Top 50 Strait & Sound Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.12% | 104.5K | $26.5M | -9.81%(-11.37K) | $180.38(+71.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.99% | 42.4K | $15.7M | +16.06%(+5.87K) | $291.70(+33.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.73% | 71.0K | $12.4M | -1.53%(-1.10K) | $37.83(+415.02%) | 2026-03-31 | |
| TBIL | RBB FD INC | 4.54% | 238.8K | $11.9M | +7.72%(+17.11K) | $49.97(-0.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.05% | 36.9K | $10.6M | +2.01%(+728) | $143.28(+151.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.9% | 49.0K | $10.2M | +1.94%(+934) | $119.16(+103.66%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.64% | 94.8K | $9.5M | -3.32%(-3.25K) | $100.47(-0.03%) | 2026-03-31 | |
| XHLF | BONDBLOXX ETF TRUST | 2.5% | 130.3K | $6.6M | -4.11%(-5.59K) | $50.24(-0.10%) | 2026-03-31 | |
| BBBS | BONDBLOXX ETF TRUST | 2.36% | 121.1K | $6.2M | +11.22%(+12.22K) | $51.10(-0.41%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.14% | 5.6K | $5.6M | +0.18%(+10) | $524.29(+81.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.47% | +58.01% |
| Top 20 Holdings Unweighted | +18.30% | +65.58% |
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