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
OGE
Oge Energy Corp.

Utilities
85
New
$43.46 - $46.27 $3.69K - $3.93K
85 $3K
VDE
Vanguard Energy ETF

ETFs
6
+ 2.01%
$118.37 - $129.65 $710 - $778
304 $38K
TPR
Tapestry, Inc.

Consumer Cyclical
3
+ 2.52%
$86.48 - $116.14 $259 - $348
122 $13K
HP
Helmerich & Payne, Inc.

Energy
1
+ 0.31%
$15.35 - $22.65 $15.4 - $22.7
320 $7K
JHMB
John Hancock Exchange Traded

ETFs
137
New
$21.57 - $22.37 $2.96K - $3.06K
137 $3K
NGG
National Grid PLC

Utilities
58
+ 6.99%
$67.98 - $74.38 $3.94K - $4.31K
888 $64K
PEG
Public Service Enterprise Group Inc

Utilities
39
+ 16.32%
$79.99 - $90.14 $3.12K - $3.52K
278 $23K
URA
Global X Uranium ETF

ETFs
75
New
$36.45 - $50.4 $2.73K - $3.78K
75 $3K
SLG
Sl Green Realty Corp

Real Estate
66
New
$52.04 - $65.67 $3.43K - $4.33K
66 $3K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
150
New
$17.97 - $22.57 $2.7K - $3.39K
150 $2K
INSM
Insmed Inc

Healthcare
20
New
$96.14 - $147.2 $1.92K - $2.94K
20 $2K
VST
Vistra Corp.

Utilities
1
+ 0.14%
$182.0 - $217.92 $182 - $218
711 $139K
FRT
Federal Realty Investment Trust

Real Estate
20
New
$90.61 - $102.67 $1.81K - $2.05K
20 $2K
FDX
Fedex Corp

Industrials
2
+ 1.32%
$217.1 - $243.2 $434 - $486
153 $36K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
100
New
$25.57 - $27.37 $2.56K - $2.74K
100 $2K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.5%
$162.08 - $182.1 $162 - $182
202 $36K
FLYW
Flywire Corp

Technology
158
New
$10.33 - $13.74 $1.63K - $2.17K
158 $2K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
40
+ 13.84%
$49.78 - $50.75 $1.99K - $2.03K
329 $16K
NRZ
New Residential Investment Corp.

Real Estate
325
New
N/A
325 $2K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
50
+ 1.51%
$13.75 - $14.59 $688 - $730
3.37K $48K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
19
+ 1.12%
$16.17 - $16.94 $307 - $322
1.72K $29K
NUE
Nucor Corp

Basic Materials
1
+ 0.48%
$133.3 - $150.33 $133 - $150
208 $28K
FNF
Fidelity National Financial, Inc.

Financial Services
34
+ 340.0%
$51.22 - $61.07 $1.74K - $2.08K
44 $2K
CVE
Cenovus Energy Inc.

Energy
85
New
$13.87 - $17.81 $1.18K - $1.51K
85 $1K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
15
+ 0.38%
$10.81 - $11.15 $162 - $167
3.94K $43K
CRS
Carpenter Technology Corp

Industrials
5
+ 50.0%
$232.4 - $287.42 $1.16K - $1.44K
15 $3K
INSW
International Seaways, Inc.

Energy
25
New
$37.03 - $49.12 $926 - $1.23K
25 $1K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
146
+ 2.18%
$10.03 - $10.4 $1.46K - $1.52K
6.83K $69K
MRCC
Monroe Capital Corp

Financial Services
227
New
$6.2 - $7.69 $1.41K - $1.75K
227 $1K
NAK
Northern Dynasty Minerals LTD

Basic Materials
2K
+ 66.67%
$0.75 - $2.3 $1.5K - $4.6K
5K $5K
BITO
Proshares Tr Bitcoin Strategy

ETFs
65
+ 38.01%
$18.74 - $23.05 $1.22K - $1.5K
236 $4K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
6
+ 0.76%
$20.79 - $21.92 $125 - $132
792 $17K
CNQ
Canadian Natural Resources LTD

Energy
48
New
$29.31 - $32.93 $1.41K - $1.58K
48 $1K
HWM
Howmet Aerospace Inc.

Industrials
5
+ 7.14%
$171.0 - $196.23 $855 - $981
75 $14K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10
+ 2.79%
$52.39 - $53.11 $524 - $531
369 $19K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
1
+ 0.22%
$48.06 - $50.98 $48.1 - $51
457 $23K
ONON
On Holding Ag

Consumer Cyclical
25
New
$42.35 - $54.36 $1.06K - $1.36K
25 $1K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
246
+ 20.65%
$12.5 - $14.2 $3.08K - $3.49K
1.44K $17K
COLD
Americold Realty Trust

Real Estate
80
+ 400.0%
$12.14 - $16.98 $971 - $1.36K
100 $1K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
190
+ 14.71%
$10.17 - $11.97 $1.93K - $2.27K
1.48K $15K
WMB
Williams Companies, Inc.

Energy
3
+ 0.13%
$56.52 - $64.01 $170 - $192
2.27K $143K
HYLB
Xtrackers Usd High Yield Corp

ETFs
4
+ 0.15%
$36.55 - $37.16 $146 - $149
2.76K $102K
CORN
Teucrium Commodity Trust

ETFs
100
New
$16.71 - $18.16 $1.67K - $1.82K
100 $1K
ALGM
Allegro Microsystems, Inc.

Technology
163
+ 23.55%
$29.16 - $37.51 $4.75K - $6.11K
855 $24K
NWE
Northwestern Corp

Utilities
1
+ 0.97%
$51.58 - $58.61 $51.6 - $58.6
104 $6K
TMC
Tmc The Metals CO Inc.

Basic Materials
200
New
$4.67 - $8.1 $934 - $1.62K
200 $1K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
100
+ 66.67%
$3.18 - $5.32 $318 - $532
250 $1K
POET
Poet Technologies Inc.

Technology
300
New
$4.9 - $7.44 $1.47K - $2.23K
300 $1K
AGNC
Agnc Investment Corp.

Real Estate
22
+ 1.3%
$9.2 - $10.37 $202 - $228
1.71K $16K
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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