Strong Box Wealth, LLC Purchases and Sells in Q3 2024

Strong Box Wealth, LLC

$225 Million
Q3 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	26.4K + 28.56%	$81.31 - $83.29 $2.15M - $2.2M	119K $9.89M
VGIT	21.8K + 18.31%	$57.8 - $60.8 $1.26M - $1.33M	141K $8.53M
IJH	12.8K + 11.2%	$57.32 - $62.65 $735K - $804K	127K $7.94M
ETN	2.09K + 10.96%	$272.52 - $333.02 $569K - $696K	21.2K $7.01M
NEE	1.19K + 1.98%	$69.9 - $84.97 $82.9K - $101K	61K $5.16M
JAAA	18K + 311.54%	$50.52 - $50.95 $907K - $915K	23.7K $1.21M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CB	2.25K New	$252.51 - $292.2 $569K - $659K	2.25K $649K
PLTR	13.6K New	$24.09 - $37.95 $328K - $516K	13.6K $506K
ETR	3.13K New	$104.75 - $131.61 $327K - $411K	3.13K $411K
JMUB	7.3K New	$50.15 - $51.27 $366K - $374K	7.3K $374K
VEA	3.86K New	$47.6 - $53.31 $184K - $206K	3.86K $203K
CALF	4.31K New	$42.22 - $48.62 $182K - $210K	4.31K $200K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	-15.3K - 48.64%	$76.84 - $91.03 $1.17M - $1.39M	16.1K $1.45M
UNH	-1.27K - 52.49%	$488.01 - $604.18 $618K - $765K	1.15K $670K
EOG	-2.75K - 31.01%	$117.9 - $132.65 $324K - $364K	6.11K $750K
VTIP	-5.6K - 47.55%	$48.06 - $49.39 $269K - $277K	6.18K $304K
PDBC	-9.6K - 35.96%	$12.67 - $14.36 $122K - $138K	17.1K $229K
JNJ	-1.57K - 20.46%	$145.48 - $167.38 $229K - $263K	6.11K $990K

Activity Summary All Purchases 58 New Holdings 7 Increased Positions 51 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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