Unique Wealth, LLC Reduced Holdings in Q4 2025

Unique Wealth, LLC

  • $716 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
-74
- 10.56%
$330.74 - $354.45 $24.5K - $26.2K
627 $203M
PGR
Progressive Corp

Financial Services
-46
- 3.14%
$203.7 - $246.46 $9.37K - $11.3K
1.42K $323M
VV
Vanguard Large Cap ETF

ETFs
-206
- 5.42%
$301.9 - $317.98 $62.2K - $65.5K
3.6K $1.13B
MPWR
Monolithic Power Systems Inc

Technology
-37
- 11.64%
$904.44 - $1105.05 $33.5K - $40.9K
281 $255M
Corpay Inc
-189
- 12.24%
N/A
1.36K $408M
HUBB
Hubbell Inc

Industrials
-110
- 12.26%
$408.46 - $472.57 $44.9K - $52K
787 $350M
USFD
Us Foods Holding Corp.

Consumer Defensive
-395
- 10.98%
$71.4 - $77.21 $28.2K - $30.5K
3.2K $241M
IYW
Ishares Dj Us Tech ETF

ETFs
-727
- 2.48%
$192.8 - $211.27 $140K - $154K
28.5K $5.7B
Rbb Fd Inc
-583
- 6.48%
N/A
8.42K $421M
STE
Steris PLC

Healthcare
-136
- 10.89%
$235.48 - $267.99 $32K - $36.4K
1.11K $282M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-105
- 4.5%
$358.39 - $376.54 $37.6K - $39.5K
2.23K $833M
ABC
Amerisourcebergen Corp

Healthcare
-163
- 11.86%
N/A
1.21K $409M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-260
- 4.11%
$50.57 - $50.77 $13.1K - $13.2K
6.06K $307M
VO
Vanguard Mid Cap ETF

ETFs
-15
- 0.68%
$286.27 - $296.23 $4.29K - $4.44K
2.21K $640M
EW
Edwards Lifesciences Corp

Healthcare
-459
- 12.24%
$72.65 - $86.3 $33.3K - $39.6K
3.29K $281M
TJX
Tjx Companies Inc

Consumer Cyclical
-170
- 8.82%
$138.56 - $147.63 $23.6K - $25.1K
1.76K $270M
G
Genpact LTD

Technology
-845
- 12.15%
$37.89 - $45.54 $32K - $38.5K
6.11K $286M
FICO
Fair Isaac Corp

Technology
-46
- 12.01%
$1512.71 - $1879.55 $69.6K - $86.5K
337 $570M
AOK
Ishares Tr Core Conservative A

ETFs
-65
- 0.53%
$39.89 - $40.78 $2.59K - $2.65K
12.3K $492M
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.06%
$293.81 - $310.11 $588 - $620
3.49K $1.07B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.19K
- 1.21%
$28.46 - $29.45 $33.8K - $35K
96.6K $2.86B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.85K
- 2.52%
$16.88 - $17.5 $31.3K - $32.4K
71.8K $1.27B
Celestica Inc
-272
- 12.94%
N/A
1.83K $542M
ACN
Accenture PLC

Technology
-17
- 1.2%
$234.02 - $253.35 $3.98K - $4.31K
1.4K $376M
IEV
Ishares Tr Europe ETF

ETFs
-239
- 1.72%
$65.02 - $67.89 $15.5K - $16.2K
13.7K $937M
AOR
Ishares Tr Core Growth Allocat

ETFs
-435
- 0.47%
$63.43 - $65.6 $27.6K - $28.5K
91.6K $5.95B
IOO
Ishares Tr Global 100 ETF

ETFs
-16
- 0.32%
$118.15 - $126.87 $1.89K - $2.03K
5.01K $634M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-95
- 0.44%
$34.7 - $37.35 $3.3K - $3.55K
21.4K $814M
IWM
Ishares Russell 2000 ETF

ETFs
-215
- 0.7%
$236.79 - $250.33 $50.9K - $53.8K
30.6K $7.54B
VEA
Vanguard Ftse Developed Market

ETFs
-805
- 1.57%
$59.18 - $62.09 $47.6K - $50K
50.6K $3.16B
JNJ
Johnson & Johnson

Healthcare
-28
- 0.47%
$185.98 - $199.58 $5.21K - $5.59K
5.92K $1.23B
ICLN
Ishares

ETFs
-6
- -0.0%
$15.78 - $18.1 $94.7 - $109
144K $2.37B
IAU
Ishares Gold Trust

ETFs
-4.27K
- 7.34%
$72.65 - $82.5 $310K - $353K
53.9K $4.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-104
- 0.59%
$589.5 - $635.77 $61.3K - $66.1K
17.6K $10.8B
GOOG
Alphabet Inc.

Communication Services
-254
- 4.95%
$237.49 - $291.74 $60.3K - $74.1K
4.88K $1.53B
AAPL
Apple Inc.

Technology
-304
- 1.4%
$245.27 - $275.25 $74.6K - $83.7K
21.4K $5.81B
LLY
Eli Lilly & CO

Healthcare
-562
- 18.18%
$799.57 - $1025.28 $449K - $576K
2.53K $2.72B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.84K
- 1.64%
$92.24 - $96.56 $539K - $564K
350K $33.6B
Activity Summary
Buys All Purchases 87 New Holdings 15 Increased Positions 72 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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