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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.89K
+ 980.83%
$27.54 - $83.04 $52.1K - $157K
2.09K $57K
RTX
Raytheon Technologies Corp

Industrials
514
+ 15.13%
$114.45 - $127.21 $58.8K - $65.4K
3.91K $452K
VONG
Vanguard Russell 1000 Growth E

ETFs
395
+ 3291.67%
$95.27 - $107.82 $37.6K - $42.6K
407 $42K
EMR
Emerson Electric CO

Industrials
65
+ 3.02%
$108.13 - $134.33 $7.03K - $8.73K
2.22K $275K
KMI
Kinder Morgan, Inc.

Energy
444
+ 8.92%
$22.59 - $28.54 $10K - $12.7K
5.42K $148K
RDVY
First Trust Rising Dividend Ac

ETFs
671
New
$58.65 - $64.37 $39.4K - $43.2K
671 $39K
DTE
Dte Energy CO

Utilities
370
+ 45.23%
$117.04 - $129.77 $43.3K - $48K
1.19K $143K
AMP
Ameriprise Financial Inc

Financial Services
67
New
$473.15 - $574.01 $31.7K - $38.5K
67 $35K
ANET
Arista Networks, Inc.

Technology
317
New
$104.78 - $431.02 $33.2K - $137K
317 $35K
IWP
Ishares Russell Mid Cap Growth

ETFs
219
+ 33.9%
$116.4 - $138.52 $25.5K - $30.3K
865 $109K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
555
+ 1110.0%
$55.73 - $66.16 $30.9K - $36.7K
605 $36K
TT
Trane Technologies PLC

Industrials
92
+ 1314.29%
$369.35 - $419.14 $34K - $38.6K
99 $36K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
664
+ 289.96%
$51.33 - $53.74 $34.1K - $35.7K
893 $45K
FCOM
Fidelity Covington Tr Msci Com

ETFs
546
New
$54.65 - $61.96 $29.8K - $33.8K
546 $32K
IAU
Ishares Gold Trust

ETFs
658
+ 30.2%
$48.37 - $52.65 $31.8K - $34.6K
2.84K $140K
WMB
Williams Companies, Inc.

Energy
216
+ 9.61%
$46.37 - $59.74 $10K - $12.9K
2.46K $133K
SPGI
S&P Global Inc.

Financial Services
63
+ 700.0%
$480.36 - $529.17 $30.3K - $33.3K
72 $35K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.03K
+ 246.6%
$25.33 - $51.16 $51.5K - $104K
2.86K $73K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
157
+ 146.73%
$170.03 - $192.78 $26.7K - $30.3K
264 $48K
VCR
Vanguard Consumer Discretionar

ETFs
79
+ 987.5%
$328.51 - $401.37 $26K - $31.7K
87 $32K
MS
Morgan Stanley

Financial Services
66
+ 6.55%
$104.42 - $134.99 $6.89K - $8.91K
1.07K $134K
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.32K
+ 2.82%
$17.65 - $18.18 $147K - $151K
303K $5.37M
MUB
Ishares National Muni Bond ETF

ETFs
281
+ 124.34%
$105.78 - $108.7 $29.7K - $30.5K
507 $54K
PWR
Quanta Services, Inc.

Industrials
91
+ 700.0%
$296.05 - $346.6 $26.9K - $31.5K
104 $32K
TLT
Ishares Barclays 20+ Year Trea

ETFs
584
+ 28.09%
$87.1 - $98.49 $50.9K - $57.5K
2.66K $232K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
919
New
$29.73 - $30.81 $27.3K - $28.3K
919 $28K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
118
+ 590.0%
$193.7 - $235.05 $22.9K - $27.7K
138 $31K
IONQ
Ion Q, Inc.

Technology
650
New
$8.17 - $48.24 $5.31K - $31.4K
650 $27K
LOW
Lowes Companies Inc

Consumer Cyclical
237
+ 17.74%
$244.52 - $284.07 $58K - $67.3K
1.57K $388K
PBA
Pembina Pipeline Corp

Energy
742
New
$35.89 - $43.35 $26.6K - $32.2K
742 $27K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
65
+ 309.52%
$260.53 - $404.79 $16.9K - $26.3K
86 $32K
CTAS
Cintas Corp

Industrials
147
New
$182.7 - $226.47 $26.9K - $33.3K
147 $26K
SOUN
Soundhound Ai, Inc.

Technology
1.27K
+ 2542.0%
$4.51 - $24.23 $5.73K - $30.8K
1.32K $26K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
552
New
$48.17 - $53.38 $26.6K - $29.5K
552 $26K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
220
+ 8.0%
$126.68 - $134.74 $27.9K - $29.6K
2.97K $378K
MAR
Marriott International Inc

Consumer Cyclical
89
+ 494.44%
$246.06 - $292.59 $21.9K - $26K
107 $29K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
501
+ 863.79%
$46.9 - $50.96 $23.5K - $25.5K
559 $26K
BXP
Boston Properties Inc

Real Estate
590
+ 18.38%
$73.33 - $89.72 $43.3K - $52.9K
3.8K $282K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
80
New
$278.19 - $315.36 $22.3K - $25.2K
80 $23K
BR
Broadridge Financial Solutions, Inc.

Technology
100
New
$209.64 - $236.44 $21K - $23.6K
100 $22K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
485
New
$44.87 - $46.86 $21.8K - $22.7K
485 $21K
CDAY
Ceridian Hcm Holding Inc.

Technology
331
+ 15.11%
N/A
2.52K $162K
MGV
Vanguard Mega Cap Value

ETFs
163
New
$124.06 - $133.48 $20.2K - $21.8K
163 $20K
DTM
Dt Midstream, Inc.

Energy
163
+ 93.68%
$78.85 - $108.56 $12.9K - $17.7K
337 $33K
ABT
Abbott Laboratories

Healthcare
184
+ 9.71%
$111.93 - $119.39 $20.6K - $22K
2.08K $235K
KR
Kroger CO

Consumer Defensive
325
+ 650.0%
$55.21 - $63.3 $17.9K - $20.6K
375 $22K
FXH
First Tr Exchange Trd Fd Healt

ETFs
190
+ 19000.0%
$103.53 - $112.72 $19.7K - $21.4K
191 $19K
FIS
Fidelity National Information Services, Inc.

Technology
250
+ 70.22%
$80.14 - $90.95 $20K - $22.7K
606 $48K
AI
C3.Ai, Inc.

Technology
579
New
$22.6 - $42.94 $13.1K - $24.9K
579 $19K
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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