Strait--Sound-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "GDX", "NLY", "SMCI", "MU", "ABBV", "ADBE", "GOOGL", "VDE", "AXP", "AVGO", null, "ETY", null, "HD", null, null, "MCD", null, "QCOM", "ISRG", "EMR", "META", null, "SA", null, null, null, null, null, null, null, null, "NKX", null, null, null, "EXG", "MA", "MSFT", "MS", null, null, null, null, "KR", "ORCL", null, null, null, "PANW", "IRM", "IVV", null, "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "PLTR", "LMT", "PG", "MRK", "VZ", null, "AMGN", null, null, null, "RTX", "GLD", null, null, "IBM", "SBUX", "TXN", "UBER", "UPS", "VWO", null, null, "VIG", null, "TSM", null, "VYM", "EW", "VRSK", "ADSK", "AEE", null, "AMD", null, "AMZN", "CMS", "VGT", "VUG", "VLO", null, "BND", "VOO", "V", "WMT", null, null, "MTB", "DVY", null, "EIX", "PSX", "CRM", "DIA", "BRK-B", "BA", "CVX", "CHD", "CSCO", "KO", "COST", "CSGP", "EWJ", "USMV", "NEE", "NKE", "QQQ", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "AWK", null, "MO", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-16
- Total Holdings
- 143
- Total Value
- 214053791
- Accession Number
- 0001095449-25-000044
- Form Type
- 13F-HR
- Manager Name
- Strait--Sound-Wealth-Management
Data Enrichment
69% identified98 identified45 unidentified
Holdings
143 positions • $214.1M total value
Manager:
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Page 8 of 8
Shares:7.0K
Value:$150.8K
% of Portfolio:0.1% ($150.8K/$214.1M)
Shares:17.2K
Value:$140.0K
% of Portfolio:0.1% ($140.0K/$214.1M)
81369Y506
Shares:2.0K
Value:$200
% of Portfolio:0.0% ($200/$214.1M)