Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Unique Wealth Strategies, Llc > Profile

Instuitional Investor - Unique Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Unique Wealth Strategies, Llc
Portfolio Value $149,957,449
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 181,765 $6,398,128 4.26%
2.
Ishares Inc
 104,384 $5,279,743 3.52%
3.
Vanguard Index Fds
 23,080 $4,923,656 3.28%
4.
Alphabet Inc.
 GOOG 31,272 $4,368,449 2.91%
5.
Microsoft Corp
 MSFT 9,683 $3,641,195 2.42%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)