| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 11.4% |
| MICROSOFT CORP | 4 | Q3 2023 | 10.3% |
| AMAZON COM INC | 4 | Q3 2023 | 5.1% |
| NVIDIA CORPORATION | 4 | Q3 2023 | 4.7% |
| VISA INC | 4 | Q3 2023 | 3.8% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 3.1% |
| COSTCO WHSL CORP NEW | 4 | Q3 2023 | 3.2% |
| TESLA INC | 4 | Q3 2023 | 3.2% |
| HOME DEPOT INC | 4 | Q3 2023 | 2.9% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 2.6% |
View Strait & Sound Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.