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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
787
+ 26.72%
$46.51 - $50.07 $36.6K - $39.4K
3.73K $175K
SGOL
Abrdn Gold ETF Trust

ETFs
890
New
$31.18 - $36.81 $27.8K - $32.8K
890 $32K
CALM
Cal Maine Foods Inc

Consumer Defensive
350
New
$94.1 - $119.16 $32.9K - $41.7K
350 $32K
ACHR
Archer Aviation Inc.

Industrials
3.43K
New
$8.25 - $13.4 $28.3K - $46K
3.43K $32K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
1.26K
New
N/A
1.26K $31K
SYK
Stryker Corp

Healthcare
83
+ 307.41%
$368.57 - $403.53 $30.6K - $33.5K
110 $40K
ITA
Ishares Tr

ETFs
140
+ 233.33%
$184.73 - $209.26 $25.9K - $29.3K
200 $41K
TT
Trane Technologies PLC

Industrials
80
+ 35.09%
$398.96 - $472.54 $31.9K - $37.8K
308 $129K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
291
+ 129.33%
$102.4 - $103.88 $29.8K - $30.2K
516 $53K
APO
Apollo Global Management, Inc.

Financial Services
225
New
$131.55 - $156.05 $29.6K - $35.1K
225 $29K
JMBS
Janus Detroit Str Tr Henderson

ETFs
631
+ 225.36%
$44.34 - $45.94 $28K - $29K
911 $41K
ICE
Intercontinental Exchange, Inc.

Financial Services
238
+ 30.71%
$167.28 - $188.45 $39.8K - $44.9K
1.01K $170K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.52K
New
N/A
1.52K $28K
ADPT
Adaptive Biotechnologies Corp

Healthcare
1.9K
New
$10.24 - $14.96 $19.5K - $28.5K
1.9K $28K
PPL
Ppl Corp

Utilities
732
+ 322.47%
$33.54 - $37.24 $24.6K - $27.3K
959 $35K
DAR
Darling Ingredients Inc.

Consumer Defensive
926
New
$29.74 - $39.45 $27.5K - $36.5K
926 $28K
VEU
Vanguard Ftse All World Ex Us

ETFs
317
+ 23.34%
$66.38 - $71.68 $21K - $22.7K
1.68K $119K
VGIT
Vanguard Intermediate Term Tre

ETFs
442
+ 32.74%
$58.97 - $60.36 $26.1K - $26.7K
1.79K $107K
D
Dominion Energy, Inc

Utilities
205
+ 6.71%
$56.32 - $62.1 $11.5K - $12.7K
3.26K $199K
PDI
Pimco Dynamic Income Fund

Financial Services
1.19K
+ 29.09%
$18.85 - $20.07 $22.4K - $23.8K
5.27K $104K
XEL
Xcel Energy Inc

Utilities
4
+ 0.19%
$67.56 - $80.65 $270 - $323
2.13K $171K
SE
Sea LTD

Consumer Cyclical
156
New
$146.23 - $196.5 $22.8K - $30.7K
156 $27K
FISV
Fiserv Inc

Technology
223
New
N/A
223 $27K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
500
+ 16.63%
$20.98 - $26.94 $10.5K - $13.5K
3.51K $86K
PPG
Ppg Industries Inc

Basic Materials
340
+ 28.24%
$103.65 - $119.07 $35.2K - $40.5K
1.54K $162K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
2.06K
New
$12.93 - $13.4 $26.6K - $27.6K
2.06K $26K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
72
+ 5.84%
$68.94 - $86.3 $4.96K - $6.21K
1.31K $112K
USA
Liberty All Star Equity Fund

Financial Services
4.03K
New
$6.34 - $6.94 $25.5K - $28K
4.03K $25K
MUB
Ishares National Muni Bond ETF

ETFs
207
+ 15.58%
$103.24 - $106.68 $21.4K - $22.1K
1.54K $163K
HYGV
Flexshares Tr High Yield Value

ETFs
594
+ 2970.0%
$40.55 - $41.28 $24.1K - $24.5K
614 $25K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.21K
New
$20.12 - $21.74 $24.4K - $26.4K
1.21K $25K
ICVT
Ishares Tr Convertible Bond Et

ETFs
240
+ 585.37%
$89.29 - $100.17 $21.4K - $24K
281 $28K
BWXT
Bwx Technologies, Inc.

Industrials
25
+ 5.14%
$136.45 - $184.37 $3.41K - $4.61K
511 $94K
ILF
Ishares Latin America 40 ETF

ETFs
671
+ 35.65%
$24.77 - $28.98 $16.6K - $19.4K
2.55K $73K
TRIN
Trinity Capital Inc.

Financial Services
1.6K
New
$14.03 - $16.47 $22.4K - $26.4K
1.6K $24K
BP
Bp PLC

Energy
39
+ 0.77%
$30.25 - $35.69 $1.18K - $1.39K
5.11K $175K
IDU
Ishares Tr U S Utils ETF

ETFs
202
+ 87.07%
$103.7 - $111.17 $20.9K - $22.5K
434 $48K
ADI
Analog Devices Inc

Technology
95
+ 141.79%
$220.68 - $255.63 $21K - $24.3K
162 $39K
AWK
American Water Works Company, Inc.

Utilities
168
+ 10.33%
$135.05 - $147.0 $22.7K - $24.7K
1.8K $249K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1K
New
$23.13 - $23.54 $23.1K - $23.5K
1K $23K
SONY
Sony Group Corp

Technology
828
New
$23.92 - $30.07 $19.8K - $24.9K
828 $23K
AR
Antero Resources Corp

Energy
681
New
$29.87 - $37.66 $20.3K - $25.6K
681 $22K
MP
Mp Materials Corp.

Basic Materials
294
+ 420.0%
$30.03 - $77.13 $8.83K - $22.7K
364 $24K
AVY
Avery Dennison Corp

Industrials
136
+ 2720.0%
$158.71 - $184.63 $21.6K - $25.1K
141 $22K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.05K
+ 2.21%
$10.85 - $11.41 $11.4K - $12K
48.5K $544K
AIQ
Global X Funds Global X Artifi

ETFs
403
+ 8060.0%
$43.2 - $49.66 $17.4K - $20K
408 $20K
SMMT
Summit Therapeutics Inc.

Healthcare
1.01K
New
$17.61 - $30.02 $17.7K - $30.2K
1.01K $20K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
58
+ 175.76%
$275.84 - $326.36 $16K - $18.9K
91 $29K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
259
+ 104.86%
$78.11 - $79.07 $20.2K - $20.5K
506 $39K
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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