Sound Financial Strategies Group, LLC Incresed Positions in Q2 2025

Sound Financial Strategies Group, LLC

  • $111 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
39K
+ 36.69%
$93.15 - $96.56 $3.63M - $3.76M
145K $13.9M
CAH
Cardinal Health Inc

Healthcare
3.79K
+ 222.36%
$125.0 - $168.0 $474K - $637K
5.49K $922K
WMT
Walmart Inc.

Consumer Defensive
5.86K
+ 248.07%
$81.79 - $99.98 $479K - $586K
8.22K $803K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.46K
+ 8.52%
$100.35 - $100.71 $548K - $550K
69.6K $7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.24K
+ 78.41%
$99.1 - $99.49 $520K - $522K
11.9K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
2.99K
+ 239.81%
$157.66 - $172.39 $471K - $515K
4.23K $674K
CLX
Clorox CO

Consumer Defensive
3.47K
+ 248.32%
$118.01 - $148.69 $409K - $516K
4.87K $584K
EMR
Emerson Electric CO

Industrials
446
+ 7.24%
$94.15 - $133.33 $42K - $59.5K
6.61K $881K
EXPD
Expeditors International Of Washington Inc

Industrials
1.87K
+ 40.2%
$102.84 - $122.24 $192K - $229K
6.52K $745K
IBM
International Business Machines Corp

Technology
96
+ 3.36%
$221.03 - $294.78 $21.2K - $28.3K
2.96K $871K
DOV
Dover Corp

Industrials
509
+ 13.69%
$151.14 - $186.7 $76.9K - $95K
4.23K $774K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5
+ 0.1%
$104.23 - $134.39 $521 - $672
5.14K $690K
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 1.81%
$496.48 - $617.85 $11.9K - $14.8K
1.35K $835K
CTAS
Cintas Corp

Industrials
69
+ 1.89%
$190.11 - $227.66 $13.1K - $15.7K
3.72K $828K
FAST
Fastenal CO

Industrials
10.2K
+ 103.04%
$40.65 - $83.16 $413K - $845K
20K $840K
ECL
Ecolab Inc.

Basic Materials
114
+ 4.06%
$225.65 - $270.95 $25.7K - $30.9K
2.92K $787K
SJM
J M Smucker CO

Consumer Defensive
1.67K
+ 35.5%
$94.41 - $118.52 $157K - $197K
6.36K $624K
GD
General Dynamics Corp

Industrials
31
+ 1.04%
$247.68 - $291.66 $7.68K - $9.04K
3.01K $876K
SPGI
S&P Global Inc.

Financial Services
63
+ 4.52%
$438.31 - $527.29 $27.6K - $33.2K
1.46K $768K
EFG
Msci Eafe Growth ETF

ETFs
12
+ 0.26%
$89.8 - $112.0 $1.08K - $1.34K
4.67K $522K
GWW
W.W. Grainger, Inc.

Industrials
14
+ 1.88%
$919.93 - $1101.66 $12.9K - $15.4K
758 $788K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
69
+ 0.49%
$34.72 - $42.74 $2.4K - $2.95K
14.1K $601K
ABT
Abbott Laboratories

Healthcare
207
+ 3.75%
$123.95 - $138.08 $25.7K - $28.6K
5.73K $779K
SYY
Sysco Corp

Consumer Defensive
297
+ 2.96%
$68.0 - $75.91 $20.2K - $22.5K
10.3K $782K
ADP
Automatic Data Processing Inc

Industrials
71
+ 2.97%
$276.76 - $326.81 $19.6K - $23.2K
2.46K $758K
CINF
Cincinnati Financial Corp

Financial Services
141
+ 2.6%
$126.6 - $151.6 $17.9K - $21.4K
5.55K $827K
ESS
Essex Property Trust, Inc.

Real Estate
92
+ 3.7%
N/A
2.58K $703K
ATO
Atmos Energy Corp

Utilities
93
+ 1.87%
$145.06 - $162.66 $13.5K - $15.1K
5.06K $780K
SHW
Sherwin Williams CO

Basic Materials
61
+ 2.85%
$313.51 - $363.51 $19.1K - $22.2K
2.2K $755K
QUAL
Ishares Msci Usa Quality Facto

ETFs
36
+ 189.47%
$152.42 - $182.82 $5.49K - $6.58K
55 $10K
NEE
Nextera Energy Inc

Utilities
324
+ 3.13%
$64.11 - $75.0 $20.8K - $24.3K
10.7K $740K
MDT
Medtronic PLC

Healthcare
338
+ 4.1%
$80.68 - $88.86 $27.3K - $30K
8.58K $747K
APD
Air Products & Chemicals, Inc.

Basic Materials
128
+ 5.49%
$248.61 - $294.96 $31.8K - $37.8K
2.46K $694K
BOTZ
Global X Fds

ETFs
16
+ 3.16%
$24.51 - $32.65 $392 - $522
522 $17K
FRT
Federal Realty Investment Trust

Real Estate
237
+ 3.39%
$83.56 - $99.08 $19.8K - $23.5K
7.22K $685K
O
Realty Income Corp

Real Estate
38
+ 1.05%
$52.27 - $58.52 $1.99K - $2.22K
3.66K $211K
Linde PLC
22
+ 1.36%
N/A
1.64K $0
Ishares Bitcoin Trust ETF
2.36K
+ 14.94%
N/A
18.2K $0
Kenvue Inc
994
+ 3.12%
N/A
32.9K $0
AMCR
Amcor PLC

Consumer Cyclical
3.53K
+ 4.94%
$8.57 - $9.81 $30.3K - $34.7K
75.1K $690K
CL
Colgate Palmolive CO

Consumer Defensive
180
+ 2.22%
$87.57 - $96.0 $15.8K - $17.3K
8.3K $754K
ROP
Roper Technologies Inc

Industrials
33
+ 2.55%
$519.19 - $590.78 $17.1K - $19.5K
1.33K $751K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
329
+ 4.48%
$86.97 - $102.82 $28.6K - $33.8K
7.67K $735K
AFL
Aflac Inc

Financial Services
157
+ 2.2%
$99.77 - $112.45 $15.7K - $17.7K
7.29K $768K
MKC
Mccormick & CO Inc

Consumer Defensive
345
+ 3.83%
$71.11 - $82.25 $24.5K - $28.4K
9.36K $709K
MCD
Mcdonalds Corp

Consumer Cyclical
41
+ 1.69%
$285.55 - $321.23 $11.7K - $13.2K
2.47K $720K
KMB
Kimberly Clark Corp

Consumer Defensive
190
+ 3.6%
$126.84 - $145.22 $24.1K - $27.6K
5.47K $705K
XOM
Exxon Mobil Corp

Energy
99
+ 1.52%
$99.93 - $119.04 $9.89K - $11.8K
6.61K $712K
CHD
Church & Dwight CO Inc

Consumer Defensive
229
+ 3.33%
$91.57 - $110.76 $21K - $25.4K
7.12K $683K
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email