Strait & Sound Wealth Management LLC Reduced Holdings in Q2 2025

Strait & Sound Wealth Management LLC

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.17K
- 4.34%
$172.42 - $223.89 $719K - $934K
92K $18.9B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-9.82K
- 4.05%
N/A
232K $11.6B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-9.24K
- 5.88%
N/A
148K $7.44B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.65K
- 44.16%
$41.45 - $54.46 $317K - $417K
9.67K $504M
ABBV
Abb Vie Inc.

Healthcare
-255
- 2.51%
$170.16 - $206.27 $43.4K - $52.6K
9.92K $1.84B
VLO
Valero Energy Corp

Energy
-1.7K
- 30.19%
$104.69 - $141.77 $178K - $241K
3.93K $528M
JNJ
Johnson & Johnson

Healthcare
-297
- 2.52%
$146.36 - $159.82 $43.5K - $47.5K
11.5K $1.76B
AMGN
Amgen Inc

Healthcare
-71
- 1.36%
$262.28 - $309.85 $18.6K - $22K
5.14K $1.44B
QCOM
Qualcomm Inc

Technology
-1.41K
- 21.41%
$124.66 - $159.48 $175K - $224K
5.16K $821M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-529
- 20.16%
$376.48 - $440.65 $199K - $233K
2.1K $923M
PG
Procter & Gamble CO

Consumer Defensive
-262
- 3.69%
$157.66 - $172.39 $41.3K - $45.2K
6.85K $1.09B
SBUX
Starbucks Corp

Consumer Cyclical
-443
- 4.88%
$79.69 - $99.41 $35.3K - $44K
8.63K $791M
SPY
Spdr S&P 500 ETF Trust

ETFs
-705
- 12.09%
$496.48 - $617.85 $350K - $436K
5.13K $3.17B
LLY
Eli Lilly & CO

Healthcare
-65
- 6.98%
$713.71 - $898.95 $46.4K - $58.4K
866 $675M
VRSK
Verisk Analytics, Inc.

Industrials
-384
- 19.2%
$277.03 - $321.33 $106K - $123K
1.62K $503M
HD
Home Depot, Inc.

Consumer Cyclical
-238
- 2.87%
$335.24 - $380.78 $79.8K - $90.6K
8.04K $2.95B
KO
Coca Cola CO

Consumer Defensive
-1.06K
- 16.85%
$68.37 - $73.9 $72.3K - $78.1K
5.22K $369M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.24K
- 21.62%
$59.8 - $60.07 $74.4K - $74.7K
4.51K $270M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-606
- 27.85%
$114.78 - $133.31 $69.6K - $80.8K
1.57K $209M
XLU
Utilities Sector Spdr

ETFs
-1.11K
- 12.56%
$73.09 - $82.77 $81K - $91.7K
7.71K $630M
NKE
Nike, Inc.

Consumer Cyclical
-1.6K
- 24.12%
$53.27 - $72.04 $85.2K - $115K
5.03K $358M
VDE
Vanguard Energy ETF

ETFs
-252
- 9.68%
$105.87 - $130.56 $26.7K - $32.9K
2.35K $280M
CHD
Church & Dwight CO Inc

Consumer Defensive
-91
- 3.24%
$91.57 - $110.76 $8.33K - $10.1K
2.72K $261M
SPDV
ETF Ser Solutions Aam S&P 500
-1.39K
- 12.89%
N/A
9.42K $305M
XOM
Exxon Mobil Corp

Energy
-112
- 4.38%
$99.93 - $119.04 $11.2K - $13.3K
2.44K $263M
MU
Micron Technology Inc

Technology
-1.4K
- 38.54%
$64.72 - $127.91 $90.6K - $179K
2.23K $275M
MRK
Merck & Co., Inc.

Healthcare
-140
- 5.23%
$73.47 - $87.12 $10.3K - $12.2K
2.54K $201M
NEE
Nextera Energy Inc

Utilities
-372
- 6.69%
$64.11 - $75.0 $23.8K - $27.9K
5.19K $360M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-1.05K
- 4.78%
$11.46 - $12.75 $12K - $13.4K
20.9K $246M
AWK
American Water Works Company, Inc.

Utilities
-62
- 2.97%
$133.82 - $151.96 $8.3K - $9.42K
2.02K $282M
AEE
Ameren Corp

Utilities
-120
- 4.09%
$94.23 - $101.68 $11.3K - $12.2K
2.82K $270M
ISRG
Intuitive Surgical Inc

Healthcare
-127
- 13.27%
$451.58 - $565.94 $57.4K - $71.9K
830 $451M
EW
Edwards Lifesciences Corp

Healthcare
-471
- 14.66%
$67.07 - $78.22 $31.6K - $36.8K
2.74K $214M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-97
- 3.55%
$83.97 - $92.85 $8.15K - $9.01K
2.64K $233M
PSX
Phillips 66

Energy
-40
- 2.29%
$92.87 - $125.73 $3.71K - $5.03K
1.71K $203M
DVY
Ishares Tr

ETFs
-16
- 0.24%
$118.37 - $134.86 $1.89K - $2.16K
6.65K $883M
ADBE
Adobe Inc.

Technology
-30
- 5.38%
$340.0 - $420.68 $10.2K - $12.6K
528 $204M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-100
- 3.44%
$72.02 - $73.82 $7.2K - $7.38K
2.81K $207M
XTEN
Bondbloxx ETF Tr Bloomberg 10
-38
- 0.54%
N/A
7.03K $325M
V
Visa Inc.

Financial Services
-157
- 1.07%
$308.27 - $373.31 $48.4K - $58.6K
14.5K $5.15B
MTB
M&T Bank Corp

Financial Services
-30
- 2.27%
$156.58 - $193.99 $4.7K - $5.82K
1.29K $250M
DIS
Walt Disney CO

Communication Services
-282
- 13.84%
$81.72 - $124.01 $23K - $35K
1.76K $218M
IOO
Ishares Tr Global 100 ETF

ETFs
-102
- 4.14%
$84.95 - $107.81 $8.66K - $11K
2.36K $255M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-1.99K
- 7.32%
$12.75 - $16.34 $25.4K - $32.5K
25.2K $412M
UBER
Uber Technologies, Inc

Technology
-791
- 16.26%
$64.62 - $93.3 $51.1K - $73.8K
4.07K $380M
ADSK
Autodesk, Inc.

Technology
-178
- 10.51%
N/A
1.52K $469M
VUG
Vanguard Growth ETF

ETFs
-580
- 13.95%
$329.49 - $438.4 $191K - $254K
3.58K $1.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-43
- 4.45%
$456.74 - $568.03 $19.6K - $24.4K
923 $524M
VTI
Vanguard Total Stock Market Et

ETFs
-22
- 1.82%
$243.75 - $303.93 $5.36K - $6.69K
1.19K $360M
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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