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| Strongbox Wealth LLC
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| |
|---|---|
| CRD # | 304952 |
| SEC # | 801-117141 |
| CIK # | 0001812155 |
| AUM | $394.0 MM (2024-08-07) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 816-607-5410 |
| Address | 3470 NE Ralph Powell Road Lees Summit, MO 64064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 9.9 | |
| AAPL | 2,382,844.0 | 7.6 | |
| GOOGL | 1,475,138.5 | 7.4 | |
| ETN | 51,598.7 | 6.0 | |
| AVGO | 201,282.9 | 5.7 | |
| V | 419,260.5 | 5.5 | |
| COST | 207,576.9 | 5.2 | |
| AMZN | 1,092,997.8 | 5.1 | |
| CVX | 294,604.1 | 4.5 | |
| NEE | 150,166.4 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 58.7 |
| (b) Individuals (high net worth individuals) | 181 | 309.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 11.1 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,419 | 394.0 |
| By Discretionary | ||
| Discretionary | 1,359 | 374.1 |
| Non-Discretionary | 60 | 19.9 |
| Total | 1,419 | 394.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 393.1 | |
| Total | 1,419 | 394.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001812155] |
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|---|---|---|
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Concorde Asset Management LLC
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MI | 0.4 |
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CA | 0.4 |
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Silver Coast Investments LLC
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CA | 0.4 |
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IL | 0.4 |
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TX | 0.4 |
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PhD Consulting LLC
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KS | 0.4 |
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Kercheville Advisors LLC
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TX | 0.4 |
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Pineridge Advisors LLC
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MO | 0.4 |
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Prentice Wealth Management LLC
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NY | 0.4 |
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Atlas Asset Management LLC
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PR | 0.4 |