Strong Box Wealth, LLC Incresed Positions in Q1 2025

Strong Box Wealth, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.4K
+ 7.41%
$50.39 - $50.66 $1.83M - $1.84M
527K $26.7M
ABT
Abbott Laboratories

Healthcare
9.8K
+ 58.2%
$111.1 - $140.22 $1.09M - $1.37M
26.6K $3.53M
ORCL
Oracle Corp

Technology
6.04K
+ 407.48%
$139.81 - $186.47 $845K - $1.13M
7.53K $1.05M
WMB
Williams Companies, Inc.

Energy
11.8K
+ 191.49%
$54.02 - $61.09 $636K - $719K
17.9K $1.07M
RTX
Raytheon Technologies Corp

Industrials
483
+ 1.47%
$114.1 - $135.66 $55.1K - $65.5K
33.3K $4.41M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.83K
+ 14.95%
$50.72 - $50.92 $498K - $500K
75.5K $3.84M
COST
Costco Wholesale Corp

Consumer Defensive
240
+ 3.96%
$890.62 - $1076.86 $214K - $258K
6.29K $5.95M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.25K
+ 2.15%
$57.44 - $59.4 $187K - $193K
154K $9.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
107
+ 2.94%
$442.66 - $534.52 $47.4K - $57.2K
3.75K $2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.5K
+ 1.92%
$81.83 - $82.73 $204K - $207K
133K $11M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.65K
+ 3.78%
$39.18 - $43.52 $143K - $159K
100K $4.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.59K
+ 12.13%
$50.48 - $51.04 $231K - $234K
42.4K $2.15M
PEP
Pepsico Inc

Consumer Defensive
1.31K
+ 8.04%
$142.64 - $156.42 $187K - $205K
17.6K $2.65M
AMT
American Tower Corp

Real Estate
233
+ 8.44%
$173.46 - $217.6 $40.4K - $50.7K
2.99K $651K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.2K
+ 8.42%
$57.21 - $65.8 $639K - $735K
144K $8.39M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
855
+ 4.78%
$78.97 - $85.82 $67.5K - $73.4K
18.7K $1.55M
NVS
Novartis Ag

Healthcare
210
+ 3.8%
$97.14 - $115.57 $20.4K - $24.3K
5.74K $639K
LLY
Eli Lilly & CO

Healthcare
32
+ 2.5%
$725.72 - $929.72 $23.2K - $29.8K
1.31K $1.08M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.9K
+ 16.96%
$40.79 - $42.32 $77.6K - $80.5K
13.1K $551K
GLD
Spdr Gold Trust

ETFs
90
+ 7.14%
$243.19 - $288.14 $21.9K - $25.9K
1.35K $389K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
338
+ 1.41%
$126.11 - $135.06 $42.6K - $45.7K
24.3K $3.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.69K
+ 5.01%
$168.16 - $186.21 $453K - $502K
56.5K $9.66M
XLV
Select Sector Spdr Fund Health

ETFs
313
+ 19.57%
$137.61 - $149.68 $43.1K - $46.8K
1.91K $279K
EOG
Eog Resources Inc

Energy
116
+ 2.51%
$120.54 - $138.05 $14K - $16K
4.73K $606K
HD
Home Depot, Inc.

Consumer Cyclical
744
+ 7.13%
$347.25 - $424.87 $258K - $316K
11.2K $4.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 3.1%
$308.86 - $455.36 $6.18K - $9.11K
665 $234K
WMT
Walmart Inc.

Consumer Defensive
275
+ 6.1%
$84.5 - $105.05 $23.2K - $28.9K
4.78K $419K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
200
+ 1.31%
$49.69 - $50.76 $9.94K - $10.2K
15.4K $772K
Kenvue Inc
4.52K
+ 5.51%
N/A
86.6K $0
Capital Group International
6.98K
+ 10.01%
N/A
76.7K $0
Dimensional ETF Trust
93
+ 1.82%
N/A
5.21K $0
Linde PLC
250
+ 2.61%
N/A
9.82K $0
EQIX
Equinix Inc

Real Estate
160
+ 10.88%
$803.0 - $959.97 $128K - $154K
1.63K $1.33M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.03K
+ 5.98%
$58.81 - $68.2 $119K - $138K
35.9K $2.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
980
+ 6.19%
$468.34 - $539.52 $459K - $529K
16.8K $7.89M
BX
Blackstone Inc.

Financial Services
1.96K
+ 10.84%
$136.53 - $186.74 $267K - $366K
20K $2.8M
NVDA
Nvidia Corp

Technology
430
+ 2.03%
$106.98 - $149.43 $46K - $64.3K
21.6K $2.34M
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 4.41%
$190.26 - $242.06 $209K - $266K
26K $4.96M
MSFT
Microsoft Corp

Technology
155
+ 0.76%
$375.39 - $447.2 $58.2K - $69.3K
20.6K $7.73M
ETN
Eaton Corp PLC

Industrials
633
+ 3.02%
$271.83 - $371.23 $172K - $235K
21.6K $5.86M
GOOGL
Alphabet Inc.

Communication Services
1.46K
+ 3.76%
$154.33 - $206.19 $225K - $300K
40.2K $6.21M
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Strong Box Wealth, LLC Portfolio

Follow Strong Box Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strong Box Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strong Box Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email