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| Name: |
StrongBox Wealth LLC |
| City: |
LEES SUMMIT |
| State: |
MO |
| Zip: |
64064 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CL |
Colgate Palmolive Co |
32 |
- |
$92.96 |
$2,034,000 |
22,585 |
1.07% |
234,000 |
0 |
0.003 |
Personal Products |
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BRK.A |
Berkshire Hathaway Inc |
43 |
- |
$627,400.00 |
$1,269,000 |
2 |
0.67% |
184,000 |
0 |
0 |
Property & Casualty I... |
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PPG |
PPG Industries Inc |
47 |
- |
$131.41 |
$867,000 |
5,980 |
0.46% |
-27,000 |
0 |
0.003 |
Conglomerates |
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PDBC |
Invesco Actively Managd ETF |
61 |
- |
$14.05 |
$370,000 |
26,700 |
0.2% |
15,000 |
0 |
0.003 |
N/A |
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GLD |
streetTRACKS Gold Trust |
67 |
- |
$215.30 |
$290,000 |
1,411 |
0.15% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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FTGC |
First Trust Global Tactical... |
70 |
- |
$24.09 |
$268,000 |
11,300 |
0.14% |
14,000 |
0 |
0.002 |
N/A |
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AMD |
Advanced Micro Devices Inc |
72 |
- |
$166.90 |
$252,000 |
1,398 |
0.13% |
46,000 |
0 |
0 |
Semiconductor- Broad... |
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MCK |
McKesson Corp |
76 |
- |
$531.10 |
$241,000 |
449 |
0.13% |
33,000 |
0 |
0 |
Drugs Wholesale |
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