UNIQUE WEALTH, LLC

Q4 2024 13F Holdings

  • Location
    clearwater, FL
  • Num holdings

    141

  • Value ($000)

    $479,812

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001957124
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$85.82M
18 %

145,779

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$30.42M
6 %

1,091,357

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$29.37M
6 %

50,111

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$26.31M
6 %

271,488

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$20.97M
4 %

371,205

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$20.31M
4 %

268,631

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$19.26M
4 %

180,724

SSO
SSO

PROSHARES TR

PSHS ULT S&P 500
74347R107
$11.78M
3 %

127,326

IWR
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$10.80M
2 %

122,145

ACWI
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$9.98M
2 %

84,911

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