Strong Box Wealth, LLC Portfolio Holdings
Strong Box Wealth, LLC
- $225 Million
- Q3 2024
Strong Box Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $225 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $21.2M, Ishares Barclays 1 3 Year Trea with a value of $9.89M, Microsoft Corp with a value of $9.86M, Ishares Msci Usa Quality Facto with a value of $9.75M, and J P Morgan Exchange Traded Fd with a value of $8.74M.
Examining the 13F form we can see an increase of $18.7M in the current position value, from $206M to 225M.
Below you can find more details about Strong Box Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$225 Million
ETFs: $101 Million
Technology: $29.6 Million
Financial Services: $17 Million
Healthcare: $16.4 Million
Industrials: $14 Million
Consumer Defensive: $11.3 Million
Consumer Cyclical: $9.74 Million
Communication Services: $7.47 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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