Strait & Sound Wealth Management LLC Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$215.7M

Holdings

145

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
AAPLAPPLE INC
$22.7M
TBILRBB FD INC
$16.9M
MSFTMICROSOFT CORP
$13.8M
SGOVISHARES TR
$12.5M
XHLFBONDBLOXX ETF TRUST
$12.0M
AMZNAMAZON COM INC
$9.9M
NVDANVIDIA CORPORATION
$9.4M
COSTCOSTCO WHSL CORP NEW
$5.5M
VVISA INC
$4.7M
GOOGLALPHABET INC
$4.6M
TSLATESLA INC
$4.5M
XONEBONDBLOXX ETF TRUST
$3.3M
NDQINVESCO QQQ TR
$3.3M
SPYSPDR S&P 500 ETF TR
$3.0M
HDHOME DEPOT INC
$3.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.9M
METAMETA PLATFORMS INC
$2.6M
JPMJPMORGAN CHASE & CO.
$2.2M
MAMASTERCARD INCORPORATED
$2.0M
AVGOBROADCOM INC
$1.9M
PLTRPALANTIR TECHNOLOGIES INC
$1.8M
ABBVABBVIE INC
$1.8M
WMTWALMART INC
$1.7M
VUGVANGUARD INDEX FDS
$1.7M
XCCCBONDBLOXX ETF TRUST
$1.7M
JNJJOHNSON & JOHNSON
$1.6M
IBMINTERNATIONAL BUSINESS MACHS
$1.5M
SEASEABRIDGE GOLD INC
$1.4M
BBBSBONDBLOXX ETF TRUST
$1.4M
FLTRVANECK ETF TRUST
$1.3M
PGPROCTER AND GAMBLE CO
$1.2M
AMGNAMGEN INC
$1.2M
HYGHISHARES U S ETF TR
$1.1M
XEMDBONDBLOXX ETF TRUST
$1.1M
EXASEXACT SCIENCES CORP
$1.1M
CRMSALESFORCE INC
$1.0M
BACVERIZON COMMUNICATIONS INC
$1.0M
GSGOLDMAN SACHS GROUP INC
$1.0M
XTWOBONDBLOXX ETF TRUST
$1.0M
IRMIRON MTN INC DEL
$959K
EIPIFIRST TR EXCHNG TRADED FD VI
$920K
BILSPDR SER TR
$912K
SBUXSTARBUCKS CORP
$901K
LMTLOCKHEED MARTIN CORP
$898K
AQLTISHARES TR
$875K
GSYINVESCO ACTIVELY MANAGED EXC
$874K
AMDADVANCED MICRO DEVICES INC
$853K
KLMNINVESCO EXCH TRADED FD TR II
$822K
RTXRTX CORPORATION
$813K
PANWPALO ALTO NETWORKS INC
$812K
XLKSELECT SECTOR SPDR TR
$804K
XTREBONDBLOXX ETF TRUST
$788K
ORCLORACLE CORP
$776K
FXIISHARES TR
$768K
INDAISHARES TR
$752K
NLYANNALY CAPITAL MANAGEMENT IN
$751K
DWDMORGAN STANLEY
$729K
QCOMQUALCOMM INC
$726K
TFLOISHARES TR
$720K
LLYELI LILLY & CO
$716K
VGTVANGUARD WORLD FD
$714K
XLESELECT SECTOR SPDR TR
$714K
EPIWISDOMTREE TR
$707K
UNHUNITEDHEALTH GROUP INC
$699K
OEFISHARES TR
$668K
BABOEING CO
$662K
EWJISHARES INC
$625K
GDXVANECK ETF TRUST
$606K
SMCISUPER MICRO COMPUTER INC
$566K
EIXEDISON INTL
$554K
VRSKVERISK ANALYTICS INC
$551K
GOOGALPHABET INC
$543K
FTSMFIRST TR EXCHANGE-TRADED FD
$539K
XETYXEATON VANCE TAX-MANAGED DIVE
$536K
USMVISHARES TR
$527K
MTTR*MATTERPORT INC
$521K
DOWDOW INC
$514K
VOOVANGUARD INDEX FDS
$502K
NKENIKE INC
$501K
MINTPIMCO ETF TR
$501K
CSCOCISCO SYS INC
$490K
ADSKAUTODESK INC
$487K
VLOVALERO ENERGY CORP
$480K
DONSPDR DOW JONES INDL AVERAGE
$478K
ILFISHARES TR
$469K
ISRGINTUITIVE SURGICAL INC
$468K
DISDISNEY WALT CO
$444K
QUALISHARES TR
$429K
SPDVETF SER SOLUTIONS
$428K
VIGVANGUARD SPECIALIZED FUNDS
$420K
DGRWWISDOMTREE TR
$416K
MOALTRIA GROUP INC
$409K
PPIINVESTMENT MANAGERS SER TR I
$404K
NEENEXTERA ENERGY INC
$399K
ASHRDBX ETF TR
$397K
KOCOCA COLA CO
$394K
XLUSELECT SECTOR SPDR TR
$378K
ETNEATON CORP PLC
$373K
MTBM & T BK CORP
$364K
EMREMERSON ELEC CO
$348K
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