Strong Box Wealth, LLC Sells in Q4 2024

Strong Box Wealth, LLC

  • $228 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-3.9K
- 25.73%
$226.16 - $274.52 $881K - $1.07M
11.2K $2.58M
MSFT
Microsoft Corp

Technology
-2.5K
- 10.91%
$406.35 - $454.46 $1.02M - $1.14M
20.4K $8.61M
PLD
Prologis, Inc.

Real Estate
-4.44K
- 19.56%
$101.4 - $126.96 $450K - $563K
18.2K $1.93M
ZTS
Zoetis Inc.

Healthcare
-2.91K
- 42.56%
$162.24 - $194.42 $472K - $566K
3.93K $639K
EQIX
Equinix Inc

Real Estate
-832
- 36.14%
$865.69 - $985.0 $720K - $820K
1.47K $1.39M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-656
- 0.67%
$40.06 - $45.21 $26.3K - $29.7K
96.6K $3.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.88K
- 1.28%
$57.53 - $60.83 $108K - $114K
145K $8.34M
JNJ
Johnson & Johnson

Healthcare
-1.55K
- 25.42%
$143.34 - $165.86 $223K - $258K
4.56K $659K
RTX
Raytheon Technologies Corp

Industrials
-1.01K
- 2.99%
$114.45 - $127.21 $116K - $128K
32.8K $3.79M
HD
Home Depot, Inc.

Consumer Cyclical
-168
- 1.58%
$385.02 - $431.37 $64.7K - $72.5K
10.4K $4.06M
LMT
Lockheed Martin Corp

Industrials
-260
- 32.66%
$479.66 - $614.62 $125K - $160K
536 $260K
LLY
Eli Lilly & CO

Healthcare
-58
- 4.33%
$727.2 - $932.06 $42.2K - $54.1K
1.28K $988K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-488
- 2.66%
$79.93 - $88.06 $39K - $43K
17.9K $1.43M
EOG
Eog Resources Inc

Energy
-1.5K
- 24.48%
$118.22 - $136.54 $177K - $204K
4.61K $565K
UNH
Unitedhealth Group Inc

Healthcare
-180
- 15.71%
$485.52 - $625.25 $87.4K - $113K
966 $488K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-591
- 1.09%
$176.42 - $186.91 $104K - $110K
53.8K $9.58M
AAPL
Apple Inc.

Technology
-3.05K
- 8.78%
$221.69 - $259.02 $676K - $790K
31.7K $7.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.07K
- 6.31%
$481.22 - $538.17 $513K - $574K
15.8K $8.1M
NVS
Novartis Ag

Healthcare
-201
- 3.51%
$96.78 - $117.18 $19.5K - $23.6K
5.53K $538K
XLV
Select Sector Spdr Fund Health

ETFs
-534
- 25.04%
$136.28 - $154.74 $72.8K - $82.6K
1.6K $219K
ABBV
Abb Vie Inc.

Healthcare
-71
- 1.77%
$164.99 - $203.87 $11.7K - $14.5K
3.93K $699K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-781
- 13.22%
$67.29 - $73.38 $52.6K - $57.3K
5.13K $347K
XLK
Technology Sector Spdr

ETFs
-401
- 18.89%
$220.26 - $241.44 $88.3K - $96.8K
1.72K $400K
VIG
Vanguard Dividend Appreciation

ETFs
-416
- 1.57%
N/A
26.1K $4.76M
VO
Vanguard Mid Cap ETF

ETFs
-275
- 6.74%
$261.5 - $284.63 $71.9K - $78.3K
3.81K $1.01M
NFLX
Netflix Inc

Communication Services
-149
- 36.88%
$687.65 - $936.56 $102K - $140K
255 $227K
ETN
Eaton Corp PLC

Industrials
-211
- 1.0%
$326.96 - $377.52 $69K - $79.7K
20.9K $6.95M
CSCO
Cisco Systems, Inc.

Technology
-3.79K
- 12.05%
$52.45 - $60.02 $199K - $228K
27.7K $1.64M
CB
Chubb LTD

Financial Services
-33
- 1.46%
$271.57 - $301.89 $8.96K - $9.96K
2.22K $613K
LOW
Lowes Companies Inc

Consumer Cyclical
-54
- 5.73%
$244.52 - $284.07 $13.2K - $15.3K
889 $219K
PG
Procter & Gamble CO

Consumer Defensive
-61
- 1.89%
$161.05 - $179.7 $9.82K - $11K
3.18K $532K
WMT
Walmart Inc.

Consumer Defensive
-864
- 16.08%
$79.1 - $95.7 $68.3K - $82.7K
4.51K $407K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-20
- 0.25%
$88.59 - $94.57 $1.77K - $1.89K
8.04K $713K
SBUX
Starbucks Corp

Consumer Cyclical
-21
- 0.74%
$87.44 - $102.5 $1.84K - $2.15K
2.81K $256K
CRWD
Crowd Strike Holdings, Inc.

Technology
-112
- 14.8%
$275.15 - $388.2 $30.8K - $43.5K
645 $220K
HON
Honeywell International Inc

Industrials
-250
- 2.16%
$202.84 - $236.0 $50.7K - $59K
11.3K $2.55M
PLTR
Palantir Technologies Inc.

Technology
-614
- 4.51%
$36.46 - $82.38 $22.4K - $50.6K
13K $982K
GOOGL
Alphabet Inc.

Communication Services
-2.54K
- 6.15%
$161.86 - $196.66 $410K - $499K
38.7K $7.33M
JPM
Jpmorgan Chase & CO

Financial Services
-482
- 2.29%
$205.18 - $250.29 $98.9K - $121K
20.6K $4.93M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.41K
- 5.36%
$180.88 - $232.93 $256K - $329K
24.9K $5.47M
V
Visa Inc.

Financial Services
-909
- 4.22%
$273.87 - $320.91 $249K - $292K
20.6K $6.52M
AVGO
Broadcom Inc.

Technology
-4.11K
- 11.32%
$159.67 - $250.0 $656K - $1.03M
32.2K $7.46M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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