Notify me when Strait & Sound Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 149 | $268,713,785 | +$12,381,187 | -$8,702,697 | +$3,678,490 | AAPL, MSFT, NVDA, GOOGL, AMZN | 13F-HR | 03 Feb 2026, 20:00 |
| Q3 2025 | 148 | $260,612,880 | +$11,695,143 | -$5,310,252 | +$6,384,891 | AAPL, MSFT, NVDA, TBIL, SGOV | 13F-HR | 20 Oct 2025, 20:16 |
| Q2 2025 | 145 | $235,414,813 | +$12,749,556 | -$10,779,795 | +$1,969,761 | AAPL, MSFT, SGOV, TBIL, NVDA | 13F-HR | 31 Jul 2025, 16:06 |
| Q1 2025 | 143 | $214,990,767 | +$29,539,553 | -$21,228,668 | +$8,310,885 | AAPL, MSFT, TBIL, SGOV, AMZN | 13F-HR | 15 May 2025, 19:23 |
| Q4 2024 | 145 | $215,366,799 | +$16,516,778 | -$11,679,629 | +$4,837,149 | AAPL, TBIL, MSFT, SGOV, XHLF | 13F-HR | 18 Feb 2025, 15:53 |
| Q3 2024 | 142 | $205,699,835 | +$18,765,265 | -$16,489,610 | +$2,275,655 | TBIL, AAPL, MSFT, SGOV, XHLF | 13F-HR | 15 Nov 2024, 19:02 |
| Q2 2024 | 144 | $196,144,098 | +$29,917,214 | -$13,304,104 | +$16,613,110 | AAPL, TBIL, SGOV, MSFT, XHLF | 13F-HR | 13 Aug 2024, 20:51 |
| Q1 2024 | 129 | $178,964,253 | +$12,227,963 | -$2,193,331 | +$10,034,632 | XHLF, SGOV, MSFT, TBIL, AAPL | 13F-HR | 10 May 2024, 16:43 |
| Q4 2023 | 127 | $159,333,978 | +$39,481,761 | -$7,437,986 | +$32,043,775 | XHLF, SGOV, MSFT, AAPL, AMZN | 13F-HR | 08 Feb 2024, 16:37 |
| Q3 2023 | 130 | $116,534,557 | +$22,268,902 | -$2,281,919 | +$19,986,983 | AAPL, MSFT, XHLF, AMZN, NVDA | 13F-HR | 15 Nov 2023, 21:34 |
| Q2 2023 | 106 | $100,927,147 | +$3,687,403 | -$14,265,808 | -$10,578,405 | AAPL, MSFT, AMZN, NVDA, V | 13F-HR | 29 Aug 2023, 19:32 |
| Q1 2023 | 113 | $100,585,197 | +$4,902,990 | -$2,112,047 | +$2,790,943 | AAPL, MSFT, AMZN, NVDA, V | 13F-HR | 29 Aug 2023, 19:28 |
| Q4 2022 | 110 | $89,079,410 | $0 | $0 | $0 | AAPL, MSFT, AMZN, V, COST | 13F-HR | 16 Feb 2023, 19:41 |