Unique Wealth Strategies, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Burr Ridge, IL
CIK
0002009809
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 179 204,219 FBND, IVV, MOAT, DBEF 13F-HR 4/26/2024 000200980924000002
Q4 2023 133 149,957 PRF, IEMG, VB, GOOGL 13F-HR 2/5/2024 000200980924000001