Unique Wealth, LLC New Holdings in Q4 2024

Unique Wealth, LLC

  • $480 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.93K
New
$201.32 - $217.44 $1.39M - $1.51M
6.93K $1.43B
IXC
Ishares Tr Global Energy ETF

ETFs
26.6K
New
$36.95 - $43.06 $982K - $1.14M
26.6K $1.02B
IEMG
Ishares Inc

ETFs
15.3K
New
N/A
15.3K $800M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.2K
New
$37.12 - $41.23 $677K - $752K
18.2K $677M
ZECP
Zacks Tr Earnings Constant Por

ETFs
19.1K
New
$30.35 - $32.25 $579K - $615K
19.1K $581M
OEF
Ishares S&P 100 ETF

ETFs
1.97K
New
N/A
1.97K $568M
IYE
Ishares Tr

ETFs
11.1K
New
$43.93 - $51.37 $490K - $573K
11.1K $508M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8.86K
New
$49.74 - $50.43 $441K - $447K
8.86K $441M
Rbb Fd Inc
8.22K
New
N/A
8.22K $411M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
14.4K
New
$26.65 - $29.34 $384K - $423K
14.4K $391M
MSTR
Microstrategy Inc

Technology
1.23K
New
$162.69 - $473.83 $200K - $582K
1.23K $356M
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
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
TLH
Ishares Barclays 10 20 Yr Trea

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