Sound Financial Strategies Group, LLC Reduced Holdings in Q3 2025

Sound Financial Strategies Group, LLC

  • $128 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.95K
- 14.3%
$100.37 - $100.74 $999K - $1M
59.6K $6M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-5.24K
- 43.95%
$99.12 - $99.52 $520K - $522K
6.69K $665K
WMT
Walmart Inc.

Consumer Defensive
-5.12K
- 62.34%
$94.4 - $104.27 $484K - $534K
3.1K $318K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.14K
- 3.48%
$97.75 - $100.75 $502K - $517K
142K $14.3M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-14K
- 11.78%
$31.81 - $33.66 $444K - $470K
105K $3.49M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-10.8K
- 9.98%
$33.76 - $35.55 $366K - $385K
97.7K $3.45M
VOT
Vanguard Mid Cap Growth Index

ETFs
-955
- 99.48%
$282.75 - $294.19 $270K - $281K
5 $1K
CAH
Cardinal Health Inc

Healthcare
-1.08K
- 19.59%
$146.04 - $167.63 $157K - $180K
4.42K $693K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.7K
- 23.95%
$85.84 - $99.09 $146K - $169K
5.41K $474K
EXPD
Expeditors International Of Washington Inc

Industrials
-2.04K
- 31.28%
$111.37 - $124.95 $227K - $255K
4.48K $549K
CTAS
Cintas Corp

Industrials
-527
- 14.17%
$199.29 - $226.27 $105K - $119K
3.19K $655K
IBM
International Business Machines Corp

Technology
-460
- 15.57%
$234.77 - $292.47 $108K - $135K
2.5K $703K
CL
Colgate Palmolive CO

Consumer Defensive
-551
- 6.64%
$79.36 - $93.33 $43.7K - $51.4K
7.75K $619K
GWW
W.W. Grainger, Inc.

Industrials
-72
- 9.5%
$932.44 - $1059.49 $67.1K - $76.3K
686 $653K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.75K
- 16.3%
$138.08 - $151.2 $241K - $264K
8.97K $1.35M
DOV
Dover Corp

Industrials
-354
- 8.38%
$165.59 - $190.9 $58.6K - $67.6K
3.87K $645K
ROP
Roper Technologies Inc

Industrials
-73
- 5.51%
$495.03 - $573.0 $36.1K - $41.8K
1.25K $624K
BRO
Brown & Brown, Inc.

Financial Services
-106
- 1.58%
$90.88 - $108.93 $9.63K - $11.5K
6.61K $619K
SPGI
S&P Global Inc.

Financial Services
-117
- 8.03%
$484.94 - $564.15 $56.7K - $66K
1.34K $652K
PNR
Pentair PLC

Industrials
-1.54K
- 18.38%
$100.62 - $112.59 $155K - $173K
6.82K $755K
CB
Chubb LTD

Financial Services
-252
- 9.28%
$265.99 - $289.59 $67K - $73K
2.46K $695K
MKC
Mccormick & CO Inc

Consumer Defensive
-65
- 0.69%
$64.3 - $77.17 $4.18K - $5.02K
9.29K $621K
ADP
Automatic Data Processing Inc

Industrials
-167
- 6.79%
$288.69 - $310.94 $48.2K - $51.9K
2.29K $672K
CINF
Cincinnati Financial Corp

Financial Services
-808
- 14.55%
$145.8 - $158.1 $118K - $128K
4.75K $750K
ABT
Abbott Laboratories

Healthcare
-468
- 8.16%
$120.51 - $136.62 $56.4K - $63.9K
5.27K $705K
ECL
Ecolab Inc.

Basic Materials
-284
- 9.72%
$259.39 - $285.47 $73.7K - $81.1K
2.64K $722K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-3.29K
- 5.21%
$44.8 - $46.43 $147K - $153K
59.8K $2.77M
SHW
Sherwin Williams CO

Basic Materials
-204
- 9.27%
$330.88 - $375.23 $67.5K - $76.5K
2K $691K
CLX
Clorox CO

Consumer Defensive
-638
- 13.11%
$117.67 - $131.43 $75.1K - $83.9K
4.23K $521K
GD
General Dynamics Corp

Industrials
-592
- 19.69%
$293.92 - $341.0 $174K - $202K
2.41K $823K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.7K
- 8.67%
$45.22 - $48.34 $76.7K - $82K
17.9K $853K
IFRA
Ishares Tr

ETFs
-2.76K
- 9.97%
$49.77 - $52.82 $137K - $146K
24.9K $1.32M
FAST
Fastenal CO

Industrials
-3.6K
- 18.0%
$42.47 - $50.39 $153K - $182K
16.4K $804K
KMB
Kimberly Clark Corp

Consumer Defensive
-71
- 1.3%
$121.72 - $136.77 $8.64K - $9.71K
5.4K $671K
SYY
Sysco Corp

Consumer Defensive
-1.19K
- 11.54%
$76.33 - $82.51 $91K - $98.4K
9.13K $752K
ESS
Essex Property Trust, Inc.

Real Estate
-67
- 2.6%
N/A
2.51K $685K
ED
Consolidated Edison Inc

Utilities
-198
- 2.73%
$95.57 - $105.36 $18.9K - $20.9K
7.07K $710K
AFL
Aflac Inc

Financial Services
-533
- 7.31%
$98.09 - $111.7 $52.3K - $59.5K
6.76K $754K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-1.21K
- 4.04%
$38.0 - $39.42 $45.9K - $47.6K
28.7K $1.13M
Northern Lts Fd Tr Iv
-918
- 7.23%
N/A
11.8K $0
Linde PLC
-150
- 9.17%
N/A
1.49K $0
Strategy Shs
-999
- 2.26%
N/A
43.2K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-90
- 3.65%
$291.67 - $316.99 $26.3K - $28.5K
2.38K $721K
NEE
Nextera Energy Inc

Utilities
-811
- 7.6%
$69.77 - $77.54 $56.6K - $62.9K
9.86K $744K
ATO
Atmos Energy Corp

Utilities
-460
- 9.09%
$151.51 - $170.75 $69.7K - $78.5K
4.6K $785K
MDT
Medtronic PLC

Healthcare
-556
- 6.48%
$87.67 - $95.74 $48.7K - $53.2K
8.02K $764K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-119
- 2.32%
$133.48 - $144.38 $15.9K - $17.2K
5.02K $715K
DGRO
Ishares Core Dividend Growth E

ETFs
-578
- 2.88%
$64.12 - $68.08 $37.1K - $39.4K
19.5K $1.33M
ES
Eversource Energy

Utilities
-363
- 3.2%
$62.86 - $71.14 $22.8K - $25.8K
11K $780K
Activity Summary
Buys All Purchases 51 New Holdings 17 Increased Positions 34 Sells All Sells 53 Reductions 53 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