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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
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)