Strong Box Wealth, LLC Purchases in Q3 2024

Strong Box Wealth, LLC

  • $225 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26.4K
+ 28.56%
$81.31 - $83.29 $2.15M - $2.2M
119K $9.89M
VGIT
Vanguard Intermediate Term Tre

ETFs
21.8K
+ 18.31%
$57.8 - $60.8 $1.26M - $1.33M
141K $8.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.8K
+ 11.2%
$57.32 - $62.65 $735K - $804K
127K $7.94M
ETN
Eaton Corp PLC

Industrials
2.09K
+ 10.96%
$272.52 - $333.02 $569K - $696K
21.2K $7.01M
NEE
Nextera Energy Inc

Utilities
1.19K
+ 1.98%
$69.9 - $84.97 $82.9K - $101K
61K $5.16M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18K
+ 311.54%
$50.52 - $50.95 $907K - $915K
23.7K $1.21M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.71K
+ 8.61%
$38.04 - $45.36 $293K - $350K
97.2K $4.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.52K
+ 4.86%
$162.64 - $179.3 $410K - $452K
54.4K $9.75M
HD
Home Depot, Inc.

Consumer Cyclical
593
+ 5.93%
$333.64 - $405.2 $198K - $240K
10.6K $4.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.3K
+ 41.73%
$50.61 - $50.96 $724K - $729K
48.6K $2.48M
DHR
Danaher Corp

Healthcare
1.07K
+ 7.62%
$239.25 - $280.76 $256K - $301K
15.1K $4.21M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.15K
+ 47.92%
$59.25 - $65.33 $542K - $597K
28.2K $1.83M
CB
Chubb LTD

Financial Services
2.25K
New
$252.51 - $292.2 $569K - $659K
2.25K $649K
PLD
Prologis, Inc.

Real Estate
2.3K
+ 11.26%
$111.95 - $132.43 $257K - $304K
22.7K $2.86M
AVGO
Broadcom Inc.

Technology
32.7K
+ 922.67%
$136.27 - $1745.86 $4.46M - $57.1M
36.3K $6.26M
BX
Blackstone Inc.

Financial Services
320
+ 1.85%
$120.77 - $159.66 $38.6K - $51.1K
17.6K $2.69M
PLTR
Palantir Technologies Inc.

Technology
13.6K
New
$24.09 - $37.95 $328K - $516K
13.6K $506K
EQIX
Equinix Inc

Real Estate
172
+ 8.08%
$749.0 - $890.01 $129K - $153K
2.3K $2.04M
ETR
Entergy Corp

Utilities
3.13K
New
$104.75 - $131.61 $327K - $411K
3.13K $411K
V
Visa Inc.

Financial Services
481
+ 2.28%
$253.74 - $291.56 $122K - $140K
21.6K $5.93M
ABBV
Abb Vie Inc.

Healthcare
1.63K
+ 68.92%
$163.84 - $199.33 $268K - $326K
4.01K $790K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.05K
+ 19.92%
$80.13 - $88.89 $244K - $271K
18.4K $1.62M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.3K
New
$50.15 - $51.27 $366K - $374K
7.3K $374K
JPM
Jpmorgan Chase & CO

Financial Services
874
+ 4.33%
$194.9 - $224.8 $170K - $196K
21K $4.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
663
+ 3.06%
$117.9 - $128.2 $78.2K - $85K
22.3K $2.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
292
+ 1.76%
$434.77 - $502.96 $127K - $147K
16.9K $8.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
262
+ 8.21%
$405.19 - $478.57 $106K - $125K
3.45K $1.59M
PEP
Pepsico Inc

Consumer Defensive
1.23K
+ 8.37%
$161.9 - $179.3 $198K - $220K
15.9K $2.7M
NVDA
Nvidia Corp

Technology
2.21K
+ 11.85%
$98.91 - $134.91 $219K - $298K
20.9K $2.53M
VEA
Vanguard Ftse Developed Market

ETFs
3.86K
New
$47.6 - $53.31 $184K - $206K
3.86K $203K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.31K
New
$42.22 - $48.62 $182K - $210K
4.31K $200K
ZTS
Zoetis Inc.

Healthcare
230
+ 3.48%
$172.58 - $196.48 $39.7K - $45.2K
6.84K $1.34M
WMT
Walmart Inc.

Consumer Defensive
1.67K
+ 44.95%
$66.91 - $81.4 $111K - $136K
5.37K $433K
AMGN
Amgen Inc

Healthcare
209
+ 1.83%
$309.38 - $337.38 $64.7K - $70.5K
11.6K $3.74M
CVX
Chevron Corp

Energy
2.96K
+ 10.4%
$137.88 - $161.97 $408K - $480K
31.4K $4.63M
HON
Honeywell International Inc

Industrials
1.09K
+ 10.42%
$196.73 - $220.21 $215K - $240K
11.6K $2.39M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
815
+ 0.2%
$50.25 - $50.74 $41K - $41.4K
417K $21.2M
NVS
Novartis Ag

Healthcare
592
+ 11.52%
$106.13 - $120.89 $62.8K - $71.6K
5.73K $659K
VO
Vanguard Mid Cap ETF

ETFs
55
+ 1.37%
$237.84 - $263.83 $13.1K - $14.5K
4.08K $1.08M
XLK
Technology Sector Spdr

ETFs
432
+ 25.55%
$197.34 - $237.68 $85.3K - $103K
2.12K $479K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
375
+ 4.88%
$83.76 - $91.82 $31.4K - $34.4K
8.06K $735K
ISRG
Intuitive Surgical Inc

Healthcare
76
+ 8.55%
$416.14 - $494.01 $31.6K - $37.5K
965 $474K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
790
+ 15.71%
$50.02 - $54.5 $39.5K - $43.1K
5.82K $317K
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.75%
$213.3 - $270.78 $1.49K - $1.9K
943 $255K
PG
Procter & Gamble CO

Consumer Defensive
118
+ 3.78%
$160.76 - $177.82 $19K - $21K
3.24K $560K
UBER
Uber Technologies, Inc

Technology
318
+ 11.03%
$58.48 - $77.47 $18.6K - $24.6K
3.2K $240K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 2.79%
$255.18 - $283.2 $5.87K - $6.51K
847 $239K
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.28%
$143.3 - $157.24 $860 - $943
2.13K $328K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.03%
$74.26 - $78.84 $74.3 - $78.8
3.79K $296K
Activity Summary
Buys All Purchases 58 New Holdings 7 Increased Positions 51 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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