HoldingsChannel.com
StrongBox Wealth LLC Top Holdings
As of  06/30/2022, below is a summary of the StrongBox Wealth LLC top holdings by largest position size, as per the latest 13f filing made by StrongBox Wealth LLC. In the StrongBox Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by StrongBox Wealth LLC in that top holding, then the share count change between reporting periods, and finally the StrongBox Wealth LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
PIMCO ETF TR (LDUR) 122,106 +4,539 $11,725
     LDUR122,106+4,539$11,725
J P MORGAN EXCHANGE TRADED F (JPST) 218,645 +44,520 $10,952
     JPST218,645+44,520$10,952
ISHARES TR (QUAL) 58,653 +1,542 $6,553
     QUAL58,653+1,542$6,553
SELECT SECTOR SPDR TR (XLRE) 124,593 -2,117 $5,091
     XLRE124,593-2,117$5,091
APPLE INC 36,765 +392 $5,026
     AAPL36,765+392$5,026
INVESCO QQQ TR 16,440 -2,992 $4,608
     QQQ16,440-2,992$4,608
VANGUARD MALVERN FDS (VTIP) 90,049 +18,228 $4,513
     VTIP90,049+18,228$4,513
MICROSOFT CORP 17,086 +678 $4,388
     MSFT17,086+678$4,388
J P MORGAN EXCHANGE TRADED F (JEPI) 76,461 +24,644 $4,240
     JEPI76,461+24,644$4,240
JOHNSON & JOHNSON 22,779 +85 $4,043
     JNJ22,779+85$4,043
ALPHABET INC 1,806 +101 $3,936
     GOOGL1,806+101$3,936
VISA INC 19,573 +324 $3,854
     V19,573+324$3,854
NEXTERA ENERGY INC 47,000 +1,013 $3,641
     NEE47,000+1,013$3,641
ISHARES TR (SHY) 42,989 +42,989 $3,559
     SHY42,989+42,989$3,559
COSTCO WHSL CORP NEW 6,805 +936 $3,261
     COST6,805+936$3,261
JPMORGAN CHASE & CO 23,183 +2,223 $2,611
     JPM23,183+2,223$2,611
DANAHER CORPORATION 10,196 +354 $2,585
     DHR10,196+354$2,585
ABBVIE INC 16,821 -1,506 $2,576
     ABBV16,821-1,506$2,576
AMAZON COM INC 23,880 +22,666 $2,536
     AMZN23,880+22,666$2,536
EOG RES INC 22,808 -1,078 $2,519
     EOG22,808-1,078$2,519
AMERICAN CENTY ETF TR (FLV) 43,445 -2,430 $2,464
     FLV43,445-2,430$2,464
VANGUARD WHITEHALL FDS (VIGI) 35,570 -19,289 $2,440
     VIGI35,570-19,289$2,440
HOME DEPOT INC 8,883 +217 $2,436
     HD8,883+217$2,436
VANGUARD BD INDEX FDS (BIV) 30,297 -2,894 $2,353
     BIV30,297-2,894$2,353
VANGUARD SPECIALIZED FUNDS (VIG) 16,336 -457 $2,344
     VIG16,336-457$2,344
BROOKFIELD INFRAST PARTNERS 61,211 +19,811 $2,339
     BIP61,211+19,811$2,339
CHEVRON CORP NEW 15,802 +2,949 $2,288
     CVX15,802+2,949$2,288
EATON CORP PLC 17,237 +1,262 $2,172
     ETN17,237+1,262$2,172
BERKSHIRE HATHAWAY INC DEL      $1,928
     BRK.B5,564+52$1,519
     BRK.A1UNCH$409
DEERE & CO 6,177 +1,204 $1,850
     DE6,177+1,204$1,850
COLGATE PALMOLIVE CO 22,585 UNCH $1,810
     CL22,585UNCH$1,810
PROLOGIS INC. 14,006 +3,613 $1,648
     PLD14,006+3,613$1,648
PEPSICO INC 9,716 +186 $1,619
     PEP9,716+186$1,619
INVESCO ACTVELY MNGD ETC FD 86,950 +800 $1,569
     PDBC86,950+800$1,569
VANGUARD INDEX FDS (VO) 7,834 -4,291 $1,543
     VO7,834-4,291$1,543
AMERICAN TOWER CORP NEW 5,844 -1,685 $1,494
     AMT5,844-1,685$1,494
VERIZON COMMUNICATIONS INC 29,355 -15,234 $1,490
     VZ29,355-15,234$1,490
ARCHER DANIELS MIDLAND CO 17,844 +10,329 $1,385
     ADM17,844+10,329$1,385
SPDR GOLD TR (GLD) 8,201 +48 $1,382
     GLD8,201+48$1,382
ABBOTT LABS 12,709 +146 $1,381
     ABT12,709+146$1,381
CISCO SYS INC 32,397 +1,877 $1,381
     CSCO32,397+1,877$1,381
PIMCO ETF TR (MINT) 12,759 +1,736 $1,265
     MINT12,759+1,736$1,265
FIRST TR EXCHANGE TRAD FD VI (FTGC) 44,755 +7,040 $1,198
     FTGC44,755+7,040$1,198
ISHARES TR (TIP) 10,445 -271 $1,190
     TIP10,445-271$1,190
AVALONBAY CMNTYS INC 5,918 +558 $1,150
     AVB5,918+558$1,150
VANGUARD BD INDEX FDS (BSV) 14,981 -862 $1,150
     BSV14,981-862$1,150
RAYTHEON TECHNOLOGIES CORP 11,464 +304 $1,102
     RTX11,464+304$1,102
LINDE PLC 3,542 -1,888 $1,018
     LIN3,542-1,888$1,018
ISHARES TR (STIP) 9,420 +175 $955
     STIP9,420+175$955
PIMCO ETF TR (SMMU) 18,844 -15,700 $935
     SMMU18,844-15,700$935

See Full List: All Stocks Held By StrongBox Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By StrongBox Wealth LLC

Size ($ in 1000's)
At 06/30/2022: $154,688
At 03/31/2022: $175,384

StrongBox Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from StrongBox Wealth LLC 13F filings. Link to 13F filings: SEC filings

StrongBox Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.