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StrongBox Wealth LLC Raises Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

StrongBox Wealth LLC increased its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 9.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,800 shares of the company’s stock after buying an additional 1,582 shares during […]
Strongbox Wealth Vanguard High Dividend Yield Index Fund Delta Asset Management Creative Capital Management Investments Bell Investment Advisors Inc Richardw Paul Associates
Source: wkrb13.com

StrongBox Wealth LLC Purchases 211 Shares of American Water Works Company, Inc. (NYSE:AWK)

StrongBox Wealth LLC boosted its position in American Water Works Company, Inc. (NYSE:AWK – Free Report) by 11.0% during the 1st quarter, HoldingsChannel reports. The firm owned 2,129 shares of the utilities provider’s stock after purchasing an additional 211 shares during the period. StrongBox Wealth LLC’s holdings in American Water Works were worth $312,000 as […]
Czech Republic United States Michael Marberry Fourthought Financial Partners Richardw Paul Associates Gateway Investment Advisers

StrongBox Wealth LLC Trims Position in Abbott Laboratories (NYSE:ABT)

StrongBox Wealth LLC lowered its position in Abbott Laboratories (NYSE:ABT – Free Report) by 9.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 10,536 shares of the healthcare product maker’s stock after selling 1,106 shares during the period. StrongBox Wealth LLC’s holdings in Abbott Laboratories were […]
United States Danielj Starks Andreaf Wainer Vanguard Group Inc Abbott Laboratories Securities Exchange Commission

Lockheed Martin Co. (NYSE:LMT) Shares Sold by StrongBox Wealth LLC

StrongBox Wealth LLC lowered its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 24.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 608 shares of the aerospace company’s stock after selling 200 shares during the period. StrongBox Wealth LLC’s holdings in Lockheed […]
John Donovan Stephaniec Hill Robertw Baird Martin Corporation Strongbox Wealth Jpmorgan Chase Co

StrongBox Wealth LLC Buys 3,176 Shares of NextEra Energy, Inc. (NYSE:NEE)

StrongBox Wealth LLC raised its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 11.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,662 shares of the utilities provider’s stock after buying an additional 3,176 shares during the quarter. NextEra Energy […]
United States Johnw Ketchum Robert Coffey Erste Group Bank Jpmorgan Chase Co Exchange Commission

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StrongBox Wealth LLC Sells 1,084 Shares of EOG Resources, Inc. (NYSE:EOG)

StrongBox Wealth LLC cut its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 5.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,665 shares of the energy exploration company’s stock after selling 1,084 shares during the quarter. EOG Resources accounts […]
Trinidad And Tobago United States New Mexico Piper Sandler Lloydw Helms Jr Raymond James

StrongBox Wealth LLC Sells 65 Shares of Broadcom Inc. (NASDAQ:AVGO)

StrongBox Wealth LLC lowered its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 2,866 shares of the semiconductor manufacturer’s stock after selling 65 shares during the period. StrongBox Wealth LLC’s holdings in Broadcom were worth $1,839,000 […]
Charlieb Kawwas Geode Capital Management Charles Schwab Investment Management Inc Infrastructure Software Deutsche Bank Aktiengesellschaft Securities Exchange Commission

StrongBox Wealth LLC Increases Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

StrongBox Wealth LLC boosted its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.5% during the 1st quarter, Holdings Channel reports. The firm owned 4,425 shares of the company’s stock after acquiring an additional 192 shares during the quarter. StrongBox Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF […]
United States Belpointe Asset Management Index Fund Bell Bank Exchange Commission Park National Corp

StrongBox Wealth LLC Has $1.88 Million Stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

StrongBox Wealth LLC grew its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 9.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,800 shares of the company’s stock after purchasing an additional 1,582 shares […]
Bell Investment Advisors Inc Godsey Gibb Inc Richardw Paul Associates Securities Exchange Commission Vanguard High Dividend Yield Index Fund Strongbox Wealth

StrongBox Wealth LLC Boosts Holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

StrongBox Wealth LLC lifted its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 0.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 289,363 shares of the company’s stock after acquiring an additional 2,315 shares during the quarter. JPMorgan Ultra-Short […]
Thrivent Financial For Lutherans Securities Exchange Commission Princeton Global Asset Management Capital Advisors Wealth Management Strongbox Wealth Company Profile

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