Strait & Sound Wealth Management LLC Reduced Holdings in Q3 2025

Strait & Sound Wealth Management LLC

  • $261 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-281
- 1.94%
$332.09 - $358.86 $93.3K - $101K
14.2K $4.85B
ISRG
Intuitive Surgical Inc

Healthcare
-376
- 45.3%
$433.66 - $544.47 $163K - $205K
454 $203M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.11K
- 1.81%
$100.37 - $100.74 $211K - $212K
114K $11.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.1K
- 17.0%
$91.44 - $91.77 $192K - $192K
10.2K $939M
UPS
United Parcel Service Inc

Industrials
-624
- 8.27%
$82.58 - $105.54 $51.5K - $65.9K
6.92K $578M
IBM
International Business Machines Corp

Technology
-345
- 5.06%
$234.77 - $292.47 $81K - $101K
6.47K $1.83B
XLE
Energy Sector Spdr

ETFs
-2.5K
- 23.76%
$84.25 - $91.99 $211K - $230K
8.02K $717M
PM
Philip Morris International Inc.

Consumer Defensive
-480
- 16.12%
$157.77 - $183.27 $75.7K - $88K
2.5K $405M
VUG
Vanguard Growth ETF

ETFs
-580
- 16.21%
$433.97 - $484.08 $252K - $281K
3K $1.44B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.96K
- 31.7%
$293.94 - $444.72 $871K - $1.32M
6.38K $2.84B
Coreweave Inc
-65
- 2.15%
N/A
2.96K $405M
CSCO
Cisco Systems, Inc.

Technology
-909
- 13.07%
$66.2 - $71.79 $60.2K - $65.3K
6.05K $414M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-1.58K
- 1.07%
N/A
146K $7.37B
SBUX
Starbucks Corp

Consumer Cyclical
-70
- 0.81%
$81.9 - $96.86 $5.73K - $6.78K
8.56K $724M
VIG
Vanguard Dividend Appreciation

ETFs
-357
- 16.89%
N/A
1.76K $379M
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.37%
$150.47 - $161.22 $3.76K - $4.03K
6.82K $1.05B
NKE
Nike, Inc.

Consumer Cyclical
-510
- 10.13%
$69.24 - $79.24 $35.3K - $40.4K
4.52K $315M
LLY
Eli Lilly & CO

Healthcare
-23
- 2.66%
$625.65 - $812.69 $14.4K - $18.7K
843 $643M
ADSK
Autodesk, Inc.

Technology
-127
- 8.38%
N/A
1.39K $441M
MA
Mastercard Inc

Financial Services
-81
- 2.16%
$550.18 - $598.96 $44.6K - $48.5K
3.67K $2.08B
IRM
Iron Mountain Inc

Real Estate
-81
- 0.84%
$89.46 - $104.46 $7.25K - $8.46K
9.52K $970M
EW
Edwards Lifesciences Corp

Healthcare
-165
- 6.02%
$73.75 - $81.83 $12.2K - $13.5K
2.58K $200M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-208
- 4.61%
$59.81 - $60.11 $12.4K - $12.5K
4.3K $258M
PANW
Palo Alto Networks Inc

Technology
-21
- 0.54%
$167.06 - $208.19 $3.51K - $4.37K
3.89K $793M
AMGN
Amgen Inc

Healthcare
-78
- 1.52%
$271.18 - $309.22 $21.2K - $24.1K
5.06K $1.43B
DAX
Global X Fds Dax Germany ETF

ETFs
-13
- 0.1%
$43.16 - $45.98 $561 - $598
13.1K $588M
MU
Micron Technology Inc

Technology
-600
- 26.87%
$104.88 - $168.89 $62.9K - $101K
1.63K $273M
XOM
Exxon Mobil Corp

Energy
-122
- 4.99%
$105.83 - $117.22 $12.9K - $14.3K
2.32K $262M
IOO
Ishares Tr Global 100 ETF

ETFs
-237
- 10.03%
$107.55 - $120.01 $25.5K - $28.4K
2.13K $255M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-936
- 2.45%
$15.5 - $16.01 $14.5K - $15K
37.3K $593M
MRK
Merck & Co., Inc.

Healthcare
-114
- 4.49%
$77.6 - $87.37 $8.85K - $9.96K
2.42K $203M
VTI
Vanguard Total Stock Market Et

ETFs
-71
- 5.99%
$303.93 - $329.86 $21.6K - $23.4K
1.11K $366M
MO
Altria Group, Inc.

Consumer Defensive
-470
- 9.57%
$57.75 - $67.68 $27.1K - $31.8K
4.44K $293M
VDE
Vanguard Energy ETF

ETFs
-70
- 2.98%
$118.37 - $129.65 $8.29K - $9.08K
2.28K $287M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-425
- 6.44%
$49.43 - $54.52 $21K - $23.2K
6.18K $335M
XLU
Utilities Sector Spdr

ETFs
-264
- 3.42%
$81.14 - $87.32 $21.4K - $23.1K
7.45K $649M
PHYS
Sprott Physical Gold Trust

Financial Services
-331
- 3.63%
$25.02 - $29.62 $8.28K - $9.8K
8.79K $260M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16
- 1.73%
$567.77 - $614.76 $9.08K - $9.84K
907 $555M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-500
- 6.39%
$30.06 - $36.69 $15K - $18.3K
7.33K $269M
LMT
Lockheed Martin Corp

Industrials
-19
- 1.56%
$410.74 - $499.21 $7.8K - $9.48K
1.2K $598M
VGT
Vanguard Information Technolog

ETFs
-73
- 6.75%
$656.44 - $753.15 $47.9K - $55K
1.01K $753M
EUFN
Ishares Msci Europe Financials

ETFs
-9
- 0.06%
$31.4 - $34.74 $283 - $313
16.2K $557M
VT
Vanguard Total World Stk Index

ETFs
-5
- 0.07%
$128.41 - $138.03 $642 - $690
7.43K $1.02B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-25
- 1.7%
$224.68 - $282.71 $5.62K - $7.07K
1.45K $404M
WULF
Terawulf Inc.

Financial Services
-1.9K
- 12.03%
$4.63 - $11.7 $8.8K - $22.2K
13.9K $159M
KTEC
Kraneshares Tr Kraneshares Han

ETFs
-706
- 1.89%
$15.78 - $19.07 $11.1K - $13.5K
36.6K $697M
VLO
Valero Energy Corp

Energy
-241
- 6.14%
$131.77 - $175.63 $31.8K - $42.3K
3.69K $628M
AMD
Advanced Micro Devices Inc

Technology
-404
- 4.35%
$134.8 - $184.42 $54.5K - $74.5K
8.88K $1.44B
WMT
Walmart Inc.

Consumer Defensive
-75
- 0.29%
$94.4 - $104.27 $7.08K - $7.82K
25.7K $2.65B
Activity Summary
Buys All Purchases 61 New Holdings 6 Increased Positions 55 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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