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.