27 $2.89M - $2.93M
332K $33.2B
ITA
Ishares Tr

ETFs
10.8K
+ 757.85%
$205.04 - $218.9 $2.21M - $2.36M
12.2K $2.62B
IEMG
Ishares Inc

ETFs
22.9K
+ 12.59%
N/A
205K $13.8B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
23.2K
+ 5.48%
$52.27 - $56.39 $1.21M - $1.31M
447K $24.5B
MUB
Ishares National Muni Bond ETF

ETFs
11.5K
+ 6.27%
$106.36 - $107.61 $1.22M - $1.24M
195K $20.9B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.74K
+ 2.15%
$57.9 - $61.26 $506K - $535K
416K $25.3B
Vanguard Instl Index Fd
11.7K
+ 316.39%
N/A
15.4K $1.16B
ACWI
Ishares Msci Acwi ETF

ETFs
3.94K
+ 3.97%
$135.71 - $142.56 $534K - $561K
103K $14.6B
VTI
Vanguard Total Stock Market Et

ETFs
2.5K
+ 46.72%
$321.8 - $337.95 $804K - $845K
7.85K $2.63B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.5K
+ 11.0%
$72.75 - $76.17 $691K - $723K
95.8K $7.17B
AMZN
Amazon Com Inc

Consumer Cyclical
2.76K
+ 33.3%
$213.04 - $254.0 $589K - $702K
11.1K $2.55B
AVGO
Broadcom Inc.

Technology
1.87K
+ 39.78%
$324.63 - $385.98 $606K - $720K
6.56K $2.27B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.23K
+ 160.72%
$72.17 - $75.74 $522K - $548K
11.7K $885M
VGT
Vanguard Information Technolog

ETFs
633
+ 29.93%
$736.33 - $801.52 $466K - $507K
2.75K $2.07B
DJP
Barclays Bank PLC

ETFs
1.31K
+ 0.66%
N/A
199K $7.48B
IYR
Ishares Tr

ETFs
7.7K
+ 9.81%
$93.69 - $98.5 $721K - $758K
86.1K $8.09B
Blackrock ETF Trust Ii
9.95K
+ 7.01%
N/A
152K $8.01B
SPYI
Shp ETF Tr Neos S&P 500 High I
8.46K
+ 17.52%
N/A
56.8K $2.98B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.49K
+ 5.77%
$46.2 - $46.85 $346K - $351K
137K $6.33B
AIQ
Global X Funds Global X Artifi

ETFs
5.61K
+ 47.66%
$48.93 - $53.56 $275K - $301K
17.4K $884M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
486
+ 13.65%
$325.34 - $368.61 $158K - $179K
4.05K $1.46B
ZECP
Zacks Tr Earnings Constant Por

ETFs
4.22K
+ 12.58%
$33.26 - $34.85 $140K - $147K
37.7K $1.31B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.13K
+ 35.49%
$74.62 - $78.21 $234K - $245K
12K $855M
FDVV
Fidelity High Dividend ETF

ETFs
1.94K
+ 3.25%
$54.66 - $56.68 $106K - $110K
61.8K $3.5B
SSO
Proshares Ultra S&P 500

ETFs
53.6K
+ 98.89%
$107.49 - $118.65 $5.76M - $6.36M
108K $6.25B
ITOT
Ishares Core S&P Total U.S. St

ETFs
573
+ 2.88%
$142.79 - $150.05 $81.8K - $86K
20.5K $3.05B
EMGF
Ishares Msci Emerging Markets

ETFs
871
+ 1.16%
$55.07 - $59.37 $48K - $51.7K
75.8K $4.39B
HURN
Huron Consulting Group Inc.

Industrials
580
+ 36.14%
$145.01 - $169.61 $84.1K - $98.4K
2.19K $378M
TSLA
Tesla, Inc.

Consumer Cyclical
278
+ 10.57%
$401.99 - $468.37 $112K - $130K
2.91K $1.31B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.68K
+ 1.01%
$94.02 - $97.61 $158K - $164K
167K $16.1B
Neos ETF Trust
1.85K
+ 23.67%
N/A
9.66K $520M
Zacks Trust
2.42K
+ 12.62%
N/A
21.6K $572M
IGM
Ishares Expanded Tech Sector E

ETFs
355
+ 2.84%
$124.25 - $135.72 $44.1K - $48.2K
12.8K $1.66B
Listed Fd Tr
1.11K
+ 15.89%
N/A
8.1K $534M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.82%
$600.51 - $631.95 $19.2K - $20.2K
3.93K $2.46B
FQAL
Fidelity Covington Tr Quality

ETFs
537
+ 1.26%
$73.0 - $76.03 $39.2K - $40.8K
43.3K $3.27B
CAT
Caterpillar Inc

Industrials
24
+ 4.2%
$480.82 - $585.49 $11.5K - $14.1K
596 $341M
VOT
Vanguard Mid Cap Growth Index

ETFs
262
+ 30.47%
$279.76 - $298.12 $73.3K - $78.1K
1.12K $313M
Bitwise Ethereum ETF
16.8K
+ 47.99%
N/A
51.9K $1.1B
Zacks Trust
1.6K
+ 13.15%
N/A
13.8K $510M
XLK
Technology Sector Spdr

ETFs
1.44K
+ 127.76%
$278.39 - $304.13 $400K - $437K
2.56K $369M
WMT
Walmart Inc.

Consumer Defensive
69
+ 1.47%
$101.18 - $109.03 $6.98K - $7.52K
4.76K $530M
VUG
Vanguard Growth ETF

ETFs
69
+ 5.15%
$470.44 - $504.26 $32.5K - $34.8K
1.41K $687M
XOM
Exxon Mobil Corp

Energy
119
+ 3.75%
$110.64 - $119.78 $13.2K - $14.3K
3.29K $396M
EMB
Ishares Tr

ETFs
275
+ 2.91%
$94.63 - $97.03 $26K - $26.7K
9.72K $936M
Activity Summary
Buys All Purchases 87 New Holdings 15 Increased Positions 72 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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