Sound Income Strategies, LLC Purchases in Q4 2024

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYT
Ishares Tr U.S. Transportation

ETFs
29
New
$66.79 - $75.4 $1.94K - $2.19K
29 $1K
IWN
Ishares Russell2000 Val ETF

ETFs
8
+ 3.96%
$162.69 - $181.35 $1.3K - $1.45K
210 $34K
EVGO
E Vgo Inc.

Consumer Cyclical
300
New
$3.84 - $8.92 $1.15K - $2.68K
300 $1K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22
New
$74.5 - $78.37 $1.64K - $1.72K
22 $1K
CME
Cme Group Inc.

Financial Services
2
+ 50.0%
$221.17 - $246.02 $442 - $492
6 $1K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
New
$78.43 - $87.17 $78.4 - $87.2
1 $0
DOCU
Docusign, Inc.

Technology
8
New
$61.42 - $106.99 $491 - $856
8 $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
0
New
$89.81 - $104.0 $0 - $0
0 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
New
$408.59 - $476.19 $409 - $476
1 $0
SNA
Snap On Inc

Industrials
1
New
$285.44 - $371.35 $285 - $371
1 $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
0
New
$153.8 - $176.52 $0 - $0
0 $0
Ultra Short Govtpimco ETF Tr
285
New
N/A
285 $0
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
500
New
$1.61 - $2.33 $805 - $1.17K
500 $0
Cum Conv Pfd Arlj Lodging Tr
212
+ 21.2%
N/A
1.21K $0
Direxion Shs ETF Tr
4
New
N/A
4 $0
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
0
New
$74.78 - $87.2 $0 - $0
0 $0
FAS
Direxion Daily Financial Bull

ETFs
0
New
$126.08 - $182.0 $0 - $0
0 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
7
+ 70.0%
$3.41 - $6.71 $23.9 - $47
17 $0
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4
New
$89.9 - $100.66 $360 - $403
4 $0
Sponsored Adrgsk PLC
42.1K
+ 12.08%
N/A
391K $0
DXC
Dxc Technology CO

Technology
1
+ 1.43%
$19.59 - $22.83 $19.6 - $22.8
71 $1K
FE
Firstenergy Corp

Utilities
32
+ 8.96%
$39.14 - $44.52 $1.25K - $1.42K
389 $15K
WIT
Wipro LTD

Technology
32
New
$3.54 - $7.24 $113 - $232
32 $0
Wisdomtree Tr
1
New
N/A
1 $0
ACCO
Acco Brands Corp

Industrials
174
New
$4.81 - $6.32 $837 - $1.1K
174 $0
FDVV
Fidelity High Dividend ETF

ETFs
1
+ 2.13%
$49.66 - $52.63 $49.7 - $52.6
48 $2K
World Gold Tr
25
+ 2.84%
N/A
905 $0
EFIX
First Tr Exchange Traded Fd Vi
103K
+ 4.93%
N/A
2.2M $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
36
New
$25.79 - $80.4 $928 - $2.89K
36 $0
JGRO
J P Morgan Exchange Traded Fd
285
+ 537.74%
N/A
338 $0
ERC
Allspring Multi Sector Income Fund

Financial Services
0
New
$8.84 - $9.54 $0 - $0
0 $0
SPDV
ETF Ser Solutions Aam S&P 500
123
New
N/A
123 $0
CRPT
First Tr ETF Fd Viii Skybridge
2
New
$11.77 - $22.57 $23.5 - $45.1
2 $0
Amalgamated Financial Corp
0
New
N/A
0 $0
Viper Energy Inc
3
New
N/A
3 $0
Shsfidelity Wise Origin Bitcoin
374
+ 141.67%
N/A
638 $0
Comjacobs Solutions Inc
142
+ 16.78%
N/A
988 $0
EQR
Equity Residential

Real Estate
1
+ 0.96%
$69.12 - $77.48 $69.1 - $77.5
105 $7K
ETF Opportunities Trust
24.9K
New
N/A
24.9K $0
ETF Opportunities Trust
1.66K
New
N/A
1.66K $0
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 25.0%
$191.61 - $217.84 $383 - $436
10 $1K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 5.99%
$77.02 - $78.58 $770 - $786
177 $13K
CF
Cf Industries Holdings, Inc.

Basic Materials
5
New
$81.39 - $94.14 $407 - $471
5 $0
Com Unittxo Energy Partners LP
20
+ 3.24%
N/A
637 $0
CEVA
Ceva Inc

Technology
1
New
$23.34 - $33.25 $23.3 - $33.3
1 $0
Comcurbline Pptys Corp
42
New
N/A
42 $0
CSL
Carlisle Companies Inc

Industrials
0
New
$368.67 - $480.91 $0 - $0
0 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 1.94%
$160.89 - $176.18 $483 - $529
158 $25K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.78%
$117.09 - $123.07 $117 - $123
129 $15K
Activity Summary
Buys All Purchases 659 New Holdings 178 Increased Positions 481 Sells All Sells 255 Reductions 251 Sold out 4 Options Calls 0 Puts 0
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