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
FDVV
Fidelity High Dividend ETF

ETFs
7.57K
+ 15762.5%
$52.42 - $55.71 $397K - $422K
7.61K $424K
VTC
Vanguard Scottsdale Fds Total

ETFs
5.2K
New
$76.18 - $78.81 $396K - $410K
5.2K $407K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.76K
+ 52.23%
$72.57 - $74.72 $346K - $356K
13.9K $1.03M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
3.86K
+ 5.71%
$85.71 - $86.94 $331K - $335K
71.4K $6.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.21K
+ 21.85%
$54.35 - $59.32 $229K - $250K
23.5K $1.39M
GPN
Global Payments Inc

Industrials
1.11K
+ 1.83%
$77.61 - $90.01 $86.4K - $100K
62K $5.15M
ELV
Elevance Health, Inc.

Healthcare
840
New
$274.66 - $395.76 $231K - $332K
840 $271K
OEF
Ishares S&P 100 ETF

ETFs
995
+ 34.33%
N/A
3.89K $1.04M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.24K
+ 906.15%
$74.68 - $80.26 $242K - $260K
3.6K $288K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
169
+ 1.69%
$50.79 - $76.4 $8.58K - $12.9K
10.1K $774K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.69K
+ 21.5%
$68.24 - $73.73 $183K - $198K
15.2K $1.12M
SLV
I Shares Silver Trust

ETFs
5.43K
+ 389.31%
$32.73 - $42.5 $178K - $231K
6.82K $289K
QUAL
Ishares Msci Usa Quality Facto

ETFs
823
+ 11.55%
$182.33 - $194.5 $150K - $160K
7.95K $1.55M
ILCV
Ishares Morningstar Value ETF

ETFs
2.18K
+ 52.19%
$82.86 - $90.02 $181K - $196K
6.35K $571K
EFV
Msci Eafe Value ETF

ETFs
1.79K
+ 7.92%
$62.79 - $68.42 $112K - $122K
24.4K $1.65M
HYHG
Proshares High Yield Interest

ETFs
2.9K
+ 3.23%
$64.04 - $65.34 $186K - $190K
92.8K $6.04M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
185
+ 2.06%
$236.25 - $257.69 $43.7K - $47.7K
9.16K $2.35M
IEMG
Ishares Inc

ETFs
3.56K
+ 27.17%
N/A
16.7K $894K
IVE
Ishares S&P 500 Value ETF

ETFs
510
+ 6.65%
$194.44 - $206.51 $99.2K - $105K
8.18K $1.69M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
641
+ 209.48%
$225.11 - $247.9 $144K - $159K
947 $234K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.14K
+ 12.85%
$45.6 - $46.92 $143K - $148K
27.6K $1.29M
SHEL
Shell PLC

Energy
2.18K
New
$69.82 - $73.93 $152K - $161K
2.18K $155K
CTA
Simplify Exch Traded Fds Simpl

ETFs
5.42K
New
$26.46 - $28.43 $143K - $154K
5.42K $151K
AMZN
Amazon Com Inc

Consumer Cyclical
617
+ 1.12%
$211.65 - $238.24 $131K - $147K
55.9K $12.3M
STX
Seagate Technology Holdings PLC

Technology
3
+ 0.2%
$142.01 - $236.06 $426 - $708
1.54K $363K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.68K
New
$50.23 - $50.48 $135K - $135K
2.68K $134K
PSLV
Sprott Physical Silver Trust

Financial Services
8.23K
+ 823.3%
$12.24 - $15.73 $101K - $130K
9.23K $144K
IVT
Inven Trust Properties Corp.

Real Estate
4.56K
New
$26.7 - $30.06 $122K - $137K
4.56K $130K
JOBY
Joby Aviation, Inc.

Industrials
250
+ 1.11%
$9.81 - $20.39 $2.45K - $5.1K
22.7K $366K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.56K
+ 102.16%
$78.96 - $80.04 $123K - $125K
3.09K $246K
ST
Sensata Technologies Holding PLC

Technology
2.69K
+ 2.86%
$29.37 - $33.52 $79.1K - $90.3K
96.7K $2.96M
UBER
Uber Technologies, Inc

Technology
1.19K
+ 74.4%
$86.91 - $99.57 $103K - $118K
2.78K $272K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.34K
+ 44.83%
$81.75 - $84.54 $109K - $113K
4.33K $363K
MPC
Marathon Petroleum Corp

Energy
348
+ 19.52%
$158.59 - $198.69 $55.2K - $69.1K
2.13K $410K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.2K
+ 742.91%
$50.29 - $50.86 $111K - $112K
2.5K $126K
BE
Bloom Energy Corp

Industrials
669
+ 75.68%
$22.13 - $86.27 $14.8K - $57.7K
1.55K $131K
V
Visa Inc.

Financial Services
430
+ 16.24%
$332.09 - $358.86 $143K - $154K
3.08K $1.05M
NOW
Service Now, Inc.

Technology
121
+ 268.89%
$850.86 - $1044.69 $103K - $126K
166 $152K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
393
+ 73.05%
$103.83 - $179.9 $40.8K - $70.7K
931 $166K
STWD
Starwood Property Trust, Inc.

Real Estate
5.35K
New
$19.37 - $20.97 $104K - $112K
5.35K $103K
NEM
Newmont Corp

Basic Materials
399
+ 15.1%
$57.35 - $85.25 $22.9K - $34K
3.04K $256K
IAU
Ishares Gold Trust

ETFs
574
+ 10.16%
$61.62 - $72.77 $35.4K - $41.8K
6.22K $452K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.96K
+ 45.71%
$50.53 - $50.82 $98.8K - $99.4K
6.23K $316K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.94K
New
$50.52 - $50.75 $97.8K - $98.2K
1.94K $98K
NEAR
Blackrock Short Maturity Bond

ETFs
1.91K
+ 597.49%
$50.8 - $51.32 $96.8K - $97.8K
2.23K $114K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.92K
New
$50.08 - $50.37 $96.4K - $96.9K
1.92K $96K
FNDF
Schwab Fundamental Intl Large

ETFs
2.08K
+ 141.6%
$39.84 - $43.15 $83K - $89.9K
3.55K $152K
SNOW
Snowflake Inc.

Technology
412
+ 1287.5%
$191.73 - $241.0 $79K - $99.3K
444 $100K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.69K
+ 41.05%
$48.96 - $52.08 $82.9K - $88.2K
5.82K $299K
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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