Unique Wealth Strategies, LLC New Holdings in Q2 2024

Unique Wealth Strategies, LLC

  • $213 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ROK
Rockwell Automation, Inc

Industrials
30
New
$254.39 - $288.52 $7.63K - $8.66K
30 $8.77M
HOLX
Hologic Inc

Healthcare
112
New
$71.43 - $78.41 $8K - $8.78K
112 $8.73M
PLD
Prologis, Inc.

Real Estate
67
New
$101.88 - $127.92 $6.83K - $8.57K
67 $8.73M
HPQ
Hp Inc

Technology
285
New
$27.62 - $38.36 $7.87K - $10.9K
285 $8.61M
OKE
Oneok Inc

Energy
107
New
$76.92 - $83.01 $8.23K - $8.88K
107 $8.58M
SNAP
Snap Inc

Communication Services
746
New
$10.34 - $17.14 $7.71K - $12.8K
746 $8.57M
CCL
Carnival Corp

Consumer Cyclical
523
New
$13.9 - $18.72 $7.27K - $9.79K
523 $8.55M
EXLS
Exl Service Holdings, Inc.

Technology
268
New
$29.0 - $31.36 $7.77K - $8.4K
268 $8.52M
NVTS
Navitas Semiconductor Corp

Technology
1.77K
New
$3.61 - $4.86 $6.39K - $8.61K
1.77K $8.45M
MSCI
Msci Inc.

Financial Services
15
New
$446.0 - $554.83 $6.69K - $8.32K
15 $8.42M
SKYT
Sky Water Technology, Inc

Technology
823
New
$6.65 - $10.62 $5.47K - $8.74K
823 $8.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
101
New
$75.81 - $80.15 $7.66K - $8.1K
101 $8.15M
MRO
Marathon Oil Corp

Energy
287
New
$25.56 - $29.69 $7.34K - $8.52K
287 $8.14M
TTD
Trade Desk, Inc.

Technology
92
New
$77.3 - $99.25 $7.11K - $9.13K
92 $8.04M
MS
Morgan Stanley

Financial Services
83
New
$86.19 - $101.53 $7.15K - $8.43K
83 $7.82M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
50
New
$142.51 - $175.12 $7.13K - $8.76K
50 $7.79M
BX
Blackstone Inc.

Financial Services
59
New
$116.13 - $132.0 $6.85K - $7.79K
59 $7.75M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
50
New
$148.27 - $174.07 $7.41K - $8.7K
50 $7.72M
PGR
Progressive Corp

Financial Services
37
New
$202.26 - $215.9 $7.48K - $7.99K
37 $7.65M
BSX
Boston Scientific Corp

Healthcare
111
New
$67.33 - $77.71 $7.47K - $8.63K
111 $7.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
99
New
$72.5 - $82.16 $7.18K - $8.13K
99 $7.59M
EPD
Enterprise Products Partners L.P.

Energy
256
New
$27.74 - $29.88 $7.1K - $7.65K
256 $7.47M
SNPS
Synopsys Inc

Technology
13
New
$510.71 - $620.31 $6.64K - $8.06K
13 $7.43M
WDAY
Workday, Inc.

Technology
27
New
$207.08 - $272.44 $5.59K - $7.36K
27 $7.36M
IWM
Ishares Russell 2000 ETF

ETFs
35
New
$192.84 - $209.44 $6.75K - $7.33K
35 $7.36M
T
At&T Inc.

Communication Services
415
New
$16.09 - $19.11 $6.68K - $7.93K
415 $7.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
168
New
$41.17 - $43.25 $6.92K - $7.27K
168 $7.19M
AZN
Astrazeneca PLC

Healthcare
106
New
$66.81 - $80.83 $7.08K - $8.57K
106 $7.18M
PNC
Pnc Financial Services Group, Inc.

Financial Services
44
New
$146.54 - $161.4 $6.45K - $7.1K
44 $7.11M
O
Realty Income Corp

Real Estate
129
New
$50.8 - $55.45 $6.55K - $7.15K
129 $6.98M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
100
New
$65.13 - $69.24 $6.51K - $6.92K
100 $6.98M
ETN
Eaton Corp PLC

Industrials
22
New
$303.02 - $340.89 $6.67K - $7.5K
22 $6.88M
SPGI
S&P Global Inc.

Financial Services
16
New
$408.56 - $448.91 $6.54K - $7.18K
16 $6.81M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7
New
$883.2 - $1071.19 $6.18K - $7.5K
7 $6.74M
IDEV
Ishares Core Msci Intl Develop

ETFs
100
New
$64.09 - $68.74 $6.41K - $6.87K
100 $6.71M
TDC
Teradata Corp

Technology
169
New
$31.67 - $38.62 $5.35K - $6.53K
169 $6.54M
NEE
Nextera Energy Inc

Utilities
101
New
$61.7 - $80.02 $6.23K - $8.08K
101 $6.46M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
250
New
$25.12 - $25.81 $6.28K - $6.45K
250 $6.42M
HAL
Halliburton CO

Energy
161
New
$32.92 - $41.24 $5.3K - $6.64K
161 $6.35M
AMT
American Tower Corp

Real Estate
32
New
$171.0 - $200.41 $5.47K - $6.41K
32 $6.32M
APH
Amphenol Corp

Technology
54
New
$67.16 - $136.4 $3.63K - $7.37K
54 $6.23M
ZTS
Zoetis Inc.

Healthcare
36
New
$145.54 - $178.83 $5.24K - $6.44K
36 $6.09M
IONS
Ionis Pharmaceuticals Inc

Healthcare
140
New
$36.45 - $47.7 $5.1K - $6.68K
140 $6.07M
DRI
Darden Restaurants Inc

Consumer Cyclical
36
New
$145.98 - $167.24 $5.26K - $6.02K
36 $6.02M
C
Citigroup Inc

Financial Services
95
New
$57.02 - $64.74 $5.42K - $6.15K
95 $6.01M
EOG
Eog Resources Inc

Energy
47
New
$118.24 - $137.95 $5.56K - $6.48K
47 $6.01M
CPRT
Copart Inc

Consumer Cyclical
103
New
$52.14 - $58.07 $5.37K - $5.98K
103 $5.97M
FCX
Freeport Mcmoran Inc

Basic Materials
125
New
$47.26 - $54.86 $5.91K - $6.86K
125 $5.88M
BP
Bp PLC

Energy
155
New
$34.89 - $39.65 $5.41K - $6.15K
155 $5.84M
Activity Summary
Buys All Purchases 494 New Holdings 494 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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