Unique Wealth, LLC Portfolio Holdings
Unique Wealth, LLC
- $354 Billion
- Q1 2024
Unique Wealth, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $354 Billion distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $88.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $31.2B, Schwab Strategic Tr Us Large C with a value of $31.2B, Spdr S&P 500 ETF Trust with a value of $17.2B, and Ishares Core U.S. Aggregate Bo with a value of $15.2B.
Examining the 13F form we can see an increase of $45.4B in the current position value, from $309B to 354B.
Unique Wealth, LLC is based out at Tampa, FL
Below you can find more details about Unique Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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