Strong Box Wealth, LLC Reduced Holdings in Q1 2025

Strong Box Wealth, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-30
- 0.09%
$167.43 - $244.7 $5.02K - $7.34K
32.1K $5.38M
DHR
Danaher Corp

Healthcare
-7.08K
- 62.98%
$201.62 - $250.59 $1.43M - $1.77M
4.16K $853K
HON
Honeywell International Inc

Industrials
-5.6K
- 49.53%
$202.75 - $226.52 $1.14M - $1.27M
5.71K $1.21M
AAPL
Apple Inc.

Technology
-1.91K
- 6.02%
$209.68 - $247.1 $400K - $471K
29.8K $6.61M
CB
Chubb LTD

Financial Services
-1.04K
- 46.6%
$257.71 - $301.99 $267K - $313K
1.19K $358K
CSCO
Cisco Systems, Inc.

Technology
-5.26K
- 19.0%
$58.74 - $64.87 $309K - $341K
22.4K $1.38M
ZTS
Zoetis Inc.

Healthcare
-1.42K
- 36.02%
$156.48 - $175.67 $221K - $249K
2.51K $413K
PLTR
Palantir Technologies Inc.

Technology
-3.92K
- 30.17%
$64.98 - $124.62 $255K - $489K
9.08K $765K
JPM
Jpmorgan Chase & CO

Financial Services
-1.29K
- 6.27%
$225.19 - $279.95 $290K - $361K
19.3K $4.73M
VIG
Vanguard Dividend Appreciation

ETFs
-746
- 2.86%
N/A
25.4K $4.62M
VO
Vanguard Mid Cap ETF

ETFs
-234
- 6.15%
$251.87 - $277.95 $58.9K - $65K
3.57K $923K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10
- 0.01%
$56.17 - $59.71 $562 - $597
145K $8.28M
XLK
Technology Sector Spdr

ETFs
-28
- 1.63%
$206.38 - $242.18 $5.78K - $6.78K
1.69K $349K
PG
Procter & Gamble CO

Consumer Defensive
-289
- 9.1%
$158.56 - $176.26 $45.8K - $50.9K
2.89K $491K
LMT
Lockheed Martin Corp

Industrials
-23
- 4.29%
$423.19 - $506.29 $9.73K - $11.6K
513 $229K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-570
- 9.79%
$49.22 - $51.73 $28.1K - $29.5K
5.25K $265K
META
Meta Platforms, Inc.

Communication Services
-15
- 2.48%
$576.36 - $736.67 $8.65K - $11.1K
589 $339K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-614
- 11.98%
$67.08 - $76.14 $41.2K - $46.7K
4.51K $332K
SHV
Ishares Tr

ETFs
-85
- 3.69%
$110.11 - $110.51 $9.36K - $9.39K
2.22K $245K
IEFA
Ishares Tr

ETFs
-1.7K
- 7.42%
$69.57 - $78.65 $119K - $134K
21.3K $1.61M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-67
- 1.4%
$100.32 - $100.76 $6.72K - $6.75K
4.72K $474K
UNH
Unitedhealth Group Inc

Healthcare
-37
- 3.83%
$461.52 - $548.18 $17.1K - $20.3K
929 $486K
MCK
Mckesson Corp

Healthcare
-36
- 8.2%
$566.21 - $672.99 $20.4K - $24.2K
403 $271K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-160
- 1.99%
$87.68 - $94.52 $14K - $15.1K
7.88K $737K
PLD
Prologis, Inc.

Real Estate
-717
- 3.93%
$103.59 - $124.04 $74.3K - $88.9K
17.5K $1.96M
XOM
Exxon Mobil Corp

Energy
-143
- 3.09%
$105.44 - $118.93 $15.1K - $17K
4.48K $533K
MDT
Medtronic PLC

Healthcare
-818
- 4.9%
$79.84 - $94.5 $65.3K - $77.3K
15.9K $1.43M
ABBV
Abb Vie Inc.

Healthcare
-56
- 1.42%
$169.2 - $216.66 $9.48K - $12.1K
3.88K $812K
AMGN
Amgen Inc

Healthcare
-416
- 3.57%
$258.59 - $327.36 $108K - $136K
11.2K $3.5M
V
Visa Inc.

Financial Services
-545
- 2.64%
$306.92 - $362.71 $167K - $198K
20.1K $7.04M
CVX
Chevron Corp

Energy
-810
- 2.5%
$146.71 - $167.97 $119K - $136K
31.6K $5.28M
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
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