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Unique Wealth Strategies, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2024
  • Location
    burr ridge, IL
  • CIK
    0002009809
  • All SEC filings

Q2 2024 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

673

$213.41M
FBND, IVV, MOAT, DBEF
13F-HR
Jul 24, 2024
000200980924000004

179

$204.22M
FBND, IVV, MOAT, DBEF
13F-HR
Apr 26, 2024
000200980924000002

133

$149.96M
PRF, IEMG, VB, GOOGL
13F-HR
Feb 5, 2024
000200980924000001