Sound Income Strategies, LLC Incresed Positions in Q1 2025

Sound Income Strategies, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
258K
+ 3061.64%
$55.63 - $63.8 $14.3M - $16.4M
266K $16.5M
PEP
Pepsico Inc

Consumer Defensive
73.5K
+ 1370.78%
$142.64 - $156.42 $10.5M - $11.5M
78.8K $11.8M
WEN
Wendy'S CO

Consumer Cyclical
596K
+ 84261.81%
$14.17 - $16.17 $8.44M - $9.63M
596K $8.73M
NSA
National Storage Affiliates Trust

Real Estate
142K
+ 17179.76%
$35.92 - $39.59 $5.09M - $5.61M
143K $5.62M
DOW
Dow Inc.

Basic Materials
149K
+ 66.69%
$34.36 - $41.92 $5.11M - $6.23M
371K $13M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
265K
+ 7.99%
$10.91 - $11.42 $2.89M - $3.03M
3.59M $40.1M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
55.8K
+ 2.42%
$20.96 - $23.51 $1.17M - $1.31M
2.36M $52.8M
ADT
Adt Inc.

Industrials
311K
+ 54.39%
$6.87 - $8.23 $2.14M - $2.56M
884K $7.2M
ABBV
Abb Vie Inc.

Healthcare
224
+ 0.23%
$169.2 - $216.66 $37.9K - $48.5K
99.2K $20.8M
VICI
Vici Properties Inc.

Real Estate
39.5K
+ 7.99%
$28.21 - $32.68 $1.11M - $1.29M
533K $17.4M
O
Realty Income Corp

Real Estate
25.7K
+ 9.52%
$51.67 - $58.49 $1.33M - $1.5M
295K $17.1M
NHI
National Health Investors Inc

Real Estate
24K
+ 12.66%
$65.79 - $76.06 $1.58M - $1.82M
213K $15.7M
CTRE
Care Trust Reit, Inc.

Real Estate
60.7K
+ 13.14%
$24.93 - $29.13 $1.51M - $1.77M
523K $14.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25.3K
+ 90.47%
$91.45 - $91.75 $2.32M - $2.32M
53.3K $4.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.23K
+ 201.14%
$551.42 - $612.93 $2.33M - $2.59M
6.33K $3.54M
NNN
National Retail Properties, Inc.

Real Estate
39.3K
+ 11.38%
$38.0 - $43.19 $1.49M - $1.7M
385K $16.4M
PFG
Principal Financial Group Inc

Financial Services
7.94K
+ 3.47%
$76.34 - $89.04 $606K - $707K
237K $20M
ENB
Enbridge Inc

Energy
21.6K
+ 3.41%
$41.54 - $45.45 $896K - $980K
653K $29M
SON
Sonoco Products CO

Consumer Cyclical
54.8K
+ 19.67%
$44.71 - $49.22 $2.45M - $2.7M
334K $15.8M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
25.4K
+ 8.53%
$45.62 - $51.12 $1.16M - $1.3M
324K $16.5M
DVY
Ishares Tr

ETFs
15.8K
+ 13187.5%
$128.58 - $138.1 $2.03M - $2.19M
15.9K $2.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.36K
+ 63.72%
$507.05 - $563.67 $2.21M - $2.46M
11.2K $5.76M
ARCC
Ares Capital Corp

Financial Services
64.6K
+ 2.79%
$21.28 - $23.81 $1.37M - $1.54M
2.38M $52.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
128K
+ 4.2%
$14.46 - $15.96 $1.86M - $2.05M
3.18M $48.2M
VTI
Vanguard Total Stock Market Et

ETFs
6.89K
+ 380.5%
$271.18 - $303.12 $1.87M - $2.09M
8.7K $2.38M
ORCC
Owl Rock Capital Corp

Financial Services
129K
+ 4.27%
N/A
3.15M $42.2M
CSCO
Cisco Systems, Inc.

Technology
11.4K
+ 3.16%
$58.74 - $64.87 $671K - $741K
373K $23M
PRGO
Perrigo CO PLC

Healthcare
15.3K
+ 3.16%
$23.5 - $29.47 $359K - $450K
498K $14M
AHH
Armada Hoffler Properties, Inc.

Real Estate
516K
+ 58.33%
$7.5 - $10.2 $3.87M - $5.26M
1.4M $10.5M
XLV
Select Sector Spdr Fund Health

ETFs
9.3K
+ 1949.06%
$137.61 - $149.68 $1.28M - $1.39M
9.77K $1.41M
PINE
Alpine Income Property Trust, Inc.

Real Estate
83.6K
+ 9.65%
$15.78 - $17.2 $1.32M - $1.44M
951K $15.9M
XLU
Utilities Sector Spdr

ETFs
16.8K
+ 11030.26%
$74.7 - $80.27 $1.25M - $1.35M
16.9K $1.32M
VLO
Valero Energy Corp

Energy
2.98K
+ 3.14%
$121.76 - $142.99 $363K - $426K
97.9K $12.9M
C
Citigroup Inc

Financial Services
14.2K
+ 4.04%
$67.23 - $84.63 $955K - $1.2M
366K $26M
CSWC
Capital Southwest Corp

Financial Services
37.5K
+ 6.48%
$21.69 - $23.81 $813K - $892K
616K $13.7M
HAS
Hasbro, Inc.

Consumer Cyclical
3.06K
+ 1.83%
$56.16 - $69.06 $172K - $211K
170K $10.5M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
21.8K
+ 2.18%
$38.0 - $38.88 $827K - $846K
1.02M $38.9M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
34.3K
+ 1.68%
$19.43 - $19.9 $666K - $682K
2.08M $40.9M
LKQ
Lkq Corp

Consumer Cyclical
9.3K
+ 8.34%
$36.24 - $44.05 $337K - $410K
121K $5.14M
XLP
Consumer Staples Sector Spdr

ETFs
12.7K
+ 944.99%
N/A
14.1K $1.07M
BK
Bank Of New York Mellon Corp

Financial Services
5.9K
+ 9.03%
$75.42 - $88.95 $445K - $525K
71.2K $5.97M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.6K
+ 2166.27%
$237.72 - $276.98 $855K - $996K
3.76K $918K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
688
+ 11.88%
$442.66 - $534.52 $305K - $368K
6.48K $3.45M
SNY
Sanofi

Healthcare
6.07K
+ 9.02%
$48.15 - $59.42 $292K - $361K
73.4K $4.07M
BERY
Berry Global Group, Inc.

Consumer Cyclical
5.78K
+ 7.92%
$64.35 - $73.03 $372K - $422K
78.7K $5.49M
NOMD
Nomad Foods LTD

Consumer Defensive
14.9K
+ 9.04%
$15.61 - $20.54 $233K - $306K
180K $3.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.1K
+ 3330.77%
$58.01 - $64.46 $703K - $782K
12.5K $780K
CRBG
Corebridge Financial, Inc.

Financial Services
6.02K
+ 1.8%
$29.61 - $34.68 $178K - $209K
340K $10.7M
TAP
Molson Coors Beverage CO

Consumer Defensive
6.43K
+ 6.75%
$52.44 - $62.91 $337K - $404K
102K $6.19M
Activity Summary
Buys All Purchases 703 New Holdings 182 Increased Positions 521 Sells All Sells 234 Reductions 230 Sold out 4 Options Calls 0 Puts 0
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