Sound Financial Strategies Group, LLC Reduced Holdings in Q2 2025

Sound Financial Strategies Group, LLC

  • $111 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.23K
- 4.06%
$96.84 - $99.46 $604K - $620K
147K $14.6M
KO
Coca Cola CO

Consumer Defensive
-7.55K
- 71.31%
$68.37 - $73.9 $516K - $558K
3.04K $214K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.1K
- 57.85%
$39.89 - $49.46 $402K - $499K
7.35K $363K
LOW
Lowes Companies Inc

Consumer Cyclical
-794
- 25.31%
$210.83 - $235.28 $167K - $187K
2.34K $519K
VUG
Vanguard Growth ETF

ETFs
-608
- 63.33%
$329.49 - $438.4 $200K - $267K
352 $154K
HRL
Hormel Foods Corp

Consumer Defensive
-6.02K
- 24.46%
$29.11 - $31.44 $175K - $189K
18.6K $562K
ITW
Illinois Tool Works Inc

Industrials
-610
- 21.69%
$218.41 - $252.43 $133K - $154K
2.2K $544K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-919
- 3.55%
$45.07 - $52.57 $41.4K - $48.3K
25K $1.22M
ED
Consolidated Edison Inc

Utilities
-238
- 3.17%
$98.05 - $113.3 $23.3K - $27K
7.26K $728K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-352
- 2.78%
$90.85 - $102.31 $32K - $36K
12.3K $1.24M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-1.34K
- 4.3%
$32.99 - $38.01 $44.3K - $51K
29.9K $1.13M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-2.77K
- 2.89%
$10.82 - $12.71 $29.9K - $35.2K
92.9K $1.16M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-120
- 0.86%
$68.13 - $74.77 $8.18K - $8.97K
13.9K $1.01M
CB
Chubb LTD

Financial Services
-3
- 0.11%
$274.32 - $302.46 $823 - $907
2.72K $786K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-656
- 2.99%
$31.58 - $37.56 $20.7K - $24.6K
21.3K $787K
VPN
Global X Fds Data Ctr Reits &

ETFs
-1.24K
- 2.76%
N/A
43.9K $698K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-2.36K
- 5.28%
$32.77 - $38.72 $77.5K - $91.5K
42.4K $1.64M
ISMD
Northern Lts Fd Tr Iv

ETFs
-2.27K
- 4.82%
$29.72 - $35.6 $67.6K - $80.9K
44.9K $1.59M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-3.85K
- 5.75%
$37.78 - $44.9 $146K - $173K
63.1K $2.83M
Strategy Shs
-1.75K
- 3.8%
N/A
44.2K $0
Northern Lts Fd Tr Iv
-737
- 5.49%
N/A
12.7K $0
AIQ
Global X Funds Global X Artifi

ETFs
-16
- 3.76%
$31.5 - $43.69 $504 - $699
409 $17K
GLD
Spdr Gold Trust

ETFs
-8
- 0.56%
$273.71 - $316.29 $2.19K - $2.53K
1.42K $432K
DGRO
Ishares Core Dividend Growth E

ETFs
-309
- 1.52%
$55.22 - $63.94 $17.1K - $19.8K
20.1K $1.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-51
- 0.68%
$90.56 - $109.49 $4.62K - $5.58K
7.42K $811K
EFV
Msci Eafe Value ETF

ETFs
-55
- 0.47%
$52.4 - $64.65 $2.88K - $3.56K
11.7K $745K
VB
Vanguard Small Cap ETF

ETFs
-13
- 0.37%
$193.73 - $237.37 $2.52K - $3.09K
3.52K $834K
IFRA
Ishares Tr

ETFs
-1.1K
- 3.82%
$40.97 - $49.19 $45K - $54.1K
27.7K $1.36M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-709
- 3.49%
$37.77 - $46.15 $26.8K - $32.7K
19.6K $903K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-306
- 6.68%
$180.84 - $240.32 $55.3K - $73.5K
4.27K $1.03M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.27K
- 7.01%
$106.81 - $136.49 $135K - $173K
16.8K $2.29M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-9.25K
- 7.24%
$26.0 - $32.29 $240K - $299K
119K $3.83M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-6.89K
- 5.97%
$27.43 - $34.32 $189K - $236K
109K $3.72M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.58K
- 6.86%
$82.51 - $109.2 $130K - $172K
21.4K $2.34M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-419
- 3.76%
$101.69 - $139.02 $42.6K - $58.2K
10.7K $1.49M
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
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