Sound Financial Strategies Group, LLC Portfolio Holdings

Sound Financial Strategies Group, LLC

  • $106 Million
  • Q1 2025

Sound Financial Strategies Group, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $15.2M, Ishares Barclays with a value of $10.1M, Ishares Trishares 0 3 Mnth Tre with a value of $6.45M, Timothy Plan Intl ETF (De) with a value of $3.67M, and Northern Lts Fd Tr Iv Inspire with a value of $3.55M.

Examining the 13F form we can see an decrease of $3.76M in the current position value, from $109M to 106M.

Below you can find more details about Sound Financial Strategies Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Million
ETFs: $69.1 Million
Industrials: $10.3 Million
Consumer Defensive: $6.98 Million
Financial Services: $5.78 Million
Consumer Cyclical: $2.69 Million
Healthcare: $2.47 Million
Utilities: $2.33 Million
Basic Materials: $2.15 Million
Other: $3.91 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $106 Million
  • Prior Value $109 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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