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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.2K
+ 4.06%
$102.49 - $119.96 $123K - $144K
30.7K $3.21M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
87.3K
+ 8.51%
$16.57 - $18.85 $1.45M - $1.65M
1.11M $18.5M
MSFT
Microsoft Corp

Technology
1.73K
+ 9.43%
$375.39 - $447.2 $648K - $771K
20K $7.52M
SEE
Sealed Air Corp

Consumer Cyclical
6.57K
+ 8.27%
$28.9 - $35.65 $190K - $234K
86K $2.49M
PFE
Pfizer Inc

Healthcare
26.1K
+ 3.42%
$25.01 - $27.13 $654K - $709K
791K $20M
STLA
Stellantis N.V.

Consumer Cyclical
27.4K
+ 8.62%
$11.21 - $14.21 $307K - $389K
345K $3.87M
GPN
Global Payments Inc

Industrials
4.37K
+ 8.38%
$92.18 - $113.03 $402K - $493K
56.4K $5.53M
MTB
M&T Bank Corp

Financial Services
3.82K
+ 3.54%
$170.47 - $201.98 $651K - $771K
112K $20M
CFG
Citizens Financial Group Inc

Financial Services
6.88K
+ 3.19%
$39.73 - $48.36 $273K - $333K
222K $9.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
9.82K
+ 3.61%
$69.82 - $78.67 $685K - $772K
281K $19.8M
NVDA
Nvidia Corp

Technology
7.89K
+ 16.51%
$106.98 - $149.43 $844K - $1.18M
55.7K $6.04M
APLE
Apple Hospitality Reit, Inc.

Real Estate
109K
+ 11.99%
$12.87 - $15.85 $1.4M - $1.73M
1.02M $13.1M
GOOGL
Alphabet Inc.

Communication Services
2.25K
+ 5.42%
$154.33 - $206.19 $347K - $463K
43.7K $6.76M
AAPL
Apple Inc.

Technology
6.22K
+ 7.01%
$209.68 - $247.1 $1.3M - $1.54M
95K $21.1M
WDC
Western Digital Corp

Technology
6.15K
+ 8.11%
$40.43 - $72.03 $249K - $443K
82K $3.32M
HTGC
Hercules Capital, Inc.

Financial Services
59.2K
+ 2.1%
$18.01 - $22.0 $1.07M - $1.3M
2.87M $55.2M
AMZN
Amazon Com Inc

Consumer Cyclical
704
+ 1.29%
$190.26 - $242.06 $134K - $170K
55.3K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
+ 8.53%
$222.15 - $428.22 $310K - $597K
17.8K $4.6M
CRI
Carters Inc

Consumer Cyclical
3.97K
+ 1.71%
$39.79 - $55.09 $158K - $219K
237K $9.69M
XRX
Xerox Holdings Corp

Technology
21.6K
+ 1.96%
$4.83 - $9.84 $104K - $213K
1.12M $5.43M
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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