Long-term investor
Unique Wealth Strategies, LLC @uniquewealthstrategiesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009809).
Record
- Tracked since 2025-03-31 (728 days), 864 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +14.4% · all +10.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.8% · long · since 2025-06-30
- 316188309 · 5.4% · long · since 2025-06-30
- 92189F643 · 4.7% · long · since 2025-06-30
- 233051200 · 2.9% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- 47103U852 · 2.2% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- 46137V613 · 1.9% · long · since 2025-06-30
- AMAT · 1.9% · long · since 2025-06-30
- META · 1.8% · long · since 2025-06-30
- 78468R663 · 1.7% · long · since 2026-03-31