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
VTRS
Viatris Inc

Healthcare
174K
+ 81.22%
$8.68 - $12.42 $1.51M - $2.16M
389K $3.38M
JPM
Jpmorgan Chase & CO

Financial Services
2.66K
+ 32.46%
$225.19 - $279.95 $599K - $745K
10.9K $2.66M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.5K
+ 58.43%
$56.17 - $59.71 $699K - $744K
33.8K $1.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.09K
+ 1905.24%
$71.17 - $73.66 $647K - $669K
9.57K $701K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.77K
+ 8.44%
$54.27 - $63.81 $259K - $304K
61.3K $3.91M
XRAY
Dentsply Sirona Inc.

Healthcare
106K
+ 43.7%
$14.93 - $20.31 $1.58M - $2.15M
348K $5.2M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
15.5K
+ 1177.95%
$37.84 - $39.74 $588K - $618K
16.9K $640K
BNDX
Vanguard Total International B

ETFs
10.9K
+ 483.61%
$48.33 - $49.5 $528K - $540K
13.2K $643K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
12.8K
+ 1.26%
$42.38 - $43.28 $541K - $553K
1.02M $43.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.68K
+ 1290.36%
$87.68 - $94.52 $411K - $443K
5.05K $472K
XOM
Exxon Mobil Corp

Energy
1.82K
+ 9.95%
$105.44 - $118.93 $192K - $216K
20.1K $2.39M
PM
Philip Morris International Inc.

Consumer Defensive
2.13K
+ 132.73%
$117.15 - $158.79 $249K - $337K
3.73K $591K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.76K
+ 15.49%
$468.34 - $539.52 $826K - $952K
13.2K $6.17M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.58K
+ 37.88%
$307.43 - $357.48 $486K - $566K
5.76K $1.78M
SPG
Simon Property Group Inc

Real Estate
5.91K
+ 5.59%
$159.48 - $187.78 $942K - $1.11M
112K $18.5M
UPS
United Parcel Service Inc

Industrials
18.5K
+ 17.47%
$109.66 - $136.26 $2.03M - $2.52M
124K $13.7M
VUG
Vanguard Growth ETF

ETFs
1.06K
+ 55.98%
$369.1 - $427.61 $392K - $455K
2.96K $1.1M
LLY
Eli Lilly & CO

Healthcare
60
+ 1.25%
$725.72 - $929.72 $43.5K - $55.8K
4.87K $4.03M
RC
Ready Capital Corp

Real Estate
59.9K
+ 9654.52%
$4.9 - $7.05 $293K - $422K
60.5K $307K
GILD
Gilead Sciences, Inc.

Healthcare
2.64K
+ 1210.09%
$89.14 - $117.41 $235K - $310K
2.86K $320K
SPFF
Global X Superincome Preferred

ETFs
48.9K
+ 8.8%
$8.97 - $9.5 $438K - $464K
604K $5.42M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.53K
+ 24.02%
$96.3 - $112.23 $532K - $620K
28.5K $2.77M
TT
Trane Technologies PLC

Industrials
786
+ 793.94%
$332.0 - $400.86 $261K - $315K
885 $298K
KMI
Kinder Morgan, Inc.

Energy
8.92K
+ 164.5%
$26.1 - $31.22 $233K - $278K
14.3K $409K
XLF
Financial Sector Spdr

ETFs
4.92K
+ 31.19%
$47.32 - $52.19 $233K - $257K
20.7K $1.02M
EPD
Enterprise Products Partners L.P.

Energy
6.6K
+ 67.0%
$31.75 - $34.14 $210K - $225K
16.5K $561K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.94K
+ 192.18%
$30.73 - $32.26 $244K - $256K
12.1K $370K
ANET
Arista Networks, Inc.

Technology
3.06K
+ 964.04%
$77.48 - $129.82 $237K - $397K
3.37K $261K
FDN
First Tr Fd Dow Jones

ETFs
1.05K
+ 213.47%
$221.38 - $266.86 $232K - $279K
1.54K $341K
HRL
Hormel Foods Corp

Consumer Defensive
7.18K
+ 231.5%
$28.29 - $31.52 $203K - $226K
10.3K $318K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.27K
+ 16.72%
$196.12 - $229.48 $249K - $291K
8.86K $1.79M
MMM
3 M CO

Industrials
1.09K
+ 33.06%
$129.7 - $155.12 $142K - $170K
4.4K $646K
EME
Emcor Group, Inc.

Industrials
583
+ 2332.0%
$361.16 - $535.99 $211K - $312K
608 $224K
V
Visa Inc.

Financial Services
224
+ 5.81%
$306.92 - $362.71 $68.8K - $81.2K
4.08K $1.43M
UNH
Unitedhealth Group Inc

Healthcare
330
+ 15.95%
$461.52 - $548.18 $152K - $181K
2.4K $1.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.47K
+ 464.66%
$79.17 - $82.04 $196K - $203K
3K $245K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.59K
+ 1369.84%
$68.32 - $75.06 $177K - $194K
2.78K $207K
CLX
Clorox CO

Consumer Defensive
1.24K
+ 165.55%
$141.76 - $162.89 $175K - $201K
1.98K $291K
OGN
Organon & Co.

Healthcare
12.6K
+ 1.94%
$14.29 - $16.41 $181K - $207K
664K $9.88M
CAG
Conagra Brands Inc.

Consumer Defensive
11.7K
+ 8.63%
$23.9 - $27.67 $279K - $323K
147K $3.92M
VTV
Vanguard Value ETF

ETFs
853
+ 37.84%
$167.73 - $179.21 $143K - $153K
3.11K $530K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 1.33%
$279.74 - $321.29 $20.4K - $23.5K
5.57K $1.74M
VZ
Verizon Communications Inc

Communication Services
1.49K
+ 10.86%
$37.81 - $46.49 $56.3K - $69.2K
15.2K $689K
FNDF
Schwab Fundamental Intl Large

ETFs
3.74K
+ 1926.29%
$32.9 - $37.45 $123K - $140K
3.93K $143K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.35K
+ 4.05%
$32.39 - $34.01 $206K - $216K
163K $5.3M
EFV
Msci Eafe Value ETF

ETFs
108
+ 0.56%
$51.88 - $60.73 $5.6K - $6.56K
19.3K $1.14M
XLI
Industrial Sector Spdr

ETFs
949
+ 229.78%
$128.78 - $141.67 $122K - $134K
1.36K $177K
PLTR
Palantir Technologies Inc.

Technology
1.07K
+ 28.06%
$64.98 - $124.62 $69.3K - $133K
4.87K $410K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.81K
+ 54.1%
$51.45 - $58.51 $144K - $164K
8K $414K
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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