Sound Financial Strategies Group, LLC Purchases in Q1 2025

Sound Financial Strategies Group, LLC

  • $106 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
18.1K
New
$119.84 - $136.1 $2.17M - $2.46M
18.1K $2.19M
VONG
Vanguard Russell 1000 Growth E

ETFs
23K
New
$92.71 - $107.38 $2.13M - $2.47M
23K $2.13M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
46.6K
+ 228.87%
$41.17 - $45.22 $1.92M - $2.11M
67K $2.84M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
25.9K
New
$48.65 - $53.06 $1.26M - $1.37M
25.9K $1.34M
IFRA
Ishares Tr

ETFs
28.8K
New
$44.8 - $49.25 $1.29M - $1.42M
28.8K $1.3M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
11.1K
New
$113.13 - $127.79 $1.26M - $1.42M
11.1K $1.26M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
95.6K
New
$12.04 - $13.32 $1.15M - $1.27M
95.6K $1.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14K
New
$68.32 - $75.06 $957K - $1.05M
14K $1.05M
CVX
Chevron Corp

Energy
5.11K
New
$146.71 - $167.97 $749K - $858K
5.11K $854K
VNQI
Vanguard Global Ex U.S. Real

ETFs
20.3K
New
$38.22 - $41.19 $775K - $836K
20.3K $820K
HRL
Hormel Foods Corp

Consumer Defensive
24.6K
New
$28.29 - $31.52 $696K - $775K
24.6K $761K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
18.6K
+ 19.2%
$28.66 - $31.72 $533K - $590K
115K $3.55M
TPIF
Timothy Plan Intl ETF (De)

ETFs
17.2K
+ 15.53%
$26.06 - $29.44 $448K - $506K
128K $3.67M
VPN
Global X Fds Data Ctr Reits &

ETFs
45.1K
New
N/A
45.1K $718K
WST
West Pharmaceutical Services Inc

Healthcare
2.43K
New
$199.11 - $347.87 $483K - $845K
2.43K $543K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.02K
+ 46.6%
$97.38 - $104.52 $392K - $421K
12.7K $1.29M
DGRO
Ishares Core Dividend Growth E

ETFs
6.7K
+ 49.08%
$60.46 - $64.42 $405K - $432K
20.4K $1.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.01K
+ 115.86%
$102.49 - $119.96 $411K - $481K
7.47K $781K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.66K
+ 78.39%
$42.5 - $46.71 $326K - $358K
17.4K $789K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.7K
+ 58.99%
$196.12 - $229.48 $333K - $390K
4.58K $925K
TPHD
Timothy Plan High Divid Stk Et

ETFs
7.45K
+ 31.39%
$36.09 - $38.27 $269K - $285K
31.2K $1.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
526
+ 65.5%
$551.42 - $612.93 $290K - $322K
1.33K $743K
XOM
Exxon Mobil Corp

Energy
1.1K
+ 20.33%
$105.44 - $118.93 $116K - $131K
6.51K $774K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.67K
+ 14.51%
$36.14 - $40.81 $205K - $231K
44.8K $1.66M
ISMD
Northern Lts Fd Tr Iv

ETFs
6.89K
+ 17.11%
$33.87 - $38.9 $233K - $268K
47.2K $1.61M
VUG
Vanguard Growth ETF

ETFs
330
+ 52.38%
$369.1 - $427.61 $122K - $141K
960 $355K
EFG
Msci Eafe Growth ETF

ETFs
614
+ 15.2%
$96.1 - $106.37 $59K - $65.3K
4.65K $465K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
568
+ 12.45%
$110.75 - $119.78 $62.9K - $68K
5.13K $593K
GLD
Spdr Gold Trust

ETFs
8
+ 0.56%
$243.19 - $288.14 $1.95K - $2.31K
1.43K $411K
VB
Vanguard Small Cap ETF

ETFs
522
+ 17.32%
$217.89 - $252.64 $114K - $132K
3.54K $783K
GD
General Dynamics Corp

Industrials
26
+ 0.88%
$241.94 - $272.58 $6.29K - $7.09K
2.98K $810K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
502
+ 3.71%
$37.07 - $40.63 $18.6K - $20.4K
14K $551K
AIQ
Global X Funds Global X Artifi

ETFs
425
New
$36.38 - $42.77 $15.5K - $18.2K
425 $15K
BOTZ
Global X Fds

ETFs
506
New
$28.46 - $34.53 $14.4K - $17.5K
506 $14K
Strategy Shs
45.9K
New
N/A
45.9K $0
Ishares Bitcoin Trust ETF
15.8K
New
N/A
15.8K $0
Northern Lts Fd Tr Iv
13.4K
New
N/A
13.4K $0
CLX
Clorox CO

Consumer Defensive
8
+ 0.58%
$141.76 - $162.89 $1.13K - $1.3K
1.4K $205K
Activity Summary
Buys All Purchases 39 New Holdings 18 Increased Positions 21 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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