Strait & Sound Wealth Management LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$235.4B

Holdings

145

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
91,994$18.9B8.02%
2
MSFTMICROSOFT CORP
35,935$17.9B7.59%
3
SGOVISHARES TR
116,132$11.7B4.97%
4
TBILRBB FD INC
232,396$11.6B4.94%
5
NVDANVIDIA CORPORATION
72,478$11.5B4.86%
6
AMZNAMAZON COM INC
47,420$10.4B4.42%
7
XHLFBONDBLOXX ETF TRUST
147,788$7.4B3.16%
8
COSTCOSTCO WHSL CORP NEW
5,936$5.9B2.50%
9
GOOGLALPHABET INC
30,849$5.4B2.31%
10
VVISA INC
14,500$5.1B2.19%
11
BBBSBONDBLOXX ETF TRUST
84,516$4.3B1.85%
12
NDQINVESCO QQQ TR
7,574$4.2B1.77%
13
METAMETA PLATFORMS INC
5,538$4.1B1.74%
14
XONEBONDBLOXX ETF TRUST
80,700$4.0B1.70%
15
XCCCBONDBLOXX ETF TRUST
92,785$3.6B1.53%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
7,030$3.4B1.45%
17
SPYSPDR S&P 500 ETF TR
5,125$3.2B1.34%
18
TSLATESLA INC
9,343$3.0B1.26%
19
HDHOME DEPOT INC
8,043$2.9B1.25%
20
JPMJPMORGAN CHASE & CO.
8,890$2.6B1.09%
21
WMTWALMART INC
25,795$2.5B1.07%
22
ORCLORACLE CORP
11,011$2.4B1.02%
23
XEMDBONDBLOXX ETF TRUST
53,573$2.3B0.98%
24
GSYINVESCO ACTIVELY MANAGED EXC
42,588$2.1B0.91%
25
MAMASTERCARD INCORPORATED
3,746$2.1B0.89%
26
IBMINTERNATIONAL BUSINESS MACHS
6,818$2.0B0.85%
27
AVGOBROADCOM INC
7,068$1.9B0.83%
28
XTWOBONDBLOXX ETF TRUST
38,656$1.9B0.81%
29
SEASEABRIDGE GOLD INC
131,753$1.9B0.81%
30
ABBVABBVIE INC
9,923$1.8B0.78%
31
JNJJOHNSON & JOHNSON
11,508$1.8B0.75%
32
GSGOLDMAN SACHS GROUP INC
2,305$1.6B0.69%
33
KLMNINVESCO EXCH TRADED FD TR II
14,349$1.6B0.69%
34
VUGVANGUARD INDEX FDS
3,577$1.6B0.67%
35
XTREBONDBLOXX ETF TRUST
31,490$1.6B0.67%
36
RTXRTX CORPORATION
10,691$1.6B0.66%
37
BSJQINVESCO EXCH TRD SLF IDX FD
63,678$1.5B0.63%
38
BSJSINVESCO EXCH TRD SLF IDX FD
65,231$1.4B0.61%
39
AMGNAMGEN INC
5,141$1.4B0.61%
40
OEFISHARES TR
4,695$1.4B0.61%
41
PLTRPALANTIR TECHNOLOGIES INC
10,175$1.4B0.59%
42
XBBONDBLOXX ETF TRUST
33,969$1.4B0.57%
43
EIPIFIRST TR EXCHNG TRADED FD VI
67,313$1.3B0.56%
44
AMDADVANCED MICRO DEVICES INC
9,282$1.3B0.56%
45
DWDMORGAN STANLEY
8,879$1.3B0.53%
46
FXIISHARES TR
33,815$1.2B0.53%
47
HYGHISHARES U S ETF TR
13,446$1.2B0.49%
48
CRMSALESFORCE INC
4,153$1.1B0.48%
49
BILSPDR SER TR
12,331$1.1B0.48%
50
PGPROCTER AND GAMBLE CO
6,847$1.1B0.46%
51
USMVISHARES TR
11,418$1.1B0.46%
52
NLYANNALY CAPITAL MANAGEMENT IN
55,864$1.1B0.45%
53
IRMIRON MTN INC DEL
9,597$984.4M0.42%
54
FLTRVANECK ETF TRUST
37,717$961.8M0.41%
55
VTVANGUARD INTL EQUITY INDEX F
7,430$954.9M0.41%
56
DGRWWISDOMTREE TR
11,248$941.9M0.40%
57
DONSPDR DOW JONES INDL AVERAGE
2,095$923.2M0.39%
58
XLESELECT SECTOR SPDR TR
10,522$892.4M0.38%
59
QUALISHARES TR
4,875$891.2M0.38%
60
AQLTISHARES TR
6,647$882.8M0.37%
61
XLKSELECT SECTOR SPDR TR
3,286$832.1M0.35%
62
EWJISHARES INC
11,048$828.3M0.35%
63
ASHRDBX ETF TR
30,000$826.2M0.35%
64
QCOMQUALCOMM INC
5,157$821.3M0.35%
65
PANWPALO ALTO NETWORKS INC
3,915$801.2M0.34%
66
SBUXSTARBUCKS CORP
8,630$790.7M0.34%
67
BABOEING CO
3,759$787.6M0.33%
68
UPSUNITED PARCEL SERVICE INC
7,543$761.4M0.32%
69
VGTVANGUARD WORLD FD
1,081$717.0M0.30%
70
INDAISHARES TR
12,860$716.0M0.30%
71
LLYELI LILLY & CO
866$675.0M0.29%
72
IGMISHARES TR
5,833$655.3M0.28%
73
XLUSELECT SECTOR SPDR TR
7,711$629.7M0.27%
74
KTECKRANESHARES TRUST
37,348$600.6M0.26%
75
XETYXEATON VANCE TAX-MANAGED DIVE
38,250$591.7M0.25%
76
DXJWISDOMTREE TR
5,177$591.6M0.25%
77
DAXGLOBAL X FDS
13,161$591.3M0.25%
78
ITOTISHARES TR
4,359$588.6M0.25%
79
MCDMCDONALDS CORP
2,008$586.7M0.25%
80
AAAUGOLDMAN SACHS PHYSICAL GOLD
17,738$579.7M0.25%
81
LMTLOCKHEED MARTIN CORP
1,216$563.2M0.24%
82
XLVSELECT SECTOR SPDR TR
4,052$546.2M0.23%
83
4I1PHILIP MORRIS INTL INC
2,978$542.4M0.23%
84
GOOGALPHABET INC
3,040$539.3M0.23%
85
VLOVALERO ENERGY CORP
3,927$527.9M0.22%
86
VOOVANGUARD INDEX FDS
923$524.1M0.22%
87
EUFNISHARES TR
16,227$513.3M0.22%
88
GDXVANECK ETF TRUST
9,673$503.6M0.21%
89
VRSKVERISK ANALYTICS INC
1,616$503.4M0.21%
90
CRWVCOREWEAVE INC
3,025$493.3M0.21%
91
CSCOCISCO SYS INC
6,957$482.7M0.21%
92
TXNTEXAS INSTRS INC
2,294$476.3M0.20%
93
ADSKAUTODESK INC
1,515$469.0M0.20%
94
ISRGINTUITIVE SURGICAL INC
830$451.0M0.19%
95
VIGVANGUARD SPECIALIZED FUNDS
2,114$432.8M0.18%
96
ETNEATON CORP PLC
1,173$418.7M0.18%
97
PPIINVESTMENT MANAGERS SER TR I
25,198$411.9M0.17%
98
FBTCFIDELITY WISE ORIGIN BITCOIN
4,310$405.1M0.17%
99
CLOXSERIES PORTFOLIOS TR
15,261$390.7M0.17%
100
GQ9SPDR GOLD TR
1,277$389.3M0.17%
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