Strait & Sound Wealth Management LLC Purchases in Q1 2025

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
891
+ 13.9%
$468.34 - $539.52 $417K - $481K
7.3K $3.42B
TXN
Texas Instruments Inc

Technology
817
+ 55.96%
N/A
2.28K $409M
EWJ
Ishares Msci Japan ETF

ETFs
1.64K
+ 17.58%
$65.24 - $71.7 $107K - $117K
11K $751M
MA
Mastercard Inc

Financial Services
52
+ 1.39%
$504.67 - $576.31 $26.2K - $30K
3.78K $2.07B
JPM
Jpmorgan Chase & CO

Financial Services
217
+ 2.35%
$225.19 - $279.95 $48.9K - $60.7K
9.45K $2.32B
XTEN
Bondbloxx ETF Tr Bloomberg 10
1.15K
+ 19.41%
N/A
7.07K $329M
MSFT
Microsoft Corp

Technology
4.17K
+ 12.78%
$375.39 - $447.2 $1.57M - $1.87M
36.8K $13.8B
SA
Seabridge Gold Inc

Basic Materials
1.72K
+ 1.35%
$10.47 - $13.33 $18K - $22.9K
129K $1.5B
LLY
Eli Lilly & CO

Healthcare
4
+ 0.43%
$725.72 - $929.72 $2.9K - $3.72K
931 $769M
Super Micro Computer Inc
500
+ 5.75%
N/A
9.2K $315M
BND
Vanguard Bd Index Fd Inc Total

ETFs
100
+ 3.56%
$71.17 - $73.66 $7.12K - $7.37K
2.91K $213M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.3K
+ 6.43%
$14.21 - $15.67 $32.7K - $36.1K
38.1K $544M
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 6.81%
$476.63 - $610.45 $29.1K - $37.2K
957 $474M
EIX
Edison International

Utilities
2.53K
+ 36.36%
$50.06 - $80.01 $126K - $202K
9.47K $558M
HD
Home Depot, Inc.

Consumer Cyclical
487
+ 6.25%
$347.25 - $424.87 $169K - $207K
8.28K $3.04B
NEE
Nextera Energy Inc

Utilities
1
+ 0.02%
$66.96 - $76.16 $67 - $76.2
5.56K $394M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34
+ 3.65%
$507.05 - $563.67 $17.2K - $19.2K
966 $497M
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 1.51%
$271.18 - $303.12 $4.88K - $5.46K
1.21K $332M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
207
+ 13.58%
$165.25 - $224.62 $34.2K - $46.5K
1.73K $287M
Fidelity Wise Origin Bitcoin
310
+ 7.75%
N/A
4.31K $310M
CRM
Salesforce, Inc.

Technology
610
+ 19.56%
$268.36 - $359.95 $164K - $220K
3.73K $1B
ADSK
Autodesk, Inc.

Technology
45
+ 2.73%
N/A
1.69K $443M
NKE
Nike, Inc.

Consumer Cyclical
10
+ 0.15%
$63.29 - $81.72 $633 - $817
6.63K $421M
GOOG
Alphabet Inc.

Communication Services
54
+ 1.89%
$156.06 - $207.71 $8.43K - $11.2K
2.91K $454M
VUG
Vanguard Growth ETF

ETFs
6
+ 0.14%
$369.1 - $427.61 $2.21K - $2.57K
4.16K $1.54B
IRM
Iron Mountain Inc

Real Estate
86
+ 0.94%
$82.79 - $111.31 $7.12K - $9.57K
9.21K $792M
AMZN
Amazon Com Inc

Consumer Cyclical
4K
+ 8.88%
$190.26 - $242.06 $760K - $968K
49K $9.32B
GOOGL
Alphabet Inc.

Communication Services
1.75K
+ 7.28%
$154.33 - $206.19 $270K - $361K
25.8K $3.99B
AAPL
Apple Inc.

Technology
5.59K
+ 6.17%
$209.68 - $247.1 $1.17M - $1.38M
96.2K $21.4B
NVDA
Nvidia Corp

Technology
3.37K
+ 4.82%
$106.98 - $149.43 $361K - $504K
73.3K $7.95B
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 2
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