Unique Wealth, LLC Portfolio Holdings

Unique Wealth, LLC

  • $480 Billion
  • Q4 2024

Unique Wealth, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $480 Billion distributed in 141 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 $85.8B, Schwab Strategic Tr Us Large C with a value of $30.4B, Spdr S&P 500 ETF Trust with a value of $29.4B, Ishares Core U.S. Aggregate Bo with a value of $26.3B, and Pacer Fds Tr Us Cash Cows 100 with a value of $21B.

Examining the 13F form we can see an increase of $43B in the current position value, from $437B to 480B.

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.

Portfolio value $480 Billion
ETFs: $387 Billion
Technology: $31.8 Billion
Consumer Cyclical: $8.95 Billion
Healthcare: $7.79 Billion
Industrials: $7.59 Billion
Financial Services: $7.08 Billion
Communication Services: $5.74 Billion
Consumer Defensive: $1.59 Billion
Other: $626 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $480 Billion
  • Prior Value $437 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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