Unique Wealth, LLC Incresed Positions in Q4 2024

Unique Wealth, LLC

  • $480 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
MCD
Mcdonalds Corp

Consumer Cyclical
112
+ 3.34%
$288.47 - $316.54 $32.3K - $35.5K
3.47K $1.01B
ADBE
Adobe Inc.

Technology
387
+ 10.98%
$437.39 - $552.96 $169K - $214K
3.91K $1.74B
SCHG
Schwab Strategic Tr Us Large C

ETFs
793K
+ 265.43%
$25.93 - $105.3 $20.6M - $83.5M
1.09M $30.4B
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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