Strait & Sound Wealth Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.6B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $16.3B, Ishares Trishares 0 3 Mnth Tre with a value of $16.1B, Microsoft Corp with a value of $14.4B, and Bondbloxx ETF Tr Bloomberg 6 M with a value of $14B.
Examining the 13F form we can see an increase of $17.2B in the current position value, from $179B to 196B.
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
$196 Billion
Technology: $49.8 Billion
ETFs: $45.1 Billion
Consumer Cyclical: $15.9 Billion
Financial Services: $14.2 Billion
Consumer Defensive: $9.06 Billion
Communication Services: $8.65 Billion
Healthcare: $8.45 Billion
Industrials: $4.04 Billion
Other: $8.91 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions