Sound Income Strategies, LLC Incresed Positions in Q4 2024

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
129
+ 6.65%
$485.52 - $625.25 $62.6K - $80.7K
2.07K $1.05M
PFFA
Etfis Ser Tr I

ETFs
6.02K
+ 2.54%
$21.82 - $23.21 $131K - $140K
243K $5.32M
SPFF
Global X Superincome Preferred

ETFs
18.8K
+ 3.5%
$9.26 - $9.83 $174K - $185K
555K $5.14M
ABBV
Abb Vie Inc.

Healthcare
9.36K
+ 10.45%
$164.99 - $203.87 $1.54M - $1.91M
98.9K $17.6M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
10.7K
+ 3.65%
$17.21 - $18.41 $184K - $196K
303K $5.23M
CAG
Conagra Brands Inc.

Consumer Defensive
15.8K
+ 13.25%
$26.48 - $32.72 $419K - $518K
135K $3.76M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
9.13K
+ 3.56%
$19.47 - $20.95 $178K - $191K
266K $5.18M
VNQ
Vanguard Specialized Funds Van

ETFs
532
+ 2.05%
$87.85 - $98.6 $46.7K - $52.5K
26.4K $2.35M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.68K
+ 4.46%
$32.75 - $35.81 $219K - $239K
157K $5.17M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.07K
+ 1.86%
$40.06 - $45.21 $42.7K - $48.2K
58.3K $2.37M
NEE
Nextera Energy Inc

Utilities
677
+ 2.9%
$69.77 - $85.43 $47.2K - $57.8K
24K $1.72M
CTRE
Care Trust Reit, Inc.

Real Estate
47.3K
+ 11.4%
$26.8 - $32.79 $1.27M - $1.55M
462K $12.5M
ST
Sensata Technologies Holding PLC

Technology
9.95K
+ 13.73%
$27.12 - $36.49 $270K - $363K
82.4K $2.26M
PFG
Principal Financial Group Inc

Financial Services
18.5K
+ 8.82%
$74.91 - $91.26 $1.39M - $1.69M
229K $17.7M
VLO
Valero Energy Corp

Energy
6.1K
+ 6.86%
$118.59 - $144.02 $723K - $878K
94.9K $11.6M
EIX
Edison International

Utilities
10.9K
+ 5.87%
$77.93 - $88.36 $847K - $960K
196K $15.6M
LLY
Eli Lilly & CO

Healthcare
38
+ 0.8%
$727.2 - $932.06 $27.6K - $35.4K
4.81K $3.72M
BCO
Brinks CO

Industrials
8.35K
+ 13.56%
$89.25 - $114.23 $745K - $954K
69.9K $6.49M
VICI
Vici Properties Inc.

Real Estate
39.9K
+ 8.79%
$28.27 - $33.19 $1.13M - $1.32M
494K $14.4M
WHF
White Horse Finance, Inc.

Financial Services
70.2K
+ 7.85%
$9.53 - $12.15 $669K - $853K
965K $9.34M
NHI
National Health Investors Inc

Real Estate
19.5K
+ 11.53%
$68.83 - $83.01 $1.35M - $1.62M
189K $13.1M
NNN
National Retail Properties, Inc.

Real Estate
30.1K
+ 9.57%
$39.77 - $49.34 $1.2M - $1.49M
345K $14.1M
O
Realty Income Corp

Real Estate
22.8K
+ 9.26%
$51.76 - $64.71 $1.18M - $1.48M
269K $14.4M
XRX
Xerox Holdings Corp

Technology
69.2K
+ 6.69%
$8.17 - $11.07 $565K - $766K
1.1M $9.3M
CSWC
Capital Southwest Corp

Financial Services
16.5K
+ 2.93%
$20.85 - $25.85 $343K - $426K
579K $12.6M
HRB
H&R Block Inc

Consumer Cyclical
1.54K
+ 0.84%
$52.14 - $63.36 $80.4K - $97.7K
184K $9.74M
HAS
Hasbro, Inc.

Consumer Cyclical
10.8K
+ 6.9%
$55.71 - $72.94 $601K - $786K
167K $9.34M
OGN
Organon & Co.

Healthcare
39.7K
+ 6.5%
$14.44 - $18.83 $574K - $748K
651K $9.71M
DOW
Dow Inc.

Basic Materials
15.9K
+ 7.66%
$39.1 - $55.34 $620K - $878K
223K $8.94M
LYB
Lyondell Basell Industries N.V.

Basic Materials
20.3K
+ 8.08%
$72.97 - $96.75 $1.48M - $1.96M
272K $20.2M
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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