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)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $345K |
IVVISHARES TR | $343K |
BLKBLACKROCK INC | $337K |
NFLXNETFLIX INC | $332K |
AXPAMERICAN EXPRESS CO | $329K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $326K |
VYMVANGUARD WHITEHALL FDS | $324K |
MUMICRON TECHNOLOGY INC | $322K |
XLVSELECT SECTOR SPDR TR | $315K |
IGMISHARES TR | $311K |
GQ9SPDR GOLD TR | $311K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $301K |
VDEVANGUARD WORLD FD | $300K |
4I1PHILIP MORRIS INTL INC | $296K |
CHDCHURCH & DWIGHT CO INC | $294K |
XOMEXXON MOBIL CORP | $280K |
XNCMXNUVEEN CALIFORNIA AMT QLT MU | $278K |
TXNTEXAS INSTRS INC | $274K |
KRKROGER CO | $274K |
MRKMERCK & CO INC | $271K |
SMHVANECK ETF TRUST | $266K |
XTENBONDBLOXX ETF TRUST | $265K |
AEEAMEREN CORP | $262K |
AWCAMERICAN WTR WKS CO INC NEW | $260K |
TAT&T INC | $255K |
XBBONDBLOXX ETF TRUST | $254K |
TRVTRAVELERS COMPANIES INC | $251K |
IOOISHARES TR | $248K |
ADBEADOBE INC | $248K |
VGITVANGUARD SCOTTSDALE FDS | $246K |
VWOVANGUARD INTL EQUITY INDEX F | $239K |
BSJQINVESCO EXCH TRD SLF IDX FD | $239K |
EWEDWARDS LIFESCIENCES CORP | $238K |
PSXPHILLIPS 66 | $233K |
BSJSINVESCO EXCH TRD SLF IDX FD | $228K |
CMSCMS ENERGY CORP | $226K |
IWFISHARES TR | $225K |
MCDMCDONALDS CORP | $224K |
GLWCORNING INC | $220K |
RHCRH PLC | $218K |
HYGISHARES TR | $210K |
CVXCHEVRON CORP NEW | $208K |
BNDVANGUARD BD INDEX FDS | $202K |
ITOTISHARES TR | $202K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $141K |
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