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
KMI
Kinder Morgan, Inc.

Energy
2.35K
+ 16.41%
$25.21 - $29.4 $59.3K - $69.1K
16.7K $490K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
564
+ 19.02%
$60.22 - $80.1 $34K - $45.2K
3.53K $282K
IBB
Ishares Biotechnology ETF

ETFs
632
+ 330.89%
$112.02 - $129.0 $70.8K - $81.5K
823 $104K
NOC
Northrop Grumman Corp

Industrials
171
+ 39.68%
$456.3 - $540.39 $78K - $92.4K
602 $300K
B
Barnes Group Inc

Industrials
3.8K
New
$17.52 - $21.59 $66.5K - $82K
3.8K $79K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
367
+ 16.8%
$108.06 - $135.3 $39.7K - $49.7K
2.55K $345K
LLY
Eli Lilly & CO

Healthcare
386
+ 7.92%
$713.71 - $898.95 $275K - $347K
5.26K $4.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
463
+ 23150.0%
$160.0 - $195.62 $74.1K - $90.6K
465 $75K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.24%
$141.37 - $228.57 $424 - $686
1.24K $280K
NRG
Nrg Energy, Inc.

Utilities
414
+ 511.11%
$83.61 - $162.67 $34.6K - $67.3K
495 $79K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
329
+ 1218.52%
$212.1 - $244.27 $69.8K - $80.4K
356 $77K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
401
+ 13.0%
$114.78 - $133.31 $46K - $53.5K
3.49K $464K
WFC
Wells Fargo & Company

Financial Services
70
+ 0.92%
$60.98 - $80.12 $4.27K - $5.61K
7.67K $614K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
502
+ 5577.78%
$104.23 - $134.39 $52.3K - $67.5K
511 $68K
IWM
Ishares Russell 2000 ETF

ETFs
283
+ 79.72%
$174.82 - $215.79 $49.5K - $61.1K
638 $137K
NVR
Nvr Inc

Consumer Cyclical
9
New
$6700.0 - $7410.93 $60.3K - $66.7K
9 $66K
IXC
Ishares Tr Global Energy ETF

ETFs
1.68K
+ 2153.85%
$34.69 - $42.32 $58.3K - $71.1K
1.76K $69K
MS
Morgan Stanley

Financial Services
264
+ 23.66%
$99.83 - $140.86 $26.4K - $37.2K
1.38K $194K
COF
Capital One Financial Corp

Financial Services
272
+ 192.91%
$150.57 - $212.76 $41K - $57.9K
413 $87K
IWY
Ishares Tr Russell 200 Growth

ETFs
139
+ 18.83%
$187.5 - $246.51 $26.1K - $34.3K
877 $216K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
878
+ 1829.17%
$48.48 - $67.3 $42.6K - $59.1K
926 $62K
SPYG
Spdr Portfolio

ETFs
433
+ 35.32%
$71.83 - $95.32 $31.1K - $41.3K
1.66K $158K
IWF
Ishares Russell 1000 Gr ETF

ETFs
81
+ 20.2%
$320.42 - $424.58 $26K - $34.4K
482 $203K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.92K
+ 496.9%
$29.82 - $30.19 $57.3K - $58.1K
2.31K $69K
AFRM
Affirm Holdings, Inc.

Technology
853
New
$35.75 - $69.14 $30.5K - $59K
853 $58K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
879
New
$49.85 - $64.51 $43.8K - $56.7K
879 $56K
CAH
Cardinal Health Inc

Healthcare
21
+ 1.23%
$125.0 - $168.0 $2.63K - $3.53K
1.73K $291K
IEFA
Ishares Tr

ETFs
118
+ 2.05%
$67.83 - $84.09 $8K - $9.92K
5.87K $489K
DPZ
Dominos Pizza Inc

Consumer Cyclical
116
+ 11600.0%
$430.72 - $497.52 $50K - $57.7K
117 $52K
MTD
Mettler Toledo International Inc

Healthcare
43
+ 477.78%
$970.15 - $1216.57 $41.7K - $52.3K
52 $61K
MU
Micron Technology Inc

Technology
11
+ 0.8%
$64.72 - $127.91 $712 - $1.41K
1.38K $170K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
800
New
$61.25 - $63.4 $49K - $50.7K
800 $50K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.61%
$908.13 - $1056.85 $5.45K - $6.34K
992 $982K
VCV
Invesco California Value Municipal Income Trust

Financial Services
4.78K
New
$9.66 - $10.94 $46.2K - $52.3K
4.78K $49K
CVS
Cvs Health Corp

Healthcare
677
+ 32.28%
$60.04 - $70.18 $40.6K - $47.5K
2.77K $191K
VGT
Vanguard Information Technolog

ETFs
36
+ 16.98%
$470.37 - $663.28 $16.9K - $23.9K
248 $164K
TGT
Target Corp

Consumer Defensive
506
+ 125.87%
$88.76 - $105.77 $44.9K - $53.5K
908 $89K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.03K
New
$41.55 - $46.04 $42.9K - $47.5K
1.03K $47K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.82K
+ 3715.79%
$12.82 - $18.15 $36.2K - $51.3K
2.9K $48K
JEPI
J P Morgan Exchange Traded Fd

ETFs
714
+ 2.11%
$51.14 - $57.0 $36.5K - $40.7K
34.5K $1.96M
TMDX
Trans Medics Group, Inc.

Healthcare
357
New
$67.67 - $143.04 $24.2K - $51.1K
357 $47K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
3.32K
New
$13.63 - $14.4 $45.2K - $47.8K
3.32K $46K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
2K
+ 325.2%
$17.11 - $21.71 $34.2K - $43.4K
2.62K $56K
CUK
Carnival PLC

Consumer Cyclical
1.74K
New
$14.76 - $25.51 $25.7K - $44.4K
1.74K $44K
ACI
Albertsons Companies, Inc.

Consumer Defensive
2K
New
$19.94 - $22.91 $39.9K - $45.8K
2K $43K
PNC
Pnc Financial Services Group, Inc.

Financial Services
184
+ 26.78%
$149.76 - $186.42 $27.6K - $34.3K
871 $162K
TFC
Truist Financial Corp

Financial Services
776
+ 17.76%
$34.79 - $42.99 $27K - $33.4K
5.15K $221K
JXN
Jackson Financial Inc.

Financial Services
470
+ 1342.86%
$70.35 - $89.5 $33.1K - $42.1K
505 $44K
CCI
Crown Castle International Corp

Real Estate
409
+ 382.24%
$94.83 - $107.06 $38.8K - $43.8K
516 $53K
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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