Unique Wealth Strategies
Latest statistics and disclosures from Unique Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, IVV, MOAT, DBEF, META, and represent 19.39% of Unique Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: GBTC, SCHW, AXP, FEUZ, PG, JD, ZBH, HYDB, IJR, TER.
- Started 494 new stock positions in DUK, TXN, MTD, CE, F, BITO, Pioneer Natural Resources, BSJO, CI, IDXX.
- Unique Wealth Strategies was a net buyer of stock by $9.2M.
- Unique Wealth Strategies has $213M in assets under management (AUM), dropping by 4.50%.
- Central Index Key (CIK): 0002009809
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Portfolio Holdings for Unique Wealth Strategies
Unique Wealth Strategies holds 673 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Unique Wealth Strategies has 673 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Unique Wealth Strategies June 30, 2024 positions
- Download the Unique Wealth Strategies June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.0 | $13M | 285k | 45.31 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $10M | 19k | 525.73 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.6 | $7.6M | 85k | 89.90 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 2.7 | $5.8M | 142k | 40.93 |
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| Meta Platforms Cl A (META) | 2.4 | $5.1M | 11k | 485.56 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.0 | $4.3M | 94k | 45.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.0M | 27k | 150.93 |
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| Microsoft Corporation (MSFT) | 1.9 | $4.0M | 9.4k | 420.72 |
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| Amazon (AMZN) | 1.8 | $3.7M | 21k | 180.38 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.7 | $3.7M | 97k | 38.47 |
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| Booking Holdings (BKNG) | 1.6 | $3.5M | 962.00 | 3626.58 |
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| Ishares Core Msci Emkt (IEMG) | 1.4 | $3.0M | 58k | 51.60 |
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| Visa Com Cl A (V) | 1.4 | $2.9M | 10k | 279.08 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.3 | $2.8M | 57k | 49.70 |
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| Anthem (ELV) | 1.3 | $2.7M | 5.2k | 518.54 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $2.7M | 5.6k | 481.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.6M | 5.8k | 444.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.4M | 5.8k | 420.52 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $2.2M | 23k | 94.62 |
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| CarMax (KMX) | 1.0 | $2.1M | 24k | 87.11 |
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| Iqvia Holdings (IQV) | 1.0 | $2.1M | 8.2k | 252.89 |
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| Starbucks Corporation (SBUX) | 0.9 | $1.9M | 20k | 91.39 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $1.8M | 42k | 43.35 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.8M | 13k | 136.05 |
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| Walt Disney Company (DIS) | 0.8 | $1.8M | 15k | 122.36 |
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| Oracle Corporation (ORCL) | 0.8 | $1.7M | 14k | 125.61 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $1.7M | 3.4k | 504.62 |
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| Autodesk (ADSK) | 0.8 | $1.7M | 6.4k | 260.41 |
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| CVS Caremark Corporation (CVS) | 0.7 | $1.5M | 19k | 79.76 |
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| Qualcomm (QCOM) | 0.7 | $1.5M | 8.9k | 169.30 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.5M | 1.7k | 903.49 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.5M | 9.6k | 152.26 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.4M | 7.2k | 200.30 |
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| Tesla Motors (TSLA) | 0.6 | $1.3M | 7.7k | 175.79 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $1.3M | 6.5k | 201.51 |
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| Lennar Corp Cl A (LEN) | 0.6 | $1.3M | 7.5k | 171.97 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.3M | 22k | 57.96 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.2M | 5.3k | 228.59 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $1.2M | 7.2k | 164.01 |
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| salesforce (CRM) | 0.6 | $1.2M | 3.9k | 301.18 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.2M | 2.2k | 524.34 |
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| Philip Morris International (PM) | 0.5 | $1.2M | 13k | 91.62 |
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| Air Products & Chemicals (APD) | 0.5 | $1.2M | 4.8k | 242.27 |
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| Medtronic SHS (MDT) | 0.5 | $1.1M | 13k | 87.15 |
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| Fiserv (FI) | 0.5 | $1.1M | 7.1k | 159.82 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.1M | 2.3k | 480.70 |
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| Pfizer (PFE) | 0.5 | $1.1M | 39k | 27.75 |
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| Polaris Industries (PII) | 0.5 | $1.1M | 11k | 100.12 |
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| Kenvue (KVUE) | 0.5 | $1.1M | 50k | 21.46 |
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| General Dynamics Corporation (GD) | 0.5 | $1.1M | 3.7k | 282.49 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.5 | $1.0M | 20k | 52.46 |
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| Diageo Spon Adr New (DEO) | 0.5 | $1.0M | 6.8k | 148.74 |
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| Apple (AAPL) | 0.5 | $1.0M | 5.9k | 171.48 |
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| Ecolab (ECL) | 0.5 | $1.0M | 4.4k | 230.91 |
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| McKesson Corporation (MCK) | 0.5 | $992k | 1.8k | 536.85 |
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| UnitedHealth (UNH) | 0.5 | $984k | 2.0k | 494.70 |
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| International Flavors & Fragrances (IFF) | 0.5 | $980k | 11k | 85.99 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.5 | $973k | 10k | 96.05 |
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| Lauder Estee Cos Cl A (EL) | 0.5 | $972k | 6.3k | 154.15 |
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| Global X Fds Artificial Etf (AIQ) | 0.4 | $957k | 28k | 33.96 |
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| Analog Devices (ADI) | 0.4 | $956k | 4.8k | 197.79 |
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| Ishares U S Etf Tr Us Consumer Foc (IEDI) | 0.4 | $955k | 19k | 49.70 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $951k | 9.8k | 96.73 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.4 | $943k | 17k | 56.39 |
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| Evergy (EVRG) | 0.4 | $939k | 18k | 53.38 |
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| Intuit (INTU) | 0.4 | $929k | 1.4k | 649.89 |
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| AmerisourceBergen (COR) | 0.4 | $927k | 3.8k | 242.99 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $868k | 17k | 50.74 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $866k | 3.7k | 231.69 |
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| eBay (EBAY) | 0.4 | $858k | 16k | 52.78 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.4 | $842k | 15k | 57.38 |
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| MarketAxess Holdings (MKTX) | 0.4 | $831k | 3.8k | 219.25 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $821k | 14k | 57.62 |
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| Unilever Spon Adr New (UL) | 0.4 | $809k | 16k | 50.19 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.4 | $800k | 5.7k | 139.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $793k | 11k | 74.22 |
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| Ishares Tr India 50 Etf (INDY) | 0.4 | $782k | 16k | 50.44 |
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| KB Home (KBH) | 0.4 | $782k | 11k | 70.88 |
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| Becton, Dickinson and (BDX) | 0.4 | $758k | 3.1k | 247.45 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $755k | 6.5k | 116.25 |
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| Ufp Industries (UFPI) | 0.3 | $745k | 6.1k | 123.01 |
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| Omni (OMC) | 0.3 | $744k | 7.7k | 96.76 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $738k | 5.8k | 128.40 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $736k | 8.2k | 89.67 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $736k | 7.5k | 97.53 |
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| Biogen Idec (BIIB) | 0.3 | $734k | 3.4k | 215.63 |
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| Baidu Spon Adr Rep A (BIDU) | 0.3 | $726k | 6.9k | 105.28 |
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| Sanofi Sponsored Adr (SNY) | 0.3 | $723k | 15k | 48.60 |
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| Compass Minerals International (CMP) | 0.3 | $713k | 45k | 15.74 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ) | 0.3 | $700k | 7.2k | 96.54 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $684k | 6.4k | 107.41 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $670k | 1.5k | 454.87 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $668k | 7.4k | 90.44 |
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| Mueller Industries (MLI) | 0.3 | $667k | 12k | 53.93 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $660k | 1.9k | 344.20 |
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| Bank of America Corporation (BAC) | 0.3 | $625k | 17k | 37.92 |
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| ConocoPhillips (COP) | 0.3 | $618k | 4.9k | 127.28 |
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| Chevron Corporation (CVX) | 0.3 | $617k | 3.9k | 157.74 |
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| Lam Research Corporation (LRCX) | 0.3 | $583k | 601.00 | 970.78 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $575k | 198.00 | 2904.11 |
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| Home Depot (HD) | 0.3 | $571k | 1.5k | 383.51 |
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| Shockwave Med | 0.3 | $566k | 1.7k | 325.70 |
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| Quantumscape Corp Com Cl A (QS) | 0.3 | $554k | 88k | 6.29 |
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| Hilton Worldwide Holdings (HLT) | 0.3 | $552k | 2.6k | 213.35 |
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| Squarespace Class A (SQSP) | 0.3 | $542k | 15k | 36.44 |
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| Netflix (NFLX) | 0.2 | $530k | 873.00 | 607.36 |
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| General Electric Com New (GE) | 0.2 | $530k | 3.0k | 175.56 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $529k | 23k | 23.01 |
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| Super Micro Computer (SMCI) | 0.2 | $527k | 522.00 | 1009.67 |
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| Core & Main Cl A (CNM) | 0.2 | $525k | 9.2k | 57.25 |
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| Nucor Corporation (NUE) | 0.2 | $525k | 2.7k | 197.90 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $521k | 937.00 | 555.96 |
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| Broadcom (AVGO) | 0.2 | $520k | 392.00 | 1325.34 |
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| Fastenal Company (FAST) | 0.2 | $515k | 6.7k | 77.14 |
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| Crocs (CROX) | 0.2 | $510k | 3.5k | 143.81 |
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| Molina Healthcare (MOH) | 0.2 | $509k | 1.2k | 410.72 |
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| Ishares Msci World Etf (URTH) | 0.2 | $507k | 3.5k | 144.91 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 0.2 | $504k | 10k | 49.71 |
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| Appfolio Com Cl A (APPF) | 0.2 | $503k | 2.0k | 246.70 |
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| Microchip Technology (MCHP) | 0.2 | $503k | 5.6k | 89.71 |
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| TJX Companies (TJX) | 0.2 | $502k | 4.9k | 101.42 |
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| Dex (DXCM) | 0.2 | $501k | 3.6k | 138.69 |
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| Arista Networks (ANET) | 0.2 | $495k | 1.7k | 290.03 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $494k | 7.1k | 69.22 |
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| Docusign (DOCU) | 0.2 | $494k | 8.3k | 59.55 |
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| Ross Stores (ROST) | 0.2 | $492k | 3.4k | 146.78 |
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| Costco Wholesale Corporation (COST) | 0.2 | $491k | 671.00 | 732.29 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $483k | 5.1k | 94.41 |
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| Abbvie (ABBV) | 0.2 | $480k | 2.6k | 182.08 |
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| Installed Bldg Prods (IBP) | 0.2 | $479k | 1.9k | 258.78 |
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| Advanced Drain Sys Inc Del (WMS) | 0.2 | $477k | 2.8k | 172.23 |
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| Wingstop (WING) | 0.2 | $471k | 1.3k | 366.31 |
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| Kla Corp Com New (KLAC) | 0.2 | $470k | 673.00 | 698.57 |
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| Doordash Cl A (DASH) | 0.2 | $468k | 3.4k | 137.72 |
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| PPG Industries (PPG) | 0.2 | $463k | 3.2k | 144.90 |
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| Sherwin-Williams Company (SHW) | 0.2 | $463k | 1.3k | 347.36 |
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| Godaddy Cl A (GDDY) | 0.2 | $463k | 3.9k | 118.69 |
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| Manhattan Associates (MANH) | 0.2 | $463k | 1.9k | 250.26 |
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| Illinois Tool Works (ITW) | 0.2 | $463k | 1.7k | 268.39 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $463k | 1.2k | 399.09 |
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| Exelixis (EXEL) | 0.2 | $463k | 20k | 23.73 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $462k | 1.1k | 417.86 |
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| Moody's Corporation (MCO) | 0.2 | $461k | 1.2k | 392.88 |
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| Cadence Design Systems (CDNS) | 0.2 | $461k | 1.5k | 311.23 |
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| Cdw (CDW) | 0.2 | $460k | 1.8k | 255.85 |
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| W.W. Grainger (GWW) | 0.2 | $459k | 451.00 | 1017.49 |
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| MercadoLibre (MELI) | 0.2 | $459k | 303.00 | 1514.28 |
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| Electronic Arts (EA) | 0.2 | $458k | 3.4k | 132.67 |
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| Martin Marietta Materials (MLM) | 0.2 | $457k | 744.00 | 614.32 |
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| Gartner (IT) | 0.2 | $454k | 952.00 | 476.80 |
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| Centene Corporation (CNC) | 0.2 | $452k | 5.8k | 78.48 |
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| Medpace Hldgs (MEDP) | 0.2 | $447k | 1.1k | 404.00 |
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| Halozyme Therapeutics (HALO) | 0.2 | $445k | 11k | 40.68 |
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| Pegasystems (PEGA) | 0.2 | $445k | 6.9k | 64.64 |
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| Verisk Analytics (VRSK) | 0.2 | $445k | 1.9k | 235.67 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $442k | 1.7k | 264.24 |
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| Fortinet (FTNT) | 0.2 | $441k | 6.5k | 68.31 |
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| Pure Storage Cl A (PSTG) | 0.2 | $439k | 8.4k | 51.99 |
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| Pinterest Cl A (PINS) | 0.2 | $432k | 13k | 34.67 |
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| Nutanix Cl A (NTNX) | 0.2 | $429k | 6.9k | 61.72 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $392k | 2.0k | 195.10 |
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| Rapid7 (RPD) | 0.2 | $389k | 7.9k | 49.04 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $386k | 9.7k | 39.66 |
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| Fs Kkr Capital Corp (FSK) | 0.2 | $385k | 20k | 19.07 |
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| Lululemon Athletica (LULU) | 0.2 | $349k | 892.00 | 390.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $327k | 625.00 | 523.24 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $280k | 3.9k | 72.62 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $263k | 2.6k | 100.87 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $257k | 6.5k | 39.81 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $256k | 150.00 | 1704.56 |
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| Enbridge (ENB) | 0.1 | $255k | 7.0k | 36.18 |
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| Uber Technologies (UBER) | 0.1 | $243k | 3.2k | 76.99 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $221k | 4.5k | 49.05 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $214k | 5.8k | 36.59 |
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| Coca-Cola Company (KO) | 0.1 | $202k | 3.3k | 61.18 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $194k | NEW | 3.1k | 63.17 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $190k | NEW | 2.6k | 72.34 |
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| American Express Company (AXP) | 0.1 | $189k | NEW | 829.00 | 227.58 |
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| First Tr Exch Trd Alphdx Euro Alphadex (FEUZ) | 0.1 | $186k | NEW | 4.4k | 42.42 |
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| Procter & Gamble Company (PG) | 0.1 | $172k | NEW | 1.1k | 162.19 |
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| Jd.com Spon Adr Cl A (JD) | 0.1 | $172k | NEW | 6.3k | 27.39 |
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| Zimmer Holdings (ZBH) | 0.1 | $154k | NEW | 1.2k | 131.98 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $153k | NEW | 3.3k | 46.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $148k | NEW | 1.3k | 110.52 |
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| Teradyne (TER) | 0.1 | $147k | NEW | 1.3k | 112.83 |
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| Truist Financial Corp equities (TFC) | 0.1 | $146k | NEW | 3.7k | 38.98 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $143k | NEW | 2.3k | 60.78 |
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| Campbell Soup Company (CPB) | 0.1 | $142k | NEW | 3.2k | 44.45 |
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| Telus Ord (TU) | 0.1 | $141k | NEW | 8.8k | 16.01 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $141k | NEW | 4.6k | 30.50 |
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| Yum China Holdings (YUMC) | 0.1 | $138k | NEW | 3.5k | 39.79 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $138k | NEW | 1.2k | 119.41 |
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| Pepsi (PEP) | 0.1 | $133k | NEW | 761.00 | 175.01 |
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| Intel Corporation (INTC) | 0.1 | $129k | NEW | 2.9k | 44.17 |
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| United Parcel Service CL B (UPS) | 0.1 | $129k | NEW | 868.00 | 148.63 |
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| Advanced Micro Devices (AMD) | 0.1 | $124k | NEW | 686.00 | 180.49 |
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| Edison International (EIX) | 0.1 | $123k | NEW | 1.7k | 70.73 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $121k | NEW | 817.00 | 147.80 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $116k | NEW | 1.4k | 80.51 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $115k | NEW | 870.00 | 131.93 |
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| Cisco Systems (CSCO) | 0.1 | $114k | NEW | 2.3k | 49.91 |
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| Merck & Co (MRK) | 0.1 | $111k | NEW | 841.00 | 131.95 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $111k | NEW | 1.5k | 73.04 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $106k | NEW | 1.1k | 96.71 |
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| Nike CL B (NKE) | 0.0 | $103k | NEW | 1.1k | 93.98 |
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| BlackRock (BLK) | 0.0 | $102k | NEW | 122.00 | 833.70 |
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| Genuine Parts Company (GPC) | 0.0 | $101k | NEW | 653.00 | 154.93 |
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| Johnson & Johnson (JNJ) | 0.0 | $99k | NEW | 626.00 | 158.19 |
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| Fidelity National Information Services (FIS) | 0.0 | $98k | NEW | 1.3k | 74.18 |
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| GSK Sponsored Adr (GSK) | 0.0 | $97k | NEW | 2.3k | 42.87 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $96k | NEW | 2.5k | 38.18 |
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| Verizon Communications (VZ) | 0.0 | $94k | NEW | 2.2k | 41.96 |
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| 3M Company (MMM) | 0.0 | $89k | NEW | 834.00 | 106.07 |
|
| Amgen (AMGN) | 0.0 | $88k | NEW | 310.00 | 284.32 |
|
| Wal-Mart Stores (WMT) | 0.0 | $85k | NEW | 1.4k | 60.17 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $85k | NEW | 486.00 | 174.21 |
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.0 | $82k | NEW | 1.6k | 50.52 |
|
| Wp Carey (WPC) | 0.0 | $81k | NEW | 1.4k | 56.44 |
|
| McDonald's Corporation (MCD) | 0.0 | $81k | NEW | 286.00 | 281.95 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $81k | NEW | 1.4k | 55.67 |
|
| Dominion Resources (D) | 0.0 | $80k | NEW | 1.6k | 49.19 |
|
| Altria (MO) | 0.0 | $80k | NEW | 1.8k | 43.62 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $79k | NEW | 1.5k | 54.40 |
|
| Honeywell International (HON) | 0.0 | $78k | NEW | 380.00 | 205.25 |
|
| Hanesbrands (HBI) | 0.0 | $76k | 13k | 5.80 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $73k | 28k | 2.59 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $70k | NEW | 3.9k | 18.25 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $66k | NEW | 255.00 | 259.90 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $63k | NEW | 2.8k | 22.95 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $63k | NEW | 2.8k | 22.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $58k | NEW | 559.00 | 103.79 |
|
| Applied Materials (AMAT) | 0.0 | $57k | NEW | 275.00 | 206.23 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $54k | NEW | 56.00 | 970.46 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $52k | NEW | 208.00 | 249.86 |
|
| Caterpillar (CAT) | 0.0 | $51k | NEW | 140.00 | 366.43 |
|
| Sentinelone Cl A (S) | 0.0 | $49k | NEW | 2.1k | 23.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $48k | NEW | 213.00 | 224.99 |
|
| Marvell Technology (MRVL) | 0.0 | $45k | NEW | 639.00 | 70.88 |
|
| Block Cl A (SQ) | 0.0 | $44k | NEW | 525.00 | 84.58 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $40k | NEW | 840.00 | 47.87 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $40k | NEW | 543.00 | 73.29 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $39k | NEW | 677.00 | 57.57 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $39k | NEW | 50.00 | 777.96 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $37k | NEW | 223.00 | 164.35 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $36k | NEW | 1.7k | 20.97 |
|
| Winmark Corporation (WINA) | 0.0 | $36k | NEW | 100.00 | 361.70 |
|
| Capital One Financial (COF) | 0.0 | $36k | NEW | 240.00 | 148.89 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $36k | NEW | 216.00 | 164.96 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $35k | NEW | 645.00 | 54.81 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $35k | NEW | 140.00 | 252.31 |
|
Past Filings by Unique Wealth Strategies
SEC 13F filings are viewable for Unique Wealth Strategies going back to 2023
- Unique Wealth Strategies 2024 Q2 filed July 24, 2024
- Unique Wealth Strategies 2024 Q1 filed April 26, 2024
- Unique Wealth Strategies 2023 Q4 filed Feb. 5, 2024