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The Analysis of Stronghold Wealth Management L.L.C.'s Holdings & P&L

Currently, Stronghold Wealth Management L.L.C. holds 119 types of securities in its portfolio with a total value $66.2M. In the most recent quarter, they have increased their positions in IMO (+1.9K shares, valued at $244.6K), T (+8.2K shares, valued at $237.2K), CVX (+1.1K shares, valued at $230.1K); decreased their positions in XOM (-603 shares, valued at $102.3K), WMT (-663 shares, valued at $82.4K), CAT (-113 shares, valued at $80.1K); initiated new positions in IMO (+1.9K shares, valued at $244.6K), T (+8.2K shares, valued at $237.2K), CVX (+1.1K shares, valued at $230.1K).

1M P&L

+509.7K+0.80%

3M P&L

-236.9K-0.37%

HY P&L

+525.2K+0.83%

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/A33.7M

54.7%

2Software - Infrastructure2.2M

3.5%

3Banks - Diversified2.0M

3.2%

Top Industries by Stock Count

1N/A40 stocks

37.4%

2Banks - Diversified4 stocks

3.7%

3Drug Manufacturers - General3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STREET SPDR S&P 500 ETF11.4K shares1.17%2026-03-312026-04-30

AGG ISHARES CORE U.S. AGGREGATE BOND ETF33.7K shares0.79%2026-03-312026-04-30

MSFT MICROSOFT CORP COM5.3K shares0.02%2026-03-312026-04-30

PFF ISHARES PREFERRED & INCOME SECURITIES ETF63.3K shares2.28%2026-03-312026-04-30

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK78.8K shares0.97%2026-03-312026-04-30

IWO ISHARES RUSSELL 2000 GROWTH ETF5.3K shares0.27%2026-03-312026-04-30

IEI ISHARES 3-7 YEAR TREASURY BOND ETF13.0K shares-0.05%2026-03-312026-04-30

TLT ISHARES 20 YEAR TREASURY BOND ETF16.2K shares0.32%2026-03-312026-04-30

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SHY ISHARES 1-3 YEAR TREASURY BOND ETF15.9K shares-2.50%2026-03-312026-04-30

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF9.5K shares2.80%2026-03-312026-04-30

AAPL APPLE INC COM4.0K shares5.51%2026-03-312026-04-30

DVY ISHARES SELECT DIVIDEND ETF6.8K shares-2.74%2026-03-312026-04-30

NVDA NVIDIA CORPORATION COM5.7K shares13.82%2026-03-312026-04-30

IWB ISHARES RUSSELL 1000 ETF2.3K shares0.69%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO COM2.8K shares-7.15%2026-03-312026-04-30

IWV ISHARES RUSSELL 3000 ETF2.1K shares19.03%2026-03-312026-04-30

Sponsored

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF9.3K shares0.17%2026-03-312026-04-30

META META PLATFORMS INC CL A1.3K shares5.50%2026-03-312026-04-30

IWM ISHARES RUSSELL 2000 ETF3.0K shares-5.57%2026-03-312026-04-30

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A2.5K shares-0.35%2026-03-312026-04-30

XOM EXXON MOBIL CORP COM4.2K shares-12.66%2026-03-312026-04-30

BROADCOM INC COM BROADCOM INC COM2.2K shares-1.44%2026-03-312026-04-30

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C2.3K shares-5.82%2026-03-312026-04-30

WMT WALMART INC COM5.2K shares-11.37%2026-03-312026-04-30

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V VISA INC COM CL A2.1K shares3.36%2026-03-312026-04-30

PLD PROLOGIS INC. COM4.8K shares0.57%2026-03-312026-04-30

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF13.5K shares-0.27%2026-03-312026-04-30

AMZN AMAZON COM INC COM2.9K shares-3.42%2026-03-312026-04-30

MMIT NYLI MACKAY MUNI INTERMEDIATE ETF25.2K shares3.41%2026-03-312026-04-30

EQIX EQUINIX INC COM609 shares-7.73%2026-03-312026-04-30

IWY ISHARES RUSSELL TOP 200 GROWTH ETF2.4K shares-0.63%2026-03-312026-04-30

CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF12.9K shares0.22%2026-03-312026-04-30

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF2.7K shares-2.62%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON COM2.3K shares-10.29%2026-03-312026-04-30

SMB VANECK SHORT MUNI ETF30.2K shares0.88%2026-03-312026-04-30

MA MASTERCARD INCORPORATED CL A1.0K shares15.13%2026-03-312026-04-30

IWF ISHARES RUSSELL 1000 GROWTH ETF1.2K shares-4.57%2026-03-312026-04-30

IWL ISHARES RUSSELL TOP 200 ETF2.9K shares-0.68%2026-03-312026-04-30

NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT32.9K shares0.00%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP COM3.9K shares-0.28%2026-03-312026-04-30

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VDC VANGUARD CONSUMER STAPLES ETF2.1K shares-0.62%2026-03-312026-04-30

IOO ISHARES GLOBAL 100 ETF3.7K shares-2.18%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC COM894 shares8.63%2026-03-312026-04-30

DHR DANAHER CORP DEL COM2.3K shares23.43%2026-03-312026-04-30

TIP ISHARES TIPS BOND ETF4.0K shares36.98%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC COM2.6K shares-2.17%2026-03-312026-04-30

ABBV ABBVIE INC COM1.9K shares-0.57%2026-03-312026-04-30

NBIS NEBIUS GROUP N.V. SHS CLASS A4.0K shares16.59%2026-03-312026-04-30

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1.2K shares-11.77%2026-03-312026-04-30

WPC WP CAREY INC COM5.7K shares-0.61%2026-03-312026-04-30

CSCO CISCO SYS INC COM4.9K shares-0.26%2026-03-312026-04-30

MERCK & CO INC COM MERCK & CO INC COM3.2K shares-5.68%2026-03-312026-04-30

COP CONOCOPHILLIPS COM2.9K shares-10.20%2026-03-312026-04-30

CAT CATERPILLAR INC COM531 shares-17.55%2026-03-312026-04-30

ETX EATON VANCE MUN INCOME TERM TR SHS20.2K shares0.84%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP COM414 shares-10.20%2026-03-312026-04-30

Sponsored

QCOM QUALCOMM INC COM2.8K shares3.45%2026-03-312026-04-30

PEP PEPSICO INC COM2.3K shares-1.43%2026-03-312026-04-30

WFC WELLS FARGO & CO COM4.4K shares2.49%2026-03-312026-04-30

BLACKROCK INC COM BLACKROCK INC COM359 shares2.87%2026-03-312026-04-30

BAC BANK OF AMER CORP COM7.1K shares1.00%2026-03-312026-04-30

SO SOUTHERN CO COM3.6K shares-2.55%2026-03-312026-04-30

SHOP SHOPIFY INC CL A SUB VTG SHS2.9K shares-2.08%2026-03-312026-04-30

VPU VANGUARD UTILITIES ETF1.7K shares-8.49%2026-03-312026-04-30

Sponsored

ASML ASML HLDG NV N Y REGISTRY SHS254 shares30.26%2026-03-312026-04-30

LINDE PLC SHS LINDE PLC SHS673 shares10.33%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC COM6.6K shares-7.60%2026-03-312026-04-30

PG PROCTER & GAMBLE CO COM2.3K shares-0.48%2026-03-312026-04-30

CITIGROUP INC COM NEW CITIGROUP INC COM NEW2.9K shares0.03%2026-03-312026-04-30

HD HOME DEPOT INC COM989 shares18.44%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW678 shares0.00%2026-03-312026-04-30

TJX TJX COS INC NEW COM2.0K shares3.79%2026-03-312026-04-30

Sponsored

DLR DIGITAL RLTY TR INC COM1.7K shares1.88%2026-03-312026-04-30

KO COCA COLA CO COM4.0K shares-0.90%2026-03-312026-04-30

IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF6.5K shares0.82%2026-03-312026-04-30

AER AERCAP HOLDINGS NV SHS2.1K shares-7.25%2026-03-312026-04-30

IYH ISHARES U.S. HEALTHCARE ETF4.5K shares0.00%2026-03-312026-04-30

APH AMPHENOL CORP CL A2.2K shares-18.47%2026-03-312026-04-30

ZTS ZOETIS INC CL A2.3K shares10.66%2026-03-312026-04-30

IGF ISHARES GLOBAL INFRASTRUCTURE ETF4.0K shares0.85%2026-03-312026-04-30

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM782 shares-0.38%2026-03-312026-04-30

IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF4.8K shares32.62%2026-03-312026-04-30

SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF6.6K shares0.21%2026-03-312026-04-30

PFE PFIZER INC COM9.4K shares1.42%2026-03-312026-04-30

SPGI S&P GLOBAL INC COM620 shares1.64%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL COM7.8K shares-2.62%2026-03-312026-04-30

THE CIGNA GROUP COM THE CIGNA GROUP COM956 shares2.03%2026-03-312026-04-30

MCD MCDONALDS CORP COM813 shares1.12%2026-03-312026-04-30

Sponsored

EATON CORP PLC SHS EATON CORP PLC SHS700 shares2.79%2026-03-312026-04-30

IMO IMPERIAL OIL LTD COM NEW1.9K sharesnew addition2026-03-312026-04-30

VRSK VERISK ANALYTICS INC COM1.3K shares35.71%2026-03-312026-04-30

T AT&T INC COM8.2K sharesnew addition2026-03-312026-04-30

EFA ISHARES MSCI EAFE ETF2.4K shares-6.15%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC COM1.3K shares2.43%2026-03-312026-04-30

CVX CHEVRON CORPORATION COM1.1K sharesnew addition2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC COM847 shares11.89%2026-03-312026-04-30

Sponsored

BUI BLACKROCK UTILS INFRASTRUCTURE COM8.7K shares-0.88%2026-03-312026-04-30

MOG.A MOOG INC CL A780 shares-10.55%2026-03-312026-04-30

MELI MERCADOLIBRE INC COM132 shares13.79%2026-03-312026-04-30

IYK ISHARES U.S. CONSUMER STAPLES ETF3.2K shares-3.65%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS COM913 shares3.51%2026-03-312026-04-30

MET METLIFE INC COM3.1K shares3.62%2026-03-312026-04-30

FHN FIRST HORIZON CORPORATION COM9.5K sharesnew addition2026-03-312026-04-30

MO ALTRIA GROUP INC COM3.3K sharesnew addition2026-03-312026-04-30

Sponsored

AJG GALLAGHER ARTHUR J & CO COM978 shares26.52%2026-03-312026-04-30

EFX EQUIFAX INC COM1.2K sharesnew addition2026-03-312026-04-30

VRSN VERISIGN INC COM836 sharesnew addition2026-03-312026-04-30

INTU INTUIT COM474 shares6.52%2026-03-312026-04-30

CSX CSX CORP COM5.0K sharesnew addition2026-03-312026-04-30

CMCSA COMCAST CORP NEW CL A7.1K shares3.63%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC COM2.1K shares-3.43%2026-03-312026-04-30

AHCO ADAPTHEALTH CORP COMMON STOCK14.5K sharesnew addition2026-03-312026-04-30

Sponsored

HYT BLACKROCK CORPOR HI YLD FD INC COM19.8K shares0.00%2026-03-312026-04-30

OIA INVESCO MUNI INCOME OPP TRST COM25.8K shares0.00%2026-03-312026-04-30

NOK NOKIA CORP SPONSORED ADR19.1K shares12.10%2026-03-312026-04-30

MQY BLACKROCK MUNIYILD QULT FD INC COM13.6K shares0.00%2026-03-312026-04-30

LYG LLOYDS BANKING GROUP PLC SPONSORED ADR26.8K shares2.81%2026-03-312026-04-30

BGT BLACKROCK FLOATING RATE INC TR COM11.7K shares0.00%2026-03-312026-04-30

AEGON LTD AMER REG 1 CERT AEGON LTD AMER REG 1 CERT10.2K sharesnew addition2026-03-312026-04-30

SPY

STATE STREET SPDR S&P 500 ETF

1.17%

Shares11.4K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

0.79%

Shares33.7K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP COM

0.02%

Shares5.3K

Event2026-03-31

Filed2026-04-30

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

2.28%

Shares63.3K

Event2026-03-31

Filed2026-04-30

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

0.97%

Shares78.8K

Event2026-03-31

Filed2026-04-30

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.27%

Shares5.3K

Event2026-03-31

Filed2026-04-30

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-0.05%

Shares13.0K

Event2026-03-31

Filed2026-04-30

TLT

ISHARES 20 YEAR TREASURY BOND ETF

0.32%

Shares16.2K

Event2026-03-31

Filed2026-04-30

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-2.50%

Shares15.9K

Event2026-03-31

Filed2026-04-30

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

2.80%

Shares9.5K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC COM

5.51%

Shares4.0K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES SELECT DIVIDEND ETF

-2.74%

Shares6.8K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION COM

13.82%

Shares5.7K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES RUSSELL 1000 ETF

0.69%

Shares2.3K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO COM

-7.15%

Shares2.8K

Event2026-03-31

Filed2026-04-30

IWV

ISHARES RUSSELL 3000 ETF

19.03%

Shares2.1K

Event2026-03-31

Filed2026-04-30

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

0.17%

Shares9.3K

Event2026-03-31

Filed2026-04-30