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
EMBC
Embecta Corp.

Healthcare
21
New
$9.58 - $15.31 $201 - $322
21 $0
Bitmine Immersion Tecnologies Com New
408
New
N/A
408 $0
FTCS
First Trust Capital Strength E

ETFs
0
New
$89.72 - $93.74 $0 - $0
0 $0
Crane Company Common Stock
15
New
N/A
15 $0
Roundhill Magnificent Seven ETF
49
+ 3.14%
N/A
1.61K $0
Talen Energy Corp Com
15
New
N/A
15 $0
Bitwise Bitcoin ETF Trust
733
+ 66.46%
N/A
1.84K $0
Fidelity Wise Origin Bitcoin Fund
18
+ 3.55%
N/A
525 $0
Hut 8 Corp Com
163
New
N/A
163 $0
Janus Henderson Securitized Income ETF
93
New
N/A
93 $0
Mach Natural Resources LP Com Unit LTD Par
104
New
N/A
104 $0
Yieldmax Amd Option Income Strategy ETF
350
New
N/A
350 $0
Lazard Inc Com
370
New
N/A
370 $0
Lithium Amers Corp New Com Shs
450
New
N/A
450 $0
Innovator Equity Defined Protection ETF 2 Yr To July 2027
14.6K
New
N/A
14.6K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
44
+ 0.97%
N/A
4.56K $0
Kodiak Gas Svcs Inc Com
3
+ 1.5%
N/A
203 $0
Ishares Flexible Income Active ETF
31
+ 1.9%
N/A
1.66K $0
TU
Telus Corp

Communication Services
25
+ 3.82%
$15.6 - $16.63 $390 - $416
680 $10K
Eldridge Bbb B Clo ETF
55.4K
+ 62.51%
N/A
144K $0
Knightscope Inc Cl A New
3
New
N/A
3 $0
Mind Medicine Mindmed Inc Com New
3.68K
New
N/A
3.68K $0
Psq Holdings Inc Cl A
1.15K
New
N/A
1.15K $0
Chargepoint Holdings Inc Com Shs
15
New
N/A
15 $0
Aptiv PLC Com Shs
72
New
N/A
72 $0
Noble Corp PLC Ord Shs A
39
New
N/A
39 $0
Coherent Corp Com
75
+ 18.2%
N/A
487 $0
Workhorse Group Inc Com New
20
New
N/A
20 $0
Stem Inc Com New
5
New
N/A
5 $0
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
19
New
$48.72 - $50.73 $926 - $964
19 $0
American Strategic Invest CO Com Cl A
39
New
N/A
39 $0
Proshares Short S&P500
78
New
N/A
78 $0
MTCH
Match Group, Inc.

Communication Services
0
New
$31.83 - $38.77 $0 - $0
0 $0
Nebius Group N.V. Shs Class A
63
+ 31.5%
N/A
263 $0
Fuelcell Energy Inc Com New
16
New
N/A
16 $0
Brookfield Infrastructure Corp Com Sub Vtg A
132
New
N/A
132 $0
Rocket Lab Corp Com
561
New
N/A
561 $0
Vicarious Surgical Inc Com Cl A New
13
New
N/A
13 $0
AVLV
American Centy ETF Tr Avantis
4
New
$68.33 - $72.69 $273 - $291
4 $0
NBLTF
Noble Corp PLC Wts 04 02 28 To
158
New
N/A
158 $0
Or Royalties Inc. Com Shs
430
New
N/A
430 $0
TMQ
Trilogy Metals Inc.

Basic Materials
76
New
$1.34 - $2.16 $102 - $164
76 $0
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
27
+ 2.54%
$9.87 - $10.65 $266 - $288
1.09K $11K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
1
+ 4.55%
$14.0 - $14.68 $14 - $14.7
23 $0
TCPC
Black Rock Tcp Capital Corp.

Financial Services
289
+ 19.69%
$6.12 - $7.9 $1.77K - $2.28K
1.76K $10K
NOK
Nokia Corp

Technology
12
+ 0.44%
$4.05 - $5.23 $48.6 - $62.8
2.74K $13K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
5
+ 0.52%
$29.81 - $34.07 $149 - $170
968 $31K
UNM
Unum Group

Financial Services
3
+ 0.7%
$68.55 - $82.12 $206 - $246
429 $33K
ADC
Agree Realty Corp

Real Estate
4
+ 0.54%
$70.53 - $75.05 $282 - $300
742 $52K
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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email