| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
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.