Sound Income Strategies, LLC Purchases in Q3 2025

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TTE
Total Energies Se

Energy
300K
New
N/A
300K $20.6M
DLR
Digital Realty Trust, Inc.

Real Estate
87.5K
+ 27677.85%
$161.21 - $180.02 $14.1M - $15.7M
87.8K $15.2M
DINO
Hf Sinclair Corp

Energy
274K
New
$42.11 - $54.01 $11.5M - $14.8M
274K $14.3M
RWAY
Runway Growth Finance Corp.

Financial Services
1.41M
New
$10.16 - $11.31 $14.3M - $15.9M
1.41M $14.3M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
720K
+ 42486.19%
$17.96 - $19.62 $12.9M - $14.1M
721K $13.4M
META
Meta Platforms, Inc.

Communication Services
17K
New
$695.21 - $791.73 $11.8M - $13.4M
17K $12.5M
AMCR
Amcor PLC

Consumer Cyclical
1.22M
+ 201.39%
$7.97 - $9.94 $9.71M - $12.1M
1.82M $14.9M
GOOG
Alphabet Inc.

Communication Services
19.9K
+ 354.83%
$175.16 - $255.24 $3.49M - $5.08M
25.5K $6.21M
BKR
Baker Hughes CO

Energy
90.9K
New
$38.68 - $50.55 $3.51M - $4.59M
90.9K $4.43M
SPG
Simon Property Group Inc

Real Estate
2.11K
+ 1.78%
$159.93 - $187.67 $337K - $396K
121K $22.7M
GOOGL
Alphabet Inc.

Communication Services
201
+ 0.44%
$174.36 - $254.72 $35K - $51.2K
46.1K $11.2M
NHI
National Health Investors Inc

Real Estate
10.6K
+ 4.58%
$69.48 - $80.06 $734K - $846K
241K $19.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
47.9K
New
$53.54 - $64.21 $2.57M - $3.08M
47.9K $2.86M
CTRE
Care Trust Reit, Inc.

Real Estate
13.5K
+ 2.36%
$30.29 - $34.8 $409K - $469K
584K $20.3M
VTWG
Vanguard Russell 2000 Growth E

ETFs
10.5K
+ 79.22%
$208.02 - $237.84 $2.18M - $2.5M
23.7K $5.55M
PFS
Provident Financial Services Inc

Financial Services
93.1K
+ 17.09%
$17.9 - $20.32 $1.67M - $1.89M
638K $12.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
32.9K
+ 78.37%
$67.1 - $74.29 $2.2M - $2.44M
74.8K $5.5M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
17.6K
+ 78.86%
$128.6 - $136.01 $2.26M - $2.39M
39.9K $5.39M
VOT
Vanguard Mid Cap Growth Index

ETFs
8.21K
+ 77.91%
$282.75 - $294.19 $2.32M - $2.42M
18.8K $5.51M
IVV
Ishares Core S&P 500 ETF

ETFs
2.65K
+ 29.14%
$620.67 - $670.08 $1.64M - $1.77M
11.7K $7.85M
NVDA
Nvidia Corp

Technology
1.19K
+ 2.01%
$153.3 - $186.58 $183K - $222K
60.5K $11.3M
PRGO
Perrigo CO PLC

Healthcare
189K
+ 35.69%
$20.76 - $28.43 $3.92M - $5.37M
718K $16M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.39K
+ 48.99%
$617.65 - $666.84 $1.47M - $1.59M
7.26K $4.84M
O
Realty Income Corp

Real Estate
11.5K
+ 3.67%
$56.13 - $60.79 $648K - $702K
326K $19.8M
HYUP
Dbx ETF Tr X Trackers High Bet

ETFs
36.3K
+ 66.26%
$42.08 - $42.84 $1.53M - $1.55M
91K $3.89M
BK
Bank Of New York Mellon Corp

Financial Services
1.81K
+ 2.39%
$90.65 - $109.75 $164K - $199K
77.6K $8.45M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
38.5K
+ 61.02%
$38.32 - $39.33 $1.48M - $1.51M
102K $3.99M
SEE
Sealed Air Corp

Consumer Cyclical
32.5K
+ 35.69%
$28.47 - $35.35 $924K - $1.15M
123K $4.36M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
62.4K
+ 62.68%
$23.54 - $23.97 $1.47M - $1.5M
162K $3.88M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
63K
+ 11.43%
$19.78 - $20.26 $1.25M - $1.28M
615K $12.3M
ORCC
Owl Rock Capital Corp

Financial Services
98.4K
+ 2.99%
N/A
3.39M $45.4M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
25.3K
+ 9.82%
$42.8 - $44.0 $1.08M - $1.11M
283K $12.4M
CG
Carlyle Group Inc.

Financial Services
2.23K
+ 2.48%
$52.82 - $69.35 $118K - $154K
91.9K $5.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.07K
+ 11.4%
$546.99 - $602.2 $587K - $646K
10.5K $6.29M
CSWC
Capital Southwest Corp

Financial Services
54.6K
+ 7.77%
$21.86 - $23.33 $1.19M - $1.27M
757K $16.5M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
35.9K
+ 3.05%
$16.46 - $17.1 $591K - $614K
1.21M $20.7M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
19.2K
+ 5.44%
$45.54 - $48.43 $873K - $928K
372K $17.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.27K
+ 19.75%
$362.31 - $405.74 $460K - $515K
7.7K $3.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.9K
+ 432.06%
$26.38 - $27.95 $709K - $751K
33.1K $903K
GE
General Electric CO

Industrials
2.4K
New
$244.75 - $305.63 $587K - $733K
2.4K $721K
MSFT
Microsoft Corp

Technology
489
+ 2.22%
$491.09 - $535.64 $240K - $262K
22.5K $11.7M
VICI
Vici Properties Inc.

Real Estate
20.6K
+ 3.62%
$31.43 - $33.93 $648K - $699K
590K $19.2M
AVGO
Broadcom Inc.

Technology
1.26K
+ 29.23%
$264.74 - $369.57 $333K - $465K
5.56K $1.83M
GLD
Spdr Gold Trust

ETFs
490
+ 5.96%
$300.96 - $355.47 $147K - $174K
8.72K $3.1M
PINE
Alpine Income Property Trust, Inc.

Real Estate
79.1K
+ 7.56%
$13.96 - $15.47 $1.1M - $1.22M
1.13M $15.9M
NNN
National Retail Properties, Inc.

Real Estate
18.1K
+ 4.36%
$40.68 - $44.1 $738K - $800K
434K $18.5M
VTRS
Viatris Inc

Healthcare
11.3K
+ 2.74%
$8.74 - $10.69 $98.7K - $121K
423K $4.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.37K
+ 4.57%
$108.97 - $121.65 $149K - $167K
31.3K $3.78M
ADT
Adt Inc.

Industrials
28K
+ 2.99%
$8.27 - $8.85 $231K - $248K
964K $8.4M
Activity Summary
Buys All Purchases 627 New Holdings 266 Increased Positions 361 Sells All Sells 456 Reductions 455 Sold out 1 Options Calls 0 Puts 0
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