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The Analysis of Strong Retirement Solutions LLC's Holdings & P&L

Currently, Strong Retirement Solutions LLC holds 86 types of securities in its portfolio with a total value $142.7M. In the most recent quarter, they have increased their positions in NOW (+14.2K shares, valued at $1.5M), MSFT (+3.8K shares, valued at $1.4M), APH (+10.7K shares, valued at $1.3M); decreased their positions in XHLF (-40.3K shares, valued at $2.0M), ACIO (-42.7K shares, valued at $1.8M), DVN (-29.5K shares, valued at $1.5M); initiated new positions in SCHW (+11.9K shares, valued at $1.1M), JEPI (+9.5K shares, valued at $538.5K), AZO (+140 shares, valued at $472.9K).

1M P&L

-5.7M-3.72%

3M P&L

-633.0K-0.43%

HY P&L

-367.0K-0.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A40.5M

30.3%

2Semiconductors9.3M

7.0%

3Software - Infrastructure8.4M

6.3%

Top Industries by Stock Count

1N/A23 stocks

29.5%

2Software - Application5 stocks

6.4%

3Semiconductors3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACIO ETF SER SOLUTIONS278.3K shares-13.30%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS109.0K shares-6.87%2026-03-312026-04-20

MSFT MICROSOFT CORP18.2K shares26.20%2026-03-312026-04-20

NVDA NVIDIA CORPORATION36.1K shares8.31%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F115.4K shares-4.47%2026-03-312026-04-20

AMZN AMAZON COM INC21.6K shares18.22%2026-03-312026-04-20

V VISA INC12.8K shares7.86%2026-03-312026-04-20

ADME ETF SER SOLUTIONS77.9K shares-14.88%2026-03-312026-04-20

Sponsored

FANG DIAMONDBACK ENERGY INC18.3K shares-6.69%2026-03-312026-04-20

AAPL APPLE INC14.2K shares4.18%2026-03-312026-04-20

PWR QUANTA SVCS INC6.1K shares-19.38%2026-03-312026-04-20

WMT WALMART INC25.6K shares-9.89%2026-03-312026-04-20

NOW SERVICENOW INC29.9K shares89.75%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO10.6K shares10.79%2026-03-312026-04-20

APH AMPHENOL CORP23.9K shares80.37%2026-03-312026-04-20

PGR PROGRESSIVE CORP14.8K shares25.12%2026-03-312026-04-20

Sponsored

AMT AMERICAN TOWER CORP16.6K shares17.17%2026-03-312026-04-20

CHE CHEMED CORP NEW7.5K shares25.42%2026-03-312026-04-20

CPRT COPART INC83.9K shares23.25%2026-03-312026-04-20

XHLF BONDBLOXX ETF TRUST55.3K shares-42.19%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN16.8K shares41.32%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC13.3K shares82.05%2026-03-312026-04-20

ALPHABET INC ALPHABET INC9.3K shares-16.14%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC30.3K shares4.66%2026-03-312026-04-20

Sponsored

JUCY ETF SER SOLUTIONS68.4K shares-40.53%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC3.7K shares55.68%2026-03-312026-04-20

NFLX NETFLIX INC.14.3K shares53.80%2026-03-312026-04-20

SHOP SHOPIFY INC11.4K shares-4.31%2026-03-312026-04-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.6K shares50.22%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares45.01%2026-03-312026-04-20

TSLA TESLA INC3.4K shares5.96%2026-03-312026-04-20

XOM EXXON MOBIL CORP7.4K shares-28.34%2026-03-312026-04-20

Sponsored

ISRG INTUITIVE SURGICAL INC2.7K shares20.89%2026-03-312026-04-20

MSI MOTOROLA SOLUTIONS INC2.8K shares5.66%2026-03-312026-04-20

META META PLATFORMS INC2.1K shares34.85%2026-03-312026-04-20

NEE NEXTERA ENERGY INC12.2K shares-0.92%2026-03-312026-04-20

ROP ROPER TECHNOLOGIES INC3.2K shares73.70%2026-03-312026-04-20

LLY ELI LILLY & CO1.2K shares-13.00%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP11.9K sharesnew addition2026-03-312026-04-20

JPST J P MORGAN EXCHANGE TRADED F22.1K shares0.90%2026-03-312026-04-20

Sponsored

BROADCOM INC BROADCOM INC3.5K shares16.66%2026-03-312026-04-20

SPGI S&P GLOBAL INC2.5K shares45.22%2026-03-312026-04-20

LINDE PLC LINDE PLC2.2K shares-10.78%2026-03-312026-04-20

SPYM SPDR SERIES TRUST14.1K shares26.07%2026-03-312026-04-20

MA MASTERCARD INCORPORATED2.1K shares-8.63%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC3.9K shares29.93%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC2.1K shares11.72%2026-03-312026-04-20

PG PROCTER & GAMBLE CO6.9K shares14.51%2026-03-312026-04-20

Sponsored

PHM PULTE GROUP INC8.4K shares5.67%2026-03-312026-04-20

SYK STRYKER CORPORATION3.0K shares21.59%2026-03-312026-04-20

CTAS CINTAS CORP5.7K shares26.73%2026-03-312026-04-20

ARISTA NETWORKS INC ARISTA NETWORKS INC7.5K shares-18.85%2026-03-312026-04-20

JEPQ J P MORGAN EXCHANGE TRADED F16.4K shares106.09%2026-03-312026-04-20

CB CHUBB LTD SWITZ2.3K shares-19.81%2026-03-312026-04-20

WBD WARNER BROS DISCOVERY INC25.2K shares-28.05%2026-03-312026-04-20

SLV ISHARES SILVER TR9.8K shares67.35%2026-03-312026-04-20

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL1.1K shares-14.94%2026-03-312026-04-20

RDDT REDDIT INC4.6K shares-20.64%2026-03-312026-04-20

DVN DEVON ENERGY CORP NEW11.2K shares-72.45%2026-03-312026-04-20

BKAG BNY MELLON ETF TRUST12.8K shares-2.71%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F9.5K sharesnew addition2026-03-312026-04-20

AZO AUTOZONE INC140 sharesnew addition2026-03-312026-04-20

AMGN AMGEN INC1.3K shares-21.12%2026-03-312026-04-20

RNR RENAISSANCERE HLDGS LTD1.4K shares-18.96%2026-03-312026-04-20

Sponsored

FSCO FS CREDIT OPPORTUNITIES CORP74.7K shares-29.07%2026-03-312026-04-20

DRSK ETF SER SOLUTIONS13.8K shares-1.88%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9K shares33.33%2026-03-312026-04-20

ARM ARM HOLDINGS PLC2.2K shares-18.53%2026-03-312026-04-20

EEM ISHARES TR5.2K shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC372 shares0.54%2026-03-312026-04-20

DMBS DOUBLELINE ETF TRUST5.1K shares-2.85%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO4.0K shares-25.21%2026-03-312026-04-20

Sponsored

UPSD ETF SER SOLUTIONS9.4K sharesnew addition2026-03-312026-04-20

IEV ISHARES TR3.4K shares0.00%2026-03-312026-04-20

OSCV ETF SER SOLUTIONS5.9K sharesnew addition2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-03-312026-04-20

SNOW SNOWFLAKE INC1.5K shares-19.88%2026-03-312026-04-20

BDJ BLACKROCK ENHANCED EQUITY DI26.5K sharesnew addition2026-03-312026-04-20

VB VANGUARD INDEX FDS866 sharesnew addition2026-03-312026-04-20

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC9.8K shares-20.05%2026-03-312026-04-20

Sponsored

RLI RLI CORP3.7K shares-25.89%2026-03-312026-04-20

AIG AMERICAN INTL GROUP INC2.8K shares-29.51%2026-03-312026-04-20

EEMV ISHARES INC3.1K shares0.00%2026-03-312026-04-20

FRDM EA SERIES TRUST3.7K sharesnew addition2026-03-312026-04-20

DSU BLACKROCK DEBT STRATEGIES FD15.5K shares0.00%2026-03-312026-04-20

HCAT HEALTH CATALYST INC23.3K shares-37.39%2026-03-312026-04-20

ACIO

ETF SER SOLUTIONS

-13.30%

Shares278.3K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-6.87%

Shares109.0K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

26.20%

Shares18.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

8.31%

Shares36.1K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

-4.47%

Shares115.4K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

18.22%

Shares21.6K

Event2026-03-31

Filed2026-04-20

VISA INC

7.86%

Shares12.8K

Event2026-03-31

Filed2026-04-20

ADME

ETF SER SOLUTIONS

-14.88%

Shares77.9K

Event2026-03-31

Filed2026-04-20

FANG

DIAMONDBACK ENERGY INC

-6.69%

Shares18.3K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

4.18%

Shares14.2K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

-19.38%

Shares6.1K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-9.89%

Shares25.6K

Event2026-03-31

Filed2026-04-20

NOW

SERVICENOW INC

89.75%

Shares29.9K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

10.79%

Shares10.6K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP

80.37%

Shares23.9K

Event2026-03-31

Filed2026-04-20

PGR

PROGRESSIVE CORP

25.12%

Shares14.8K

Event2026-03-31

Filed2026-04-20

AMT

AMERICAN TOWER CORP

17.17%

Shares16.6K

Event2026-03-31

Filed2026-04-20

CHE

CHEMED CORP NEW

25.42%

Shares7.5K

Event2026-03-31

Filed2026-04-20

CPRT

COPART INC

23.25%

Shares83.9K

Event2026-03-31

Filed2026-04-20

XHLF

BONDBLOXX ETF TRUST

-42.19%

Shares55.3K

Event2026-03-31

Filed2026-04-20

BROADRIDGE FINL SOLUTIONS IN

41.32%

Shares16.8K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

82.05%

Shares13.3K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-16.14%

Shares9.3K

Event2026-03-31

Filed2026-04-20

UBER

UBER TECHNOLOGIES INC

4.66%

Shares30.3K

Event2026-03-31

Filed2026-04-20

JUCY

ETF SER SOLUTIONS

-40.53%

Shares68.4K

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HLDGS INC

55.68%

Shares3.7K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

53.80%

Shares14.3K

Event2026-03-31

Filed2026-04-20

SHOP

SHOPIFY INC

-4.31%

Shares11.4K

Event2026-03-31

Filed2026-04-20

ACCENTURE PLC IRELAND

50.22%

Shares6.6K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

45.01%

Shares2.7K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

5.96%

Shares3.4K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-28.34%

Shares7.4K

Event2026-03-31

Filed2026-04-20

ISRG

INTUITIVE SURGICAL INC

20.89%

Shares2.7K

Event2026-03-31

Filed2026-04-20

MSI

MOTOROLA SOLUTIONS INC

5.66%

Shares2.8K

Event2026-03-31

Filed2026-04-20