Sound Financial Strategies Group, LLC Purchases in Q4 2024

Sound Financial Strategies Group, LLC

  • $109 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FRT
Federal Realty Investment Trust

Real Estate
7.93K
New
$109.55 - $117.53 $869K - $932K
7.93K $887K
FAST
Fastenal CO

Industrials
12.1K
New
$69.99 - $84.35 $850K - $1.02M
12.1K $872K
CL
Colgate Palmolive CO

Consumer Defensive
8.96K
New
$90.22 - $102.31 $808K - $916K
8.96K $814K
PPG
Ppg Industries Inc

Basic Materials
5.24K
New
$119.09 - $131.37 $624K - $689K
5.24K $626K
PEP
Pepsico Inc

Consumer Defensive
4.02K
New
$151.29 - $176.1 $609K - $709K
4.02K $611K
SPY
Spdr S&P 500 ETF Trust

ETFs
803
New
$567.81 - $607.81 $456K - $488K
803 $470K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.77K
New
$44.04 - $49.49 $430K - $484K
9.77K $430K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.28K
+ 80.11%
$201.32 - $217.44 $258K - $279K
2.88K $595K
MKC
Mccormick & CO Inc

Consumer Defensive
4.05K
+ 56.81%
$73.97 - $84.09 $300K - $341K
11.2K $852K
VUG
Vanguard Growth ETF

ETFs
630
New
$378.79 - $428.11 $239K - $270K
630 $258K
VIG
Vanguard Dividend Appreciation

ETFs
1.08K
New
N/A
1.08K $196K
O
Realty Income Corp

Real Estate
5.44K
+ 55.23%
$51.76 - $64.71 $281K - $352K
15.3K $815K
AMCR
Amcor PLC

Consumer Cyclical
29K
+ 50.66%
$9.34 - $11.37 $271K - $330K
86.3K $811K
NEE
Nextera Energy Inc

Utilities
3.56K
+ 45.07%
$69.77 - $85.43 $249K - $304K
11.5K $822K
VTI
Vanguard Total Stock Market Et

ETFs
521
New
$280.04 - $302.45 $146K - $158K
521 $150K
TROW
Price T Rowe Group Inc

Financial Services
1.02K
+ 15.64%
$106.48 - $124.69 $108K - $127K
7.53K $851K
ADP
Automatic Data Processing Inc

Industrials
310
+ 10.54%
$280.08 - $307.97 $86.8K - $95.5K
3.25K $951K
CINF
Cincinnati Financial Corp

Financial Services
594
+ 9.9%
$132.86 - $160.16 $78.9K - $95.1K
6.59K $947K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.16K
+ 16.81%
$99.11 - $112.25 $115K - $130K
8.07K $844K
SYY
Sysco Corp

Consumer Defensive
1.6K
+ 16.76%
$73.63 - $81.77 $117K - $130K
11.1K $849K
ABT
Abbott Laboratories

Healthcare
979
+ 14.46%
$111.93 - $119.39 $110K - $117K
7.75K $876K
ESS
Essex Property Trust, Inc.

Real Estate
379
+ 14.09%
N/A
3.07K $837K
ATO
Atmos Energy Corp

Utilities
676
+ 11.08%
$136.41 - $151.43 $92.2K - $102K
6.78K $943K
PNR
Pentair PLC

Industrials
661
+ 7.3%
$95.0 - $109.21 $62.8K - $72.2K
9.72K $978K
GWW
W.W. Grainger, Inc.

Industrials
72
+ 9.47%
$1023.06 - $1220.93 $73.7K - $87.9K
832 $876K
ITW
Illinois Tool Works Inc

Industrials
417
+ 14.29%
$253.56 - $278.5 $106K - $116K
3.34K $845K
DOV
Dover Corp

Industrials
511
+ 12.15%
$184.72 - $206.51 $94.4K - $106K
4.72K $885K
SPGI
S&P Global Inc.

Financial Services
201
+ 12.51%
$480.36 - $529.17 $96.6K - $106K
1.81K $900K
ROP
Roper Technologies Inc

Industrials
228
+ 16.89%
$519.85 - $575.95 $119K - $131K
1.58K $820K
CB
Chubb LTD

Financial Services
363
+ 12.77%
$271.57 - $301.89 $98.6K - $110K
3.21K $885K
IBM
International Business Machines Corp

Technology
308
+ 7.74%
$204.9 - $238.04 $63.1K - $73.3K
4.29K $942K
BRO
Brown & Brown, Inc.

Financial Services
718
+ 8.64%
$100.93 - $113.42 $72.5K - $81.4K
9.03K $921K
MCD
Mcdonalds Corp

Consumer Cyclical
338
+ 12.48%
$288.47 - $316.54 $97.5K - $107K
3.05K $883K
GPC
Genuine Parts CO

Consumer Cyclical
1.16K
+ 33.71%
$113.11 - $143.63 $131K - $166K
4.58K $534K
KMB
Kimberly Clark Corp

Consumer Defensive
908
+ 16.3%
$130.37 - $146.09 $118K - $133K
6.48K $848K
SJM
J M Smucker CO

Consumer Defensive
922
+ 20.2%
$106.92 - $121.75 $98.6K - $112K
5.49K $604K
ECL
Ecolab Inc.

Basic Materials
449
+ 13.94%
$234.32 - $261.43 $105K - $117K
3.67K $859K
CAT
Caterpillar Inc

Industrials
261
+ 12.67%
$360.37 - $416.88 $94.1K - $109K
2.32K $841K
GD
General Dynamics Corp

Industrials
467
+ 18.82%
$260.28 - $314.03 $122K - $147K
2.95K $777K
CAH
Cardinal Health Inc

Healthcare
47
+ 2.45%
$107.89 - $125.33 $5.07K - $5.89K
1.97K $232K
IYE
Ishares Tr

ETFs
404
New
$43.93 - $51.37 $17.7K - $20.8K
404 $18K
MDT
Medtronic PLC

Healthcare
1.36K
+ 15.1%
$79.61 - $92.24 $108K - $125K
10.4K $828K
LOW
Lowes Companies Inc

Consumer Cyclical
357
+ 11.38%
$244.52 - $284.07 $87.3K - $101K
3.49K $862K
PG
Procter & Gamble CO

Consumer Defensive
74
+ 6.2%
$161.05 - $179.7 $11.9K - $13.3K
1.27K $212K
ITOT
Ishares Core S&P Total U.S. St

ETFs
31
New
$124.26 - $134.12 $3.85K - $4.16K
31 $3K
Kenvue Inc
13.9K
+ 50.38%
N/A
41.4K $0
Linde PLC
276
+ 16.93%
N/A
1.91K $0
KO
Coca Cola CO

Consumer Defensive
1.81K
+ 15.34%
$61.74 - $71.71 $112K - $130K
13.6K $847K
ED
Consolidated Edison Inc

Utilities
1.27K
+ 16.19%
$88.87 - $107.38 $113K - $136K
9.1K $812K
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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