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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
23.4K
+ 4.83%
$8.24 - $11.07 $193K - $259K
507K $4.73M
PRU
Prudential Financial Inc

Financial Services
3.79K
+ 13.19%
$114.59 - $129.52 $434K - $490K
32.5K $3.85M
MCD
Mcdonalds Corp

Consumer Cyclical
1.49K
+ 37.28%
$288.47 - $316.54 $431K - $473K
5.5K $1.59M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
26.2K
+ 9.63%
$46.46 - $51.66 $1.22M - $1.35M
298K $14.4M
BERY
Berry Global Group, Inc.

Consumer Cyclical
8.62K
+ 13.41%
$64.2 - $72.31 $554K - $623K
72.9K $4.72M
VUG
Vanguard Growth ETF

ETFs
717
+ 60.66%
$378.79 - $428.11 $272K - $307K
1.9K $779K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.03K
+ 39.32%
$45.07 - $47.1 $362K - $378K
28.5K $1.29M
ROL
Rollins Inc

Consumer Cyclical
6.63K
+ 28808.7%
$46.35 - $51.59 $307K - $342K
6.65K $308K
TSN
Tyson Foods, Inc.

Consumer Defensive
6.96K
+ 14.03%
$57.14 - $64.54 $397K - $449K
56.5K $3.25M
EFV
Msci Eafe Value ETF

ETFs
6.69K
+ 53.56%
$51.78 - $57.15 $347K - $382K
19.2K $1.01M
HYHG
Proshares High Yield Interest

ETFs
3.3K
+ 3.66%
$64.27 - $65.97 $212K - $218K
93.4K $6.12M
FTNT
Fortinet, Inc.

Technology
2.95K
+ 6544.44%
$76.49 - $99.21 $225K - $292K
2.99K $282K
LNT
Alliant Energy Corp

Utilities
4.31K
+ 2024.41%
$56.24 - $63.63 $243K - $274K
4.53K $267K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.73K
+ 4.06%
$85.41 - $87.1 $233K - $238K
70K $6.04M
LMT
Lockheed Martin Corp

Industrials
696
+ 71.17%
$479.66 - $614.62 $334K - $428K
1.67K $813K
WMT
Walmart Inc.

Consumer Defensive
80
+ 0.34%
$79.1 - $95.7 $6.33K - $7.66K
23.7K $2.14M
IGBH
Ishares Interest Rate Hedged L

ETFs
8.93K
+ 3.71%
$24.14 - $24.57 $216K - $220K
250K $6.07M
EFG
Msci Eafe Growth ETF

ETFs
2.9K
+ 47.28%
$96.83 - $106.88 $280K - $309K
9.02K $873K
STLA
Stellantis N.V.

Consumer Cyclical
37.6K
+ 13.44%
$12.37 - $13.99 $465K - $526K
318K $4.15M
NVS
Novartis Ag

Healthcare
2.17K
+ 7220.0%
$96.78 - $117.18 $210K - $254K
2.2K $213K
BMY
Bristol Myers Squibb CO

Healthcare
3.24K
+ 117.11%
$51.92 - $59.94 $168K - $194K
6.01K $340K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
7.92K
+ 781.16%
$23.17 - $26.26 $184K - $208K
8.94K $214K
LKQ
Lkq Corp

Consumer Cyclical
13.4K
+ 13.62%
$36.0 - $39.99 $481K - $534K
111K $4.1M
SJNK
Spdr Bloomberg Short Term High

ETFs
11.7K
+ 5.04%
$25.09 - $25.69 $293K - $300K
244K $6.15M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.39K
+ 180.14%
$82.28 - $117.52 $197K - $281K
3.72K $315K
MPWR
Monolithic Power Systems Inc

Technology
297
+ 3300.0%
$560.06 - $942.58 $166K - $280K
306 $181K
PFE
Pfizer Inc

Healthcare
69.4K
+ 9.98%
$24.8 - $30.19 $1.72M - $2.1M
765K $20.3M
WFC
Wells Fargo & Company

Financial Services
1.08K
+ 16.73%
$54.98 - $77.35 $59.1K - $83.2K
7.5K $526K
PLTR
Palantir Technologies Inc.

Technology
321
+ 9.22%
$36.46 - $82.38 $11.7K - $26.4K
3.8K $287K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.59K
+ 1572.28%
$99.2 - $108.47 $158K - $172K
1.69K $168K
SEE
Sealed Air Corp

Consumer Cyclical
9.63K
+ 13.8%
$33.59 - $37.3 $324K - $359K
79.4K $2.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.92K
+ 1522.35%
$18.41 - $40.87 $164K - $365K
9.51K $175K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.45K
+ 893.05%
$22.4 - $68.28 $167K - $509K
8.28K $191K
JOBY
Joby Aviation, Inc.

Industrials
11.5K
+ 111.35%
$4.8 - $9.16 $55.1K - $105K
21.8K $177K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
13.5K
+ 5.51%
$20.56 - $21.33 $277K - $287K
258K $5.3M
IWC
Russell Micro Cap ETF

ETFs
576
+ 8.68%
$120.3 - $138.84 $69.3K - $80K
7.21K $940K
FDN
First Tr Fd Dow Jones

ETFs
483
+ 6900.0%
$210.5 - $257.24 $102K - $124K
490 $119K
ADP
Automatic Data Processing Inc

Industrials
327
+ 66.19%
$280.08 - $307.97 $91.6K - $101K
821 $240K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
295
+ 5.37%
$442.29 - $483.08 $130K - $143K
5.79K $2.62M
HON
Honeywell International Inc

Industrials
345
+ 51.65%
$202.84 - $236.0 $70K - $81.4K
1.01K $228K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.08%
$194.8 - $239.43 $584 - $718
3.57K $800K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
373
+ 72.15%
$172.07 - $207.36 $64.2K - $77.3K
890 $175K
XLP
Consumer Staples Sector Spdr

ETFs
1.08K
+ 402.61%
N/A
1.35K $102K
PINE
Alpine Income Property Trust, Inc.

Real Estate
71.5K
+ 8.99%
$16.21 - $18.47 $1.16M - $1.32M
867K $14.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
890
+ 4.91%
$49.03 - $53.35 $43.6K - $47.5K
19K $974K
VTI
Vanguard Total Stock Market Et

ETFs
211
+ 13.2%
$280.04 - $302.45 $59.1K - $63.8K
1.81K $524K
IYW
Ishares Dj Us Tech ETF

ETFs
281
+ 10.21%
$148.14 - $166.23 $41.6K - $46.7K
3.03K $483K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.51K
+ 525.94%
$26.63 - $30.23 $66.9K - $76K
2.99K $79K
ET
Energy Transfer LP

Energy
218
+ 1.32%
$16.05 - $19.86 $3.5K - $4.33K
16.8K $328K
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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