Strong Box Wealth, LLC Purchases and Sells in Q1 2025

Strong Box Wealth, LLC

$228 Million
Q1 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	36.4K + 7.41%	$50.39 - $50.66 $1.83M - $1.84M	527K $26.7M
ABT	9.8K + 58.2%	$111.1 - $140.22 $1.09M - $1.37M	26.6K $3.53M
ORCL	6.04K + 407.48%	$139.81 - $186.47 $845K - $1.13M	7.53K $1.05M
WMB	11.8K + 191.49%	$54.02 - $61.09 $636K - $719K	17.9K $1.07M
RTX	483 + 1.47%	$114.1 - $135.66 $55.1K - $65.5K	33.3K $4.41M
JMST	9.83K + 14.95%	$50.72 - $50.92 $498K - $500K	75.5K $3.84M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	53.5K New	$34.95 - $37.36 $1.87M - $2M	53.5K $1.91M
LMBS	16.4K New	$48.31 - $49.23 $791K - $806K	16.4K $804K
PANW	3.3K New	$167.82 - $208.28 $554K - $687K	3.3K $562K
GPC	1.91K New	$115.91 - $129.02 $221K - $246K	1.91K $227K
IDA	1.73K New	$105.58 - $119.04 $183K - $206K	1.73K $201K
CAPITAL GROUP CORE BALANCED	64K New	N/A	64K $0

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-30 - 0.09%	$167.43 - $244.7 $5.02K - $7.34K	32.1K $5.38M
DHR	-7.08K - 62.98%	$201.62 - $250.59 $1.43M - $1.77M	4.16K $853K
HON	-5.6K - 49.53%	$202.75 - $226.52 $1.14M - $1.27M	5.71K $1.21M
AAPL	-1.91K - 6.02%	$209.68 - $247.1 $400K - $471K	29.8K $6.61M
CB	-1.04K - 46.6%	$257.71 - $301.99 $267K - $313K	1.19K $358K
CSCO	-5.26K - 19.0%	$58.74 - $64.87 $309K - $341K	22.4K $1.38M

Activity Summary All Purchases 48 New Holdings 6 Increased Positions 42 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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