Strong Box Wealth, LLC Incresed Positions in Q2 2025

Strong Box Wealth, LLC

  • $250 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
165
+ 0.51%
$146.29 - $275.65 $24.1K - $45.5K
32.3K $8.9M
MSFT
Microsoft Corp

Technology
67
+ 0.33%
$354.56 - $497.45 $23.8K - $33.3K
20.7K $10.3M
ETN
Eaton Corp PLC

Industrials
34
+ 0.16%
$246.52 - $356.99 $8.38K - $12.1K
21.6K $7.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
193
+ 1.15%
$416.06 - $551.64 $80.3K - $106K
17K $9.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
26.3K
+ 4.99%
$50.36 - $50.68 $1.32M - $1.33M
554K $28.1M
JPM
Jpmorgan Chase & CO

Financial Services
840
+ 4.36%
$210.28 - $289.91 $177K - $244K
20.1K $5.83M
NVDA
Nvidia Corp

Technology
194
+ 0.9%
$94.31 - $157.99 $18.3K - $30.7K
21.8K $3.44M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.04K
+ 3.6%
$152.42 - $182.82 $310K - $372K
58.5K $10.7M
ORCL
Oracle Corp

Technology
1.64K
+ 21.83%
$122.82 - $218.63 $202K - $359K
9.17K $2M
AMZN
Amazon Com Inc

Consumer Cyclical
579
+ 2.22%
$167.32 - $223.3 $96.9K - $129K
26.6K $5.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.54K
+ 1.77%
$51.16 - $62.02 $130K - $157K
146K $9.08M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.7K
+ 16.75%
$50.52 - $50.92 $639K - $644K
88.2K $4.49M
RTX
Raytheon Technologies Corp

Industrials
697
+ 2.09%
$113.75 - $148.48 $79.3K - $103K
34K $4.96M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.17K
+ 5.3%
$58.63 - $59.9 $479K - $490K
162K $9.71M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.06K
+ 21.69%
$75.29 - $91.16 $306K - $370K
22.8K $2.05M
ABT
Abbott Laboratories

Healthcare
3.01K
+ 11.3%
$123.95 - $138.08 $373K - $416K
29.7K $4.03M
LLY
Eli Lilly & CO

Healthcare
673
+ 51.26%
$713.71 - $898.95 $480K - $605K
1.99K $1.55M
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 2.1%
$908.13 - $1056.85 $120K - $140K
6.43K $6.36M
BX
Blackstone Inc.

Financial Services
1.41K
+ 7.04%
$120.07 - $151.11 $169K - $213K
21.4K $3.21M
CGDV
Capital Group Divid Value ETF

ETFs
4.69K
+ 8.76%
$31.93 - $39.49 $150K - $185K
58.2K $2.3M
V
Visa Inc.

Financial Services
596
+ 2.97%
$308.27 - $373.31 $184K - $222K
20.7K $7.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
929
+ 3.83%
$114.78 - $133.31 $107K - $124K
25.2K $3.36M
PANW
Palo Alto Networks Inc

Technology
496
+ 15.03%
$152.44 - $204.64 $75.6K - $102K
3.8K $776K
IEFA
Ishares Tr

ETFs
526
+ 2.47%
$67.83 - $84.09 $35.7K - $44.2K
21.8K $1.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.04K
+ 2.89%
$52.31 - $63.72 $54.4K - $66.2K
37K $2.36M
NEE
Nextera Energy Inc

Utilities
4.25K
+ 6.36%
$64.11 - $75.0 $273K - $319K
71.1K $4.93M
CSCO
Cisco Systems, Inc.

Technology
295
+ 1.32%
$53.19 - $69.38 $15.7K - $20.5K
22.7K $1.58M
HD
Home Depot, Inc.

Consumer Cyclical
505
+ 4.52%
$335.24 - $380.78 $169K - $192K
11.7K $4.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.84K
+ 2.65%
$51.14 - $57.0 $196K - $219K
149K $8.46M
UBER
Uber Technologies, Inc

Technology
763
+ 15.87%
$64.62 - $93.3 $49.3K - $71.2K
5.57K $519K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.56K
+ 6.04%
$49.79 - $50.75 $127K - $130K
44.9K $2.28M
WMB
Williams Companies, Inc.

Energy
960
+ 5.36%
$54.33 - $62.87 $52.2K - $60.4K
18.9K $1.19M
GLD
Spdr Gold Trust

ETFs
136
+ 10.07%
$273.71 - $316.29 $37.2K - $43K
1.49K $453K
GPC
Genuine Parts CO

Consumer Cyclical
490
+ 25.67%
$105.54 - $129.09 $51.7K - $63.3K
2.4K $291K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.38K
+ 2.38%
$37.08 - $42.26 $88.3K - $101K
103K $4.25M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.2K
+ 7.77%
$48.46 - $50.2 $58.2K - $60.2K
16.6K $826K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
532
+ 6.76%
$85.42 - $94.39 $45.4K - $50.2K
8.41K $789K
VIG
Vanguard Dividend Appreciation

ETFs
251
+ 0.99%
N/A
25.6K $4.67M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
985
+ 7.51%
$41.1 - $42.37 $40.5K - $41.7K
14.1K $596K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
32
+ 0.71%
$65.84 - $80.81 $2.11K - $2.59K
4.54K $364K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
100
+ 0.61%
$48.5 - $49.35 $4.85K - $4.94K
16.5K $811K
CB
Chubb LTD

Financial Services
57
+ 4.81%
$274.32 - $302.46 $15.6K - $17.2K
1.24K $360K
Capital Group Core Balanced
2.81K
+ 4.39%
N/A
66.8K $0
Capital Group International
20.9K
+ 27.27%
N/A
97.6K $0
Kenvue Inc
6.92K
+ 7.99%
N/A
93.5K $0
Linde PLC
254
+ 2.59%
N/A
10.1K $0
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
89
+ 1.7%
$45.3 - $50.64 $4.03K - $4.51K
5.34K $262K
PG
Procter & Gamble CO

Consumer Defensive
162
+ 5.61%
$157.66 - $172.39 $25.5K - $27.9K
3.05K $485K
EQIX
Equinix Inc

Real Estate
24
+ 1.47%
$740.07 - $914.43 $17.8K - $21.9K
1.65K $1.32M
Activity Summary
Buys All Purchases 59 New Holdings 0 Increased Positions 59 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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