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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
55
+ 20.83%
$139.8 - $197.22 $7.69K - $10.8K
319 $62K
ALGM
Allegro Microsystems, Inc.

Technology
564
+ 440.63%
$16.53 - $34.19 $9.32K - $19.3K
692 $23K
PGR
Progressive Corp

Financial Services
81
+ 86.17%
$255.27 - $288.74 $20.7K - $23.4K
175 $46K
SWX
Southwest Gas Holdings, Inc.

Utilities
260
New
$66.91 - $76.44 $17.4K - $19.9K
260 $19K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
348
+ 75.82%
$45.11 - $52.34 $15.7K - $18.2K
807 $42K
NTRA
Natera, Inc.

Healthcare
115
New
$132.23 - $171.87 $15.2K - $19.8K
115 $19K
CME
Cme Group Inc.

Financial Services
68
+ 1360.0%
$252.37 - $290.71 $17.2K - $19.8K
73 $20K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
2.9K
New
$5.25 - $6.28 $15.2K - $18.2K
2.9K $18K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
494
+ 49.2%
$23.87 - $29.82 $11.8K - $14.7K
1.5K $44K
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.51%
$92.79 - $134.29 $464 - $671
993 $132K
BSM
Black Stone Minerals, L.P.

Energy
1.3K
New
$12.78 - $15.36 $16.6K - $20K
1.3K $17K
AVB
Avalonbay Communities Inc

Real Estate
81
+ 76.42%
$187.23 - $215.61 $15.2K - $17.5K
187 $38K
AVK
Advent Convertible & Income Fund

Financial Services
1.4K
New
$10.01 - $12.11 $14K - $17K
1.4K $16K
SCHW
Schwab Charles Corp

Financial Services
35
+ 3.38%
$69.06 - $91.24 $2.42K - $3.19K
1.07K $97K
JD
Jd.Com, Inc.

Consumer Cyclical
509
New
$31.44 - $41.32 $16K - $21K
509 $16K
TXN
Texas Instruments Inc

Technology
86
+ 12.97%
N/A
749 $145K
XLE
Energy Sector Spdr

ETFs
341
+ 20.46%
$76.44 - $94.13 $26.1K - $32.1K
2.01K $170K
EWJ
Ishares Msci Japan ETF

ETFs
209
+ 653.13%
$61.32 - $75.28 $12.8K - $15.7K
241 $18K
NVS
Novartis Ag

Healthcare
117
+ 188.71%
$101.96 - $121.01 $11.9K - $14.2K
179 $21K
DELL
Dell Technologies Inc.

Technology
27
+ 7.48%
$71.63 - $125.98 $1.93K - $3.4K
388 $47K
OGS
One Gas, Inc.

Utilities
212
New
$71.59 - $81.38 $15.2K - $17.3K
212 $15K
APH
Amphenol Corp

Technology
142
+ 394.44%
$59.09 - $98.75 $8.39K - $14K
178 $17K
MOS
Mosaic CO

Basic Materials
390
+ 513.16%
$22.76 - $36.95 $8.88K - $14.4K
466 $16K
BSX
Boston Scientific Corp

Healthcare
120
+ 90.91%
$89.7 - $107.41 $10.8K - $12.9K
252 $27K
IWX
Ishares Tr Russell 200 Value E

ETFs
130
+ 6.88%
$73.26 - $84.19 $9.52K - $10.9K
2.02K $169K
CPNG
Coupang, Inc.

Consumer Cyclical
500
New
$19.76 - $30.81 $9.88K - $15.4K
500 $14K
AFL
Aflac Inc

Financial Services
319
+ 9.53%
$99.77 - $112.45 $31.8K - $35.9K
3.67K $386K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
200
+ 100.0%
$25.35 - $64.65 $5.07K - $12.9K
400 $19K
TDIV
First Trust Nasdaq Technology

ETFs
3
+ 0.35%
$64.41 - $90.17 $193 - $271
849 $76K
BKE
Buckle Inc

Consumer Cyclical
300
New
$33.77 - $45.57 $10.1K - $13.7K
300 $13K
VTWO
Vanguard Russell 2000 ETF

ETFs
129
+ 35.44%
$70.56 - $87.22 $9.1K - $11.3K
493 $42K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
140
+ 152.17%
$73.02 - $90.22 $10.2K - $12.6K
232 $20K
DLR
Digital Realty Trust, Inc.

Real Estate
17
+ 5.69%
$136.11 - $177.69 $2.31K - $3.02K
316 $55K
CDE
Coeur Mining, Inc.

Basic Materials
345
+ 10.38%
$4.81 - $9.46 $1.66K - $3.26K
3.67K $32K
NET
Cloudflare, Inc.

Technology
67
New
$97.08 - $195.83 $6.5K - $13.1K
67 $13K
IWS
Ishares Russell Midcap Value E

ETFs
63
+ 9.63%
$110.58 - $132.14 $6.97K - $8.32K
717 $94K
RUM
Rumble Inc.

Technology
873
+ 43.65%
$6.94 - $10.56 $6.06K - $9.22K
2.87K $26K
EXAS
Exact Sciences Corp

Healthcare
152
+ 38.0%
$40.31 - $58.08 $6.13K - $8.83K
552 $29K
EXPE
Expedia Group, Inc.

Consumer Cyclical
77
New
$136.63 - $176.62 $10.5K - $13.6K
77 $12K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
114
+ 102.7%
$102.02 - $103.5 $11.6K - $11.8K
225 $23K
APAM
Artisan Partners Asset Management Inc.

Financial Services
32
+ 1.67%
$33.85 - $44.55 $1.08K - $1.43K
1.95K $86K
JNJ
Johnson & Johnson

Healthcare
611
+ 9.87%
$146.36 - $159.82 $89.4K - $97.7K
6.8K $1.04M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
794
New
$12.23 - $15.46 $9.71K - $12.3K
794 $11K
IDEV
Ishares Core Msci Intl Develop

ETFs
121
+ 51.05%
$61.79 - $76.67 $7.48K - $9.28K
358 $27K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
428
+ 3057.14%
$23.54 - $27.53 $10.1K - $11.8K
442 $11K
INFY
Infosys LTD

Technology
622
New
$16.14 - $18.75 $10K - $11.7K
622 $11K
GPC
Genuine Parts CO

Consumer Cyclical
87
+ 161.11%
$105.54 - $129.09 $9.18K - $11.2K
141 $17K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
78
+ 4.29%
$30.87 - $39.17 $2.41K - $3.06K
1.9K $74K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
202
New
$40.79 - $50.93 $8.24K - $10.3K
202 $10K
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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