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Stronghold Wealth Management L.L.C. Historic Quarter Change: USA Stocks, Reduced

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Stronghold Wealth Management L.L.C. historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Stronghold Wealth Management L.L.C. opened 29 positions, added to 68, reduced 60 and sold out of 18.

  • Q2 2026: Stock NBIS; Country of operation —; Class Stock; Shares before 3,998.
  • Q2 2026: Stock MSFT; Country of operation United States; Class Stock; Shares before 5,283.
  • Q2 2026: Stock UNH; Country of operation United States; Class Stock; Shares before 847.
  • Q2 2026: Stock SHOP; Country of operation —; Class Stock; Shares before 2,865.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2107257), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NBIS
NEBIUS GROUP N.V. SHS CLASS A		Stock3,9982,579-1,419$414,832$712,242+$297,4102026-07-24
Q2 2026MSFT
MICROSOFT CORP COM		United StatesStock5,2834,794-489$1,955,608$1,788,258-$167,3502026-07-24
Q2 2026UNH
UNITEDHEALTH GROUP INC COM		United StatesStock847844-3$229,190$350,792+$121,6022026-07-24
Q2 2026SHOP
SHOPIFY INC CL A SUB VTG SHS		Stock2,8652,060-805$339,846$235,211-$104,6352026-07-24
Q2 2026JPM
JPMORGAN CHASE & CO COM		United StatesStock2,7802,716-64$817,765$889,028+$71,2632026-07-24
Q2 2026CSCO
CISCO SYS INC COM		United StatesStock4,9333,833-1,100$382,751$450,224+$67,4732026-07-24
Q2 2026QCOM
QUALCOMM INC COM		United StatesStock2,8152,322-493$362,516$429,083+$66,5672026-07-24
Q2 2026ABBV
ABBVIE INC COM		United StatesStock1,9111,879-32$415,624$472,831+$57,2072026-07-24
Q2 2026GD
GENERAL DYNAMICS CORP COM		United StatesStock782621-161$268,397$219,983-$48,4142026-07-24
Q2 2026META
META PLATFORMS INC CL A		United StatesStock1,3051,245-60$746,630$701,296-$45,3342026-07-24
Q2 2026BLK
BLACKROCK INC COM		United StatesStock359314-45$345,253$301,930-$43,3232026-07-24
Q2 2026BNY
BANK OF NY MELLON CORP COM		United StatesStock3,9193,506-413$464,911$507,003+$42,0922026-07-24
Q2 2026ETN
EATON CORP PLC SHS		Stock700679-21$250,369$289,335+$38,9662026-07-24
Q2 2026EQIX
EQUINIX INC COM		United StatesREIT609607-2$596,966$632,731+$35,7652026-07-24
Q2 2026MCD
MCDONALDS CORP COM		United StatesStock813811-2$252,672$219,221-$33,4512026-07-24
Q2 2026IBM
INTERNATIONAL BUSINESS MACHS COM		United StatesStock913903-10$221,302$253,933+$32,6312026-07-24
Q2 2026SPGI
S&P GLOBAL INC COM		United StatesStock620576-44$263,711$234,581-$29,1302026-07-24
Q2 2026TJX
TJX COS INC NEW COM		United StatesStock1,9731,889-84$315,088$286,184-$28,9042026-07-24
Q2 2026C
CITIGROUP INC COM NEW		United StatesStock2,8712,525-346$325,600$353,400+$27,8002026-07-24
Q2 2026CAT
CATERPILLAR INC COM		United StatesStock531334-197$376,192$355,676-$20,5162026-07-24
Q2 2026HD
HOME DEPOT INC COM		United StatesStock989979-10$325,272$345,274+$20,0022026-07-24
Q2 2026MO
ALTRIA GROUP INC COM		United StatesStock3,2783,276-2$216,315$235,708+$19,3932026-07-24
Q2 2026KO
COCA COLA CO COM		United StatesStock3,9653,938-27$301,538$320,041+$18,5032026-07-24
Q2 2026GOOG
ALPHABET INC CAP STK CL C		United StatesStock2,2831,891-392$654,902$668,147+$13,2452026-07-24
Q2 2026APH
AMPHENOL CORP CL A		United StatesStock2,2071,527-680$278,855$269,241-$9,6142026-07-24
Q2 2026AMZN
AMAZON COM INC COM		United StatesStock2,9352,588-347$611,272$616,824+$5,5522026-07-24
Q2 2026AER
AERCAP HOLDINGS NV SHS		Stock2,1242,028-96$291,371$295,642+$4,2712026-07-24
Q2 2026SO
SOUTHERN CO COM		United StatesStock3,5573,553-4$343,321$340,058-$3,2632026-07-24
Q2 2026DLR
DIGITAL RLTY TR INC COM		United StatesREIT1,7341,729-5$312,484$310,494-$1,9902026-07-24
Q2 2026CSX
CSX CORP COM		United StatesStock4,9784,330-648$204,347$205,805+$1,4582026-07-24
Q1 2026JPM
JPMORGAN CHASE & CO COM		United StatesStock2,9942,780-214$964,727$817,765-$146,9622026-04-30
Q1 2026XOMXXXX
EXXON MOBIL CORP COM		Stock4,7644,161-603$573,300$705,955+$132,6552026-04-30
Q1 2026SHOP
SHOPIFY INC CL A SUB VTG SHS		Stock2,9262,865-61$470,998$339,846-$131,1522026-04-30
Q1 2026GOOG
ALPHABET INC CAP STK CL C		United StatesStock2,4242,283-141$760,651$654,902-$105,7492026-04-30
Q1 2026EQIX
EQUINIX INC COM		United StatesREIT660609-51$505,665$596,966+$91,3012026-04-30
Q1 2026AVGO
BROADCOM INC COM		United StatesStock2,2172,185-32$767,304$676,280-$91,0242026-04-30
Q1 2026AMZN
AMAZON COM INC COM		United StatesStock3,0392,935-104$701,462$611,272-$90,1902026-04-30
Q1 2026APH
AMPHENOL CORP CL A		United StatesStock2,7072,207-500$365,825$278,855-$86,9702026-04-30
Q1 2026COP
CONOCOPHILLIPS COM		United StatesStock3,1862,861-325$298,241$377,652+$79,4112026-04-30
Q1 2026GOOGL
ALPHABET INC CAP STK CL A		United StatesStock2,5512,542-9$798,463$730,978-$67,4852026-04-30
Q1 2026KMI
KINDER MORGAN INC DEL COM		United StatesStock8,0027,792-210$219,975$261,266+$41,2912026-04-30
Q1 2026VZ
VERIZON COMMUNICATIONS INC COM		United StatesStock7,1586,614-544$291,546$332,023+$40,4772026-04-30
Q1 2026PRU
PRUDENTIAL FINL INC COM		United StatesStock2,1572,083-74$243,482$203,488-$39,9942026-04-30
Q1 2026AER
AERCAP HOLDINGS NV SHS		Stock2,2902,124-166$329,210$291,371-$37,8392026-04-30
Q1 2026PH
PARKER-HANNIFIN CORP COM		United StatesStock461414-47$405,201$370,629-$34,5722026-04-30
Q1 2026JNJ
JOHNSON & JOHNSON COM		United StatesStock2,6052,337-268$539,105$571,256+$32,1512026-04-30
Q1 2026MRK
MERCK & CO INC COM		United StatesStock3,3453,155-190$352,095$379,515+$27,4202026-04-30
Q1 2026SO
SOUTHERN CO COM		United StatesStock3,6503,557-93$318,280$343,321+$25,0412026-04-30
Q1 2026ABBV
ABBVIE INC COM		United StatesStock1,9221,911-11$439,158$415,624-$23,5342026-04-30
Q1 2026PEP
PEPSICO INC COM		United StatesStock2,3042,271-33$330,670$352,664+$21,9942026-04-30
Q1 2026KO
COCA COLA CO COM		United StatesStock4,0013,965-36$279,710$301,538+$21,8282026-04-30
Q1 2026WPC
WP CAREY INC COM		United StatesREIT5,7395,704-35$369,362$387,644+$18,2822026-04-30
Q1 2026MOGA
MOOG INC CL A		United StatesStock872780-92$212,376$228,259+$15,8832026-04-30
Q1 2026BNY
BANK NEW YORK MELLON CORP COM		United StatesStock3,9303,919-11$456,234$464,911+$8,6772026-04-30
Q1 2026WMT
WALMART INC COM		United StatesStock5,8305,167-663$649,520$642,155-$7,3652026-04-30
Q1 2026CAT
CATERPILLAR INC COM		United StatesStock644531-113$368,928$376,192+$7,2642026-04-30
Q1 2026GD
GENERAL DYNAMICS CORP COM		United StatesStock785782-3$264,278$268,397+$4,1192026-04-30
Q1 2026PM
PHILIP MORRIS INTL INC COM		United StatesStock2,6262,569-57$421,210$424,759+$3,5492026-04-30
Q1 2026CSCO
CISCO SYS INC COM		United StatesStock4,9464,933-13$380,990$382,751+$1,7612026-04-30
Q1 2026PG
PROCTER & GAMBLE CO COM		United StatesStock2,2852,274-11$327,463$328,457+$9942026-04-30

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