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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
159
+ 108.16%
$171.4 - $227.1 $27.3K - $36.1K
306 $69K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
635
New
$52.84 - $65.52 $33.6K - $41.6K
635 $41K
MAR
Marriott International Inc

Consumer Cyclical
126
+ 80.25%
$211.12 - $274.14 $26.6K - $34.5K
283 $77K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.85K
New
$20.19 - $23.59 $37.4K - $43.7K
1.85K $40K
WES
Western Midstream Partners, LP

Energy
1.02K
New
$34.99 - $41.61 $35.5K - $42.2K
1.02K $39K
ILF
Ishares Latin America 40 ETF

ETFs
1.4K
+ 288.04%
$21.35 - $26.21 $29.8K - $36.6K
1.88K $49K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
315
+ 3.94%
$45.88 - $54.4 $14.5K - $17.1K
8.31K $452K
DUOL
Duolingo, Inc.

Technology
91
New
$292.88 - $540.68 $26.7K - $49.2K
91 $37K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
61
+ 103.39%
$328.01 - $475.68 $20K - $29K
120 $56K
AOK
Ishares Tr Core Conservative A

ETFs
912
New
$36.09 - $39.07 $32.9K - $35.6K
912 $35K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
200
New
$140.37 - $177.56 $28.1K - $35.5K
200 $34K
JETS
ETF Ser Solutions U S Global J

ETFs
1.43K
+ 285.2%
$17.37 - $23.44 $24.8K - $33.4K
1.93K $44K
EXC
Exelon Corp

Utilities
810
+ 213.72%
$42.2 - $47.37 $34.2K - $38.4K
1.19K $51K
CCL
Carnival Corp

Consumer Cyclical
174
+ 5.35%
$16.43 - $28.12 $2.86K - $4.89K
3.43K $96K
WLKP
Westlake Chemical Partners LP

Basic Materials
1.46K
New
$21.61 - $23.8 $31.6K - $34.8K
1.46K $32K
GD
General Dynamics Corp

Industrials
17
+ 1.27%
$247.68 - $291.66 $4.21K - $4.96K
1.36K $396K
ALLE
Allegion PLC

Industrials
221
New
$118.52 - $145.64 $26.2K - $32.2K
221 $31K
PYPL
Pay Pal Holdings, Inc.

Financial Services
334
+ 48.9%
$57.41 - $74.81 $19.2K - $25K
1.02K $75K
TRV
Travelers Companies, Inc.

Financial Services
110
+ 102.8%
$233.83 - $276.34 $25.7K - $30.4K
217 $58K
EEM
Ishares Msci Emerging Markets

ETFs
524
+ 55.04%
$38.52 - $48.28 $20.2K - $25.3K
1.48K $71K
EPAM
Epam Systems, Inc.

Technology
162
New
N/A
162 $30K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
599
+ 54.16%
$46.41 - $47.7 $27.8K - $28.6K
1.71K $81K
USB
Us Bancorp \De\

Financial Services
535
+ 78.33%
$36.4 - $45.76 $19.5K - $24.5K
1.22K $55K
LOGI
Logitech International S.A.

Technology
300
New
$65.57 - $90.16 $19.7K - $27K
300 $27K
BWXT
Bwx Technologies, Inc.

Industrials
39
+ 8.72%
$89.24 - $144.06 $3.48K - $5.62K
486 $70K
KMB
Kimberly Clark Corp

Consumer Defensive
238
+ 66.67%
$126.84 - $145.22 $30.2K - $34.6K
595 $76K
FSLR
First Solar, Inc.

Technology
100
+ 42.37%
$120.38 - $192.98 $12K - $19.3K
336 $55K
VDE
Vanguard Energy ETF

ETFs
216
+ 263.41%
$105.87 - $130.56 $22.9K - $28.2K
298 $35K
GXG
Global X Msci Colombia

ETFs
890
New
$24.56 - $30.01 $21.9K - $26.7K
890 $25K
NOW
Service Now, Inc.

Technology
18
+ 66.67%
$721.65 - $1040.18 $13K - $18.7K
45 $46K
MAA
Mid America Apartment Communities Inc.

Real Estate
175
+ 972.22%
$145.91 - $168.0 $25.5K - $29.4K
193 $28K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
344
New
$67.83 - $92.33 $23.3K - $31.8K
344 $24K
TDG
Trans Digm Group Inc

Industrials
16
New
$1231.75 - $1520.64 $19.7K - $24.3K
16 $24K
IDU
Ishares Tr U S Utils ETF

ETFs
232
New
$93.98 - $106.11 $21.8K - $24.6K
232 $24K
CMI
Cummins Inc

Industrials
70
+ 80.46%
$267.12 - $336.65 $18.7K - $23.6K
157 $51K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
571
+ 1427.5%
$32.66 - $40.75 $18.6K - $23.3K
611 $24K
IGV
Ishares Expanded Tech Software

ETFs
211
New
$80.15 - $109.5 $16.9K - $23.1K
211 $23K
UGI
Ugi Corp

Utilities
393
+ 14.26%
$30.18 - $36.59 $11.9K - $14.4K
3.15K $114K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.83K
+ 72.67%
$7.05 - $8.02 $20K - $22.7K
6.73K $54K
SPOT
Spotify Technology S.A.

Communication Services
25
+ 156.25%
$503.3 - $775.9 $12.6K - $19.4K
41 $31K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
292
New
$57.46 - $75.58 $16.8K - $22.1K
292 $22K
IOO
Ishares Tr Global 100 ETF

ETFs
206
+ 605.88%
$84.95 - $107.81 $17.5K - $22.2K
240 $25K
MCK
Mckesson Corp

Healthcare
26
+ 78.79%
$652.83 - $732.78 $17K - $19.1K
59 $43K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
412
+ 54.93%
$50.36 - $50.68 $20.7K - $20.9K
1.16K $58K
TTD
Trade Desk, Inc.

Technology
270
+ 317.65%
$45.27 - $79.4 $12.2K - $21.4K
355 $25K
ZTS
Zoetis Inc.

Healthcare
152
+ 54.29%
$144.41 - $170.3 $22K - $25.9K
432 $67K
DAL
Delta Air Lines, Inc.

Industrials
245
+ 14.71%
$35.88 - $52.99 $8.79K - $13K
1.91K $93K
CTVA
Corteva, Inc.

Basic Materials
118
+ 11.67%
$55.52 - $74.53 $6.55K - $8.79K
1.13K $84K
TIP
Ishares Tr Tips Bd ETF

ETFs
183
+ 68.54%
$107.93 - $110.97 $19.8K - $20.3K
450 $49K
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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email