Sound Financial Strategies Group, LLC Reduced Holdings in Q1 2025

Sound Financial Strategies Group, LLC

  • $106 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-75.7K
- 41.61%
$91.17 - $95.39 $6.9M - $7.22M
106K $10.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-27.8K
- 15.32%
$95.85 - $99.25 $2.67M - $2.76M
154K $15.2M
O
Realty Income Corp

Real Estate
-11.7K
- 76.27%
$51.67 - $58.49 $602K - $681K
3.63K $210K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.26K
- 99.42%
$168.16 - $186.21 $549K - $608K
19 $3K
PNR
Pentair PLC

Industrials
-1.63K
- 16.72%
$84.0 - $105.35 $137K - $171K
8.1K $708K
SWK
Stanley Black & Decker, Inc.

Industrials
-3.03K
- 32.78%
$76.43 - $90.41 $231K - $274K
6.21K $477K
EMR
Emerson Electric CO

Industrials
-1.28K
- 17.16%
$108.64 - $131.17 $139K - $167K
6.16K $675K
EXPD
Expeditors International Of Washington Inc

Industrials
-2.59K
- 35.73%
$109.09 - $126.48 $282K - $327K
4.65K $559K
DOV
Dover Corp

Industrials
-1K
- 21.22%
$174.65 - $206.43 $175K - $207K
3.72K $653K
IBM
International Business Machines Corp

Technology
-1.43K
- 33.33%
$217.4 - $264.74 $311K - $378K
2.86K $710K
TROW
Price T Rowe Group Inc

Financial Services
-612
- 8.13%
$91.57 - $116.93 $56K - $71.6K
6.92K $635K
FRT
Federal Realty Investment Trust

Real Estate
-947
- 11.95%
$94.7 - $111.82 $89.7K - $106K
6.98K $682K
SPGI
S&P Global Inc.

Financial Services
-414
- 22.9%
$478.26 - $543.77 $198K - $225K
1.39K $708K
ATO
Atmos Energy Corp

Utilities
-1.81K
- 26.69%
$136.51 - $154.58 $247K - $280K
4.97K $768K
AOS
Smith A O Corp

Industrials
-2.12K
- 20.82%
$65.16 - $72.69 $138K - $154K
8.05K $526K
ESS
Essex Property Trust, Inc.

Real Estate
-583
- 19.0%
N/A
2.49K $678K
CINF
Cincinnati Financial Corp

Financial Services
-1.18K
- 17.91%
$133.67 - $147.81 $158K - $175K
5.41K $799K
ITW
Illinois Tool Works Inc

Industrials
-522
- 15.65%
$244.9 - $274.48 $128K - $143K
2.81K $697K
ECL
Ecolab Inc.

Basic Materials
-862
- 23.49%
$229.72 - $269.82 $198K - $233K
2.81K $711K
ABT
Abbott Laboratories

Healthcare
-2.22K
- 28.69%
$111.1 - $140.22 $247K - $312K
5.53K $733K
GWW
W.W. Grainger, Inc.

Industrials
-88
- 10.58%
$953.54 - $1132.42 $83.9K - $99.7K
744 $734K
LOW
Lowes Companies Inc

Consumer Cyclical
-357
- 10.22%
$222.66 - $268.42 $79.5K - $95.8K
3.14K $731K
MCD
Mcdonalds Corp

Consumer Cyclical
-622
- 20.42%
$279.74 - $321.29 $174K - $200K
2.42K $757K
CAT
Caterpillar Inc

Industrials
-140
- 6.03%
$326.75 - $407.63 $45.7K - $57.1K
2.18K $719K
AMCR
Amcor PLC

Consumer Cyclical
-14.7K
- 17.08%
$9.33 - $10.39 $137K - $153K
71.6K $694K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.05K
- 12.51%
$96.18 - $109.82 $101K - $115K
7.34K $751K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.17K
- 19.41%
$71.24 - $84.73 $155K - $184K
9.01K $741K
FAST
Fastenal CO

Industrials
-2.28K
- 18.8%
$71.11 - $79.98 $162K - $183K
9.86K $764K
SHW
Sherwin Williams CO

Basic Materials
-362
- 14.47%
$330.16 - $365.55 $120K - $132K
2.14K $746K
BRO
Brown & Brown, Inc.

Financial Services
-2.41K
- 26.71%
$100.54 - $124.4 $243K - $300K
6.62K $823K
SYY
Sysco Corp

Consumer Defensive
-1.08K
- 9.76%
$70.0 - $77.13 $75.9K - $83.6K
10K $752K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.2K
- 18.46%
$124.46 - $147.4 $149K - $176K
5.28K $751K
PEP
Pepsico Inc

Consumer Defensive
-586
- 14.56%
$142.64 - $156.42 $83.6K - $91.7K
3.44K $515K
KO
Coca Cola CO

Consumer Defensive
-3.04K
- 22.32%
$60.81 - $72.32 $185K - $220K
10.6K $757K
NEE
Nextera Energy Inc

Utilities
-1.12K
- 9.77%
$66.96 - $76.16 $75.1K - $85.4K
10.3K $733K
MDT
Medtronic PLC

Healthcare
-2.13K
- 20.5%
$79.84 - $94.5 $170K - $201K
8.24K $740K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.18K
- 14.63%
$101.42 - $113.2 $120K - $134K
6.89K $758K
CTAS
Cintas Corp

Industrials
-836
- 18.64%
$182.09 - $208.14 $152K - $174K
3.65K $750K
CB
Chubb LTD

Financial Services
-487
- 15.2%
$257.71 - $301.99 $126K - $147K
2.72K $820K
AFL
Aflac Inc

Financial Services
-1.14K
- 13.81%
$100.99 - $111.19 $115K - $127K
7.13K $793K
ROP
Roper Technologies Inc

Industrials
-286
- 18.12%
$502.71 - $593.81 $144K - $170K
1.29K $761K
CL
Colgate Palmolive CO

Consumer Defensive
-833
- 9.3%
$85.68 - $97.5 $71.4K - $81.2K
8.12K $761K
SJM
J M Smucker CO

Consumer Defensive
-796
- 14.51%
$100.41 - $118.41 $79.9K - $94.3K
4.69K $555K
WMT
Walmart Inc.

Consumer Defensive
-446
- 15.89%
$84.5 - $105.05 $37.7K - $46.9K
2.36K $207K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-560
- 0.87%
$100.34 - $100.68 $56.2K - $56.4K
64.1K $6.45M
GPC
Genuine Parts CO

Consumer Cyclical
-303
- 6.61%
$115.91 - $129.02 $35.1K - $39.1K
4.28K $509K
APD
Air Products & Chemicals, Inc.

Basic Materials
-101
- 4.15%
$283.24 - $338.07 $28.6K - $34.1K
2.33K $688K
TPHE
Timothy Plan High Divid Stk En

ETFs
-369
- 47.61%
$24.66 - $26.13 $9.1K - $9.64K
406 $10K
PG
Procter & Gamble CO

Consumer Defensive
-22
- 1.74%
$158.56 - $176.26 $3.49K - $3.88K
1.25K $212K
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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