Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 7 | Q2 2024 | 11.4% |
MICROSOFT CORP | 7 | Q2 2024 | 10.3% |
AMAZON COM INC | 7 | Q2 2024 | 5.1% |
NVIDIA CORPORATION | 7 | Q2 2024 | 4.7% |
VISA INC | 7 | Q2 2024 | 3.8% |
COSTCO WHSL CORP NEW | 7 | Q2 2024 | 3.2% |
SPDR S&P 500 ETF TR | 7 | Q2 2024 | 3.1% |
HOME DEPOT INC | 7 | Q2 2024 | 2.9% |
TESLA INC | 7 | Q2 2024 | 3.2% |
BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 2.6% |
View Strait & Sound Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
N-PX | 2024-07-17 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-16 |
13F-HR | 2023-08-30 |
13F-HR | 2023-08-30 |
13F-HR | 2023-02-17 |
View Strait & Sound Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.