Sound Financial Strategies Group, LLC Purchases in Q3 2024

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
192K
New
$92.67 - $99.14 $17.8M - $19.1M
192K $18.9M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.04K
+ 8.89%
$28.91 - $32.54 $232K - $262K
98.5K $3.18M
TPIF
Timothy Plan Intl ETF (De)

ETFs
9.49K
+ 9.42%
$25.86 - $29.09 $245K - $276K
110K $3.18M
SWK
Stanley Black & Decker, Inc.

Industrials
138
+ 1.73%
$77.75 - $110.17 $10.7K - $15.2K
8.1K $892K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
3.22K
+ 8.57%
$34.95 - $39.2 $112K - $126K
40.7K $1.59M
ISMD
Northern Lts Fd Tr Iv

ETFs
3.07K
+ 7.97%
$34.03 - $38.37 $104K - $118K
41.5K $1.57M
MMM
3 M CO

Industrials
105
+ 1.94%
$99.69 - $139.42 $10.5K - $14.6K
5.51K $752K
PNR
Pentair PLC

Industrials
109
+ 1.22%
$74.39 - $97.79 $8.11K - $10.7K
9.06K $886K
IBM
International Business Machines Corp

Technology
46
+ 1.17%
$175.1 - $223.38 $8.05K - $10.3K
3.98K $879K
LOW
Lowes Companies Inc

Consumer Cyclical
53
+ 1.72%
$213.3 - $270.78 $11.3K - $14.4K
3.14K $849K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
225
+ 1.84%
$95.1 - $106.76 $21.4K - $24K
12.5K $1.33M
ATO
Atmos Energy Corp

Utilities
60
+ 0.99%
$114.08 - $138.75 $6.84K - $8.33K
6.1K $846K
CAT
Caterpillar Inc

Industrials
58
+ 2.9%
$316.8 - $391.12 $18.4K - $22.7K
2.06K $805K
NEE
Nextera Energy Inc

Utilities
279
+ 3.66%
$69.9 - $84.97 $19.5K - $23.7K
7.91K $668K
O
Realty Income Corp

Real Estate
435
+ 4.62%
$52.36 - $63.42 $22.8K - $27.6K
9.84K $624K
ED
Consolidated Edison Inc

Utilities
132
+ 1.71%
$88.42 - $104.97 $11.7K - $13.9K
7.83K $815K
ADP
Automatic Data Processing Inc

Industrials
51
+ 1.76%
$233.44 - $279.45 $11.9K - $14.3K
2.94K $813K
MDT
Medtronic PLC

Healthcare
236
+ 2.69%
$76.84 - $91.03 $18.1K - $21.5K
9.01K $810K
CINF
Cincinnati Financial Corp

Financial Services
82
+ 1.39%
$115.7 - $138.2 $9.49K - $11.3K
6K $816K
GWW
W.W. Grainger, Inc.

Industrials
8
+ 1.06%
$896.19 - $1044.18 $7.17K - $8.35K
760 $789K
AMCR
Amcor PLC

Consumer Cyclical
2.15K
+ 3.9%
$9.5 - $11.44 $20.4K - $24.6K
57.3K $648K
NDSN
Nordson Corp

Industrials
92
+ 3.35%
$225.0 - $262.63 $20.7K - $24.2K
2.84K $745K
MKC
Mccormick & CO Inc

Consumer Defensive
350
+ 5.16%
$69.44 - $84.76 $24.3K - $29.7K
7.13K $587K
CB
Chubb LTD

Financial Services
44
+ 1.57%
$252.51 - $292.2 $11.1K - $12.9K
2.84K $819K
KO
Coca Cola CO

Consumer Defensive
97
+ 0.83%
$62.69 - $73.01 $6.08K - $7.08K
11.8K $848K
ITW
Illinois Tool Works Inc

Industrials
89
+ 3.15%
$233.14 - $263.97 $20.7K - $23.5K
2.92K $764K
AOS
Smith A O Corp

Industrials
238
+ 2.9%
$76.95 - $91.98 $18.3K - $21.9K
8.44K $757K
CTAS
Cintas Corp

Industrials
2.96K
+ 280.13%
$201.38 - $819.83 $596K - $2.43M
4.02K $826K
SYY
Sysco Corp

Consumer Defensive
293
+ 3.18%
$69.16 - $78.98 $20.3K - $23.1K
9.52K $742K
ABT
Abbott Laboratories

Healthcare
141
+ 2.13%
$100.07 - $118.13 $14.1K - $16.7K
6.77K $771K
SJM
J M Smucker CO

Consumer Defensive
253
+ 5.87%
$109.12 - $122.4 $27.6K - $31K
4.56K $552K
DGRO
Ishares Core Dividend Growth E

ETFs
97
+ 0.72%
$57.47 - $62.76 $5.57K - $6.09K
13.6K $852K
DOV
Dover Corp

Industrials
63
+ 1.52%
$172.5 - $193.03 $10.9K - $12.2K
4.21K $806K
ECL
Ecolab Inc.

Basic Materials
6
+ 0.19%
$228.86 - $255.76 $1.37K - $1.53K
3.22K $821K
EXPD
Expeditors International Of Washington Inc

Industrials
94
+ 1.52%
$116.1 - $131.42 $10.9K - $12.4K
6.26K $822K
HRL
Hormel Foods Corp

Consumer Defensive
1.04K
+ 7.27%
$30.04 - $33.14 $31.4K - $34.6K
15.4K $487K
GD
General Dynamics Corp

Industrials
66
+ 2.73%
$279.51 - $308.09 $18.4K - $20.3K
2.48K $749K
GPC
Genuine Parts CO

Consumer Cyclical
302
+ 9.67%
$131.04 - $147.11 $39.6K - $44.4K
3.43K $478K
NUE
Nucor Corp

Basic Materials
474
+ 12.55%
$137.77 - $166.14 $65.3K - $78.8K
4.25K $639K
KMB
Kimberly Clark Corp

Consumer Defensive
89
+ 1.62%
$135.05 - $148.35 $12K - $13.2K
5.57K $792K
XOM
Exxon Mobil Corp

Energy
161
+ 2.7%
$109.72 - $119.0 $17.7K - $19.2K
6.12K $717K
CHD
Church & Dwight CO Inc

Consumer Defensive
207
+ 3.09%
$98.01 - $106.59 $20.3K - $22.1K
6.91K $722K
WST
West Pharmaceutical Services Inc

Healthcare
246
+ 12.86%
$277.16 - $333.3 $68.2K - $82K
2.16K $648K
EMR
Emerson Electric CO

Industrials
142
+ 2.19%
$98.19 - $118.87 $13.9K - $16.9K
6.63K $724K
ROP
Roper Technologies Inc

Industrials
23
+ 1.73%
$515.25 - $576.55 $11.9K - $13.3K
1.35K $751K
Linde PLC
26
+ 1.62%
N/A
1.63K $0
Kenvue Inc
1.7K
+ 6.57%
N/A
27.5K $0
BFB
Brown Forman Corp Cl B
4.18K
New
N/A
4.18K $0
TROW
Price T Rowe Group Inc

Financial Services
165
+ 2.6%
$101.71 - $120.75 $16.8K - $19.9K
6.51K $709K
Activity Summary
Buys All Purchases 51 New Holdings 2 Increased Positions 49 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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