Strait & Sound Wealth Management LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $206 Billion distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc Us Treas 3 Month Bi with a value of $19.4B, Apple Inc. with a value of $18.2B, Microsoft Corp with a value of $13.9B, Ishares Trishares 0 3 Mnth Tre with a value of $13.8B, and Bondbloxx ETF Tr Bloomberg 6 M with a value of $12.9B.
Examining the 13F form we can see an increase of $9.68B in the current position value, from $196B to 206B.
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
$206 Billion
Technology: $52.9 Billion
ETFs: $46 Billion
Consumer Cyclical: $16.6 Billion
Financial Services: $14.6 Billion
Communication Services: $9.6 Billion
Consumer Defensive: $9.54 Billion
Healthcare: $8.83 Billion
Industrials: $3.69 Billion
Other: $9.63 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
