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
IYJ
Ishares Tr

ETFs
140
New
$132.97 - $143.93 $18.6K - $20.2K
140 $18K
DFIV
Dimensional ETF Tr

ETFs
549
+ 160.53%
$34.86 - $37.97 $19.1K - $20.8K
891 $31K
KKR
Kkr & Co. Inc.

Financial Services
7
+ 0.71%
$129.87 - $162.87 $909 - $1.14K
987 $145K
ACN
Accenture PLC

Technology
53
+ 14.4%
$343.9 - $376.86 $18.2K - $20K
421 $148K
VB
Vanguard Small Cap ETF

ETFs
64
+ 11.33%
$233.76 - $261.58 $15K - $16.7K
629 $151K
FINX
Global X Fds Fintech ETF (De)

ETFs
557
New
$27.48 - $34.32 $15.3K - $19.1K
557 $17K
MMM
3 M CO

Industrials
303
+ 10.08%
$124.74 - $137.12 $37.8K - $41.5K
3.31K $427K
FDLO
Fidelity Covington Tr Low Vola

ETFs
276
+ 452.46%
$60.24 - $63.08 $16.6K - $17.4K
337 $20K
NXPI
Nxp Semiconductors N.V.

Technology
88
+ 169.23%
$207.27 - $255.58 $18.2K - $22.5K
140 $29K
VTV
Vanguard Value ETF

ETFs
166
+ 7.95%
$168.32 - $181.87 $27.9K - $30.2K
2.25K $381K
BNDX
Vanguard Total International B

ETFs
400
+ 21.54%
$48.91 - $50.61 $19.6K - $20.2K
2.26K $110K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
338
+ 82.24%
$50.37 - $50.6 $17K - $17.1K
749 $37K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
790
New
$18.92 - $22.13 $14.9K - $17.5K
790 $16K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
155
+ 3100.0%
$77.15 - $104.91 $12K - $16.3K
160 $16K
TOL
Toll Brothers, Inc.

Consumer Cyclical
133
New
$123.8 - $167.8 $16.5K - $22.3K
133 $16K
EMB
Ishares Tr

ETFs
193
+ 67.72%
$88.94 - $93.46 $17.2K - $18K
478 $42K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
382
New
$38.96 - $43.28 $14.9K - $16.5K
382 $15K
VIG
Vanguard Dividend Appreciation

ETFs
81
+ 7.26%
N/A
1.2K $218K
XEL
Xcel Energy Inc

Utilities
133
+ 4.83%
$62.16 - $72.92 $8.27K - $9.7K
2.89K $194K
EURN
Euronav Nv

Energy
997
New
N/A
997 $15K
XLC
Select Sector Spdr Tr Communic

ETFs
144
+ 51.8%
$89.66 - $102.16 $12.9K - $14.7K
422 $40K
AVB
Avalonbay Communities Inc

Real Estate
67
+ 670.0%
$216.28 - $237.81 $14.5K - $15.9K
77 $16K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
585
New
$24.94 - $25.74 $14.6K - $15.1K
585 $14K
PAYX
Paychex Inc

Industrials
62
+ 7.58%
$135.86 - $148.73 $8.42K - $9.22K
880 $123K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.06%
$107.89 - $125.33 $108 - $125
1.71K $202K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
179
+ 46.74%
$77.86 - $79.27 $13.9K - $14.2K
562 $43K
XLI
Industrial Sector Spdr

ETFs
103
+ 33.23%
$131.76 - $143.99 $13.6K - $14.8K
413 $54K
SLI
Standard Lithium Ltd.

Basic Materials
9.5K
New
$1.36 - $2.51 $12.9K - $23.8K
9.5K $13K
CDNS
Cadence Design Systems Inc

Technology
45
New
$249.1 - $324.54 $11.2K - $14.6K
45 $13K
VCIT
Vanguard Intermediate Term Cor

ETFs
179
+ 50.71%
$80.13 - $83.77 $14.3K - $15K
532 $42K
IRT
Independence Realty Trust, Inc.

Real Estate
732
+ 20.54%
$18.78 - $22.01 $13.7K - $16.1K
4.3K $85K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
143
+ 65.0%
$88.59 - $94.57 $12.7K - $13.5K
363 $32K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
153
+ 19.9%
$66.77 - $71.52 $10.2K - $10.9K
922 $63K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
205
+ 244.05%
$56.06 - $61.35 $11.5K - $12.6K
289 $16K
PDT
John Hancock Premium Dividend Fund

Financial Services
1.02K
+ 112.25%
$12.01 - $13.54 $12.2K - $13.8K
1.92K $24K
VTC
Vanguard Scottsdale Fds Total

ETFs
170
New
$75.59 - $79.31 $12.9K - $13.5K
170 $12K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
223
+ 158.16%
$58.88 - $64.8 $13.1K - $14.5K
364 $21K
GLW
Corning Inc

Technology
227
+ 76.69%
$44.11 - $49.76 $10K - $11.3K
523 $24K
NVO
Novo Nordisk A S

Healthcare
243
+ 82.09%
$85.0 - $120.04 $20.7K - $29.2K
539 $46K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
143
New
$76.72 - $82.83 $11K - $11.8K
143 $11K
SPSB
Spdr Portfolio Short Term Corp

ETFs
387
New
$29.77 - $30.19 $11.5K - $11.7K
387 $11K
SCHO
Schwab Short Term Us Treasury

ETFs
864
+ 213.33%
$24.06 - $48.88 $20.8K - $42.2K
1.27K $30K
VGT
Vanguard Information Technolog

ETFs
6
+ 3.09%
$571.78 - $647.97 $3.43K - $3.89K
200 $124K
HDV
Ishares Core High Dividend ETF

ETFs
86
+ 252.94%
$110.82 - $121.28 $9.53K - $10.4K
120 $13K
VFH
Vanguard Financial ETF

ETFs
21
+ 2.25%
$108.87 - $126.2 $2.29K - $2.65K
956 $112K
BND
Vanguard Bd Index Fd Inc Total

ETFs
146
+ 44.11%
$71.75 - $75.11 $10.5K - $11K
477 $34K
FPX
First Trust Us Equity Opportun

ETFs
86
New
$109.38 - $131.9 $9.41K - $11.3K
86 $10K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
38
+ 1.78%
$124.61 - $133.96 $4.74K - $5.09K
2.17K $279K
NOC
Northrop Grumman Corp

Industrials
67
+ 18.26%
$466.52 - $543.88 $31.3K - $36.4K
434 $203K
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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