Strait & Sound Wealth Management LLC Incresed Positions in Q1 2025

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Bondbloxx ETF Trust
41.3K
+ 146.6%
N/A
69.6K $3.55B
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
37.1K
+ 85.68%
$37.84 - $39.74 $1.41M - $1.48M
80.5K $3.05B
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
21.5K
+ 80.32%
$41.76 - $42.79 $899K - $921K
48.3K $2.04B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
35.9K
+ 349.86%
$23.19 - $23.5 $832K - $843K
46.1K $1.07B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
38.3K
+ 364.62%
$21.64 - $22.08 $829K - $846K
48.8K $1.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
574
+ 9.07%
$442.66 - $534.52 $254K - $307K
6.91K $3.68B
XB
Bondbloxx ETF Tr B Rated Usd H
20.7K
+ 320.0%
$39.0 - $39.92 $808K - $827K
27.2K $1.06B
META
Meta Platforms, Inc.

Communication Services
1.29K
+ 28.61%
$576.36 - $736.67 $743K - $950K
5.8K $3.34B
ORCL
Oracle Corp

Technology
5.45K
+ 116.91%
$139.81 - $186.47 $762K - $1.02M
10.1K $1.41B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.5K
+ 133.45%
$408.78 - $448.82 $613K - $673K
2.62K $1.1B
WMT
Walmart Inc.

Consumer Defensive
6.99K
+ 37.01%
$84.5 - $105.05 $591K - $734K
25.9K $2.27B
Bondbloxx ETF Trust
11K
+ 68.25%
N/A
27.2K $1.35B
DOW
Dow Inc.

Basic Materials
17.6K
+ 137.81%
$34.36 - $41.92 $606K - $739K
30.4K $1.06B
XTWO
Bondbloxx ETF Tr 2 Yr Target D
9.96K
+ 48.63%
N/A
30.4K $1.51B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.6K
+ 64.7%
$91.76 - $103.26 $514K - $578K
14.3K $1.32B
OEF
Ishares S&P 100 ETF

ETFs
1.96K
+ 84.65%
N/A
4.27K $1.16B
AMGN
Amgen Inc

Healthcare
682
+ 15.06%
$258.59 - $327.36 $176K - $223K
5.21K $1.62B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.39K
+ 74.03%
$87.68 - $94.52 $385K - $415K
10.3K $967M
FXI
Ishares Tr

ETFs
7.83K
+ 31.02%
$28.65 - $38.55 $224K - $302K
33.1K $1.18B
AMD
Advanced Micro Devices Inc

Technology
5.29K
+ 74.84%
$96.63 - $129.55 $511K - $685K
12.4K $1.27B
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
15K
+ 100.0%
$24.97 - $27.91 $375K - $419K
30K $797M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.59K
+ 89.39%
$78.0 - $84.37 $358K - $387K
9.73K $777M
JNJ
Johnson & Johnson

Healthcare
758
+ 6.86%
$142.06 - $167.7 $108K - $127K
11.8K $1.96B
ABBV
Abb Vie Inc.

Healthcare
147
+ 1.47%
$169.2 - $216.66 $24.9K - $31.8K
10.2K $2.13B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.75K
+ 38.74%
$50.03 - $50.27 $338K - $339K
24.2K $1.21B
First Tr Exchng Traded Fd Vi
14.3K
+ 30.29%
N/A
61.5K $1.25B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
6.33K
+ 9.45%
N/A
73.2K $3.64B
XLU
Utilities Sector Spdr

ETFs
3.83K
+ 76.63%
$74.7 - $80.27 $286K - $307K
8.82K $695M
IBM
International Business Machines Corp

Technology
424
+ 6.07%
$217.4 - $264.74 $92.2K - $112K
7.41K $1.84B
MS
Morgan Stanley

Financial Services
2.95K
+ 50.76%
$111.68 - $141.08 $329K - $415K
8.75K $1.02B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.8K
+ 74.69%
$168.16 - $186.21 $303K - $335K
4.21K $719M
QCOM
Qualcomm Inc

Technology
1.84K
+ 38.94%
$151.94 - $175.86 $279K - $323K
6.56K $1.01B
GS
Goldman Sachs Group Inc

Financial Services
587
+ 33.03%
$524.81 - $672.19 $308K - $395K
2.36K $1.29B
VLO
Valero Energy Corp

Energy
1.71K
+ 43.6%
$121.76 - $142.99 $208K - $244K
5.63K $743M
SPY
Spdr S&P 500 ETF Trust

ETFs
642
+ 12.37%
$551.42 - $612.93 $354K - $394K
5.83K $3.26B
Annaly Capital Management In
6.17K
+ 15.04%
N/A
47.2K $959M
IGM
Ishares Expanded Tech Sector E

ETFs
2.25K
+ 73.68%
$90.67 - $108.46 $204K - $244K
5.3K $480M
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
VDE
Vanguard Energy ETF

ETFs
126
+ 5.09%
$119.14 - $132.76 $15K - $16.7K
2.6K $338M
BND
Vanguard Bd Index Fd Inc Total

ETFs
100
+ 3.56%
$71.17 - $73.66 $7.12K - $7.37K
2.91K $213M
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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