Sound Financial Strategies Group, LLC Closed Holding Positions

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Jul 25, 2022
4,554
$49.43 - $58.65 $225K - $267K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Jul 25, 2022
3,859
$139.3 - $249.32 $538K - $962K
Peoples United Financial Inc
Q2 2022 Filed on Jul 25, 2022
82,515
N/A
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 05, 2022
7,238
$71.98 - $86.95 $521K - $629K
EMN
Eastman Chemical CO

Basic Materials
Q1 2022 Filed on May 05, 2022
5,800
$105.04 - $127.69 $609K - $741K
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2022 Filed on May 05, 2022
3,973
$140.89 - $180.95 $560K - $719K
AVGO
Broadcom Inc.

Technology
Q1 2022 Filed on May 05, 2022
1,300
$533.23 - $670.92 $693K - $872K
AVY
Avery Dennison Corp

Industrials
Q1 2022 Filed on May 05, 2022
3,106
$158.58 - $215.92 $493K - $671K
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on May 05, 2022
3,851
$145.63 - $177.15 $561K - $682K
APH
Amphenol Corp

Technology
Q1 2022 Filed on May 05, 2022
9,066
$71.49 - $86.77 $648K - $787K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
1,924
$299.33 - $412.84 $576K - $794K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2022 Filed on May 05, 2022
13,013
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
12,593
$34.8 - $42.7 $438K - $538K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on May 05, 2022
10,584
$79.97 - $86.97 $846K - $920K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2022 Filed on May 05, 2022
29,211
$34.89 - $41.24 $1.02M - $1.2M
AMP
Ameriprise Financial Inc

Financial Services
Q1 2022 Filed on May 05, 2022
2,501
$261.39 - $328.58 $654K - $822K
VLO
Valero Energy Corp

Energy
Q1 2022 Filed on May 05, 2022
9,270
$77.14 - $101.54 $715K - $941K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
3,317
$191.79 - $236.3 $636K - $784K
TXN
Texas Instruments Inc

Technology
Q1 2022 Filed on May 05, 2022
3,410
$162.47 - $191.01 $554K - $651K
RJF
Raymond James Financial Inc

Financial Services
Q1 2022 Filed on May 05, 2022
7,318
$92.96 - $115.44 $680K - $845K
POOL
Pool Corp

Industrials
Q1 2022 Filed on May 05, 2022
1,462
$415.42 - $550.25 $607K - $804K
BIBL
Northern Lts Fd Tr Iv

ETFs
Q1 2022 Filed on May 05, 2022
41,281
$33.04 - $39.29 $1.36M - $1.62M
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
Q1 2022 Filed on May 05, 2022
7,180
$23.22 - $29.51 $167K - $212K
FEVR
Northern Lts Fd Tr Iv Inspire

ETFs
Q1 2022 Filed on May 05, 2022
406,574
N/A
MPC
Marathon Petroleum Corp

Energy
Q1 2022 Filed on May 05, 2022
11,218
$65.66 - $85.5 $737K - $959K
KEY
Keycorp

Financial Services
Q1 2022 Filed on May 05, 2022
31,295
$22.12 - $27.01 $692K - $845K
IP
International Paper CO

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
11,291
$40.98 - $49.5 $463K - $559K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2022 Filed on May 05, 2022
44,884
$14.09 - $17.63 $632K - $791K
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2022 Filed on May 05, 2022
3,854
$186.56 - $218.06 $719K - $840K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
Q3 2021 Filed on Nov 03, 2021
1,763
$55.69 - $58.91 $98.2K - $104K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
Q3 2021 Filed on Nov 03, 2021
1,788
$70.32 - $75.05 $126K - $134K
FDS
Factset Research Systems Inc

Financial Services
Q2 2021 Filed on Jul 30, 2021
1,816
$309.13 - $347.1 $561K - $630K
JKHY
Henry Jack & Associates Inc

Technology
Q2 2021 Filed on Jul 30, 2021
3,775
$153.58 - $169.59 $580K - $640K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2021 Filed on Jul 30, 2021
3,135
$203.62 - $223.72 $638K - $701K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2021 Filed on Jul 30, 2021
4,586
$146.42 - $171.59 $671K - $787K
SO
Southern CO

Utilities
Q2 2021 Filed on Jul 30, 2021
9,530
$60.46 - $66.42 $576K - $633K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2021 Filed on Jul 30, 2021
5,879
$88.95 - $99.26 $523K - $584K
ES
Eversource Energy

Utilities
Q2 2021 Filed on Jul 30, 2021
6,390
$78.74 - $90.58 $503K - $579K
EVRG
Evergy, Inc.

Utilities
Q2 2021 Filed on Jul 30, 2021
10,441
$59.93 - $64.81 $626K - $677K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q2 2021 Filed on Jul 30, 2021
3,667
$168.4 - $193.76 $618K - $711K
LNT
Alliant Energy Corp

Utilities
Q2 2021 Filed on Jul 30, 2021
10,788
$54.01 - $58.75 $583K - $634K
AEP
American Electric Power CO Inc

Utilities
Q2 2021 Filed on Jul 30, 2021
6,759
$82.35 - $90.14 $557K - $609K
CMS
Cms Energy Corp

Utilities
Q2 2021 Filed on Jul 30, 2021
9,232
$58.12 - $65.27 $537K - $603K
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2021 Filed on Jul 30, 2021
4,160
$141.26 - $163.94 $588K - $682K
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Jul 30, 2021
7,258
$73.51 - $80.37 $534K - $583K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2021 Filed on Jul 30, 2021
9,449
$65.04 - $76.75 $615K - $725K
WTRG
Essential Utilities, Inc.

Utilities
Q2 2021 Filed on Jul 30, 2021
13,119
$44.72 - $49.09 $587K - $644K
Ishares Gold Trust
Q1 2021 Filed on May 07, 2021
1,111,395
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2021 Filed on May 07, 2021
52,825
$54.36 - $55.51 $2.87M - $2.93M
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