Strait & Sound Wealth Management LLC Incresed Positions in Q2 2024

Strait & Sound Wealth Management LLC

  • $196 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11.5K
+ 17.18%
$165.0 - $216.67 $1.9M - $2.5M
78.7K $16.6B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
84.5K
+ 34.92%
N/A
326K $16.3B
NVDA
Nvidia Corp

Technology
59.4K
+ 925.63%
$118.11 - $1224.4 $7.02M - $72.8M
65.9K $8.14B
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 0.45%
$704.88 - $870.75 $18.3K - $22.6K
5.85K $4.97B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.61K
+ 133.28%
$377.31 - $399.95 $607K - $644K
2.82K $1.1B
GOOGL
Alphabet Inc.

Communication Services
918
+ 5.11%
$150.53 - $185.41 $138K - $170K
18.9K $3.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
692
+ 11.24%
$414.65 - $485.21 $287K - $336K
6.85K $3.28B
AVGO
Broadcom Inc.

Technology
217
+ 34.01%
$1204.71 - $1828.87 $261K - $397K
855 $1.37B
XLU
Utilities Sector Spdr

ETFs
6.78K
+ 93.6%
$62.77 - $72.87 $425K - $494K
14K $955M
SBUX
Starbucks Corp

Consumer Cyclical
5.88K
+ 95.05%
$72.5 - $91.53 $426K - $538K
12.1K $939M
XLK
Technology Sector Spdr

ETFs
1.37K
+ 46.83%
$192.53 - $231.41 $265K - $318K
4.31K $975M
LLY
Eli Lilly & CO

Healthcare
291
+ 49.74%
$724.87 - $909.04 $211K - $265K
876 $793M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
12.7K
+ 70.25%
$25.36 - $25.52 $322K - $324K
30.8K $785M
AMGN
Amgen Inc

Healthcare
429
+ 12.23%
$262.75 - $319.31 $113K - $137K
3.94K $1.23B
Annaly Capital Management In
13.8K
+ 137.48%
N/A
23.8K $454M
GS
Goldman Sachs Group Inc

Financial Services
429
+ 42.31%
$389.49 - $470.41 $167K - $202K
1.44K $653M
UNH
Unitedhealth Group Inc

Healthcare
329
+ 42.51%
$439.2 - $524.63 $144K - $173K
1.1K $562M
BA
Boeing CO

Industrials
968
+ 22.72%
$164.33 - $191.42 $159K - $185K
5.23K $952M
VZ
Verizon Communications Inc

Communication Services
4.33K
+ 22.69%
$38.6 - $42.84 $167K - $185K
23.4K $965M
MS
Morgan Stanley

Financial Services
1.62K
+ 54.55%
$86.19 - $101.53 $140K - $165K
4.6K $447M
JNJ
Johnson & Johnson

Healthcare
1.36K
+ 15.93%
$144.38 - $157.78 $197K - $215K
9.93K $1.45B
WMT
Walmart Inc.

Consumer Defensive
426
+ 2.48%
$58.85 - $68.9 $25.1K - $29.4K
17.6K $1.19B
DIS
Walt Disney CO

Communication Services
1.99K
+ 66.33%
$99.29 - $122.82 $197K - $244K
4.99K $495M
ABBV
Abb Vie Inc.

Healthcare
460
+ 4.96%
$154.79 - $180.76 $71.2K - $83.1K
9.73K $1.67B
NKE
Nike, Inc.

Consumer Cyclical
2.6K
+ 42.92%
$75.37 - $97.18 $196K - $252K
8.64K $651M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
195
+ 3.3%
$396.73 - $420.24 $77.4K - $81.9K
6.1K $2.48B
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
2.19K
+ 17.16%
$37.36 - $38.44 $81.7K - $84.1K
14.9K $558M
VGT
Vanguard Information Technolog

ETFs
5
+ 0.39%
$479.9 - $588.82 $2.4K - $2.94K
1.3K $750M
MA
Mastercard Inc

Financial Services
396
+ 10.39%
$441.1 - $479.43 $175K - $190K
4.21K $1.86B
CRM
Salesforce, Inc.

Technology
716
+ 24.84%
$218.01 - $304.74 $156K - $218K
3.6K $925M
VTI
Vanguard Total Stock Market Et

ETFs
142
+ 10.6%
$245.23 - $269.4 $34.8K - $38.3K
1.48K $396M
META
Meta Platforms, Inc.

Communication Services
243
+ 6.01%
$430.17 - $527.34 $105K - $128K
4.29K $2.16B
IBM
International Business Machines Corp

Technology
694
+ 11.21%
$164.43 - $190.9 $114K - $132K
6.89K $1.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 3.02%
$455.1 - $504.28 $13.7K - $15.1K
1.03K $513M
IEMG
Ishares Inc

ETFs
417
+ 7.68%
$50.02 - $54.95 $20.9K - $22.9K
5.85K $313M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
227
+ 0.62%
$12.83 - $14.14 $2.91K - $3.21K
36.6K $514M
IOO
Ishares Tr Global 100 ETF

ETFs
2
+ 0.06%
$85.21 - $97.45 $170 - $195
3.44K $332M
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.64%
$173.33 - $185.29 $2.6K - $2.78K
2.35K $430M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 1.22%
$325.1 - $368.03 $30.9K - $35K
7.91K $2.72B
IWM
Ishares Russell 2000 ETF

ETFs
35
+ 2.57%
$192.84 - $209.44 $6.75K - $7.33K
1.4K $283M
XOM
Exxon Mobil Corp

Energy
108
+ 4.4%
$108.36 - $122.2 $11.7K - $13.2K
2.56K $295M
GLD
Spdr Gold Trust

ETFs
3
+ 0.25%
$207.82 - $224.56 $623 - $674
1.18K $255M
XLE
Energy Sector Spdr

ETFs
100
+ 1.7%
$88.04 - $98.08 $8.8K - $9.81K
5.98K $545M
AMD
Advanced Micro Devices Inc

Technology
57
+ 0.7%
$144.27 - $183.34 $8.22K - $10.5K
8.16K $1.32B
SA
Seabridge Gold Inc

Basic Materials
3.83K
+ 3.57%
$13.69 - $16.65 $52.4K - $63.7K
111K $1.52B
Activity Summary
Buys All Purchases 75 New Holdings 29 Increased Positions 46 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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