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
XLP
Consumer Staples Sector Spdr

ETFs
1.08K
+ 402.61%
N/A
1.35K $102K
PINE
Alpine Income Property Trust, Inc.

Real Estate
71.5K
+ 8.99%
$16.21 - $18.47 $1.16M - $1.32M
867K $14.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
890
+ 4.91%
$49.03 - $53.35 $43.6K - $47.5K
19K $974K
VTI
Vanguard Total Stock Market Et

ETFs
211
+ 13.2%
$280.04 - $302.45 $59.1K - $63.8K
1.81K $524K
IYW
Ishares Dj Us Tech ETF

ETFs
281
+ 10.21%
$148.14 - $166.23 $41.6K - $46.7K
3.03K $483K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.51K
+ 525.94%
$26.63 - $30.23 $66.9K - $76K
2.99K $79K
ET
Energy Transfer LP

Energy
218
+ 1.32%
$16.05 - $19.86 $3.5K - $4.33K
16.8K $328K
VDC
Vanguard Consumer Staples ETF

ETFs
304
+ 153.54%
$210.96 - $223.62 $64.1K - $68K
502 $106K
XLE
Energy Sector Spdr

ETFs
732
+ 95.44%
$83.32 - $97.27 $61K - $71.2K
1.5K $128K
HOLX
Hologic Inc

Healthcare
838
New
$70.76 - $83.72 $59.3K - $70.2K
838 $60K
TGNA
Tegna Inc

Communication Services
3.13K
New
$15.25 - $19.32 $47.8K - $60.5K
3.13K $57K
IWM
Ishares Russell 2000 ETF

ETFs
247
+ 109.78%
$216.13 - $242.4 $53.4K - $59.9K
472 $104K
MTD
Mettler Toledo International Inc

Healthcare
45
+ 4500.0%
$1160.67 - $1498.12 $52.2K - $67.4K
46 $56K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
108
+ 1.44%
$201.32 - $217.44 $21.7K - $23.5K
7.59K $1.57M
MA
Mastercard Inc

Financial Services
67
+ 11.8%
$491.3 - $536.15 $32.9K - $35.9K
635 $334K
TXN
Texas Instruments Inc

Technology
281
+ 18.21%
N/A
1.82K $354K
WU
Western Union CO

Financial Services
5K
New
$10.52 - $11.94 $52.6K - $59.7K
5K $53K
POST
Post Holdings, Inc.

Consumer Defensive
470
New
$106.14 - $120.72 $49.9K - $56.7K
470 $53K
TNL
Travel & Leisure Co.

Consumer Cyclical
1.05K
+ 17416.67%
$45.26 - $56.28 $47.3K - $58.8K
1.05K $53K
FHI
Federated Hermes, Inc.

Financial Services
1.3K
New
$36.01 - $43.31 $46.8K - $56.3K
1.3K $53K
CNO
Cno Financial Group, Inc.

Financial Services
1.45K
New
$34.0 - $40.5 $49.2K - $58.6K
1.45K $53K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
43
+ 143.33%
$1124.26 - $1344.96 $48.3K - $57.8K
73 $91K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
1.32K
New
$39.02 - $39.88 $51.5K - $52.6K
1.32K $51K
OGS
One Gas, Inc.

Utilities
739
New
$66.96 - $78.69 $49.5K - $58.2K
739 $51K
HPE
Hewlett Packard Enterprise CO

Technology
1.93K
+ 17.4%
$19.31 - $23.95 $37.3K - $46.3K
13.1K $278K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.33K
+ 612.07%
$25.74 - $53.78 $60K - $125K
2.71K $70K
AEE
Ameren Corp

Utilities
477
+ 10.73%
$85.81 - $94.98 $40.9K - $45.3K
4.92K $438K
QUAL
Ishares Msci Usa Quality Facto

ETFs
319
+ 5.81%
$176.42 - $186.91 $56.3K - $59.6K
5.81K $1.04M
SKYW
Skywest Inc

Industrials
501
New
$83.51 - $115.11 $41.8K - $57.7K
501 $50K
SMID
Smith Midland Corp

Basic Materials
1.08K
New
$31.15 - $51.96 $33.6K - $56.1K
1.08K $50K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
598
New
$79.95 - $89.42 $47.8K - $53.5K
598 $49K
AOR
Ishares Tr Core Growth Allocat

ETFs
861
New
$57.32 - $59.66 $49.4K - $51.4K
861 $49K
CABO
Cable One, Inc.

Communication Services
137
New
$316.06 - $425.99 $43.3K - $58.4K
137 $49K
TMUS
T Mobile Us, Inc.

Communication Services
145
+ 13.11%
$206.1 - $246.94 $29.9K - $35.8K
1.25K $276K
IEMG
Ishares Inc

ETFs
898
+ 22.3%
N/A
4.93K $264K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
404
+ 2693.33%
$115.08 - $119.55 $46.5K - $48.3K
419 $48K
BX
Blackstone Inc.

Financial Services
181
+ 23.72%
$148.45 - $199.05 $26.9K - $36K
944 $162K
AMGN
Amgen Inc

Healthcare
293
+ 59.67%
$258.78 - $328.31 $75.8K - $96.2K
784 $204K
REAX
Real Brokerage Inc

Real Estate
10.2K
New
$4.6 - $6.5 $46.9K - $66.2K
10.2K $46K
CRUS
Cirrus Logic, Inc.

Technology
460
New
$99.58 - $125.3 $45.8K - $57.6K
460 $45K
FNDA
Schwab Fundamental U S Small C

ETFs
2.84K
+ 217.57%
$29.26 - $59.11 $83K - $168K
4.14K $122K
PWB
Invesco Exchange Traded Fd Tr

ETFs
449
New
$98.04 - $108.11 $44K - $48.5K
449 $45K
TRMB
Trimble Inc.

Technology
346
+ 14.91%
$60.21 - $75.4 $20.8K - $26.1K
2.67K $188K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.37K
+ 24.27%
$55.45 - $61.08 $76.1K - $83.8K
7.03K $389K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.77K
+ 373.14%
$22.63 - $47.53 $62.6K - $131K
3.51K $79K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
721
+ 132.29%
N/A
1.27K $78K
VOT
Vanguard Mid Cap Growth Index

ETFs
163
+ 5433.33%
$241.48 - $274.89 $39.4K - $44.8K
166 $42K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
895
+ 360.89%
$47.92 - $55.17 $42.9K - $49.4K
1.14K $55K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.03K
+ 266.93%
$20.55 - $23.26 $41.6K - $47.1K
2.79K $58K
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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