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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 :
6 |
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New 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 |
|
AMGN |
Amgen Inc |
35 |
New |
$312.47 |
$1,875,000 |
6,596 |
0.99% |
1,875,000 |
6,596 |
0.001 |
Biotechnology |
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PANW |
Palo Alto Networks Inc |
51 |
New |
$317.85 |
$586,000 |
2,063 |
0.31% |
586,000 |
2,063 |
0.001 |
Networking & Communic... |
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ISRG |
Intuitive Surgical Inc |
64 |
New |
$372.63 |
$326,000 |
817 |
0.17% |
326,000 |
817 |
0 |
Medical Appliances & ... |
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LOW |
Lowes Companies Inc |
78 |
New |
$231.11 |
$209,000 |
821 |
0.11% |
209,000 |
821 |
0 |
Home Improvement Stores |
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VB |
Vanguard Small Cap VIPERS |
79 |
New |
$225.56 |
$208,000 |
910 |
0.11% |
208,000 |
910 |
0 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
81 |
New |
$262.30 |
$201,000 |
775 |
0.11% |
201,000 |
775 |
0 |
Closed - End Fund - E... |
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