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
OEF
Ishares S&P 100 ETF

ETFs
2.84K
+ 4574.19%
N/A
2.9K $770K
ADT
Adt Inc.

Industrials
52.5K
+ 5.94%
$7.54 - $8.6 $396K - $451K
936K $7.93M
XRX
Xerox Holdings Corp

Technology
44.2K
+ 3.93%
$3.64 - $5.95 $161K - $263K
1.17M $6.16M
SO
Southern CO

Utilities
7.89K
+ 244.03%
$84.91 - $92.56 $670K - $730K
11.1K $1.02M
BA
Boeing CO

Industrials
3.06K
+ 150.32%
$136.59 - $217.51 $418K - $666K
5.1K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.07K
+ 31.99%
$483.48 - $539.8 $1M - $1.12M
8.55K $4.15M
ST
Sensata Technologies Holding PLC

Technology
4.72K
+ 5.28%
$17.69 - $30.11 $83.4K - $142K
94K $2.83M
VTI
Vanguard Total Stock Market Et

ETFs
1.25K
+ 14.37%
$243.75 - $303.93 $305K - $380K
9.95K $3.02M
XRAY
Dentsply Sirona Inc.

Healthcare
18.1K
+ 5.2%
$12.55 - $16.75 $227K - $303K
366K $5.81M
JPM
Jpmorgan Chase & CO

Financial Services
387
+ 3.56%
$210.28 - $289.91 $81.4K - $112K
11.2K $3.26M
WEN
Wendy'S CO

Consumer Cyclical
218K
+ 36.6%
$11.11 - $14.72 $2.43M - $3.21M
815K $9.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
668
+ 11.6%
$273.67 - $366.17 $183K - $245K
6.43K $2.35M
BCO
Brinks CO

Industrials
3.62K
+ 4.82%
$82.06 - $94.4 $297K - $342K
78.7K $7.03M
SPG
Simon Property Group Inc

Real Estate
7.01K
+ 6.28%
$140.37 - $171.44 $983K - $1.2M
119K $19.1M
AMGN
Amgen Inc

Healthcare
1.75K
+ 209.59%
$262.28 - $309.85 $458K - $542K
2.58K $720K
IEMG
Ishares Inc

ETFs
8.52K
+ 185.56%
N/A
13.1K $703K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.3K
+ 8039.02%
$121.58 - $136.74 $401K - $451K
3.34K $452K
KR
Kroger CO

Consumer Defensive
6.17K
+ 1122.18%
$64.62 - $74.0 $399K - $457K
6.72K $482K
NHI
National Health Investors Inc

Real Estate
17.6K
+ 8.26%
$68.74 - $76.77 $1.21M - $1.35M
231K $16.2M
ADP
Automatic Data Processing Inc

Industrials
1.28K
+ 233.21%
$276.76 - $326.81 $354K - $418K
1.83K $563K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.86K
+ 1971.43%
$97.29 - $105.63 $376K - $408K
4.06K $412K
PWR
Quanta Services, Inc.

Industrials
972
+ 525.41%
$239.47 - $381.26 $233K - $371K
1.16K $437K
IVE
Ishares S&P 500 Value ETF

ETFs
1.84K
+ 31.48%
$168.34 - $195.42 $309K - $359K
7.67K $1.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
108
+ 1.22%
$180.84 - $240.32 $19.5K - $26K
8.97K $2.16M
BAC
Bank Of America Corp

Financial Services
4.83K
+ 22.08%
$34.39 - $47.46 $166K - $229K
26.7K $1.26M
GBDC
Golub Capital Bdc, Inc.

Financial Services
130K
+ 4.08%
$13.03 - $15.28 $1.69M - $1.98M
3.31M $48.5M
SEE
Sealed Air Corp

Consumer Cyclical
4.98K
+ 5.79%
$23.93 - $32.95 $119K - $164K
91K $2.82M
CAT
Caterpillar Inc

Industrials
618
+ 38.43%
$273.94 - $388.21 $169K - $240K
2.23K $864K
QCOM
Qualcomm Inc

Technology
1.84K
+ 174.79%
$124.66 - $159.48 $230K - $294K
2.9K $461K
EFV
Msci Eafe Value ETF

ETFs
3.27K
+ 16.94%
$52.4 - $64.65 $171K - $211K
22.6K $1.43M
VTRS
Viatris Inc

Healthcare
23K
+ 5.93%
$7.26 - $9.12 $167K - $210K
412K $3.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.11K
+ 361.32%
$72.96 - $90.39 $227K - $281K
3.97K $355K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.11K
+ 18.45%
$152.42 - $182.82 $169K - $203K
7.13K $1.3M
PFE
Pfizer Inc

Healthcare
47.1K
+ 5.96%
$21.59 - $24.84 $1.02M - $1.17M
838K $20.3M
ORCL
Oracle Corp

Technology
194
+ 6.98%
$122.82 - $218.63 $23.8K - $42.4K
2.98K $650K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.29K
+ 253.37%
$105.23 - $109.61 $241K - $251K
3.2K $350K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.63K
+ 615.42%
$81.46 - $94.63 $215K - $249K
3.06K $289K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
505
+ 45.5%
$376.48 - $440.65 $190K - $223K
1.62K $711K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 115.64%
$17.76 - $22.1 $181K - $225K
19K $419K
IEF
Ishares Barclays

ETFs
2.28K
+ 1755.38%
$93.15 - $96.56 $213K - $220K
2.41K $230K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
319K
+ 8.91%
$9.18 - $11.13 $2.93M - $3.56M
3.9M $40.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.5K
+ 33.52%
$60.61 - $87.72 $90.7K - $131K
5.96K $505K
LNC
Lincoln National Corp

Financial Services
6.18K
+ 1188.65%
$28.95 - $37.27 $179K - $230K
6.7K $231K
AWK
American Water Works Company, Inc.

Utilities
1.53K
+ 1577.32%
$133.82 - $151.96 $205K - $232K
1.63K $226K
MPC
Marathon Petroleum Corp

Energy
1.19K
+ 198.16%
$118.55 - $170.08 $140K - $202K
1.78K $296K
HD
Home Depot, Inc.

Consumer Cyclical
562
+ 13.5%
$335.24 - $380.78 $188K - $214K
4.73K $1.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.91K
+ 121.1%
$39.89 - $49.46 $156K - $193K
7.14K $352K
MA
Mastercard Inc

Financial Services
345
+ 51.88%
$479.92 - $590.74 $166K - $204K
1.01K $567K
HDV
Ishares Core High Dividend ETF

ETFs
1.74K
+ 276.59%
$108.41 - $120.51 $188K - $209K
2.37K $277K
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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