SW

StrongBox Wealth, LLC

13F
StrongBox Wealth, LLC
Last update 2025-07-09 85 Stocks (0 new)
Value $264.00 Mil Turnover 4 %
Countries:
Top Holdings: JPST(10.65%)SHY(4.46%)QUAL(4.06%)MSFT(3.90%)VGIT(3.68%)
Summary Stock Picks Current Portfolio
StrongBox Wealth, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST
JPMorgan Ultra-Short Income ETF
553,661
28,059.5
+4.99%
10.650
+0.51%
0.090
+1.31%
+2.64%
32,046.2
 
SHY
iShares 1-3 Year Treasury Bond ETF
141,855
11,754.1
+6.95%
4.460
+0.29%
0.050
+0.68%
+2.45%
23,665.4
 
QUAL
iShares MSCI USA Quality Factor ETF
58,543
10,703.0
+3.60%
4.060
+0.14%
0.020
+11.30%
+3.01%
52,705.2
 
MSFT
Microsoft Corp
20,650
10,271.8
+0.33%
3.900
+0.01%
0.000
+31.37%
+20.47%
3,759,529.3
Software
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
162,334
9,709.2
+5.30%
3.680
+0.19%
0.030
+0.67%
+3.63%
31,472.8
 
QQQ
INVESCO QQQ Trust
17,009
9,382.9
+1.15%
3.560
+0.04%
0.000
+21.69%
+9.18%
354,881.2
 
IJH
iShares Core S&P Mid-Cap ETF
146,334
9,075.6
+1.77%
3.440
+0.06%
0.010
+14.07%
+0.93%
95,790.7
 
AVGO
Broadcom Inc
32,301
8,903.8
+0.51%
3.380
+0.02%
0.000
+57.36%
+21.83%
1,321,393.1
Semiconductors
JEPI
JPMorgan Equity Premium Income ETF
148,751
8,456.5
+2.65%
3.210
+0.08%
0.020
+6.26%
+2.53%
40,670.3
 
ETN
Eaton Corp PLC
21,608
7,713.8
+0.16%
2.930
0%
0.010
+31.12%
+9.89%
141,693.6
Industrial Products

StrongBox Wealth, LLC's Historical Top Holdings Breakdowns

StrongBox Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Add
Add
+0.51%
●
50.36 ($50.51) 50.68
$50.55
0.08%
Add 4.99%
553,661
26,303
SHY
iShares 1-3 Year Treasury Bond ETF
2025-06-30
Add
Add
+0.29%
●
82.21 ($82.56) 83.12
$82.38
-0.22%
Add 6.95%
141,855
9,217
CGIE
Capital Group International Equity ETF
Capital Group International Equity ETF
2025-06-30
Add
Add
+0.26%
●
26.4 ($31.06) 33.13
$32.34
4.12%
Add 27.27%
97,550
20,899
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-06-30
Add
Add
+0.24%
●
50.52 ($50.75) 50.92
$50.89
0.28%
Add 16.75%
88,203
12,655
LLY
Eli Lilly and Co
2025-06-30
Add
Add
+0.20%
●
713.71 ($777.85) 898.95
$771.75
-0.78%
Add 51.26%
1,986
673
UNH
UnitedHealth Group Inc
2025-06-30
Sold Out
Sold Out
-0.20%
●
274.35 ($384.44) 599.47
$291.71
-24.12%
Sold Out
0
-929
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-06-30
Add
Add
+0.19%
●
58.63 ($59.2) 59.97
$58.97
-0.39%
Add 5.3%
162,334
8,174
ZTS
Zoetis Inc
2025-06-30
Sold Out
Sold Out
-0.17%
●
144.41 ($158.66) 170.3
$152.86
-3.66%
Sold Out
0
-2,513
ABT
Abbott Laboratories
2025-06-30
Add
Add
+0.16%
●
123.95 ($131.88) 138.08
$131.49
-0.30%
Add 11.3%
29,652
3,011
DHR
Danaher Corp
2025-06-30
Reduce
Reduce
-0.16%
●
174.64 ($194.1) 205.16
$192.86
-0.64%
Reduce -45.19%
2,281
-1,881

StrongBox Wealth, LLC Total Holding History ($B)

To

StrongBox Wealth, LLC's Asset Allocation

To

StrongBox Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

StrongBox Wealth, LLC's Hypothetical Growth since 2025-06-30

StrongBox Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

StrongBox Wealth, LLC's Holdings Heat Map

Size field:

StrongBox Wealth, LLC's Holdings Bubble Chart

StrongBox Wealth, LLC News

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