Strong Box Wealth, LLC Purchases and Sells in Q3 2025

Strong Box Wealth, LLC

$273 Million
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLRE	89.8K + 87.49%	$40.94 - $42.85 $3.68M - $3.85M	192K $8.1M
ORCL	6.24K + 68.0%	$218.96 - $328.33 $1.37M - $2.05M	15.4K $4.33M
JPM	4.88K + 24.28%	$282.78 - $316.06 $1.38M - $1.54M	25K $7.88M
RTX	6.45K + 18.99%	$144.19 - $167.33 $930K - $1.08M	40.4K $6.76M
SHY	17.9K + 12.64%	$82.38 - $83.0 $1.48M - $1.49M	160K $13.3M
IJH	8.46K + 5.78%	$62.09 - $66.51 $525K - $563K	155K $10.1M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVSC	22.8K New	$51.33 - $58.63 $1.17M - $1.34M	22.8K $1.31M
VZ	5.96K New	$40.84 - $45.06 $244K - $269K	5.96K $262K
MCD	704 New	$291.67 - $316.99 $205K - $223K	704 $213K
GOOG	874 New	$175.16 - $255.24 $153K - $223K	874 $212K
VTI	648 New	$303.93 - $329.86 $197K - $214K	648 $212K
RBB FUND TRUST	28.2K New	N/A	28.2K $0

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLD	-13.9K - 80.22%	$104.08 - $115.35 $1.44M - $1.6M	3.42K $391K
DFAS	-17.8K - 48.03%	$63.41 - $69.69 $1.13M - $1.24M	19.2K $1.32M
JEPI	-15K - 10.11%	$55.61 - $57.37 $836K - $863K	134K $7.61M
BRK-B	-1.51K - 38.55%	$459.11 - $506.91 $694K - $766K	2.41K $1.21M
HON	-2.68K - 52.41%	$207.7 - $240.4 $557K - $645K	2.44K $512K
EQIX	-840 - 50.79%	$756.7 - $811.13 $636K - $681K	814 $637K

Activity Summary All Purchases 51 New Holdings 7 Increased Positions 44 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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