Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 4.3% |
DBX ETF TR | 3 | Q2 2024 | 2.8% |
META PLATFORMS INC | 3 | Q2 2024 | 2.5% |
ALPHABET INC | 3 | Q2 2024 | 2.9% |
ISHARES INC | 3 | Q2 2024 | 3.5% |
MICROSOFT CORP | 3 | Q2 2024 | 2.4% |
BOOKING HOLDINGS INC | 3 | Q2 2024 | 2.4% |
AMAZON COM INC | 3 | Q2 2024 | 2.1% |
VISA INC | 3 | Q2 2024 | 2.2% |
VANGUARD INDEX FDS | 3 | Q2 2024 | 3.3% |
View Unique Wealth Strategies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-24 |
N-PX | 2024-07-10 |
13F-HR | 2024-04-26 |
13F-HR | 2024-02-05 |
View Unique Wealth Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.