Sound Income Strategies, LLC Purchases in Q2 2025

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMG
Scotts Miracle Gro CO

Basic Materials
162K
+ 219313.52%
$48.21 - $66.48 $7.82M - $10.8M
162K $10.7M
PFS
Provident Financial Services Inc

Financial Services
545K
New
$14.69 - $17.98 $8M - $9.79M
545K $9.55M
C
Citigroup Inc

Financial Services
20.7K
+ 5.65%
$58.13 - $85.12 $1.2M - $1.76M
386K $32.9M
CFG
Citizens Financial Group Inc

Financial Services
113K
+ 50.65%
$34.27 - $44.75 $3.86M - $5.04M
335K $15M
AMCR
Amcor PLC

Consumer Cyclical
604K
+ 54855.68%
$8.57 - $9.81 $5.18M - $5.92M
605K $5.56M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
117K
+ 83.38%
$40.57 - $43.22 $4.75M - $5.06M
257K $11.1M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
255K
+ 85.82%
$18.92 - $19.87 $4.82M - $5.06M
551K $11M
CG
Carlyle Group Inc.

Financial Services
89.7K
New
$34.78 - $51.4 $3.12M - $4.61M
89.7K $4.61M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
45.2K
+ 1.91%
$19.16 - $23.81 $865K - $1.08M
2.41M $57.3M
CSCO
Cisco Systems, Inc.

Technology
21.6K
+ 5.79%
$53.19 - $69.38 $1.15M - $1.5M
395K $27.4M
NVDA
Nvidia Corp

Technology
3.64K
+ 6.53%
$94.31 - $157.99 $343K - $575K
59.4K $9.38M
BEN
Franklin Resources Inc

Financial Services
28.9K
+ 5.22%
$16.66 - $23.85 $482K - $690K
583K $13.9M
HAS
Hasbro, Inc.

Consumer Cyclical
9.23K
+ 5.43%
$50.71 - $73.82 $468K - $681K
179K $13.2M
CTRE
Care Trust Reit, Inc.

Real Estate
47.9K
+ 9.16%
$26.65 - $30.69 $1.28M - $1.47M
571K $17.5M
ENB
Enbridge Inc

Energy
39K
+ 5.97%
$41.09 - $47.16 $1.6M - $1.84M
692K $31.4M
WDC
Western Digital Corp

Technology
4.44K
+ 5.41%
$30.54 - $63.99 $135K - $284K
86.5K $5.53M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.78K
+ 180.14%
$216.28 - $284.39 $1.47M - $1.93M
10.5K $3M
OKE
Oneok Inc

Energy
50.4K
+ 42.27%
$78.71 - $100.37 $3.97M - $5.06M
170K $13.8M
T
At&T Inc.

Communication Services
48.9K
+ 5.8%
$26.33 - $28.94 $1.29M - $1.41M
892K $25.8M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
14.4K
+ 182.54%
$101.93 - $128.63 $1.47M - $1.85M
22.3K $2.87M
UPS
United Parcel Service Inc

Industrials
30.6K
+ 24.58%
$91.92 - $110.2 $2.81M - $3.37M
155K $15.6M
XSMO
Invesco S&P Smallcap Momentum

ETFs
27.5K
+ 191.27%
$55.15 - $68.11 $1.52M - $1.87M
41.9K $2.85M
VTWG
Vanguard Russell 2000 Growth E

ETFs
8.71K
+ 191.55%
$163.6 - $208.47 $1.42M - $1.81M
13.3K $2.76M
ORCC
Owl Rock Capital Corp

Financial Services
141K
+ 4.47%
N/A
3.29M $44.1M
CRBG
Corebridge Financial, Inc.

Financial Services
15.2K
+ 4.48%
$25.41 - $35.83 $387K - $546K
355K $12.6M
NSA
National Storage Affiliates Trust

Real Estate
89.5K
+ 62.75%
$31.82 - $39.04 $2.85M - $3.49M
232K $7.42M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
46.2K
+ 273.98%
$34.58 - $38.67 $1.6M - $1.79M
63.1K $2.44M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
74.6K
+ 298.32%
$22.4 - $23.8 $1.67M - $1.77M
99.6K $2.37M
CSWC
Capital Southwest Corp

Financial Services
86.2K
+ 13.99%
$17.99 - $22.44 $1.55M - $1.93M
702K $15.5M
HYUP
Dbx ETF Tr X Trackers High Bet

ETFs
40K
+ 271.01%
$39.48 - $42.27 $1.58M - $1.69M
54.8K $2.31M
TSLA
Tesla, Inc.

Consumer Cyclical
1.7K
+ 9.55%
$221.86 - $362.89 $376K - $615K
19.5K $6.18M
NNN
National Retail Properties, Inc.

Real Estate
31.5K
+ 8.19%
$37.56 - $43.42 $1.18M - $1.37M
416K $18M
ES
Eversource Energy

Utilities
17.2K
+ 6.46%
$54.25 - $65.89 $934K - $1.13M
283K $18M
MAIN
Main Street Capital Corp

Financial Services
10.8K
+ 3.23%
$49.15 - $59.32 $532K - $642K
346K $20.4M
BXSL
Blackstone Secured Lending Fund

Financial Services
109K
+ 9.26%
$26.88 - $32.74 $2.92M - $3.55M
1.28M $39.4M
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 5.07%
$144.7 - $178.6 $321K - $396K
45.9K $8.09M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
64.5K
+ 5.79%
$14.97 - $16.79 $965K - $1.08M
1.18M $19.7M
ARCC
Ares Capital Corp

Financial Services
75.1K
+ 3.16%
$18.91 - $22.43 $1.42M - $1.68M
2.45M $53.9M
VICI
Vici Properties Inc.

Real Estate
35.7K
+ 6.69%
$29.41 - $32.97 $1.05M - $1.18M
569K $18.6M
O
Realty Income Corp

Real Estate
19.3K
+ 6.55%
$52.27 - $58.52 $1.01M - $1.13M
314K $18.1M
BK
Bank Of New York Mellon Corp

Financial Services
4.54K
+ 6.37%
$73.31 - $91.62 $332K - $415K
75.8K $6.9M
AVGO
Broadcom Inc.

Technology
2.66K
+ 162.28%
$146.29 - $275.65 $390K - $734K
4.3K $1.19M
EVRG
Evergy, Inc.

Utilities
13K
+ 6.04%
$64.06 - $69.64 $832K - $904K
228K $15.7M
IVV
Ishares Core S&P 500 ETF

ETFs
622
+ 7.35%
$498.8 - $620.9 $310K - $386K
9.08K $5.64M
WMT
Walmart Inc.

Consumer Defensive
6.46K
+ 28.63%
$81.79 - $99.98 $528K - $646K
29K $2.84M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.47K
+ 36750.0%
$468.22 - $566.51 $688K - $833K
1.47K $834K
APLE
Apple Hospitality Reit, Inc.

Real Estate
176K
+ 17.3%
$10.66 - $12.92 $1.87M - $2.27M
1.19M $13.9M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
598
+ 0.06%
$36.2 - $38.97 $21.6K - $23.3K
1.02M $39.7M
NEE
Nextera Energy Inc

Utilities
11.6K
+ 47.9%
$64.11 - $75.0 $745K - $872K
35.9K $2.49M
Activity Summary
Buys All Purchases 665 New Holdings 195 Increased Positions 470 Sells All Sells 409 Reductions 405 Sold out 4 Options Calls 0 Puts 0
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