StrongBox Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$236M
Signature - Title
Charles Cooper - CHIEF COMPLIANCE OFFICER
Location
Lee's Summit, MO
Summary
This page shows a list of all the recent 13F filings made by StrongBox Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. StrongBox Wealth, LLC reported 89 stock holdings with total value $236M as of Q4 2024. Top holdings included JPST, SHY, QUAL, VGIT, and MSFT.
Holdings Value