Strait & Sound Wealth Management LLC Portfolio Holdings
Strait & Sound Wealth Management LLC
- $196 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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