Strong Box Wealth, LLC Reduced Holdings in Q3 2024

Strong Box Wealth, LLC

  • $225 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
-15.3K
- 48.64%
$76.84 - $91.03 $1.17M - $1.39M
16.1K $1.45M
UNH
Unitedhealth Group Inc

Healthcare
-1.27K
- 52.49%
$488.01 - $604.18 $618K - $765K
1.15K $670K
EOG
Eog Resources Inc

Energy
-2.75K
- 31.01%
$117.9 - $132.65 $324K - $364K
6.11K $750K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.6K
- 47.55%
$48.06 - $49.39 $269K - $277K
6.18K $304K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-9.6K
- 35.96%
$12.67 - $14.36 $122K - $138K
17.1K $229K
JNJ
Johnson & Johnson

Healthcare
-1.57K
- 20.46%
$145.48 - $167.38 $229K - $263K
6.11K $990K
VIG
Vanguard Dividend Appreciation

ETFs
-637
- 2.34%
$182.15 - $182.15 $116K - $116K
26.5K $4.83M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.01K
- 20.13%
$100.09 - $100.69 $101K - $102K
4.01K $403K
XOM
Exxon Mobil Corp

Energy
-633
- 15.2%
$109.72 - $119.0 $69.5K - $75.3K
3.53K $413K
AMT
American Tower Corp

Real Estate
-487
- 21.85%
$192.27 - $242.73 $93.6K - $118K
1.74K $405K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-556
- 8.6%
$66.31 - $74.08 $36.9K - $41.2K
5.91K $433K
GLD
Spdr Gold Trust

ETFs
-128
- 9.22%
$215.56 - $246.98 $27.6K - $31.6K
1.26K $306K
IEFA
Ishares Tr

ETFs
-1.31K
- 5.63%
$70.09 - $78.74 $91.5K - $103K
21.9K $1.71M
META
Meta Platforms, Inc.

Communication Services
-20
- 3.21%
$453.41 - $572.44 $9.07K - $11.4K
604 $345K
CSCO
Cisco Systems, Inc.

Technology
-3.14K
- 9.07%
$44.74 - $53.22 $141K - $167K
31.5K $1.68M
ABT
Abbott Laboratories

Healthcare
-99
- 1.59%
$100.07 - $118.13 $9.91K - $11.7K
6.14K $699K
SBUX
Starbucks Corp

Consumer Cyclical
-6
- 0.21%
$72.51 - $98.6 $435 - $592
2.83K $275K
COST
Costco Wholesale Corp

Consumer Defensive
-145
- 2.37%
$801.83 - $917.05 $116K - $133K
5.97K $5.29M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.31K
- 2.85%
$54.98 - $59.51 $237K - $257K
147K $8.74M
AAPL
Apple Inc.

Technology
-1.51K
- 4.17%
$207.23 - $234.82 $313K - $355K
34.7K $8.08M
RTX
Raytheon Technologies Corp

Industrials
-269
- 0.79%
$99.55 - $123.34 $26.8K - $33.2K
33.8K $4.09M
Activity Summary
Buys All Purchases 58 New Holdings 7 Increased Positions 51 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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