Unique Wealth, LLC Sells in Q4 2024

Unique Wealth, LLC

  • $480 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-12.6K
- 7.95%
$570.51 - $610.59 $7.19M - $7.69M
146K $85.8B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-54.2K
- 12.73%
$56.06 - $61.35 $3.04M - $3.32M
371K $21B
SSO
Proshares Ultra S&P 500

ETFs
-17.5K
- 12.07%
$87.92 - $99.73 $1.54M - $1.74M
127K $11.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-24.4K
- 13.62%
$50.62 - $50.97 $1.23M - $1.24M
155K $7.84B
XDJL
Innovator Etfs Tr U S Equity A
-36.6K
- 21.08%
$33.56 - $35.21 $1.23M - $1.29M
137K $4.76B
XDJA
Innovator Etfs Tr Us Equity Ac

ETFs
-38.4K
- 18.5%
$27.78 - $28.52 $1.07M - $1.1M
169K $4.82B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-49.9K
- 20.83%
$17.93 - $18.8 $894K - $937K
189K $3.45B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.04K
- 16.3%
$57.53 - $60.83 $520K - $550K
46.4K $2.67B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-10.8K
- 22.62%
$44.87 - $46.86 $486K - $508K
37.1K $1.66B
XDAP
Innovator Etfs Tr Us Equity Ac
-18.3K
- 18.62%
$34.19 - $35.77 $625K - $654K
79.9K $2.83B
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-5.63K
- 5.18%
$63.23 - $66.65 $356K - $375K
103K $6.53B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.13K
- 15.11%
$50.06 - $55.0 $307K - $337K
34.4K $1.73B
CDC
Victory Portfolios Ii Shs Inco

ETFs
-6.58K
- 24.88%
$61.65 - $67.55 $406K - $444K
19.9K $1.24B
AOA
Ishares Tr Core Aggressive All

ETFs
-2.63K
- 3.32%
$76.61 - $79.88 $202K - $210K
76.5K $5.86B
SPYI
Shp ETF Tr Neos S&P 500 High I
-6.52K
- 10.63%
N/A
54.8K $2.79B
Listed Fd Tr
-8.38K
- 50.91%
N/A
8.08K $440M
VEA
Vanguard Ftse Developed Market

ETFs
-4.19K
- 30.95%
$47.57 - $52.44 $199K - $220K
9.36K $447M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.27K
- 1.43%
$57.32 - $59.66 $72.9K - $75.8K
87.6K $5.02B
JNJ
Johnson & Johnson

Healthcare
-157
- 2.64%
$143.34 - $165.86 $22.5K - $26K
5.79K $837M
ABBV
Abb Vie Inc.

Healthcare
-324
- 9.39%
$164.99 - $203.87 $53.5K - $66.1K
3.13K $556M
HD
Home Depot, Inc.

Consumer Cyclical
-182
- 7.4%
$385.02 - $431.37 $70.1K - $78.5K
2.28K $886M
IDV
Ishares Tr

ETFs
-2.18K
- 19.97%
$27.03 - $29.92 $58.8K - $65.1K
8.72K $239M
PGR
Progressive Corp

Financial Services
-256
- 16.16%
$239.6 - $268.88 $61.3K - $68.8K
1.33K $318M
WM
Waste Management Inc

Industrials
-10
- 0.15%
$201.79 - $228.46 $2.02K - $2.28K
6.81K $1.37B
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.14%
$161.05 - $179.7 $483 - $539
2.08K $349M
DIS
Walt Disney CO

Communication Services
-198
- 7.53%
$92.39 - $117.6 $18.3K - $23.3K
2.43K $271M
WMT
Walmart Inc.

Consumer Defensive
-114
- 2.19%
$79.1 - $95.7 $9.02K - $10.9K
5.09K $459M
PLTR
Palantir Technologies Inc.

Technology
-3.74K
- 36.57%
$36.46 - $82.38 $136K - $308K
6.48K $490M
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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