Strong Box Wealth, LLC Portfolio Holdings
Strong Box Wealth, LLC
- $228 Million
- Q4 2024
Strong Box Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $24.7M, Ishares Barclays 1 3 Year Trea with a value of $10.7M, Ishares Msci Usa Quality Facto with a value of $9.58M, Vanguard Intermediate Term Tre with a value of $8.75M, and Microsoft Corp with a value of $8.61M.
Examining the 13F form we can see an increase of $3.01M in the current position value, from $225M to 228M.
Below you can find more details about Strong Box Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
ETFs: $106 Million
Technology: $30.2 Million
Financial Services: $18.5 Million
Healthcare: $13.9 Million
Industrials: $13.7 Million
Consumer Defensive: $11 Million
Consumer Cyclical: $10 Million
Communication Services: $7.91 Million
Other: $16.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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