Sound Income Strategies, LLC Purchases in Q4 2024

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
22
+ 3.49%
$86.31 - $112.64 $1.9K - $2.48K
652 $56K
ADBE
Adobe Inc.

Technology
9
+ 3.56%
$437.39 - $552.96 $3.94K - $4.98K
262 $116K
GIS
General Mills Inc

Consumer Defensive
115
+ 5.12%
$62.78 - $74.62 $7.22K - $8.58K
2.36K $150K
WY
Weyerhaeuser CO

Real Estate
18
+ 0.69%
$27.21 - $33.7 $490 - $607
2.63K $73K
NDSN
Nordson Corp

Industrials
117
+ 15.52%
$208.83 - $264.36 $24.4K - $30.9K
871 $182K
SBUX
Starbucks Corp

Consumer Cyclical
464
+ 4.9%
$87.44 - $102.5 $40.6K - $47.6K
9.93K $904K
LUMN
Lumen Technologies, Inc.

Communication Services
2
+ 0.02%
$5.31 - $10.12 $10.6 - $20.2
10.4K $55K
IIPR
Innovative Industrial Properties Inc

Real Estate
3
+ 1.01%
$66.64 - $135.61 $200 - $407
299 $19K
CSX
Csx Corp

Industrials
113
+ 1.07%
$31.58 - $36.88 $3.57K - $4.17K
10.7K $344K
MU
Micron Technology Inc

Technology
50
+ 3.68%
$84.16 - $113.41 $4.21K - $5.67K
1.41K $118K
MRK
Merck & Co., Inc.

Healthcare
569
+ 10.12%
$96.31 - $114.76 $54.8K - $65.3K
6.19K $615K
MRNA
Moderna, Inc.

Healthcare
32
+ 2.97%
$36.85 - $63.93 $1.18K - $2.05K
1.11K $46K
ED
Consolidated Edison Inc

Utilities
92
+ 3.92%
$88.87 - $107.38 $8.18K - $9.88K
2.44K $217K
PG
Procter & Gamble CO

Consumer Defensive
107
+ 1.28%
$161.05 - $179.7 $17.2K - $19.2K
8.49K $1.42M
VEA
Vanguard Ftse Developed Market

ETFs
88
+ 1.23%
$47.57 - $52.44 $4.19K - $4.61K
7.24K $346K
JEPI
J P Morgan Exchange Traded Fd

ETFs
138
+ 0.65%
$57.53 - $60.83 $7.94K - $8.39K
21.3K $1.23M
AMT
American Tower Corp

Real Estate
17
+ 1.99%
$179.4 - $232.01 $3.05K - $3.94K
872 $159K
IYR
Ishares Tr

ETFs
202
+ 3.04%
$90.74 - $102.87 $18.3K - $20.8K
6.84K $636K
IEFA
Ishares Tr

ETFs
16
+ 0.27%
$70.06 - $77.43 $1.12K - $1.24K
5.84K $410K
XLB
Select Sector Spdr Fd Material

ETFs
455
+ 6.51%
$83.8 - $97.58 $38.1K - $44.4K
7.45K $626K
GD
General Dynamics Corp

Industrials
8
+ 0.61%
$260.28 - $314.03 $2.08K - $2.51K
1.31K $345K
WDC
Western Digital Corp

Technology
8.86K
+ 13.21%
$59.62 - $73.43 $528K - $650K
75.9K $4.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
76
+ 0.5%
$96.64 - $101.23 $7.34K - $7.69K
15.3K $1.48M
HCA
Hca Healthcare, Inc.

Healthcare
19
+ 3.0%
$297.52 - $415.61 $5.65K - $7.9K
653 $195K
XOM
Exxon Mobil Corp

Energy
893
+ 5.14%
$105.51 - $125.37 $94.2K - $112K
18.3K $1.96M
PEP
Pepsico Inc

Consumer Defensive
101
+ 1.92%
$151.29 - $176.1 $15.3K - $17.8K
5.36K $815K
ES
Eversource Energy

Utilities
53
+ 0.63%
$55.9 - $67.73 $2.96K - $3.59K
8.42K $483K
PFFA
Etfis Ser Tr I

ETFs
6.02K
+ 2.54%
$21.82 - $23.21 $131K - $140K
243K $5.32M
UNH
Unitedhealth Group Inc

Healthcare
129
+ 6.65%
$485.52 - $625.25 $62.6K - $80.7K
2.07K $1.05M
SPFF
Global X Superincome Preferred

ETFs
18.8K
+ 3.5%
$9.26 - $9.83 $174K - $185K
555K $5.14M
ABBV
Abb Vie Inc.

Healthcare
9.36K
+ 10.45%
$164.99 - $203.87 $1.54M - $1.91M
98.9K $17.6M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
10.7K
+ 3.65%
$17.21 - $18.41 $184K - $196K
303K $5.23M
CAG
Conagra Brands Inc.

Consumer Defensive
15.8K
+ 13.25%
$26.48 - $32.72 $419K - $518K
135K $3.76M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
9.13K
+ 3.56%
$19.47 - $20.95 $178K - $191K
266K $5.18M
VNQ
Vanguard Specialized Funds Van

ETFs
532
+ 2.05%
$87.85 - $98.6 $46.7K - $52.5K
26.4K $2.35M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.68K
+ 4.46%
$32.75 - $35.81 $219K - $239K
157K $5.17M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.07K
+ 1.86%
$40.06 - $45.21 $42.7K - $48.2K
58.3K $2.37M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14.8K
+ 3.38%
$11.42 - $12.5 $169K - $185K
453K $5.22M
NEE
Nextera Energy Inc

Utilities
677
+ 2.9%
$69.77 - $85.43 $47.2K - $57.8K
24K $1.72M
CTRE
Care Trust Reit, Inc.

Real Estate
47.3K
+ 11.4%
$26.8 - $32.79 $1.27M - $1.55M
462K $12.5M
ST
Sensata Technologies Holding PLC

Technology
9.95K
+ 13.73%
$27.12 - $36.49 $270K - $363K
82.4K $2.26M
PFG
Principal Financial Group Inc

Financial Services
18.5K
+ 8.82%
$74.91 - $91.26 $1.39M - $1.69M
229K $17.7M
VLO
Valero Energy Corp

Energy
6.1K
+ 6.86%
$118.59 - $144.02 $723K - $878K
94.9K $11.6M
EIX
Edison International

Utilities
10.9K
+ 5.87%
$77.93 - $88.36 $847K - $960K
196K $15.6M
LLY
Eli Lilly & CO

Healthcare
38
+ 0.8%
$727.2 - $932.06 $27.6K - $35.4K
4.81K $3.72M
BCO
Brinks CO

Industrials
8.35K
+ 13.56%
$89.25 - $114.23 $745K - $954K
69.9K $6.49M
VICI
Vici Properties Inc.

Real Estate
39.9K
+ 8.79%
$28.27 - $33.19 $1.13M - $1.32M
494K $14.4M
WHF
White Horse Finance, Inc.

Financial Services
70.2K
+ 7.85%
$9.53 - $12.15 $669K - $853K
965K $9.34M
NHI
National Health Investors Inc

Real Estate
19.5K
+ 11.53%
$68.83 - $83.01 $1.35M - $1.62M
189K $13.1M
Activity Summary
Buys All Purchases 659 New Holdings 178 Increased Positions 481 Sells All Sells 255 Reductions 251 Sold out 4 Options Calls 0 Puts 0
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