Strait & Sound Wealth Management LLC Sells in Q3 2024

Strait & Sound Wealth Management LLC

  • $206 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-23.5K
- 14.66%
$100.3 - $100.74 $2.35M - $2.36M
137K $13.8B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-23.1K
- 8.31%
N/A
255K $12.9B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.68K
- 75.0%
$332.02 - $382.76 $558K - $643K
560 $210M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.51K
- 53.55%
$386.81 - $423.12 $584K - $638K
1.31K $554M
XLU
Utilities Sector Spdr

ETFs
-8.87K
- 63.27%
$67.67 - $80.78 $600K - $716K
5.15K $416M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.04K
- 2.21%
$161.02 - $200.0 $167K - $208K
45.9K $8.56B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.9K
- 48.45%
$100.09 - $100.69 $491K - $494K
5.22K $525M
CSCO
Cisco Systems, Inc.

Technology
-9.76K
- 52.1%
$44.74 - $53.22 $437K - $519K
8.97K $477M
BA
Boeing CO

Industrials
-1.43K
- 27.37%
$152.04 - $190.6 $218K - $273K
3.8K $577M
PSX
Phillips 66

Energy
-2.15K
- 46.55%
$125.0 - $147.17 $268K - $316K
2.47K $324M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.49K
- 32.84%
$59.61 - $60.15 $267K - $270K
9.17K $549M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.21K
- 45.59%
$117.9 - $128.2 $261K - $284K
2.64K $339M
EMR
Emerson Electric CO

Industrials
-2.08K
- 42.5%
$98.19 - $118.87 $204K - $247K
2.81K $307M
SPDV
ETF Ser Solutions Aam S&P 500
-7.98K
- 34.11%
N/A
15.4K $517M
SPY
Spdr S&P 500 ETF Trust

ETFs
-519
- 9.0%
$517.38 - $573.86 $269K - $298K
5.25K $3.01B
ADSK
Autodesk, Inc.

Technology
-687
- 28.81%
$245.83 - $245.83 $169K - $169K
1.7K $468M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-697
- 32.42%
$147.95 - $191.05 $103K - $133K
1.45K $252M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-363
- 5.3%
$434.77 - $502.96 $158K - $183K
6.49K $3.17B
DVY
Ishares Tr

ETFs
-1.76K
- 20.18%
$119.99 - $135.74 $211K - $239K
6.96K $940M
T
At&T Inc.

Communication Services
-7.5K
- 40.54%
$18.21 - $22.28 $137K - $167K
11K $242M
MTB
M&T Bank Corp

Financial Services
-1.02K
- 34.41%
$146.49 - $179.85 $149K - $183K
1.94K $345M
DIS
Walt Disney CO

Communication Services
-854
- 17.13%
$85.6 - $98.61 $73.1K - $84.2K
4.13K $397M
CRM
Salesforce, Inc.

Technology
-539
- 14.98%
$238.42 - $276.53 $129K - $149K
3.06K $838M
VRSK
Verisk Analytics, Inc.

Industrials
-268
- 11.82%
$260.31 - $285.99 $69.8K - $76.6K
2K $536M
NFLX
Netflix Inc

Communication Services
-112
- 23.09%
$598.55 - $722.26 $67K - $80.9K
373 $265M
XLK
Technology Sector Spdr

ETFs
-261
- 6.06%
$197.34 - $237.68 $51.5K - $62K
4.05K $914M
VGT
Vanguard Information Technolog

ETFs
-125
- 9.6%
$514.43 - $606.85 $64.3K - $75.9K
1.18K $690M
PM
Philip Morris International Inc.

Consumer Defensive
-973
- 32.97%
$101.25 - $127.45 $98.5K - $124K
1.98K $240M
MRK
Merck & Co., Inc.

Healthcare
-195
- 6.5%
$111.15 - $128.97 $21.7K - $25.1K
2.81K $319M
VUG
Vanguard Growth ETF

ETFs
-250
- 5.46%
$341.08 - $391.94 $85.3K - $98K
4.33K $1.66B
AMD
Advanced Micro Devices Inc

Technology
-400
- 4.9%
$128.67 - $183.96 $51.5K - $73.6K
7.76K $1.27B
IVV
Ishares Core S&P 500 ETF

ETFs
-118
- 16.86%
$520.18 - $576.82 $61.4K - $68.1K
582 $336M
VGIT
Vanguard Intermediate Term Tre

ETFs
-756
- 14.76%
$57.8 - $60.8 $43.7K - $46K
4.37K $264M
PANW
Palo Alto Networks Inc

Technology
-111
- 4.81%
$294.18 - $368.01 $32.7K - $40.8K
2.2K $752M
ADBE
Adobe Inc.

Technology
-7
- 1.24%
$508.13 - $586.55 $3.56K - $4.11K
558 $289M
CRH.L
Crh PLC

Basic Materials
-885
- 27.31%
N/A
2.36K $218M
XLE
Energy Sector Spdr

ETFs
-24
- 0.4%
$84.35 - $93.39 $2.02K - $2.24K
5.96K $523M
AXP
American Express CO

Financial Services
-275
- 19.9%
$225.92 - $271.17 $62.1K - $74.6K
1.11K $300M
JPM
Jpmorgan Chase & CO

Financial Services
-477
- 4.9%
$194.9 - $224.8 $93K - $107K
9.26K $1.95B
KO
Coca Cola CO

Consumer Defensive
-1.07K
- 13.59%
$62.69 - $73.01 $66.8K - $77.8K
6.77K $486M
IEMG
Ishares Inc

ETFs
-600
- 10.27%
$53.64 - $53.64 $32.2K - $32.2K
5.25K $301M
ETN
Eaton Corp PLC

Industrials
-90
- 6.93%
$272.52 - $333.02 $24.5K - $30K
1.21K $401M
MA
Mastercard Inc

Financial Services
-455
- 10.81%
$429.6 - $500.99 $195K - $228K
3.75K $1.85B
BLK
Black Rock Inc.

Financial Services
-71
- 17.75%
$782.27 - $949.51 $55.5K - $67.4K
329 $312M
XOM
Exxon Mobil Corp

Energy
-59
- 2.3%
$109.72 - $119.0 $6.47K - $7.02K
2.5K $293M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-347
- 0.71%
N/A
48.4K $2.42B
ISRG
Intuitive Surgical Inc

Healthcare
-83
- 8.68%
$416.14 - $494.01 $34.5K - $41K
873 $429M
TRV
Travelers Companies, Inc.

Financial Services
-155
- 11.21%
$201.87 - $242.35 $31.3K - $37.6K
1.23K $287M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-38
- 3.71%
$475.2 - $527.7 $18.1K - $20.1K
987 $521M
Activity Summary
Buys All Purchases 60 New Holdings 11 Increased Positions 49 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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