Strong Box Wealth, LLC Portfolio Holdings

Strong Box Wealth, LLC

  • $228 Million
  • Q1 2025

Strong Box Wealth, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Million distributed in 88 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 $26.7M, Ishares Barclays 1 3 Year Trea with a value of $11M, Ishares Msci Usa Quality Facto with a value of $9.66M, Vanguard Intermediate Term Tre with a value of $9.16M, and Ishares Core S&P Mid Cap ETF with a value of $8.39M.

Examining the 13F form we can see an increase of $583K in the current position value, from $228M to 228M.

Below you can find more details about Strong Box Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Million
ETFs: $113 Million
Technology: $26.4 Million
Financial Services: $18.8 Million
Healthcare: $13.6 Million
Industrials: $11.7 Million
Consumer Defensive: $11.6 Million
Consumer Cyclical: $9.28 Million
Energy: $7.49 Million
Other: $16.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $228 Million
  • Prior Value $228 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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