Unique Wealth Strategies, LLC

13F Filings History

Latest 13F report: Q2 2024 - Jul 24, 2024
Value $: $195M
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 $195M as of Q2 2024. Top holdings included FBND, IVV, MOAT, DBEF, and META.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	672	$195M	+$8.22M	$0	+$8.22M	FBND, IVV, MOAT, DBEF, META	13F-HR	7/24/2024, 01:33 PM
Q1 2024	179	$204M	+$99.1M	-$57.1M	+$42M	FBND, IVV, MOAT, DBEF, META	13F-HR	4/26/2024, 11:27 AM
Q4 2023	133	$150M	$0	$0		PRF, IEMG, VB, GOOGL, MSFT	13F-HR	2/5/2024, 09:32 AM