Unique Wealth Strategies
Latest statistics and disclosures from Unique Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, FBND, MOAT, DBEF, AMZN, and represent 21.35% of Unique Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: BKNG, SNDK, VGT, PRF, IVV, FBND, EWZ, PENG, SPGI, MU.
- Started 58 new stock positions in HCSG, CIEN, OXY, MKTX, AAMI, VXUS, GEV, MCRI, EXEL, PINS.
- Reduced shares in these 10 stocks: SPY, AMAT, SBUX, , SNOW, QCOM, BF.B, SONY, AVGO, VOLT.
- Sold out of its positions in BUFM, ALNY, COR, BLKB, BF.B, CDNS, CSL, Carnival Corporation, CVX, CSCO.
- Unique Wealth Strategies was a net buyer of stock by $9.2M.
- Unique Wealth Strategies has $275M in assets under management (AUM), dropping by 11.61%.
- Central Index Key (CIK): 0002009809
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Portfolio Holdings for Unique Wealth Strategies
Unique Wealth Strategies holds 214 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.8 | $16M | +7% | 21k | 748.89 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.4 | $15M | +8% | 324k | 45.49 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.7 | $13M | +5% | 123k | 103.96 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 2.9 | $8.0M | +5% | 147k | 54.63 |
|
| Amazon (AMZN) | 2.7 | $7.3M | 31k | 238.34 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $7.3M | +7% | 20k | 357.37 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.2 | $6.0M | +4% | 134k | 44.99 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $5.3M | +7% | 26k | 200.09 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.9 | $5.2M | +33% | 100k | 51.77 |
|
| Applied Materials (AMAT) | 1.9 | $5.2M | -21% | 7.1k | 723.00 |
|
| Meta Platforms Cl A (META) | 1.8 | $4.8M | +2% | 8.6k | 563.31 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.7 | $4.8M | +4% | 52k | 91.64 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $4.6M | +3% | 6.2k | 736.39 |
|
| Microsoft Corporation (MSFT) | 1.5 | $4.2M | 11k | 373.01 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $4.1M | 8.6k | 477.55 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.5 | $4.1M | +4% | 82k | 49.55 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.4 | $3.7M | 74k | 50.66 |
|
|
| Booking Holdings (BKNG) | 1.3 | $3.5M | +2339% | 20k | 178.24 |
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $3.4M | -17% | 41k | 82.84 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $3.4M | +18% | 40k | 86.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.8M | 5.6k | 500.39 |
|
|
| Visa Com Cl A (V) | 1.0 | $2.7M | -3% | 8.0k | 343.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.5M | -2% | 7.1k | 353.33 |
|
| Apple (AAPL) | 0.9 | $2.4M | 8.2k | 289.36 |
|
|
| General Dynamics Corporation (GD) | 0.7 | $1.9M | +47% | 5.3k | 354.27 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.8M | +712% | 16k | 119.52 |
|
| Philip Morris International (PM) | 0.7 | $1.8M | 10k | 180.91 |
|
|
| Analog Devices (ADI) | 0.7 | $1.8M | -7% | 4.6k | 397.16 |
|
| Sandisk Corp (SNDK) | 0.6 | $1.7M | NEW | 746.00 | 2273.10 |
|
| Bank of New York Mellon Corporation (BNY) | 0.6 | $1.7M | 12k | 144.61 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.7M | +3% | 5.1k | 327.31 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.6 | $1.7M | 17k | 96.90 |
|
|
| Tesla Motors (TSLA) | 0.6 | $1.7M | -5% | 3.9k | 420.60 |
|
| Airbnb Com Cl A (ABNB) | 0.6 | $1.6M | -3% | 11k | 143.10 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.5M | -2% | 2.9k | 513.63 |
|
| Dell Technologies CL C (DELL) | 0.5 | $1.5M | -33% | 3.4k | 431.47 |
|
| Anthem (ELV) | 0.5 | $1.4M | 3.7k | 386.74 |
|
|
| Tema Etf Trust Electrification (VOLT) | 0.5 | $1.4M | -35% | 34k | 41.89 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.5 | $1.4M | +25% | 28k | 49.81 |
|
| Becton, Dickinson and (BDX) | 0.5 | $1.4M | +110% | 9.1k | 151.33 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $1.4M | +2% | 18k | 76.55 |
|
| Iqvia Holdings (IQV) | 0.5 | $1.4M | 7.1k | 193.21 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.5 | $1.4M | +4% | 26k | 52.34 |
|
| Air Products & Chemicals (APD) | 0.5 | $1.3M | 4.4k | 293.15 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.5 | $1.3M | -3% | 9.4k | 136.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.3M | +12% | 1.9k | 686.86 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $1.3M | 8.0k | 156.72 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $1.2M | 15k | 82.64 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $1.2M | 11k | 109.43 |
|
|
| ConocoPhillips (COP) | 0.4 | $1.2M | -15% | 11k | 103.96 |
|
| Qualcomm (QCOM) | 0.4 | $1.2M | -45% | 6.3k | 184.80 |
|
| Masco Corporation (MAS) | 0.4 | $1.2M | -4% | 14k | 81.37 |
|
| McKesson Corporation (MCK) | 0.4 | $1.2M | -23% | 1.5k | 755.70 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | -4% | 8.3k | 136.73 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.4 | $1.1M | NEW | 33k | 34.50 |
|
| Ishares U S Etf Tr Us Consumer Foc (IEDI) | 0.4 | $1.1M | -30% | 20k | 54.79 |
|
| Netflix (NFLX) | 0.4 | $1.1M | +417% | 15k | 71.40 |
|
| Sezzle (SEZL) | 0.4 | $1.1M | -19% | 6.4k | 171.62 |
|
| Walt Disney Company (DIS) | 0.4 | $1.1M | -3% | 11k | 96.25 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.1M | +34% | 11k | 96.44 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.1M | -32% | 2.5k | 433.34 |
|
| Penguin Solutions (PENG) | 0.4 | $1.0M | NEW | 14k | 76.01 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.0M | 5.4k | 189.74 |
|
|
| S&p Global (SPGI) | 0.4 | $1.0M | NEW | 2.5k | 407.21 |
|
| Intercontinental Exchange (ICE) | 0.4 | $1.0M | +144% | 8.2k | 123.11 |
|
| Quantumscape Corp Com Cl A (QS) | 0.4 | $1.0M | +21% | 133k | 7.56 |
|
| Unilever Spon Adr New (UL) | 0.4 | $1000k | 17k | 60.12 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $975k | 40k | 24.55 |
|
|
| Micron Technology (MU) | 0.4 | $965k | NEW | 836.00 | 1154.32 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $954k | -6% | 4.7k | 205.04 |
|
| Kla Corp Com New (KLAC) | 0.3 | $944k | +728% | 3.1k | 301.70 |
|
| Fortinet (FTNT) | 0.3 | $911k | -16% | 5.9k | 153.61 |
|
| Clorox Company (CLX) | 0.3 | $903k | NEW | 9.5k | 95.44 |
|
| General Mills (GIS) | 0.3 | $879k | NEW | 25k | 34.80 |
|
| Oracle Corporation (ORCL) | 0.3 | $873k | -10% | 6.0k | 146.56 |
|
| salesforce (CRM) | 0.3 | $856k | -16% | 5.5k | 156.67 |
|
| Tg Therapeutics (TGTX) | 0.3 | $853k | NEW | 16k | 54.94 |
|
| Servicenow (NOW) | 0.3 | $852k | -2% | 8.6k | 99.28 |
|
| Ecolab (ECL) | 0.3 | $840k | 3.0k | 278.59 |
|
|
| Medtronic SHS (MDT) | 0.3 | $834k | +3% | 11k | 78.23 |
|
| Abbvie (ABBV) | 0.3 | $832k | +21% | 3.3k | 251.67 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $823k | -64% | 1.1k | 747.03 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $814k | NEW | 3.5k | 229.57 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.3 | $810k | -43% | 9.3k | 86.95 |
|
| A10 Networks (ATEN) | 0.3 | $798k | -24% | 21k | 37.36 |
|
| Snowflake Com Shs (SNOW) | 0.3 | $797k | -54% | 3.1k | 254.50 |
|
| Amgen (AMGN) | 0.3 | $793k | +12% | 2.2k | 362.19 |
|
| Cargurus Com Cl A (CARG) | 0.3 | $793k | +43% | 23k | 34.09 |
|
| Frontdoor (FTDR) | 0.3 | $789k | +23% | 10k | 77.59 |
|
| Capital One Financial (COF) | 0.3 | $785k | +16% | 3.9k | 200.61 |
|
| Healthcare Services (HCSG) | 0.3 | $783k | NEW | 32k | 24.56 |
|
| CommVault Systems (CVLT) | 0.3 | $769k | NEW | 5.4k | 141.72 |
|
| Broadcom (AVGO) | 0.3 | $760k | -52% | 2.0k | 377.74 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $754k | -50% | 782.00 | 964.72 |
|
| Altria (MO) | 0.3 | $741k | -2% | 10k | 71.95 |
|
| Exelixis (EXEL) | 0.3 | $735k | NEW | 14k | 54.41 |
|
| Etsy (ETSY) | 0.3 | $728k | NEW | 9.7k | 75.33 |
|
| Extreme Networks (EXTR) | 0.3 | $725k | NEW | 22k | 32.37 |
|
| Remitly Global (RELY) | 0.3 | $717k | NEW | 32k | 22.41 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $716k | -10% | 7.0k | 102.30 |
|
| Expedia Group Com New (EXPE) | 0.3 | $715k | -6% | 2.8k | 255.92 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $712k | -2% | 4.0k | 177.48 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $705k | NEW | 6.4k | 110.94 |
|
| eBay (EBAY) | 0.3 | $702k | -7% | 6.3k | 111.74 |
|
| Hilton Worldwide Holdings (HLT) | 0.3 | $698k | -3% | 2.1k | 330.40 |
|
| Tapestry (TPR) | 0.3 | $693k | +33% | 4.7k | 146.38 |
|
| Ford Motor Company (F) | 0.3 | $692k | +5% | 50k | 13.90 |
|
| Yeti Hldgs (YETI) | 0.3 | $688k | 14k | 49.56 |
|
|
| Ishares Tr India 50 Etf (INDY) | 0.2 | $686k | +13% | 16k | 43.45 |
|
| Tractor Supply Company (TSCO) | 0.2 | $675k | NEW | 21k | 31.61 |
|
| Valero Energy Corporation (VLO) | 0.2 | $672k | -8% | 2.6k | 260.43 |
|
| Arlo Technologies (ARLO) | 0.2 | $672k | NEW | 50k | 13.48 |
|
| Pinterest Cl A (PINS) | 0.2 | $670k | NEW | 32k | 21.03 |
|
| Teradata Corporation (TDC) | 0.2 | $665k | +7% | 19k | 34.65 |
|
| Cirrus Logic (CRUS) | 0.2 | $663k | 4.5k | 148.54 |
|
|
| Clear Secure Com Cl A (YOU) | 0.2 | $662k | +11% | 12k | 55.73 |
|
| Monarch Casino & Resort (MCRI) | 0.2 | $662k | NEW | 5.0k | 131.61 |
|
| Rockwell Automation (ROK) | 0.2 | $661k | NEW | 1.3k | 494.96 |
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| Autodesk (ADSK) | 0.2 | $658k | -15% | 3.4k | 194.42 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $657k | -9% | 1.3k | 515.12 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.2 | $652k | +9% | 6.5k | 100.07 |
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.2 | $649k | NEW | 21k | 31.43 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $638k | +71% | 4.3k | 148.30 |
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| Liveramp Holdings (RAMP) | 0.2 | $637k | NEW | 17k | 37.64 |
|
| D.R. Horton (DHI) | 0.2 | $633k | +2% | 3.9k | 162.88 |
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| Amrize SHS (AMRZ) | 0.2 | $631k | 12k | 53.30 |
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| Brightsphere Investment Group (AAMI) | 0.2 | $629k | NEW | 8.8k | 71.52 |
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| Perdoceo Ed Corp (PRDO) | 0.2 | $616k | NEW | 19k | 32.00 |
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| Kinross Gold Corp (KGC) | 0.2 | $612k | NEW | 26k | 23.62 |
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| Electronic Arts (EA) | 0.2 | $610k | +2% | 3.0k | 205.05 |
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| Bristol Myers Squibb (BMY) | 0.2 | $610k | NEW | 11k | 57.62 |
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| Hershey Company (HSY) | 0.2 | $609k | NEW | 3.5k | 175.43 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $608k | -5% | 4.6k | 131.43 |
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| Anglogold Ashanti Com Shs (AU) | 0.2 | $607k | NEW | 7.5k | 80.89 |
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| Cheniere Energy Com New (LNG) | 0.2 | $602k | NEW | 2.5k | 239.01 |
|
| L3harris Technologies (LHX) | 0.2 | $600k | +22% | 2.1k | 290.61 |
|
| Aon Shs Cl A (AON) | 0.2 | $598k | 1.8k | 331.69 |
|
|
| Mastech Holdings (MHH) | 0.2 | $598k | +14% | 77k | 7.73 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $594k | +4% | 11k | 53.11 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $589k | +12% | 6.3k | 93.40 |
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| Qorvo (QRVO) | 0.2 | $584k | NEW | 6.3k | 93.28 |
|
| Omni (OMC) | 0.2 | $583k | +6% | 8.0k | 72.83 |
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| Uber Technologies (UBER) | 0.2 | $582k | -5% | 8.1k | 72.16 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $572k | NEW | 21k | 26.66 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.2 | $562k | -5% | 14k | 39.68 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $557k | 5.1k | 110.15 |
|
|
| Vita Coco Co Inc/the (COCO) | 0.2 | $549k | NEW | 8.3k | 66.14 |
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| Ross Stores (ROST) | 0.2 | $549k | -8% | 2.6k | 212.87 |
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| Pepsi (PEP) | 0.2 | $545k | +3% | 4.0k | 135.41 |
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| Hca Holdings (HCA) | 0.2 | $538k | 1.4k | 389.87 |
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| SLB Com Stk (SLB) | 0.2 | $507k | -10% | 11k | 46.49 |
|
| Ciena Corp Com New (CIEN) | 0.2 | $506k | NEW | 1.0k | 490.56 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $506k | NEW | 366.00 | 1381.05 |
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| Tyler Technologies (TYL) | 0.2 | $499k | NEW | 1.7k | 292.46 |
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| Sap Se Spon Adr (SAP) | 0.2 | $483k | 3.1k | 154.11 |
|
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| Occidental Petroleum Corporation (OXY) | 0.2 | $482k | NEW | 9.9k | 48.57 |
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| Maplebear (CART) | 0.2 | $480k | -34% | 10k | 47.35 |
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| Advanced Micro Devices (AMD) | 0.2 | $477k | NEW | 821.00 | 580.91 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $469k | 2.0k | 237.33 |
|
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $461k | 19k | 24.66 |
|
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $439k | 840.00 | 522.34 |
|
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| Broadridge Financial Solutions (BR) | 0.2 | $437k | +3% | 3.2k | 136.95 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $436k | +3% | 1.4k | 302.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $431k | +4% | 1.2k | 368.38 |
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| Stryker Corporation (SYK) | 0.2 | $430k | 1.4k | 314.84 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $420k | 1.4k | 303.22 |
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| Relx Sponsored Adr (RELX) | 0.2 | $419k | 13k | 31.67 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $411k | +531% | 4.8k | 86.14 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $398k | -22% | 3.2k | 124.44 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $390k | +4% | 5.3k | 73.41 |
|
| Zoetis Cl A (ZTS) | 0.1 | $376k | NEW | 5.2k | 71.86 |
|
| Guidewire Software (GWRE) | 0.1 | $376k | NEW | 3.1k | 123.05 |
|
| Ishares Msci World Etf (URTH) | 0.1 | $355k | 1.8k | 202.64 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $353k | 4.7k | 75.51 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $339k | NEW | 916.00 | 370.24 |
|
| CoStar (CSGP) | 0.1 | $333k | -29% | 12k | 28.32 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $331k | +11% | 5.6k | 58.92 |
|
| Zimmer Holdings (ZBH) | 0.1 | $330k | NEW | 3.8k | 86.09 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $329k | -21% | 2.8k | 116.68 |
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| Equifax (EFX) | 0.1 | $321k | NEW | 2.0k | 158.72 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $303k | NEW | 1.0k | 302.70 |
|
| Nike CL B (NKE) | 0.1 | $301k | -11% | 7.3k | 41.05 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $299k | -15% | 596.00 | 501.36 |
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| Goldman Sachs (GS) | 0.1 | $298k | -8% | 295.00 | 1011.37 |
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| Eli Lilly & Co. (LLY) | 0.1 | $297k | NEW | 247.00 | 1201.51 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $295k | 6.3k | 46.77 |
|
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| Ge Vernova (GEV) | 0.1 | $290k | NEW | 247.00 | 1175.35 |
|
| Intel Corporation (INTC) | 0.1 | $290k | NEW | 2.1k | 139.60 |
|
| Ionq Inc Pipe (IONQ) | 0.1 | $286k | NEW | 5.4k | 53.26 |
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| MarketAxess Holdings (MKTX) | 0.1 | $284k | NEW | 2.5k | 113.49 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $277k | +2% | 5.6k | 49.55 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $268k | 2.5k | 107.82 |
|
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| American Express Company (AXP) | 0.1 | $261k | 773.00 | 338.16 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $256k | NEW | 3.1k | 82.64 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $254k | NEW | 3.0k | 85.50 |
|
| Dex (DXCM) | 0.1 | $254k | NEW | 3.8k | 67.35 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $253k | NEW | 385.00 | 655.89 |
|
| Coca-Cola Company (KO) | 0.1 | $243k | 3.0k | 81.27 |
|
|
| Campbell Soup Company (CPB) | 0.1 | $242k | -28% | 11k | 22.27 |
|
| First Tr Exch Trd Alphdx Asia Ex Japan (FPA) | 0.1 | $242k | NEW | 4.5k | 53.52 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $240k | NEW | 4.1k | 58.21 |
|
| First Tr Exch Trd Alphdx Euro Alphadex (FEUZ) | 0.1 | $231k | -10% | 3.5k | 66.35 |
|
| First Tr Exch Trd Alphdx Germany Alpha (FGM) | 0.1 | $227k | 3.6k | 63.47 |
|
|
| Invesco SHS (IVZ) | 0.1 | $220k | 8.4k | 26.39 |
|
|
| First Tr Exch Trd Alphdx Europe Alphadex (FEP) | 0.1 | $215k | -74% | 3.8k | 57.05 |
|
| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.1 | $214k | NEW | 3.7k | 57.50 |
|
| Enbridge (ENB) | 0.1 | $205k | 3.8k | 54.21 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $203k | -6% | 2.1k | 95.98 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $202k | NEW | 1.3k | 155.98 |
|
| First Tr Exch Trd Alphdx China Alphadex (FCA) | 0.1 | $201k | -73% | 7.4k | 27.26 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $200k | NEW | 2.0k | 100.14 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $147k | 14k | 10.50 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $117k | 20k | 5.83 |
|
|
| Getty Images Holdings Cl A Com (GETY) | 0.0 | $31k | 36k | 0.86 |
|
Past Filings by Unique Wealth Strategies
SEC 13F filings are viewable for Unique Wealth Strategies going back to 2023
- Unique Wealth Strategies 2026 Q1 filed July 15, 2026
- Unique Wealth Strategies 2026 Q2 filed July 15, 2026
- Unique Wealth Strategies 2024 Q3 filed July 14, 2026
- Unique Wealth Strategies 2024 Q4 filed July 14, 2026
- Unique Wealth Strategies 2025 Q1 filed July 14, 2026
- Unique Wealth Strategies 2025 Q2 filed July 14, 2026
- Unique Wealth Strategies 2025 Q3 filed July 14, 2026
- Unique Wealth Strategies 2025 Q4 filed July 14, 2026
- 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