Strong Box Wealth, LLC Incresed Positions in Q3 2025

Strong Box Wealth, LLC

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
89.8K
+ 87.49%
$40.94 - $42.85 $3.68M - $3.85M
192K $8.1M
ORCL
Oracle Corp

Technology
6.24K
+ 68.0%
$218.96 - $328.33 $1.37M - $2.05M
15.4K $4.33M
JPM
Jpmorgan Chase & CO

Financial Services
4.88K
+ 24.28%
$282.78 - $316.06 $1.38M - $1.54M
25K $7.88M
RTX
Raytheon Technologies Corp

Industrials
6.45K
+ 18.99%
$144.19 - $167.33 $930K - $1.08M
40.4K $6.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17.9K
+ 12.64%
$82.38 - $83.0 $1.48M - $1.49M
160K $13.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.46K
+ 5.78%
$62.09 - $66.51 $525K - $563K
155K $10.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18K
+ 3.24%
$50.47 - $50.74 $906K - $911K
572K $29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.12K
+ 1.92%
$182.33 - $194.5 $205K - $218K
59.7K $11.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
12.3K
+ 7.55%
$58.97 - $60.36 $723K - $740K
175K $10.5M
NEE
Nextera Energy Inc

Utilities
4.35K
+ 6.13%
$69.77 - $77.54 $304K - $338K
75.4K $5.69M
HD
Home Depot, Inc.

Consumer Cyclical
658
+ 5.63%
$357.4 - $423.42 $235K - $279K
12.3K $5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.4K
+ 25.36%
$50.53 - $50.82 $576K - $579K
56.3K $2.85M
AMGN
Amgen Inc

Healthcare
1.86K
+ 14.99%
$271.18 - $309.22 $505K - $576K
14.3K $4.03M
PLTR
Palantir Technologies Inc.

Technology
50
+ 0.56%
$130.68 - $186.97 $6.53K - $9.35K
8.98K $1.64M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.7K
+ 7.6%
$50.81 - $51.07 $341K - $342K
94.9K $4.84M
ABT
Abbott Laboratories

Healthcare
3.04K
+ 10.26%
$120.51 - $136.62 $366K - $415K
32.7K $4.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
897
+ 3.56%
$132.9 - $142.03 $119K - $127K
26.1K $3.68M
META
Meta Platforms, Inc.

Communication Services
422
+ 72.51%
$695.21 - $791.73 $293K - $334K
1K $737K
IEFA
Ishares Tr

ETFs
2.55K
+ 11.7%
$81.7 - $87.53 $208K - $223K
24.3K $2.13M
CGDV
Capital Group Divid Value ETF

ETFs
3.1K
+ 5.33%
$39.59 - $42.21 $123K - $131K
61.3K $2.58M
AMZN
Amazon Com Inc

Consumer Cyclical
950
+ 3.57%
$211.65 - $238.24 $201K - $226K
27.6K $6.05M
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
+ 4.31%
N/A
26.7K $4.87M
V
Visa Inc.

Financial Services
1.32K
+ 6.39%
$332.09 - $358.86 $439K - $475K
22K $7.52M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.46K
+ 32.11%
$79.76 - $85.78 $116K - $125K
6K $508K
COST
Costco Wholesale Corp

Consumer Defensive
579
+ 9.01%
$915.95 - $994.57 $530K - $576K
7K $6.48M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.06%
$155.17 - $185.42 $310 - $371
3.59K $664K
CB
Chubb LTD

Financial Services
355
+ 28.56%
$265.99 - $289.59 $94.4K - $103K
1.6K $451K
GLD
Spdr Gold Trust

ETFs
12
+ 0.81%
$300.96 - $355.47 $3.61K - $4.27K
1.5K $532K
NVS
Novartis Ag

Healthcare
200
+ 3.48%
$113.5 - $129.73 $22.7K - $25.9K
5.94K $761K
WMB
Williams Companies, Inc.

Energy
885
+ 4.69%
$56.52 - $64.01 $50K - $56.6K
19.8K $1.25M
XOM
Exxon Mobil Corp

Energy
383
+ 8.3%
$105.83 - $117.22 $40.5K - $44.9K
5K $563K
CRWD
Crowd Strike Holdings, Inc.

Technology
132
+ 22.96%
$412.46 - $514.1 $54.4K - $67.9K
707 $346K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
435
+ 5.17%
$92.18 - $95.14 $40.1K - $41.4K
8.84K $841K
UBER
Uber Technologies, Inc

Technology
165
+ 2.96%
$86.91 - $99.57 $14.3K - $16.4K
5.74K $562K
XLK
Technology Sector Spdr

ETFs
6
+ 0.42%
$250.97 - $282.66 $1.51K - $1.7K
1.45K $408K
PANW
Palo Alto Networks Inc

Technology
115
+ 3.03%
$167.06 - $208.19 $19.2K - $23.9K
3.91K $796K
LLY
Eli Lilly & CO

Healthcare
66
+ 3.32%
$625.65 - $812.69 $41.3K - $53.6K
2.05K $1.57M
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.16%
$129.01 - $139.72 $387 - $419
1.92K $266K
SHV
Ishares Tr

ETFs
28
+ 1.26%
$110.06 - $110.49 $3.08K - $3.09K
2.25K $248K
Capital Group International
194K
+ 199.33%
N/A
292K $0
Dimensional ETF Trust
200
+ 4.77%
N/A
4.39K $0
Capital Group Core Balanced
4.16K
+ 6.23%
N/A
70.9K $0
Linde PLC
652
+ 6.47%
N/A
10.7K $0
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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