Strong Box Wealth, LLC Reduced Holdings in Q4 2025

Strong Box Wealth, LLC

  • $277 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-90.3K
- 51.7%
$59.84 - $60.54 $5.4M - $5.46M
84.3K $5.06M
IEFA
Ishares Tr

ETFs
-17.9K
- 73.46%
$86.09 - $89.88 $1.54M - $1.61M
6.46K $573K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.46K
- 10.83%
$191.01 - $199.18 $1.23M - $1.29M
53.2K $10.3M
PEP
Pepsico Inc

Consumer Defensive
-8.28K
- 43.64%
$138.84 - $153.71 $1.15M - $1.27M
10.7K $1.58M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-6.2K
- 28.46%
$88.45 - $91.41 $548K - $567K
15.6K $1.41M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.78K
- 24.84%
$66.04 - $69.67 $315K - $333K
14.4K $970K
AMT
American Tower Corp

Real Estate
-1.44K
- 54.0%
$176.64 - $193.32 $254K - $278K
1.23K $221K
CVX
Chevron Corp

Energy
-1.75K
- 4.93%
$148.9 - $157.72 $261K - $276K
33.7K $5.22M
MDT
Medtronic PLC

Healthcare
-2.97K
- 25.97%
$90.06 - $98.43 $267K - $292K
8.45K $813K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.19K
- 52.09%
$100.33 - $100.69 $220K - $220K
2.01K $202K
UBER
Uber Technologies, Inc

Technology
-1.09K
- 19.02%
$91.62 - $100.1 $100K - $109K
4.65K $425K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.97K
- 1.47%
$56.0 - $57.6 $110K - $114K
132K $7.47M
PANW
Palo Alto Networks Inc

Technology
-633
- 16.19%
$204.77 - $221.38 $130K - $140K
3.28K $672K
EOG
Eog Resources Inc

Energy
-1K
- 22.97%
$105.0 - $111.92 $105K - $112K
3.36K $371K
EQIX
Equinix Inc

Real Estate
-148
- 18.18%
$772.6 - $846.01 $114K - $125K
666 $523K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.13K
- 15.66%
$42.71 - $43.27 $91K - $92.2K
11.5K $490K
AVGO
Broadcom Inc.

Technology
-1.33K
- 4.58%
$324.63 - $385.98 $431K - $513K
27.7K $9.49M
DHR
Danaher Corp

Healthcare
-483
- 25.52%
$202.46 - $223.01 $97.8K - $108K
1.41K $310K
VO
Vanguard Mid Cap ETF

ETFs
-125
- 3.64%
$286.27 - $296.23 $35.8K - $37K
3.31K $949K
XOM
Exxon Mobil Corp

Energy
-655
- 13.11%
$110.64 - $119.78 $72.5K - $78.5K
4.34K $510K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-144
- 0.91%
$589.5 - $635.77 $84.9K - $91.6K
15.7K $9.49M
RTX
Raytheon Technologies Corp

Industrials
-2.02K
- 4.99%
$157.0 - $179.44 $317K - $362K
38.4K $6.75M
VIG
Vanguard Dividend Appreciation

ETFs
-84
- 0.31%
N/A
26.7K $4.85M
PLD
Prologis, Inc.

Real Estate
-265
- 7.74%
$111.23 - $127.18 $29.5K - $33.7K
3.16K $389K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 1.08%
$475.68 - $513.11 $12.4K - $13.3K
2.38K $1.21M
GOOG
Alphabet Inc.

Communication Services
-105
- 12.01%
$237.49 - $291.74 $24.9K - $30.6K
769 $219K
XLV
Select Sector Spdr Fund Health

ETFs
-107
- 5.58%
$141.95 - $152.82 $15.2K - $16.4K
1.81K $274K
NEE
Nextera Energy Inc

Utilities
-312
- 0.41%
$78.18 - $86.03 $24.4K - $26.8K
75.1K $6.44M
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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