Strait & Sound Wealth Management LLC Purchases in Q2 2025

Strait & Sound Wealth Management LLC

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
5.02K
+ 19.42%
$144.7 - $178.6 $726K - $896K
30.8K $5.44B
ORCL
Oracle Corp

Technology
905
+ 8.96%
$122.82 - $218.63 $111K - $198K
11K $2.41B
VT
Vanguard Total World Stk Index

ETFs
7.43K
New
$103.16 - $128.52 $766K - $955K
7.43K $955M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
18.4K
+ 76.09%
$49.98 - $50.26 $920K - $925K
42.6K $2.14B
Bondbloxx ETF Trust
15K
+ 21.51%
N/A
84.5K $4.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
273
+ 3.74%
$416.06 - $551.64 $114K - $151K
7.57K $4.18B
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.36K
New
$108.12 - $135.04 $471K - $589K
4.36K $589M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
12.3K
+ 15.26%
$34.58 - $38.82 $425K - $477K
92.8K $3.6B
Coreweave Inc
3.03K
New
N/A
3.03K $493M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
17.5K
+ 38.04%
$22.66 - $23.41 $398K - $411K
63.7K $1.49B
XTWO
Bondbloxx ETF Tr 2 Yr Target D
8.22K
+ 27.02%
N/A
38.7K $1.92B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.41K
+ 55.73%
$91.43 - $91.74 $403K - $405K
12.3K $1.13B
COST
Costco Wholesale Corp

Consumer Defensive
136
+ 2.34%
$908.13 - $1056.85 $124K - $144K
5.94K $5.88B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
16.4K
+ 33.61%
$20.93 - $22.05 $343K - $362K
65.2K $1.44B
VEA
Vanguard Ftse Developed Market

ETFs
6.39K
New
$45.65 - $57.01 $292K - $364K
6.39K $364M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
7.47K
+ 10.21%
N/A
80.7K $4.01B
MCD
Mcdonalds Corp

Consumer Cyclical
1.24K
+ 160.1%
$285.55 - $321.23 $353K - $397K
2.01K $587M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
607
New
$483.07 - $625.6 $293K - $380K
607 $319M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
94
+ 0.66%
$82.32 - $112.47 $7.74K - $10.6K
14.3K $1.61B
XB
Bondbloxx ETF Tr B Rated Usd H
6.79K
+ 24.99%
$37.33 - $39.75 $254K - $270K
34K $1.35B
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
5.26K
+ 10.9%
$40.57 - $43.22 $214K - $228K
53.6K $2.32B
OEF
Ishares S&P 100 ETF

ETFs
426
+ 9.98%
N/A
4.7K $1.43B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.83K
New
$26.18 - $30.91 $205K - $242K
7.83K $236M
NFLX
Netflix Inc

Communication Services
174
New
$855.86 - $1339.13 $149K - $233K
174 $233M
XLV
Select Sector Spdr Fund Health

ETFs
1.89K
+ 87.25%
$128.77 - $144.3 $243K - $272K
4.05K $546M
MS
Morgan Stanley

Financial Services
132
+ 1.51%
$99.83 - $140.86 $13.2K - $18.6K
8.88K $1.25B
Bondbloxx ETF Trust
4.32K
+ 15.9%
N/A
31.5K $1.57B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
5.2K
+ 41.46%
$29.44 - $33.91 $153K - $176K
17.7K $580M
IRM
Iron Mountain Inc

Real Estate
390
+ 4.24%
$76.93 - $105.25 $30K - $41K
9.6K $984M
XLK
Technology Sector Spdr

ETFs
140
+ 4.45%
$179.73 - $253.23 $25.2K - $35.5K
3.29K $832M
BA
Boeing CO

Industrials
195
+ 5.47%
$136.59 - $217.51 $26.6K - $42.4K
3.76K $788M
PM
Philip Morris International Inc.

Consumer Defensive
680
+ 29.59%
$149.23 - $184.95 $101K - $126K
2.98K $542M
IGM
Ishares Expanded Tech Sector E

ETFs
534
+ 10.08%
$79.8 - $112.34 $42.6K - $60K
5.83K $655M
QUAL
Ishares Msci Usa Quality Facto

ETFs
665
+ 15.8%
$152.42 - $182.82 $101K - $122K
4.88K $891M
RTX
Raytheon Technologies Corp

Industrials
157
+ 1.49%
$113.75 - $148.48 $17.9K - $23.3K
10.7K $1.56B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.52K
+ 15.64%
$71.28 - $83.74 $108K - $127K
11.2K $942M
CRM
Salesforce, Inc.

Technology
424
+ 11.37%
$236.26 - $291.15 $100K - $123K
4.15K $1.13B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
5.17K
+ 15.88%
$24.96 - $25.5 $129K - $132K
37.7K $962M
XLE
Energy Sector Spdr

ETFs
2.25K
+ 27.2%
$76.44 - $94.13 $172K - $212K
10.5K $892M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.16K
+ 9.4%
$79.41 - $86.53 $91.7K - $99.9K
13.4K $1.16B
UPS
United Parcel Service Inc

Industrials
1.67K
+ 28.41%
$91.92 - $110.2 $153K - $184K
7.54K $761M
ETN
Eaton Corp PLC

Industrials
50
+ 4.45%
$246.52 - $356.99 $12.3K - $17.8K
1.17K $419M
Series Portfolios Tr
4.31K
+ 39.37%
N/A
15.3K $391M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.1K
+ 10.64%
$85.42 - $94.39 $93.8K - $104K
11.4K $1.07B
DAX
Global X Fds Dax Germany ETF

ETFs
682
+ 5.47%
$34.84 - $44.93 $23.8K - $30.6K
13.2K $591M
Annaly Capital Management In
8.64K
+ 18.3%
N/A
55.9K $1.05B
GOOG
Alphabet Inc.

Communication Services
134
+ 4.61%
$146.58 - $180.01 $19.6K - $24.1K
3.04K $539M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.16K
+ 21.41%
$39.89 - $49.46 $46.4K - $57.6K
6.6K $326M
First Tr Exchng Traded Fd Vi
5.84K
+ 9.51%
N/A
67.3K $1.33B
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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