Strait & Sound Wealth Management LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $216 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.7B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $16.9B, Microsoft Corp with a value of $13.8B, Ishares Trishares 0 3 Mnth Tre with a value of $12.5B, and Bondbloxx ETF Tr Bloomberg 6 M with a value of $12B.
Examining the 13F form we can see an increase of $9.85B in the current position value, from $206B to 216B.
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
$216 Billion
Technology: $58.1 Billion
ETFs: $46.4 Billion
Consumer Cyclical: $19 Billion
Financial Services: $15.4 Billion
Consumer Defensive: $10 Billion
Communication Services: $9.8 Billion
Healthcare: $8.03 Billion
Industrials: $3.64 Billion
Other: $9.36 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
