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| Name: |
UNIQUE WEALTH LLC |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33606 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPYI |
Neos S&p 500 High Income Etf |
15 |
New |
$0.00 |
$5,130,000 |
101,866 |
1.45% |
5,130,000 |
101,866 |
2.342 |
N/A |
|
|
KNG |
Ft Cboe S&p 500 Dividend Ta... |
17 |
New |
$0.00 |
$3,978,000 |
74,069 |
1.12% |
3,978,000 |
74,069 |
0.171 |
N/A |
|
|
ACWI |
iShares MSCI ACWI Index |
33 |
New |
$111.98 |
$1,642,000 |
14,906 |
0.46% |
1,642,000 |
14,906 |
0.009 |
Closed - End Fund - E... |
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SDSI |
American Century Short Dura... |
42 |
New |
$0.00 |
$1,204,000 |
23,639 |
0.34% |
1,204,000 |
23,639 |
0.263 |
N/A |
|
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VO |
Vanguard Mid Cap VIPERS |
75 |
New |
$242.07 |
$305,000 |
1,220 |
0.09% |
305,000 |
1,220 |
0.001 |
Closed - End Fund - E... |
|
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LLY |
Eli Lilly & Co |
80 |
New |
$849.99 |
$260,000 |
334 |
0.07% |
260,000 |
334 |
0 |
Drug Manufacturers - ... |
|
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SHW |
Sherwin Williams Co |
84 |
New |
$291.95 |
$214,000 |
616 |
0.06% |
214,000 |
616 |
0 |
General Building Mate... |
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CRWD |
Crowdstrike Holdings, Inc. |
85 |
New |
$349.12 |
$208,000 |
650 |
0.06% |
208,000 |
650 |
0 |
N/A |
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