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
UVV
Universal Corp

Consumer Defensive
17
+ 3.39%
$50.84 - $65.39 $864 - $1.11K
518 $30K
NUE
Nucor Corp

Basic Materials
1
+ 0.49%
$103.22 - $131.43 $103 - $131
207 $26K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
51
+ 14.7%
$45.2 - $46.6 $2.31K - $2.38K
398 $18K
BITO
Proshares Tr Bitcoin Strategy

ETFs
100
+ 140.85%
$16.69 - $23.43 $1.67K - $2.34K
171 $3K
DHR
Danaher Corp

Healthcare
16
+ 11.27%
$174.64 - $205.16 $2.79K - $3.28K
158 $31K
VMC
Vulcan Materials CO

Basic Materials
3
+ 12.0%
$226.49 - $276.01 $679 - $828
28 $7K
LYV
Live Nation Entertainment, Inc.

Communication Services
5
+ 8.93%
$118.81 - $151.28 $594 - $756
61 $9K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
6
+ 1.21%
$28.17 - $33.34 $169 - $200
500 $16K
IQV
Iqvia Holdings Inc.

Healthcare
14
+ 350.0%
$137.0 - $174.37 $1.92K - $2.44K
18 $2K
EQT
Eqt Corp

Energy
10
+ 3.07%
$46.11 - $60.44 $461 - $604
336 $19K
BBAX
J P Morgan Betabuilders Develo

ETFs
40
New
$42.69 - $54.65 $1.71K - $2.19K
40 $2K
SNPS
Synopsys Inc

Technology
1
+ 4.76%
$380.9 - $517.66 $381 - $518
22 $11K
SYY
Sysco Corp

Consumer Defensive
6
+ 0.19%
$68.0 - $75.91 $408 - $455
3.1K $234K
SYK
Stryker Corp

Healthcare
4
+ 17.39%
$337.37 - $395.63 $1.35K - $1.58K
27 $10K
IXUS
Ishares Tr

ETFs
18
+ 18.95%
$62.37 - $77.63 $1.12K - $1.4K
113 $8K
TDY
Teledyne Technologies Inc

Technology
4
New
$435.54 - $512.31 $1.74K - $2.05K
4 $2K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
19
+ 95.0%
$101.91 - $134.83 $1.94K - $2.56K
39 $4K
LNG
Cheniere Energy, Inc.

Energy
6
+ 24.0%
$197.25 - $244.33 $1.18K - $1.47K
31 $7K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
74
+ 822.22%
$28.21 - $28.85 $2.09K - $2.13K
83 $2K
SPMD
Spdr Portfolio

ETFs
43
New
$44.89 - $54.38 $1.93K - $2.34K
43 $2K
ICVT
Ishares Tr Convertible Bond Et

ETFs
29
+ 241.67%
$78.98 - $90.1 $2.29K - $2.61K
41 $3K
CRS
Carpenter Technology Corp

Industrials
10
New
$151.3 - $276.38 $1.51K - $2.76K
10 $2K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
18
+ 1.51%
$22.63 - $26.95 $407 - $485
1.21K $32K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
34
+ 2.34%
$49.73 - $51.44 $1.69K - $1.75K
1.49K $76K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
48
+ 8.21%
$23.45 - $26.56 $1.13K - $1.27K
633 $16K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.12%
$54.27 - $63.01 $54.3 - $63
852 $53K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
11
+ 157.14%
$66.5 - $71.25 $732 - $784
18 $1K
RXO
Rxo, Inc.
75
New
$12.58 - $19.55 $944 - $1.47K
75 $1K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
132
+ 3.12%
$4.83 - $5.39 $638 - $711
4.37K $23K
NUSC
Nuveen Esg Small Cap ETF

ETFs
36
+ 61.02%
$33.38 - $40.81 $1.2K - $1.47K
95 $3K
SPE
Special Opportunities Fund, Inc.

Financial Services
15
+ 2.31%
$13.34 - $15.49 $200 - $232
663 $10K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
5
+ 0.64%
$18.53 - $20.98 $92.7 - $105
786 $16K
XYL
Xylem Inc.

Industrials
5
+ 166.67%
$102.86 - $129.5 $514 - $648
8 $1K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22
+ 137.5%
$75.05 - $77.34 $1.65K - $1.7K
38 $2K
D
Dominion Energy, Inc

Utilities
2
+ 0.07%
$49.66 - $58.0 $99.3 - $116
3.06K $172K
TU
Telus Corp

Communication Services
13
+ 2.02%
$13.82 - $16.49 $180 - $214
655 $10K
ADSK
Autodesk, Inc.

Technology
5
New
N/A
5 $1K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
44
New
$32.65 - $41.54 $1.44K - $1.83K
44 $1K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1
+ 0.59%
$75.29 - $91.16 $75.3 - $91.2
171 $15K
SUI
Sun Communities Inc

Real Estate
15
New
$114.62 - $132.25 $1.72K - $1.98K
15 $1K
VPU
Vanguard Utilities ETF

ETFs
2
+ 2.27%
$158.36 - $178.82 $317 - $358
90 $15K
AIG
American International Group, Inc.

Financial Services
10
+ 23.81%
$77.56 - $87.72 $776 - $877
52 $4K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 71.43%
$90.21 - $112.66 $451 - $563
12 $1K
DG
Dollar General Corp

Consumer Defensive
5
+ 13.89%
$86.02 - $114.95 $430 - $575
41 $4K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
13
+ 50.0%
$56.88 - $70.77 $739 - $920
39 $2K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
31
+ 0.48%
$10.35 - $11.31 $321 - $351
6.5K $73K
FTV
Fortive Corp

Technology
30
New
$52.13 - $74.29 $1.56K - $2.23K
30 $1K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.63%
$53.5 - $71.62 $53.5 - $71.6
161 $11K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 50.0%
$310.86 - $348.77 $1.55K - $1.74K
15 $4K
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