Strait & Sound Wealth Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.4B, Microsoft Corp with a value of $13.8B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $12.1B, Ishares Trishares 0 3 Mnth Tre with a value of $11.8B, and Amazon Com Inc with a value of $9.32B.
Examining the 13F form we can see an decrease of $501M in the current position value, from $216B to 215B.
Strait & Sound Wealth Management LLC is based out at San Francisco, CA
Below you can find more details about Strait & Sound Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$215 Billion
Technology: $55 Billion
ETFs: $53.5 Billion
Financial Services: $17.2 Billion
Consumer Cyclical: $16.4 Billion
Consumer Defensive: $10.6 Billion
Communication Services: $8.34 Billion
Healthcare: $7.78 Billion
Industrials: $4.32 Billion
Other: $10.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
