Strong Box Wealth, LLC Incresed Positions in Q4 2024

Strong Box Wealth, LLC

  • $228 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
73.6K
+ 17.64%
$50.37 - $50.6 $3.71M - $3.72M
491K $24.7M
ABT
Abbott Laboratories

Healthcare
10.7K
+ 174.31%
$111.93 - $119.39 $1.2M - $1.28M
16.8K $1.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.1K
+ 35.23%
$50.67 - $50.9 $868K - $872K
65.7K $3.33M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.2K
+ 9.38%
$81.68 - $82.93 $911K - $925K
130K $10.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.1K
+ 59.28%
$50.62 - $50.97 $712K - $717K
37.8K $1.92M
BX
Blackstone Inc.

Financial Services
484
+ 2.75%
$148.45 - $199.05 $71.8K - $96.3K
18.1K $3.12M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.95K
+ 108.86%
$50.02 - $51.24 $398K - $407K
15.2K $764K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.69K
+ 20.16%
$63.58 - $71.15 $362K - $405K
33.9K $2.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.27K
+ 4.14%
$61.68 - $67.87 $325K - $358K
133K $8.26M
NVDA
Nvidia Corp

Technology
284
+ 1.36%
$117.0 - $148.88 $33.2K - $42.3K
21.2K $2.84M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.79K
+ 6.94%
$57.78 - $60.4 $566K - $592K
151K $8.75M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.63K
+ 7.28%
$126.68 - $134.74 $206K - $219K
23.9K $3.05M
AMT
American Tower Corp

Real Estate
1.02K
+ 58.44%
$179.4 - $232.01 $183K - $236K
2.76K $506K
XOM
Exxon Mobil Corp

Energy
1.1K
+ 31.04%
$105.51 - $125.37 $116K - $137K
4.63K $497K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
778
+ 19.41%
$100.22 - $100.73 $78K - $78.4K
4.79K $480K
ETR
Entergy Corp

Utilities
3.12K
+ 99.97%
$73.19 - $156.4 $229K - $489K
6.25K $473K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
187
+ 5.41%
$442.29 - $483.08 $82.7K - $90.3K
3.64K $1.65M
CVX
Chevron Corp

Energy
930
+ 2.96%
$141.15 - $162.53 $131K - $151K
32.4K $4.69M
UBER
Uber Technologies, Inc

Technology
1.61K
+ 50.23%
$59.93 - $86.34 $96.4K - $139K
4.81K $290K
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 1.24%
$471.27 - $550.62 $5.66K - $6.61K
977 $509K
Kenvue Inc
6.09K
+ 8.01%
N/A
82.1K $0
Linde PLC
408
+ 4.45%
N/A
9.57K $0
Capital Group International
2.7K
+ 4.03%
N/A
69.7K $0
IEFA
Ishares Tr

ETFs
1.09K
+ 4.97%
$70.06 - $77.43 $76.2K - $84.2K
23K $1.61M
MDT
Medtronic PLC

Healthcare
576
+ 3.57%
$79.61 - $92.24 $45.9K - $53.1K
16.7K $1.33M
PEP
Pepsico Inc

Consumer Defensive
479
+ 3.02%
$151.29 - $176.1 $72.5K - $84.4K
16.3K $2.48M
NEE
Nextera Energy Inc

Utilities
1.3K
+ 2.13%
$69.77 - $85.43 $90.8K - $111K
62.3K $4.47M
AMGN
Amgen Inc

Healthcare
42
+ 0.36%
$258.78 - $328.31 $10.9K - $13.8K
11.6K $3.04M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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