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
ARES
Ares Management Corp

Financial Services
34
+ 147.83%
$159.89 - $192.76 $5.44K - $6.55K
57 $9K
IYY
Ishares Tr

ETFs
1
+ 0.21%
$150.75 - $162.82 $151 - $163
483 $78K
PANW
Palo Alto Networks Inc

Technology
28
+ 14.36%
$167.06 - $208.19 $4.68K - $5.83K
223 $45K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
100
+ 48.08%
$35.24 - $44.04 $3.52K - $4.4K
308 $13K
HBAN
Huntington Bancshares Inc

Financial Services
371
+ 1484.0%
$15.87 - $17.88 $5.89K - $6.63K
396 $6K
SPH
Suburban Propane Partners LP

Utilities
253
+ 3.58%
$17.47 - $19.0 $4.42K - $4.81K
7.31K $136K
ALL
Allstate Corp

Financial Services
22
+ 34.92%
$192.0 - $214.65 $4.22K - $4.72K
85 $18K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
436
New
$14.01 - $14.68 $6.11K - $6.4K
436 $6K
VKTX
Viking Therapeutics, Inc.

Healthcare
264
New
$23.09 - $42.09 $6.1K - $11.1K
264 $6K
MAN
Manpower Group Inc.

Industrials
164
New
$37.33 - $45.7 $6.12K - $7.49K
164 $6K
SOFI
So Fi Technologies, Inc.

Financial Services
200
New
$17.64 - $29.81 $3.53K - $5.96K
200 $5K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
425
New
$10.38 - $13.59 $4.41K - $5.78K
425 $5K
FRSH
Freshworks Inc.

Technology
500
New
$11.77 - $15.36 $5.89K - $7.68K
500 $5K
RGTI
Rigetti Computing, Inc.

Technology
200
New
$11.33 - $32.1 $2.27K - $6.42K
200 $5K
RCEL
Avita Medical, Inc.

Healthcare
1K
New
$4.17 - $6.76 $4.17K - $6.76K
1K $5K
ECL
Ecolab Inc.

Basic Materials
15
+ 214.29%
$259.39 - $285.47 $3.89K - $4.28K
22 $6K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
266
New
$20.0 - $20.97 $5.32K - $5.58K
266 $5K
EQT
Eqt Corp

Energy
106
+ 31.55%
$49.19 - $59.19 $5.21K - $6.27K
442 $24K
CMS
Cms Energy Corp

Utilities
60
+ 47.62%
$69.37 - $74.67 $4.16K - $4.48K
186 $13K
AXON
Axon Enterprise, Inc.

Industrials
8
New
$698.02 - $870.97 $5.58K - $6.97K
8 $5K
LPG
Dorian Lpg Ltd.

Energy
105
+ 26.58%
$24.6 - $32.7 $2.58K - $3.43K
500 $14K
ARKG
Ark Genomic Revolution ETF (De

ETFs
122
+ 23.6%
$22.91 - $27.85 $2.8K - $3.4K
639 $17K
XLF
Financial Sector Spdr

ETFs
29
+ 1.22%
$51.37 - $54.25 $1.49K - $1.57K
2.41K $129K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
32
+ 0.49%
$11.27 - $12.14 $361 - $388
6.54K $78K
CIO
City Office Reit, Inc.

Real Estate
808
New
$5.4 - $6.98 $4.36K - $5.64K
808 $5K
FSEC
Fidel Merrimack Str Tr

ETFs
116
New
$43.0 - $44.55 $4.99K - $5.17K
116 $5K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
700
New
$5.71 - $6.25 $4K - $4.38K
700 $4K
SPOT
Spotify Technology S.A.

Communication Services
10
+ 24.39%
$620.01 - $738.53 $6.2K - $7.39K
51 $35K
IAUX
I 80 Gold Corp.
5.03K
New
$0.56 - $0.98 $2.82K - $4.93K
5.03K $4K
PYPL
Pay Pal Holdings, Inc.

Financial Services
168
+ 16.52%
$65.64 - $78.22 $11K - $13.1K
1.19K $79K
CUK
Carnival PLC

Consumer Cyclical
100
+ 5.75%
$26.04 - $29.57 $2.6K - $2.96K
1.84K $48K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
39
+ 102.63%
$76.16 - $78.59 $2.97K - $3.07K
77 $6K
ORI
Old Republic International Corp

Financial Services
99
New
$35.74 - $42.47 $3.54K - $4.2K
99 $4K
SWKS
Skyworks Solutions, Inc.

Technology
53
+ 34.87%
$67.52 - $82.97 $3.58K - $4.4K
205 $15K
ROUS
Hartford Multifactor Us Equity

ETFs
83
New
$53.3 - $57.49 $4.42K - $4.77K
83 $4K
MLPA
Global X Mlp ETF

ETFs
84
New
$48.25 - $51.56 $4.05K - $4.33K
84 $4K
IP
International Paper CO

Consumer Cyclical
95
+ 35.06%
$45.32 - $55.68 $4.31K - $5.29K
366 $16K
EXAS
Exact Sciences Corp

Healthcare
60
+ 10.87%
$40.91 - $56.0 $2.45K - $3.36K
612 $33K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
40
+ 0.65%
$28.95 - $29.73 $1.16K - $1.19K
6.2K $184K
JHMD
John Hancock ETF Tr Multifacto

ETFs
106
New
$37.65 - $40.3 $3.99K - $4.27K
106 $4K
SNY
Sanofi

Healthcare
1.9K
+ 2.42%
$45.07 - $51.35 $85.5K - $97.4K
80.2K $3.78M
NTR
Nutrien Ltd.

Basic Materials
49
+ 612.5%
$55.69 - $62.11 $2.73K - $3.04K
57 $3K
UAMY
United States Antimony Corp

Basic Materials
500
New
$1.97 - $7.3 $985 - $3.65K
500 $3K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
101
+ 5.92%
$21.99 - $23.38 $2.22K - $2.36K
1.81K $41K
OWL
Blue Owl Capital Inc.

Financial Services
200
New
$16.93 - $20.8 $3.39K - $4.16K
200 $3K
JHPI
John Hancock ETF Preferred Inc

ETFs
138
New
$22.54 - $23.42 $3.11K - $3.23K
138 $3K
PNW
Pinnacle West Capital Corp

Utilities
34
+ 79.07%
$85.87 - $94.45 $2.92K - $3.21K
77 $6K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
95
New
$28.5 - $34.53 $2.71K - $3.28K
95 $3K
KGC
Kinross Gold Corp

Basic Materials
20
+ 6.67%
$15.19 - $24.85 $304 - $497
320 $7K
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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