13F Filings History of Unique Wealth Strategies, LLC

Latest 13F report
Q2 2024 - 24 Jul 2024
Value $
$195,339,846
Signature - Title
Jason Andryzak - CCO
Location
Burr Ridge, IL
Summary
This page shows a list of all the recent 13F filings made by Unique Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Unique Wealth Strategies, LLC reported 672 stock holdings with total value $195,339,846 as of Q2 2024. Top holdings included FBND, IVV, MOAT, DBEF, and META.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2024 672 $195,339,846 +$8,216,408 $0 +$8,216,408 FBND, IVV, MOAT, DBEF, META 13F-HR 24 Jul 2024, 13:33
Q1 2024 179 $204,219,401 +$99,091,557 -$57,082,859 +$42,008,698 FBND, IVV, MOAT, DBEF, META 13F-HR 26 Apr 2024, 11:27
Q4 2023 133 $149,957,449 $0 $0 $0 PRF, IEMG, VB, GOOGL, MSFT 13F-HR 05 Feb 2024, 09:32