Unique Wealth Strategies, LLC Quant / Systematic

Location: Burr Ridge, IL

CIK: 0002009809 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 26, 2024

Total Value: $204M (100.0% shares, 0.0% debt)

Holdings (179)

FBND FIDELITY MERRIMACK STR TR 6.3%
Value $12.9M Shares 284,659 Est. Cost $45.31 Unrealized
IVV ISHARES TR 4.9%
Value $9.991M Shares 19,005 Est. Cost $525.73 Unrealized
MOAT VANECK ETF TRUST 3.7%
Value $7.606M Shares 84,601 Est. Cost $89.90 Unrealized
DBEF DBX ETF TR 2.8%
Value $5.806M Shares 141,849 Est. Cost $38.49 Unrealized
META META PLATFORMS INC 2.5%
Value $5.086M Shares 10,474 Est. Cost $326.14 Unrealized +35.9%
JMBS JANUS DETROIT STR TR 2.1%
Value $4.253M Shares 94,295 Est. Cost $45.10 Unrealized
GOOGL ALPHABET INC 2.0%
Value $4.011M Shares 26,574 Est. Cost $133.35 Unrealized +6.5%
MSFT MICROSOFT CORP 1.9%
Value $3.953M Shares 9,396 Est. Cost $350.36 Unrealized +14.0%
AMZN AMAZON COM INC 1.8%
Value $3.74M Shares 20,734 Est. Cost $140.18 Unrealized +19.1%
PRF INVESCO EXCHANGE TRADED FD T 1.8%
Value $3.721M Shares 96,722 Est. Cost $35.20 Unrealized
BKNG BOOKING HOLDINGS INC 1.7%
Value $3.489M Shares 962 Est. Cost $3067.93 Unrealized +14.4%
IEMG ISHARES INC 1.5%
Value $3.001M Shares 58,165 Est. Cost $50.58 Unrealized
V VISA INC 1.4%
Value $2.892M Shares 10,361 Est. Cost $242.67 Unrealized +12.2%
PULS PGIM ETF TR 1.4%
Value $2.808M Shares 56,496 Est. Cost $49.70 Unrealized
ELV ELEVANCE HEALTH INC 1.3%
Value $2.697M Shares 5,202 Est. Cost $447.14 Unrealized +7.8%
MA MASTERCARD INCORPORATED 1.3%
Value $2.675M Shares 5,554 Est. Cost $401.25 Unrealized +12.8%
QQQ INVESCO QQQ TR 1.3%
Value $2.593M Shares 5,841 Est. Cost $444.01 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $2.439M Shares 5,799 Est. Cost $350.99 Unrealized +12.1%
TLT ISHARES TR 1.1%
Value $2.211M Shares 23,371 Est. Cost $94.62 Unrealized
KMX CARMAX INC 1.0%
Value $2.102M Shares 24,128 Est. Cost $69.38 Unrealized +9.0%
IQV IQVIA HLDGS INC 1.0%
Value $2.07M Shares 8,185 Est. Cost $206.11 Unrealized +13.3%
SBUX STARBUCKS CORP 0.9%
Value $1.853M Shares 20,281 Est. Cost $90.25 Unrealized -1.8%
CMCSA COMCAST CORP NEW 0.9%
Value $1.829M Shares 42,183 Est. Cost $40.38 Unrealized +0.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value $1.825M Shares 13,415 Est. Cost $104.00 Unrealized
DIS DISNEY WALT CO 0.9%
Value $1.773M Shares 14,487 Est. Cost $86.45 Unrealized +18.4%
ORCL ORACLE CORP 0.8%
Value $1.729M Shares 13,767 Est. Cost $107.88 Unrealized +4.1%
ADBE ADOBE INC 0.8%
Value $1.691M Shares 3,351 Est. Cost $575.36 Unrealized -0.4%
ADSK AUTODESK INC 0.8%
Value $1.656M Shares 6,358 Est. Cost $215.94 Unrealized +17.2%
CVS CVS HEALTH CORP 0.7%
Value $1.51M Shares 18,936 Est. Cost $67.71 Unrealized +4.6%
QCOM QUALCOMM INC 0.7%
Value $1.509M Shares 8,916 Est. Cost $132.93 Unrealized +11.7%
NVDA NVIDIA CORPORATION 0.7%
Value $1.504M Shares 1,665 Est. Cost $54.03 Unrealized +34.1%
GOOG ALPHABET INC 0.7%
Value $1.457M Shares 9,569 Est. Cost $135.63 Unrealized +5.6%
JPM JPMORGAN CHASE & CO 0.7%
Value $1.439M Shares 7,185 Est. Cost $148.47 Unrealized +16.9%
TSLA TESLA INC 0.7%
Value $1.347M Shares 7,662 Est. Cost $222.86 Unrealized -12.3%
MPC MARATHON PETE CORP 0.6%
Value $1.319M Shares 6,545 Est. Cost $149.38 Unrealized +10.0%
LEN LENNAR CORP 0.6%
Value $1.291M Shares 7,506 Est. Cost $116.88 Unrealized +25.1%
WFC WELLS FARGO CO NEW 0.6%
Value $1.258M Shares 21,712 Est. Cost $42.31 Unrealized +18.5%
VB VANGUARD INDEX FDS 0.6%
Value $1.204M Shares 5,266 Est. Cost $213.33 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.6%
Value $1.181M Shares 7,200 Est. Cost $142.91 Unrealized +12.2%
CRM SALESFORCE INC 0.6%
Value $1.179M Shares 3,915 Est. Cost $230.61 Unrealized +23.6%
VGT VANGUARD WORLD FD 0.6%
Value $1.174M Shares 2,239 Est. Cost $524.34 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value $1.169M Shares 12,755 Est. Cost $84.03 Unrealized +1.1%
APD AIR PRODS & CHEMS INC 0.6%
Value $1.161M Shares 4,794 Est. Cost $250.18 Unrealized -7.1%
MDT MEDTRONIC PLC 0.6%
Value $1.147M Shares 13,166 Est. Cost $72.47 Unrealized +11.3%
FISV FISERV INC 0.6%
Value $1.136M Shares 7,108 Est. Cost $125.43 Unrealized +16.1%
VOO VANGUARD INDEX FDS 0.5%
Value $1.091M Shares 2,269 Est. Cost $440.17 Unrealized
PFE PFIZER INC 0.5%
Value $1.083M Shares 39,036 Est. Cost $26.32 Unrealized -6.3%
PII POLARIS INC 0.5%
Value $1.069M Shares 10,678 Est. Cost $91.85 Unrealized 0.0%
KVUE KENVUE INC 0.5%
Value $1.063M Shares 49,521 Est. Cost $18.84 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.5%
Value $1.056M Shares 3,739 Est. Cost $235.17 Unrealized +9.7%
BINC BLACKROCK ETF TRUST II 0.5%
Value $1.044M Shares 19,903 Est. Cost $52.46 Unrealized
DEO DIAGEO PLC 0.5%
Value $1.017M Shares 6,837 Est. Cost $148.74 Unrealized
AAPL APPLE INC 0.5%
Value $1.017M Shares 5,928 Est. Cost $182.81 Unrealized -1.4%
ECL ECOLAB INC 0.5%
Value $1.005M Shares 4,352 Est. Cost $182.71 Unrealized +13.8%
MCK MCKESSON CORP 0.5%
Value $992K Shares 1,847 Est. Cost $450.30 Unrealized +11.8%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $984K Shares 1,989 Est. Cost $508.76 Unrealized -3.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.5%
Value $980K Shares 11,396 Est. Cost $77.14 Unrealized 0.0%
CORP PIMCO ETF TR 0.5%
Value $973K Shares 10,127 Est. Cost $96.05 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value $972K Shares 6,303 Est. Cost $128.22 Unrealized +6.5%
AIQ GLOBAL X FDS 0.5%
Value $957K Shares 28,172 Est. Cost $31.18 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value $956K Shares 4,835 Est. Cost $174.89 Unrealized +6.5%
IEDI ISHARES U S ETF TR 0.5%
Value $955K Shares 19,211 Est. Cost $49.70 Unrealized
NVS NOVARTIS AG 0.5%
Value $950K Shares 9,826 Est. Cost $100.26 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.5%
Value $943K Shares 16,720 Est. Cost $56.39 Unrealized
EVRG EVERGY INC 0.5%
Value $939K Shares 17,596 Est. Cost $47.11 Unrealized 0.0%
INTU INTUIT 0.5%
Value $929K Shares 1,430 Est. Cost $544.67 Unrealized +15.9%
COR CENCORA INC 0.5%
Value $927K Shares 3,813 Est. Cost $198.09 Unrealized +14.3%
JMUB J P MORGAN EXCHANGE TRADED F 0.4%
Value $868K Shares 17,115 Est. Cost $50.74 Unrealized
VEEV VEEVA SYS INC 0.4%
Value $866K Shares 3,737 Est. Cost $194.54 Unrealized +10.9%
EBAY EBAY INC. 0.4%
Value $858K Shares 16,257 Est. Cost $40.31 Unrealized +9.1%
PTF INVESCO EXCHANGE TRADED FD T 0.4%
Value $842K Shares 14,681 Est. Cost $50.51 Unrealized
MKTX MARKETAXESS HLDGS INC 0.4%
Value $831K Shares 3,790 Est. Cost $228.96 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.4%
Value $821K Shares 14,255 Est. Cost $43.79 Unrealized +20.3%
UNILEVER PLC 0.4%
Value $809K Shares 16,116 Est. Cost $48.68 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.4%
Value $800K Shares 5,731 Est. Cost $118.43 Unrealized
IEFA ISHARES TR 0.4%
Value $793K Shares 10,688 Est. Cost $70.35 Unrealized
INDY ISHARES TR 0.4%
Value $782K Shares 15,506 Est. Cost $49.33 Unrealized
KBH KB HOME 0.4%
Value $782K Shares 11,028 Est. Cost $61.78 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.4%
Value $758K Shares 3,064 Est. Cost $235.27 Unrealized -2.0%
XOM EXXON MOBIL CORP 0.4%
Value $755K Shares 6,498 Est. Cost $97.59 Unrealized +0.5%
UFPI UFP INDUSTRIES INC 0.4%
Value $745K Shares 6,057 Est. Cost $116.18 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.4%
Value $744K Shares 7,686 Est. Cost $75.25 Unrealized +11.8%
NVO NOVO-NORDISK A S 0.4%
Value $738K Shares 5,750 Est. Cost $103.45 Unrealized
EMB ISHARES TR 0.4%
Value $736K Shares 8,207 Est. Cost $89.38 Unrealized
RTX RTX CORPORATION 0.4%
Value $736K Shares 7,545 Est. Cost $75.63 Unrealized +14.8%
BIIB BIOGEN INC 0.4%
Value $734K Shares 3,406 Est. Cost $234.20 Unrealized 0.0%
BIDU BAIDU INC 0.4%
Value $725K Shares 6,891 Est. Cost $116.54 Unrealized
SNY SANOFI 0.4%
Value $723K Shares 14,881 Est. Cost $49.48 Unrealized
CMP COMPASS MINERALS INTL INC 0.3%
Value $713K Shares 45,301 Est. Cost $20.87 Unrealized 0.0%
PEZ INVESCO EXCHANGE TRADED FD T 0.3%
Value $700K Shares 7,247 Est. Cost $82.35 Unrealized
TIP ISHARES TR 0.3%
Value $684K Shares 6,365 Est. Cost $107.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value $670K Shares 1,473 Est. Cost $417.26 Unrealized -0.3%
IUSV ISHARES TR 0.3%
Value $668K Shares 7,390 Est. Cost $85.04 Unrealized
MLI MUELLER INDS INC 0.3%
Value $667K Shares 12,366 Est. Cost $48.29 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.3%
Value $660K Shares 1,917 Est. Cost $310.88 Unrealized
BAC BANK AMERICA CORP 0.3%
Value $625K Shares 16,479 Est. Cost $29.48 Unrealized +11.3%
COP CONOCOPHILLIPS 0.3%
Value $618K Shares 4,856 Est. Cost $109.73 Unrealized -1.9%
CVX CHEVRON CORP NEW 0.3%
Value $617K Shares 3,913 Est. Cost $138.25 Unrealized +0.6%
LAM RESEARCH CORP 0.3%
Value $583K Shares 601 Est. Cost $783.44 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value $575K Shares 198 Est. Cost $51.14 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value $571K Shares 1,489 Est. Cost $293.72 Unrealized +18.7%
SHOCKWAVE MED INC 0.3%
Value $566K Shares 1,738 Est. Cost $325.70 Unrealized
QS QUANTUMSCAPE CORP 0.3%
Value $554K Shares 88,100 Est. Cost $6.30 Unrealized +6.8%
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value $552K Shares 2,588 Est. Cost $162.29 Unrealized +20.6%
SQUARESPACE INC 0.3%
Value $542K Shares 14,862 Est. Cost $36.44 Unrealized
NFLX NETFLIX INC 0.3%
Value $530K Shares 873 Est. Cost $56.38 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.3%
Value $530K Shares 3,020 Est. Cost $116.41 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $529K Shares 22,982 Est. Cost $21.31 Unrealized 0.0%
SUPER MICRO COMPUTER INC 0.3%
Value $527K Shares 522 Est. Cost $1009.67 Unrealized
CNM CORE & MAIN INC 0.3%
Value $525K Shares 9,170 Est. Cost $45.79 Unrealized 0.0%
NUE NUCOR CORP 0.3%
Value $525K Shares 2,652 Est. Cost $153.29 Unrealized +15.6%
PH PARKER-HANNIFIN CORP 0.3%
Value $521K Shares 937 Est. Cost $407.15 Unrealized +22.4%
AVGO BROADCOM INC 0.3%
Value $520K Shares 392 Est. Cost $121.22 Unrealized 0.0%
FAST FASTENAL CO 0.3%
Value $515K Shares 6,670 Est. Cost $33.99 Unrealized 0.0%
CROX CROCS INC 0.2%
Value $510K Shares 3,544 Est. Cost $113.94 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.2%
Value $509K Shares 1,239 Est. Cost $387.49 Unrealized 0.0%
URTH ISHARES INC 0.2%
Value $507K Shares 3,501 Est. Cost $138.77 Unrealized
PFI INVESCO EXCHANGE TRADED FD T 0.2%
Value $504K Shares 10,135 Est. Cost $49.71 Unrealized
APPF APPFOLIO INC 0.2%
Value $503K Shares 2,040 Est. Cost $215.65 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value $503K Shares 5,606 Est. Cost $76.96 Unrealized +6.4%
TJX TJX COS INC NEW 0.2%
Value $502K Shares 4,948 Est. Cost $87.27 Unrealized +8.4%
DXCM DEXCOM INC 0.2%
Value $501K Shares 3,609 Est. Cost $125.70 Unrealized 0.0%
ARISTA NETWORKS INC 0.2%
Value $495K Shares 1,705 Est. Cost $290.03 Unrealized
APP APPLOVIN CORP 0.2%
Value $494K Shares 7,140 Est. Cost $52.95 Unrealized 0.0%
DOCU DOCUSIGN INC 0.2%
Value $494K Shares 8,299 Est. Cost $56.46 Unrealized 0.0%
ROST ROSS STORES INC 0.2%
Value $492K Shares 3,354 Est. Cost $121.76 Unrealized +15.3%
COST COSTCO WHSL CORP NEW 0.2%
Value $491K Shares 671 Est. Cost $706.75 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value $483K Shares 5,112 Est. Cost $94.41 Unrealized
ABBV ABBVIE INC 0.2%
Value $480K Shares 2,637 Est. Cost $161.99 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC 0.2%
Value $479K Shares 1,851 Est. Cost $208.24 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL 0.2%
Value $477K Shares 2,770 Est. Cost $149.20 Unrealized 0.0%
WING WINGSTOP INC 0.2%
Value $471K Shares 1,285 Est. Cost $311.10 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value $470K Shares 673 Est. Cost $631.89 Unrealized 0.0%
DASH DOORDASH INC 0.2%
Value $468K Shares 3,395 Est. Cost $117.80 Unrealized 0.0%
PPG PPG INDS INC 0.2%
Value $463K Shares 3,198 Est. Cost $135.93 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value $463K Shares 1,334 Est. Cost $313.46 Unrealized 0.0%
GDDY GODADDY INC 0.2%
Value $463K Shares 3,902 Est. Cost $111.25 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC 0.2%
Value $463K Shares 1,850 Est. Cost $238.11 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value $463K Shares 1,725 Est. Cost $247.64 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $463K Shares 1,160 Est. Cost $377.87 Unrealized 0.0%
EXEL EXELIXIS INC 0.2%
Value $463K Shares 19,500 Est. Cost $22.23 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $462K Shares 1,105 Est. Cost $422.74 Unrealized 0.0%
MCO MOODYS CORP 0.2%
Value $461K Shares 1,174 Est. Cost $380.01 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value $461K Shares 1,481 Est. Cost $295.79 Unrealized 0.0%
CDW CDW CORP 0.2%
Value $460K Shares 1,796 Est. Cost $206.08 Unrealized +12.4%
GWW GRAINGER W W INC 0.2%
Value $459K Shares 451 Est. Cost $917.50 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.2%
Value $459K Shares 303 Est. Cost $1636.68 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.2%
Value $458K Shares 3,449 Est. Cost $130.73 Unrealized +4.0%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value $457K Shares 744 Est. Cost $539.98 Unrealized 0.0%
IT GARTNER INC 0.2%
Value $454K Shares 952 Est. Cost $460.24 Unrealized 0.0%
CNC CENTENE CORP DEL 0.2%
Value $452K Shares 5,764 Est. Cost $77.21 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.2%
Value $447K Shares 1,106 Est. Cost $351.59 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC 0.2%
Value $445K Shares 10,943 Est. Cost $37.49 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.2%
Value $445K Shares 6,884 Est. Cost $28.07 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.2%
Value $445K Shares 1,888 Est. Cost $237.23 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.2%
Value $442K Shares 1,673 Est. Cost $252.41 Unrealized 0.0%
FTNT FORTINET INC 0.2%
Value $441K Shares 6,450 Est. Cost $66.57 Unrealized 0.0%
PSTG PURE STORAGE INC 0.2%
Value $439K Shares 8,446 Est. Cost $44.65 Unrealized 0.0%
PINS PINTEREST INC 0.2%
Value $432K Shares 12,468 Est. Cost $36.35 Unrealized 0.0%
NTNX NUTANIX INC 0.2%
Value $429K Shares 6,944 Est. Cost $57.65 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.2%
Value $392K Shares 2,008 Est. Cost $218.06 Unrealized 0.0%
RPD RAPID7 INC 0.2%
Value $389K Shares 7,928 Est. Cost $54.87 Unrealized 0.0%
IQLT ISHARES TR 0.2%
Value $386K Shares 9,731 Est. Cost $37.56 Unrealized
FSK FS KKR CAP CORP 0.2%
Value $385K Shares 20,174 Est. Cost $14.14 Unrealized +4.6%
LULU LULULEMON ATHLETICA INC 0.2%
Value $349K Shares 892 Est. Cost $462.26 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value $327K Shares 625 Est. Cost $475.39 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $280K Shares 3,856 Est. Cost $73.56 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value $263K Shares 2,607 Est. Cost $100.87 Unrealized
PAVE GLOBAL X FDS 0.1%
Value $257K Shares 6,461 Est. Cost $39.81 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value $256K Shares 150 Est. Cost $91.17 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value $255K Shares 7,041 Est. Cost $29.41 Unrealized +7.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value $243K Shares 3,151 Est. Cost $52.31 Unrealized +37.2%
SCHR SCHWAB STRATEGIC TR 0.1%
Value $220K Shares 4,495 Est. Cost $49.05 Unrealized
USHY ISHARES TR 0.1%
Value $214K Shares 5,844 Est. Cost $36.35 Unrealized
KO COCA COLA CO 0.1%
Value $201K Shares 3,293 Est. Cost $56.70 Unrealized 0.0%
HANESBRANDS INC 0.0%
Value $76,241 Shares 13,145 Est. Cost $5.80 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $72,940 Shares 28,162 Est. Cost $2.39 Unrealized
VERU INC 0.0%
Value $10,502 Shares 15,000 Est. Cost $0.72 Unrealized
CYBIN INC 0.0%
Value $5,247 Shares 12,690 Est. Cost $0.41 Unrealized