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Portfolio (Quarterly) Guide ↗

Strait & Sound Wealth Management LLC

· CIK 0001966210
13F Portfolio $269M AUM 180 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 59 Added 44 Reduced 5 Exited
Page 6 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC Technology 5,992.0 $465K 0.17% $77.59 +53.2%
102 GOOGL PUT ALPHABET INC Communication Services 1,500.0 $431K 0.16% NEW $287.56 +38.0%
103 TXN TEXAS INSTRS INC Technology 2,209.0 $429K 0.16% -41.0 -1.8% $194.14 +54.8%
104 CRWV COREWEAVE INC Technology 5,489.0 $425K 0.16% +390.0 +7.7% $77.47 +33.9%
105 ETN EATON CORP PLC Industrials 1,173.0 $420K 0.16% $357.67 +6.8%
106 NOBL PROSHARES TR 3,953.0 $419K 0.16% NEW $106.01 +0.4%
107 MSFT PUT MICROSOFT CORP Technology 1,100.0 $407K 0.15% NEW $370.17 +14.4%
108 SPDV ETF SER SOLUTIONS 10,386.0 $387K 0.14% +60.0 +0.6% $37.23 +2.0%
109 KO COCA COLA CO Consumer Defensive 5,080.0 $386K 0.14% $76.05 +6.8%
110 NFLX PUT NETFLIX INC. Communication Services 4,000.0 $385K 0.14% NEW $96.15 -6.8%
111 IVV ISHARES TR 585.0 $382K 0.14% -12.0 -2.0% $653.21 +12.9%
112 PM PHILIP MORRIS INTL INC Consumer Defensive 2,258.0 $373K 0.14% -240.0 -9.6% $165.34 +15.8%
113 VIG VANGUARD SPECIALIZED FUNDS 1,732.0 $373K 0.14% $215.11 +6.7%
114 AMD PUT ADVANCED MICRO DEVICES INC Technology 1,800.0 $366K 0.14% NEW $203.43 +103.5%
115 TFLO ISHARES TR 7,030.0 $356K 0.13% +132.0 +1.9% $50.63 -0.1%
116 VTI VANGUARD INDEX FDS 1,109.0 $356K 0.13% -15.0 -1.3% $320.81 +12.2%
117 AEHR AEHR TEST SYS Technology 9,400.0 $349K 0.13% NEW $37.08 +118.8%
118 AXP AMERICAN EXPRESS CO Financial Services 1,137.0 $344K 0.13% $302.48 +2.3%
119 GLW CORNING INC Technology 2,525.0 $343K 0.13% $135.97 +31.3%
120 BND VANGUARD BD INDEX FDS 4,593.0 $338K 0.13% +2K +57.2% $73.64 -1.6%
Page 6 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.1%
Financial Services 15.5%
Consumer Cyclical 10.3%
Communication Services 9.6%
Consumer Defensive 6.8%
Healthcare 5.2%
Industrials 3.3%
Energy 3.0%
Basic Materials 2.3%
Real Estate 1.3%