Strong Box Wealth, LLC Closed Holding Positions

Strong Box Wealth, LLC

  • $225 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2022 Filed on Jul 15, 2022
4,279
$47.98 - $48.96 $205K - $209K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 15, 2022
12,860
$32.02 - $36.26 $412K - $466K
Cerner Corp
Q2 2022 Filed on Jul 15, 2022
3,278
N/A
LNT
Alliant Energy Corp

Utilities
Q2 2022 Filed on Jul 15, 2022
3,200
$54.75 - $65.16 $175K - $209K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Jul 15, 2022
6,378
$47.65 - $62.2 $304K - $397K
BA
Boeing CO

Industrials
Q2 2022 Filed on Jul 15, 2022
1,446
$115.86 - $191.18 $168K - $276K
XYL
Xylem Inc.

Industrials
Q1 2022 Filed on Apr 14, 2022
5,947
$82.37 - $118.13 $490K - $703K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 14, 2022
2,450
$93.61 - $194.94 $229K - $478K
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
1,480
$88.72 - $164.03 $131K - $243K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
1,210
$250.38 - $371.86 $303K - $450K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on Apr 14, 2022
30,650
$16.35 - $19.09 $501K - $585K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
3,134
$132.23 - $175.09 $414K - $549K
GGB
Gerdau S.A.

Basic Materials
Q1 2022 Filed on Apr 14, 2022
23,464
$4.71 - $6.43 $111K - $151K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2022 Filed on Apr 14, 2022
1,870
$121.65 - $130.75 $227K - $245K
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
7,117
$109.33 - $116.18 $778K - $827K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on Apr 14, 2022
7,254
$106.1 - $113.3 $770K - $822K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on Apr 14, 2022
2,811
$71.53 - $82.66 $201K - $232K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on Apr 14, 2022
5,590
$78.72 - $84.18 $440K - $471K
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Jan 14, 2022
252
$128.22 - $169.06 $32.3K - $42.6K
TTD
Trade Desk, Inc.

Technology
Q4 2021 Filed on Jan 14, 2022
6,790
$66.03 - $111.64 $448K - $758K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 14, 2022
8,705
$16.74 - $20.66 $146K - $180K
ECL
Ecolab Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
4,004
$208.62 - $229.6 $835K - $919K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,483
$125.92 - $164.64 $187K - $244K
ROK
Rockwell Automation, Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
879
$284.0 - $327.14 $250K - $288K
WY
Weyerhaeuser CO

Real Estate
Q3 2021 Filed on Nov 12, 2021
9,035
$32.95 - $37.26 $298K - $337K
SNOW
Snowflake Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
931
$188.24 - $251.25 $175K - $234K
FSLY
Fastly, Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
3,616
$39.98 - $71.92 $145K - $260K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2021 Filed on Aug 10, 2021
4,101
$50.96 - $55.14 $209K - $226K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2021 Filed on Aug 10, 2021
4,594
$43.8 - $45.14 $201K - $207K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
2,545
$109.81 - $121.27 $279K - $309K
NOW
Service Now, Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
776
$454.4 - $562.63 $353K - $437K
SHV
Ishares Tr

ETFs
Q2 2021 Filed on Aug 10, 2021
7,461
$110.48 - $110.53 $824K - $825K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2021 Filed on Aug 10, 2021
5,853
$73.48 - $77.31 $430K - $452K
BLK
Black Rock Inc.

Financial Services
Q1 2021 Filed on May 28, 2021
308
$683.21 - $779.75 $210K - $240K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on May 28, 2021
6,166
$59.34 - $66.74 $366K - $412K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on May 28, 2021
1,574
$205.33 - $248.59 $323K - $391K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2021 Filed on May 28, 2021
3,841
$67.45 - $75.68 $259K - $291K
ABB
Abb LTD

Industrials
Q4 2020 Filed on Feb 02, 2021
8,665
$24.23 - $27.96 $210K - $242K
EXC
Exelon Corp

Utilities
Q3 2020 Filed on Oct 20, 2020
8,465
$24.59 - $28.1 $208K - $238K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2020 Filed on Oct 20, 2020
25,308
$27.33 - $30.91 $692K - $782K
O
Realty Income Corp

Real Estate
Q3 2020 Filed on Oct 20, 2020
3,904
$55.07 - $63.77 $215K - $249K
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2020 Filed on Oct 20, 2020
5,004
$49.97 - $50.15 $250K - $251K
BIIB
Biogen Inc.

Healthcare
Q2 2020 Filed on Jul 30, 2020
1,066
$258.66 - $342.55 $276K - $365K
CMCSA
Comcast Corp

Communication Services
Q2 2020 Filed on Jul 30, 2020
8,530
$32.42 - $43.12 $277K - $368K
SO
Southern CO

Utilities
Q2 2020 Filed on Jul 30, 2020
3,978
$50.14 - $60.33 $199K - $240K
CVS
Cvs Health Corp

Healthcare
Q2 2020 Filed on Jul 30, 2020
6,729
$55.41 - $70.62 $373K - $475K
DVY
Ishares Tr

ETFs
Q2 2020 Filed on Jul 30, 2020
3,386
$69.37 - $91.69 $235K - $310K
Track This Portfolio

Track Strong Box Wealth, LLC Portfolio

Follow Strong Box Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strong Box Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strong Box Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email