News + Filings Holdings
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UNIQUE WEALTH, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Victory Portfolios II
| CDC | Common | 93,682 | -161,995 | 5,233,080,000 | -10,636,842,000 | 2.18 | |
Hist
| 09/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 13,879 | -6,154 | 5,450,235,000 | -1,588,294,000 | 2.28 | |
Hist
| 09/30/2023 |
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iSHARES TRUST
| IEFA | Common | 5,539 | -19,038 | 356,448,000 | -1,158,465,000 | 0.15 | |
Hist
| 09/30/2023 |
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PROGRESSIVE CORP/OH/
| PGR | Common | 1,973 | -1,996 | 274,841,000 | -239,978,000 | 0.11 | |
Hist
| 09/30/2023 |
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Walmart Inc.
| WMT | Common | 2,046 | -410 | 327,266,000 | -21,014,000 | 0.14 | 0.00 |
Hist
| 09/30/2023 |
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CHEVRON CORP
| CVX | Common | 1,568 | -12 | 264,424,000 | -19,200,000 | 0.11 | 0.00 |
Hist
| 09/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,496 | -136 | 293,494,000 | 3,171,000 | 0.12 | |
Hist
| 09/30/2023 |
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EQUISHARES CORPORATION
| AOR | Common | 83,213 | -1,972 | 4,111,543,000 | 94,229,000 | 1.72 | |
Hist
| 09/30/2023 |
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Tesla, Inc.
| TSLA | COM | 1,564 | -252 | 391,344,000 | 167,705,000 | 0.16 | |
Hist
| 09/30/2023 |
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PROSHARES TRUST
| SSO | COMMON STOCK | 153,894 | -23,695 | 8,214,859,000 | 321,010,000 | 3.43 | |
Hist
| 09/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHG | Common | 319,982 | -3,408 | 23,269,084,000 | 5,301,378,000 | 9.71 | |
Hist
| 09/30/2023 |
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