Strait & Sound Wealth Management LLC Incresed Positions 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
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
27.2K
+ 167.83%
$39.02 - $39.88 $1.06M - $1.08M
43.4K $1.7B
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
AVGO
Broadcom Inc.

Technology
41
+ 0.52%
$159.67 - $250.0 $6.55K - $10.3K
7.99K $1.85B
COST
Costco Wholesale Corp

Consumer Defensive
201
+ 3.49%
$873.59 - $994.69 $176K - $200K
5.96K $5.46B
CRM
Salesforce, Inc.

Technology
59
+ 1.93%
$270.87 - $367.87 $16K - $21.7K
3.12K $1.04B
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
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
VDE
Vanguard Energy ETF

ETFs
82
+ 3.43%
$116.67 - $136.78 $9.57K - $11.2K
2.48K $300M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
195
+ 3.4%
$88.59 - $94.57 $17.3K - $18.4K
5.93K $527M
XOM
Exxon Mobil Corp

Energy
100
+ 4.0%
$105.51 - $125.37 $10.6K - $12.5K
2.6K $280M
VZ
Verizon Communications Inc

Communication Services
1.94K
+ 8.19%
$39.6 - $45.21 $76.9K - $87.8K
25.6K $1.03B
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$161.05 - $179.7 $161 - $180
7.16K $1.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.03%
$442.29 - $483.08 $885 - $966
6.33K $2.87B
DOW
Dow Inc.

Basic Materials
2.47K
+ 23.92%
$39.1 - $55.34 $96.6K - $137K
12.8K $514M
LLY
Eli Lilly & CO

Healthcare
48
+ 5.46%
$727.2 - $932.06 $34.9K - $44.7K
927 $716M
UNH
Unitedhealth Group Inc

Healthcare
65
+ 4.94%
$485.52 - $625.25 $31.6K - $40.6K
1.38K $699M
JNJ
Johnson & Johnson

Healthcare
621
+ 5.96%
$143.34 - $165.86 $89K - $103K
11K $1.6B
IRM
Iron Mountain Inc

Real Estate
5
+ 0.05%
$101.62 - $128.14 $508 - $641
9.12K $959M
ABBV
Abb Vie Inc.

Healthcare
172
+ 1.74%
$164.99 - $203.87 $28.4K - $35.1K
10K $1.78B
MSFT
Microsoft Corp

Technology
264
+ 0.81%
$406.35 - $454.46 $107K - $120K
32.7K $13.8B
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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