Strait & Sound Wealth Management LLC Purchases in Q4 2024

Strait & Sound Wealth Management LLC

  • $216 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
12.3K
+ 15.79%
$221.69 - $259.02 $2.74M - $3.2M
90.6K $22.7B
PLTR
Palantir Technologies Inc.

Technology
17.7K
+ 291.54%
$36.46 - $82.38 $644K - $1.45M
23.7K $1.79B
Bondbloxx ETF Trust
28.2K
New
N/A
28.2K $1.42B
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
27.2K
+ 167.83%
$39.02 - $39.88 $1.06M - $1.08M
43.4K $1.7B
XTWO
Bondbloxx ETF Tr 2 Yr Target D
20.5K
New
N/A
20.5K $1B
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
22.1K
+ 473.56%
$41.68 - $42.56 $922K - $941K
26.8K $1.12B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
18.5K
+ 38.34%
N/A
66.9K $3.31B
Bondbloxx ETF Trust
16.1K
New
N/A
16.1K $788M
AVGO
Broadcom Inc.

Technology
41
+ 0.52%
$159.67 - $250.0 $6.55K - $10.3K
7.99K $1.85B
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
15K
New
$26.38 - $35.44 $396K - $532K
15K $397M
Blackrock Inc
329
New
N/A
329 $337M
XLV
Select Sector Spdr Fund Health

ETFs
2.29K
New
$136.28 - $154.74 $312K - $354K
2.29K $315M
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.92K
New
N/A
5.92K $265M
Super Micro Computer Inc
8.7K
New
N/A
8.7K $265M
XB
Bondbloxx ETF Tr B Rated Usd H
6.47K
New
$39.22 - $40.07 $254K - $259K
6.47K $254M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.3K
New
$23.25 - $23.56 $238K - $242K
10.3K $239M
EW
Edwards Lifesciences Corp

Healthcare
3.21K
New
$64.54 - $75.92 $207K - $244K
3.21K $238M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10.5K
New
$21.68 - $22.16 $228K - $233K
10.5K $228M
CRM
Salesforce, Inc.

Technology
59
+ 1.93%
$270.87 - $367.87 $16K - $21.7K
3.12K $1.04B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.57K
New
$124.26 - $134.12 $195K - $210K
1.57K $202M
WMT
Walmart Inc.

Consumer Defensive
235
+ 1.26%
$79.1 - $95.7 $18.6K - $22.5K
18.9K $1.71B
XLE
Energy Sector Spdr

ETFs
2.38K
+ 39.86%
$83.32 - $97.27 $198K - $231K
8.33K $714M
GS
Goldman Sachs Group Inc

Financial Services
57
+ 3.31%
$486.1 - $608.57 $27.7K - $34.7K
1.78K $1.02B
MS
Morgan Stanley

Financial Services
192
+ 3.42%
$104.42 - $134.99 $20K - $25.9K
5.8K $729M
First Tr Exchng Traded Fd Vi
6.67K
+ 16.47%
N/A
47.2K $920M
INDA
Ishares Msci India Index Fund

ETFs
3.26K
+ 29.51%
$52.64 - $58.16 $171K - $189K
14.3K $752M
EPI
Wisdomtree Tr India Earnings F

ETFs
3.64K
+ 30.34%
$45.09 - $50.08 $164K - $182K
15.6K $707M
VLO
Valero Energy Corp

Energy
1.11K
+ 39.4%
$118.59 - $144.02 $131K - $159K
3.92K $480M
Annaly Capital Management In
8.08K
+ 24.5%
N/A
41K $751M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.56K
+ 9.81%
$50.0 - $50.27 $77.9K - $78.3K
17.4K $874M
EWJ
Ishares Msci Japan ETF

ETFs
1.61K
+ 20.81%
$66.18 - $71.84 $106K - $115K
9.32K $625M
FXI
Ishares Tr

ETFs
3.05K
+ 13.75%
$29.52 - $36.69 $90K - $112K
25.2K $768M
ILF
Ishares Latin America 40 ETF

ETFs
6.68K
+ 42.34%
$20.91 - $26.09 $140K - $174K
22.4K $469M
PANW
Palo Alto Networks Inc

Technology
2.26K
+ 102.82%
$181.96 - $405.9 $411K - $918K
4.46K $812M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
243
+ 2.89%
$89.97 - $98.59 $21.9K - $24K
8.66K $822M
PM
Philip Morris International Inc.

Consumer Defensive
480
+ 24.27%
$118.38 - $133.06 $56.8K - $63.9K
2.46K $296M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
71
+ 4.89%
$172.07 - $207.36 $12.2K - $14.7K
1.52K $301M
EIX
Edison International

Utilities
1.12K
+ 19.25%
$77.93 - $88.36 $87.4K - $99.1K
6.94K $554M
IGM
Ishares Expanded Tech Sector E

ETFs
211
+ 7.43%
$94.19 - $106.95 $19.9K - $22.6K
3.05K $311M
ISRG
Intuitive Surgical Inc

Healthcare
23
+ 2.63%
$471.27 - $550.62 $10.8K - $12.7K
896 $468M
QUAL
Ishares Msci Usa Quality Facto

ETFs
181
+ 8.12%
$176.42 - $186.91 $31.9K - $33.8K
2.41K $429M
RTX
Raytheon Technologies Corp

Industrials
559
+ 8.65%
$114.45 - $127.21 $64K - $71.1K
7.02K $813M
MTTR
Matterport, Inc.

Technology
300
+ 0.27%
$4.46 - $4.96 $1.34K - $1.49K
110K $521M
GLD
Spdr Gold Trust

ETFs
112
+ 9.54%
$236.59 - $257.5 $26.5K - $28.8K
1.29K $311M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
444
+ 9.46%
$80.93 - $85.66 $35.9K - $38K
5.14K $416M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.1K
+ 21.03%
$33.77 - $44.09 $105K - $137K
17.9K $606M
HD
Home Depot, Inc.

Consumer Cyclical
345
+ 4.63%
$385.02 - $431.37 $133K - $149K
7.79K $3.03B
T
At&T Inc.

Communication Services
206
+ 1.87%
$21.22 - $23.88 $4.37K - $4.92K
11.2K $255M
IBM
International Business Machines Corp

Technology
89
+ 1.29%
$204.9 - $238.04 $18.2K - $21.2K
6.99K $1.54B
Activity Summary
Buys All Purchases 65 New Holdings 13 Increased Positions 52 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email