Strong Box Wealth, LLC Reduced Holdings in Q3 2025

Strong Box Wealth, LLC

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
-13.9K
- 80.22%
$104.08 - $115.35 $1.44M - $1.6M
3.42K $391K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-17.8K
- 48.03%
$63.41 - $69.69 $1.13M - $1.24M
19.2K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15K
- 10.11%
$55.61 - $57.37 $836K - $863K
134K $7.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.51K
- 38.55%
$459.11 - $506.91 $694K - $766K
2.41K $1.21M
HON
Honeywell International Inc

Industrials
-2.68K
- 52.41%
$207.7 - $240.4 $557K - $645K
2.44K $512K
EQIX
Equinix Inc

Real Estate
-840
- 50.79%
$756.7 - $811.13 $636K - $681K
814 $637K
AAPL
Apple Inc.

Technology
-6.46K
- 22.81%
$202.38 - $256.87 $1.31M - $1.66M
21.9K $5.57M
AMT
American Tower Corp

Real Estate
-180
- 6.33%
$192.32 - $232.35 $34.6K - $41.8K
2.66K $512K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1K
- 4.39%
$86.07 - $90.74 $86.2K - $90.8K
21.8K $1.95M
EOG
Eog Resources Inc

Energy
-450
- 9.34%
$112.12 - $126.1 $50.5K - $56.7K
4.37K $489K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-401
- 8.71%
$100.16 - $100.7 $40.2K - $40.4K
4.2K $422K
PG
Procter & Gamble CO

Consumer Defensive
-128
- 4.2%
$150.47 - $161.22 $19.3K - $20.6K
2.92K $448K
CSCO
Cisco Systems, Inc.

Technology
-99
- 0.44%
$66.2 - $71.79 $6.55K - $7.11K
22.6K $1.55M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-505
- 3.58%
$41.8 - $43.15 $21.1K - $21.8K
13.6K $581K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-510
- 3.06%
$49.09 - $50.58 $25K - $25.8K
16.1K $814K
WMT
Walmart Inc.

Consumer Defensive
-135
- 3.17%
$94.4 - $104.27 $12.7K - $14.1K
4.12K $424K
MDT
Medtronic PLC

Healthcare
-940
- 7.61%
$87.67 - $95.74 $82.4K - $90K
11.4K $1.09M
GPC
Genuine Parts CO

Consumer Cyclical
-205
- 8.55%
$122.23 - $142.77 $25.1K - $29.3K
2.19K $304K
LMT
Lockheed Martin Corp

Industrials
-5
- 1.04%
$410.74 - $499.21 $2.05K - $2.5K
477 $238K
VO
Vanguard Mid Cap ETF

ETFs
-25
- 0.72%
$279.83 - $293.74 $7K - $7.34K
3.44K $1.01M
PEP
Pepsico Inc

Consumer Defensive
-803
- 4.06%
$133.81 - $152.16 $107K - $122K
19K $2.66M
ABBV
Abb Vie Inc.

Healthcare
-356
- 8.89%
$184.85 - $231.54 $65.8K - $82.4K
3.65K $845K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.14K
- 6.69%
$546.99 - $602.2 $622K - $685K
15.9K $9.53M
MSFT
Microsoft Corp

Technology
-159
- 0.77%
$491.09 - $535.64 $78.1K - $85.2K
20.5K $10.6M
ETN
Eaton Corp PLC

Industrials
-82
- 0.38%
$342.99 - $392.76 $28.1K - $32.2K
21.5K $8.06M
BX
Blackstone Inc.

Financial Services
-119
- 0.55%
$152.77 - $188.68 $18.2K - $22.5K
21.3K $3.64M
NVDA
Nvidia Corp

Technology
-55
- 0.25%
$153.3 - $186.58 $8.43K - $10.3K
21.7K $4.05M
AVGO
Broadcom Inc.

Technology
-3.28K
- 10.14%
$264.74 - $369.57 $867K - $1.21M
29K $9.58M
GOOGL
Alphabet Inc.

Communication Services
-3.64K
- 9.29%
$174.36 - $254.72 $635K - $927K
35.5K $8.64M
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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