Sound Income Strategies, LLC Purchases in Q3 2024

Sound Income Strategies, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SON
Sonoco Products CO

Consumer Cyclical
182K
New
$48.33 - $56.57 $8.79M - $10.3M
182K $9.93M
PRGO
Perrigo CO PLC

Healthcare
375K
New
$25.44 - $29.27 $9.55M - $11M
375K $9.84M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
369K
+ 75.75%
$16.42 - $18.12 $6.05M - $6.68M
855K $15.4M
IBM
International Business Machines Corp

Technology
6.52K
+ 6.21%
$175.1 - $223.38 $1.14M - $1.46M
112K $24.7M
T
At&T Inc.

Communication Services
59.8K
+ 5.34%
$18.21 - $22.28 $1.09M - $1.33M
1.18M $25.9M
OMC
Omnicom Group Inc.

Communication Services
11.6K
+ 5.16%
$87.69 - $103.9 $1.01M - $1.2M
236K $24.4M
NNN
National Retail Properties, Inc.

Real Estate
50.2K
+ 18.96%
$42.12 - $48.79 $2.11M - $2.45M
315K $15.3M
ENB
Enbridge Inc

Energy
29.3K
+ 5.3%
$35.27 - $41.18 $1.03M - $1.21M
582K $23.6M
NHI
National Health Investors Inc

Real Estate
16.5K
+ 10.75%
$67.53 - $85.15 $1.11M - $1.4M
170K $14.3M
BXSL
Blackstone Secured Lending Fund

Financial Services
167K
+ 21.98%
$28.75 - $31.59 $4.8M - $5.27M
927K $27.1M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
307K
+ 11.54%
$10.49 - $11.94 $3.22M - $3.66M
2.96M $34.3M
O
Realty Income Corp

Real Estate
17.6K
+ 7.69%
$52.36 - $63.42 $923K - $1.12M
247K $15.6M
MTB
M&T Bank Corp

Financial Services
5.21K
+ 5.55%
$146.49 - $179.85 $763K - $936K
99K $17.6M
CRBG
Corebridge Financial, Inc.

Financial Services
117K
+ 59.48%
$24.9 - $30.12 $2.91M - $3.52M
313K $9.14M
EIX
Edison International

Utilities
6.89K
+ 3.87%
$71.19 - $87.72 $491K - $605K
185K $16.1M
VICI
Vici Properties Inc.

Real Estate
33.3K
+ 7.93%
$27.64 - $34.08 $922K - $1.14M
454K $15.1M
PINE
Alpine Income Property Trust, Inc.

Real Estate
60.7K
+ 8.26%
$15.0 - $19.1 $910K - $1.16M
795K $14.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.06K
New
$523.84 - $572.02 $2.65M - $2.89M
5.06K $2.88M
ETR
Entergy Corp

Utilities
4.03K
+ 4.27%
$104.75 - $131.61 $422K - $530K
98.4K $12.9M
PFG
Principal Financial Group Inc

Financial Services
14.9K
+ 7.64%
$72.94 - $87.46 $1.09M - $1.31M
210K $18.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
25.1K
+ 774.86%
$95.81 - $109.03 $2.4M - $2.74M
28.3K $3.05M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
22.5K
+ 9.01%
$43.9 - $52.34 $986K - $1.18M
272K $14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.43K
+ 90.14%
$434.77 - $502.96 $2.36M - $2.73M
11.5K $5.59M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
23.6K
+ 10438.5%
$100.75 - $111.62 $2.38M - $2.63M
23.8K $2.6M
ADT
Adt Inc.

Industrials
355K
New
$6.87 - $7.9 $2.44M - $2.81M
355K $2.57M
HAS
Hasbro, Inc.

Consumer Cyclical
6.77K
+ 4.53%
$56.54 - $72.32 $383K - $490K
156K $11.3M
SPG
Simon Property Group Inc

Real Estate
5.14K
+ 5.32%
$146.09 - $170.11 $751K - $874K
102K $17.2M
CSCO
Cisco Systems, Inc.

Technology
10.6K
+ 3.3%
$44.74 - $53.22 $476K - $567K
333K $17.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
25.2K
+ 377.81%
$84.81 - $93.54 $2.14M - $2.36M
31.9K $2.93M
AAPL
Apple Inc.

Technology
1.26K
+ 1.45%
$207.23 - $234.82 $262K - $296K
88.5K $20.6M
ARCC
Ares Capital Corp

Financial Services
79.1K
+ 3.7%
$19.8 - $21.28 $1.57M - $1.68M
2.22M $46.4M
APLE
Apple Hospitality Reit, Inc.

Real Estate
106K
+ 14.87%
$13.7 - $15.35 $1.45M - $1.63M
819K $12.2M
ORCC
Owl Rock Capital Corp

Financial Services
130K
+ 4.8%
N/A
2.84M $38.1M
PFE
Pfizer Inc

Healthcare
32.9K
+ 4.96%
$27.7 - $31.39 $910K - $1.03M
695K $20.1M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
17.5K
+ 5.62%
$28.08 - $32.61 $492K - $571K
329K $10.4M
XRX
Xerox Holdings Corp

Technology
226K
+ 27.93%
$9.66 - $12.04 $2.18M - $2.72M
1.03M $10.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12.6K
+ 5.26%
$92.56 - $99.46 $1.16M - $1.25M
251K $24.1M
GPN
Global Payments Inc

Industrials
10.3K
+ 29.86%
$92.66 - $112.97 $959K - $1.17M
45K $4.61M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.5K
New
$100.3 - $100.74 $1.15M - $1.16M
11.5K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.92K
+ 44.87%
$475.2 - $527.7 $910K - $1.01M
6.19K $3.26M
TSLA
Tesla, Inc.

Consumer Cyclical
847
+ 6.21%
$191.76 - $263.26 $162K - $223K
14.5K $3.79M
CRI
Carters Inc

Consumer Cyclical
8.19K
+ 4.89%
$57.26 - $71.06 $469K - $582K
175K $11.4M
BK
Bank Of New York Mellon Corp

Financial Services
4.72K
+ 8.98%
$59.54 - $72.17 $281K - $341K
57.3K $4.12M
TAP
Molson Coors Beverage CO

Consumer Defensive
6.74K
+ 8.8%
$49.94 - $57.52 $336K - $387K
83.3K $4.79M
BERY
Berry Global Group, Inc.

Consumer Cyclical
5.17K
+ 8.75%
$58.01 - $69.08 $300K - $357K
64.3K $4.37M
C
Citigroup Inc

Financial Services
18.2K
+ 5.96%
$56.11 - $67.61 $1.02M - $1.23M
323K $20.2M
DOW
Dow Inc.

Basic Materials
10.2K
+ 5.16%
$50.15 - $55.41 $510K - $563K
207K $11.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18.6K
+ 2090.77%
$41.02 - $46.01 $762K - $854K
19.5K $885K
LKQ
Lkq Corp

Consumer Cyclical
23.5K
+ 31.49%
$38.47 - $46.03 $904K - $1.08M
98.1K $3.92M
Activity Summary
Buys All Purchases 569 New Holdings 158 Increased Positions 411 Sells All Sells 275 Reductions 270 Sold out 5 Options Calls 0 Puts 0
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