Strait & Sound Wealth Management LLC Q1 2025 Filing
Filed May 16, 2025
Portfolio Value
$215.2B
Holdings
143
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
UNHUNITEDHEALTH GROUP INC | $352.5M |
SPDVETF SER SOLUTIONS | $351.6M |
KWEBKRANESHARES TRUST | $349.1M |
FTSMFIRST TR EXCHANGE-TRADED FD | $344.4M |
VDEVANGUARD WORLD FD | $337.5M |
VTIVANGUARD INDEX FDS | $331.7M |
MINTPIMCO ETF TR | $329.5M |
XTENBONDBLOXX ETF TRUST | $329.2M |
IVVISHARES TR | $327.0M |
TFLOISHARES TR | $319.9M |
XLVSELECT SECTOR SPDR TR | $316.0M |
MUMICRON TECHNOLOGY INC | $315.7M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $310.2M |
CSGPCOSTAR GROUP INC | $309.5M |
CHDCHURCH & DWIGHT CO INC | $309.0M |
AWCAMERICAN WTR WKS CO INC NEW | $307.7M |
ETNEATON CORP PLC | $305.3M |
XOMEXXON MOBIL CORP | $304.0M |
AXPAMERICAN EXPRESS CO | $297.8M |
AEEAMEREN CORP | $294.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $287.3M |
VYMVANGUARD WHITEHALL FDS | $280.6M |
CLOXSERIES PORTFOLIOS TR | $279.3M |
XNCMXNUVEEN CALIFORNIA AMT QLT MU | $276.6M |
CMSCMS ENERGY CORP | $254.8M |
TLTISHARES TR | $249.1M |
VWOVANGUARD INTL EQUITY INDEX F | $246.0M |
MOALTRIA GROUP INC | $242.4M |
MCDMCDONALDS CORP | $241.2M |
MRKMERCK & CO INC | $240.4M |
IOOISHARES TR | $237.3M |
MTBM & T BK CORP | $235.9M |
EWEDWARDS LIFESCIENCES CORP | $232.9M |
EMREMERSON ELEC CO | $227.1M |
KRKROGER CO | $221.6M |
PHYS/USPROTT PHYSICAL GOLD TR | $219.4M |
PSXPHILLIPS 66 | $215.5M |
ADBEADOBE INC | $214.0M |
BNDVANGUARD BD INDEX FDS | $213.4M |
CVXCHEVRON CORP NEW | $210.6M |
HYGISHARES TR | $210.5M |
DISDISNEY WALT CO | $201.2M |
XEXGXEATON VANCE TAX-MANAGED GLOB | $140.0M |
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