Strait & Sound Wealth Management LLC Reduced Holdings in Q1 2025

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-96.6K
- 28.52%
N/A
242K $12.1B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-81.9K
- 34.27%
N/A
157K $7.91B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.56K
- 14.0%
$222.15 - $428.22 $347K - $669K
9.59K $2.49B
PLTR
Palantir Technologies Inc.

Technology
-13.3K
- 56.04%
$64.98 - $124.62 $863K - $1.66M
10.4K $880M
VZ
Verizon Communications Inc

Communication Services
-17.9K
- 69.65%
$37.81 - $46.49 $675K - $830K
7.78K $353M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.02K
- 5.64%
$100.34 - $100.68 $704K - $706K
117K $11.8B
AVGO
Broadcom Inc.

Technology
-773
- 9.67%
$167.43 - $244.7 $129K - $189K
7.22K $1.21B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-19.7K
- 37.75%
$25.44 - $25.58 $502K - $505K
32.5K $832M
TFLO
Ishares Treasury Floating Rate

ETFs
-7.95K
- 55.73%
$50.48 - $50.68 $401K - $403K
6.31K $320M
LMT
Lockheed Martin Corp

Industrials
-640
- 34.63%
$423.19 - $506.29 $271K - $324K
1.21K $540M
DIS
Walt Disney CO

Communication Services
-1.95K
- 48.92%
$96.87 - $114.0 $189K - $223K
2.04K $201M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.26K
- 36.15%
$59.78 - $60.03 $195K - $196K
5.76K $344M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.06K
- 20.64%
$91.45 - $91.75 $188K - $189K
7.92K $726M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.72K
- 34.42%
$100.32 - $100.76 $172K - $173K
3.27K $329M
MO
Altria Group, Inc.

Consumer Defensive
-3.79K
- 48.42%
$50.81 - $60.02 $193K - $228K
4.04K $242M
XLK
Technology Sector Spdr

ETFs
-310
- 8.97%
$206.38 - $242.18 $64K - $75.1K
3.15K $650M
MTB
M&T Bank Corp

Financial Services
-615
- 31.78%
$170.47 - $201.98 $105K - $124K
1.32K $236M
EMR
Emerson Electric CO

Industrials
-740
- 26.33%
$108.64 - $131.17 $80.4K - $97.1K
2.07K $227M
VGT
Vanguard Information Technolog

ETFs
-42
- 3.66%
$542.38 - $646.34 $22.8K - $27.1K
1.11K $600M
INDA
Ishares Msci India Index Fund

ETFs
-1.55K
- 10.83%
$47.8 - $53.4 $74K - $82.7K
12.7K $656M
PANW
Palo Alto Networks Inc

Technology
-214
- 4.8%
$167.82 - $208.28 $35.9K - $44.6K
4.25K $725M
SPDV
ETF Ser Solutions Aam S&P 500
-2.36K
- 17.94%
N/A
10.8K $352M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-720
- 5.53%
$85.06 - $87.69 $61.2K - $63.1K
12.3K $1.05B
BA
Boeing CO

Industrials
-176
- 4.71%
$148.15 - $186.25 $26.1K - $32.8K
3.56K $608M
KR
Kroger CO

Consumer Defensive
-1.2K
- 26.82%
$58.36 - $67.72 $70K - $81.3K
3.27K $222M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-366
- 14.4%
$126.11 - $135.06 $46.2K - $49.4K
2.18K $281M
CSCO
Cisco Systems, Inc.

Technology
-920
- 11.12%
$58.74 - $64.87 $54K - $59.7K
7.35K $454M
MRK
Merck & Co., Inc.

Healthcare
-44
- 1.62%
$83.01 - $101.02 $3.65K - $4.44K
2.68K $240M
PSX
Phillips 66

Energy
-300
- 14.67%
$113.93 - $131.55 $34.2K - $39.5K
1.75K $215M
SBUX
Starbucks Corp

Consumer Cyclical
-799
- 8.09%
$91.75 - $115.81 $73.3K - $92.5K
9.07K $890M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-724
- 2.59%
$14.01 - $15.76 $10.1K - $11.4K
27.2K $394M
VIG
Vanguard Dividend Appreciation

ETFs
-29
- 1.35%
N/A
2.11K $410M
MU
Micron Technology Inc

Technology
-189
- 4.95%
$86.89 - $109.38 $16.4K - $20.7K
3.63K $316M
XLV
Select Sector Spdr Fund Health

ETFs
-125
- 5.46%
$137.61 - $149.68 $17.2K - $18.7K
2.16K $316M
CVX
Chevron Corp

Energy
-174
- 12.14%
$146.71 - $167.97 $25.5K - $29.2K
1.26K $211M
PG
Procter & Gamble CO

Consumer Defensive
-54
- 0.75%
$158.56 - $176.26 $8.56K - $9.52K
7.11K $1.21B
XOM
Exxon Mobil Corp

Energy
-47
- 1.81%
$105.44 - $118.93 $4.96K - $5.59K
2.56K $304M
COST
Costco Wholesale Corp

Consumer Defensive
-156
- 2.62%
$890.62 - $1076.86 $139K - $168K
5.8K $5.49B
KO
Coca Cola CO

Consumer Defensive
-60
- 0.95%
$60.81 - $72.32 $3.65K - $4.34K
6.27K $449M
GLD
Spdr Gold Trust

ETFs
-9
- 0.7%
$243.19 - $288.14 $2.19K - $2.59K
1.28K $368M
XLE
Energy Sector Spdr

ETFs
-62
- 0.74%
$85.7 - $93.96 $5.31K - $5.83K
8.27K $773M
PM
Philip Morris International Inc.

Consumer Defensive
-160
- 6.51%
$117.15 - $158.79 $18.7K - $25.4K
2.3K $365M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-542
- 3.03%
$34.58 - $45.97 $18.7K - $24.9K
17.3K $796M
V
Visa Inc.

Financial Services
-158
- 1.07%
$306.92 - $362.71 $48.5K - $57.3K
14.7K $5.14B
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
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email