Strait & Sound Wealth Management LLC Reduced Holdings in Q4 2024

Strait & Sound Wealth Management LLC

  • $216 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-49K
- 12.64%
N/A
339K $16.9B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-12.2K
- 8.9%
$100.16 - $100.7 $1.22M - $1.22M
124K $12.5B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-15.9K
- 6.25%
N/A
239K $12B
AMD
Advanced Micro Devices Inc

Technology
-700
- 9.02%
$118.88 - $172.8 $83.2K - $121K
7.06K $853M
NKE
Nike, Inc.

Consumer Cyclical
-2.1K
- 24.05%
$73.36 - $89.13 $154K - $187K
6.62K $501M
QCOM
Qualcomm Inc

Technology
-710
- 13.07%
$150.4 - $178.04 $107K - $126K
4.72K $726M
LMT
Lockheed Martin Corp

Industrials
-10
- 0.54%
$479.66 - $614.62 $4.8K - $6.15K
1.85K $898M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-5.6K
- 9.67%
$25.35 - $25.53 $142K - $143K
52.3K $1.33B
SBUX
Starbucks Corp

Consumer Cyclical
-738
- 6.96%
$87.44 - $102.5 $64.5K - $75.6K
9.87K $901M
XLK
Technology Sector Spdr

ETFs
-591
- 14.6%
$220.26 - $241.44 $130K - $143K
3.46K $804M
KO
Coca Cola CO

Consumer Defensive
-435
- 6.43%
$61.74 - $71.71 $26.9K - $31.2K
6.33K $394M
PSX
Phillips 66

Energy
-420
- 17.04%
$110.35 - $138.93 $46.3K - $58.4K
2.05K $233M
SPDV
ETF Ser Solutions Aam S&P 500
-2.23K
- 14.48%
N/A
13.2K $428M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.28K
- 19.0%
$44.04 - $49.49 $56.2K - $63.1K
5.44K $239M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.52K
- 9.63%
$50.37 - $50.63 $76.6K - $77K
14.3K $720M
VTI
Vanguard Total Stock Market Et

ETFs
-303
- 20.31%
$280.04 - $302.45 $84.9K - $91.6K
1.19K $345M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-185
- 14.13%
$417.69 - $450.94 $77.3K - $83.4K
1.12K $478M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-2.46K
- 8.08%
$14.4 - $15.75 $35.4K - $38.7K
27.9K $404M
DVY
Ishares Tr

ETFs
-300
- 4.31%
$129.55 - $143.41 $38.9K - $43K
6.66K $875M
CVX
Chevron Corp

Energy
-330
- 18.72%
$141.15 - $162.53 $46.6K - $53.6K
1.43K $208M
MRK
Merck & Co., Inc.

Healthcare
-84
- 2.99%
$96.31 - $114.76 $8.09K - $9.64K
2.72K $271M
VIG
Vanguard Dividend Appreciation

ETFs
-197
- 8.42%
N/A
2.14K $420M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-516
- 3.81%
$85.41 - $87.1 $44.1K - $44.9K
13K $1.12B
XLU
Utilities Sector Spdr

ETFs
-155
- 3.01%
$74.89 - $82.93 $11.6K - $12.9K
4.99K $378M
TRV
Travelers Companies, Inc.

Financial Services
-185
- 15.07%
$225.97 - $266.66 $41.8K - $49.3K
1.04K $251M
ORCL
Oracle Corp

Technology
-100
- 2.1%
$165.41 - $192.43 $16.5K - $19.2K
4.66K $776M
NVDA
Nvidia Corp

Technology
-7.64K
- 9.85%
$117.0 - $148.88 $894K - $1.14M
69.9K $9.39B
ETN
Eaton Corp PLC

Industrials
-86
- 7.11%
$326.96 - $377.52 $28.1K - $32.5K
1.12K $373M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-223
- 4.28%
$100.22 - $100.73 $22.3K - $22.5K
4.99K $501M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-188
- 1.85%
$91.29 - $91.8 $17.2K - $17.3K
9.98K $912M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-55
- 5.57%
$521.84 - $558.82 $28.7K - $30.7K
932 $502M
VGIT
Vanguard Intermediate Term Tre

ETFs
-130
- 2.98%
$57.78 - $60.4 $7.51K - $7.85K
4.24K $246M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.88K
- 4.97%
$14.38 - $15.35 $27K - $28.8K
35.8K $536M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-100
- 3.79%
$126.68 - $134.74 $12.7K - $13.5K
2.54K $324M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-160
- 1.74%
$59.74 - $60.03 $9.56K - $9.6K
9.01K $539M
MO
Altria Group, Inc.

Consumer Defensive
-265
- 3.27%
$49.06 - $57.74 $13K - $15.3K
7.83K $409M
GLW
Corning Inc

Technology
-175
- 3.64%
$44.11 - $49.76 $7.72K - $8.71K
4.63K $220M
CSCO
Cisco Systems, Inc.

Technology
-700
- 7.8%
$52.45 - $60.02 $36.7K - $42K
8.27K $490M
OEF
Ishares S&P 100 ETF

ETFs
-41
- 1.74%
N/A
2.31K $668M
ADSK
Autodesk, Inc.

Technology
-50
- 2.94%
N/A
1.65K $487M
VGT
Vanguard Information Technolog

ETFs
-28
- 2.38%
$571.78 - $647.97 $16K - $18.1K
1.15K $714M
META
Meta Platforms, Inc.

Communication Services
-59
- 1.29%
$554.08 - $632.68 $32.7K - $37.3K
4.51K $2.64B
GOOGL
Alphabet Inc.

Communication Services
-3.24K
- 11.86%
$161.86 - $196.66 $524K - $637K
24.1K $4.56B
SPY
Spdr S&P 500 ETF Trust

ETFs
-57
- 1.09%
$567.81 - $607.81 $32.4K - $34.6K
5.19K $3.04B
VUG
Vanguard Growth ETF

ETFs
-180
- 4.16%
$378.79 - $428.11 $68.2K - $77.1K
4.15K $1.7B
DIS
Walt Disney CO

Communication Services
-141
- 3.41%
$92.39 - $117.6 $13K - $16.6K
3.99K $444M
GOOG
Alphabet Inc.

Communication Services
-41
- 1.42%
$163.08 - $198.16 $6.69K - $8.12K
2.85K $543M
BA
Boeing CO

Industrials
-58
- 1.53%
$138.14 - $180.72 $8.01K - $10.5K
3.74K $662M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-78
- 1.2%
$481.22 - $538.17 $37.5K - $42K
6.41K $3.28B
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
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