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
VDC
Vanguard Consumer Staples ETF

ETFs
304
+ 153.54%
$210.96 - $223.62 $64.1K - $68K
502 $106K
XLE
Energy Sector Spdr

ETFs
732
+ 95.44%
$83.32 - $97.27 $61K - $71.2K
1.5K $128K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.52K
+ 7.8%
$44.33 - $49.55 $67.3K - $75.2K
21K $942K
MTD
Mettler Toledo International Inc

Healthcare
45
+ 4500.0%
$1160.67 - $1498.12 $52.2K - $67.4K
46 $56K
IWM
Ishares Russell 2000 ETF

ETFs
247
+ 109.78%
$216.13 - $242.4 $53.4K - $59.9K
472 $104K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
108
+ 1.44%
$201.32 - $217.44 $21.7K - $23.5K
7.59K $1.57M
TXN
Texas Instruments Inc

Technology
281
+ 18.21%
N/A
1.82K $354K
MA
Mastercard Inc

Financial Services
67
+ 11.8%
$491.3 - $536.15 $32.9K - $35.9K
635 $334K
TNL
Travel & Leisure Co.

Consumer Cyclical
1.05K
+ 17416.67%
$45.26 - $56.28 $47.3K - $58.8K
1.05K $53K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
43
+ 143.33%
$1124.26 - $1344.96 $48.3K - $57.8K
73 $91K
AEE
Ameren Corp

Utilities
477
+ 10.73%
$85.81 - $94.98 $40.9K - $45.3K
4.92K $438K
QUAL
Ishares Msci Usa Quality Facto

ETFs
319
+ 5.81%
$176.42 - $186.91 $56.3K - $59.6K
5.81K $1.04M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.33K
+ 612.07%
$25.74 - $53.78 $60K - $125K
2.71K $70K
TMUS
T Mobile Us, Inc.

Communication Services
145
+ 13.11%
$206.1 - $246.94 $29.9K - $35.8K
1.25K $276K
IEMG
Ishares Inc

ETFs
898
+ 22.3%
N/A
4.93K $264K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
404
+ 2693.33%
$115.08 - $119.55 $46.5K - $48.3K
419 $48K
AMGN
Amgen Inc

Healthcare
293
+ 59.67%
$258.78 - $328.31 $75.8K - $96.2K
784 $204K
BX
Blackstone Inc.

Financial Services
181
+ 23.72%
$148.45 - $199.05 $26.9K - $36K
944 $162K
FNDA
Schwab Fundamental U S Small C

ETFs
2.84K
+ 217.57%
$29.26 - $59.11 $83K - $168K
4.14K $122K
TRMB
Trimble Inc.

Technology
346
+ 14.91%
$60.21 - $75.4 $20.8K - $26.1K
2.67K $188K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.37K
+ 24.27%
$55.45 - $61.08 $76.1K - $83.8K
7.03K $389K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
721
+ 132.29%
N/A
1.27K $78K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.77K
+ 373.14%
$22.63 - $47.53 $62.6K - $131K
3.51K $79K
VOT
Vanguard Mid Cap Growth Index

ETFs
163
+ 5433.33%
$241.48 - $274.89 $39.4K - $44.8K
166 $42K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
895
+ 360.89%
$47.92 - $55.17 $42.9K - $49.4K
1.14K $55K
RTX
Raytheon Technologies Corp

Industrials
514
+ 15.13%
$114.45 - $127.21 $58.8K - $65.4K
3.91K $452K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.03K
+ 266.93%
$20.55 - $23.26 $41.6K - $47.1K
2.79K $58K
VONG
Vanguard Russell 1000 Growth E

ETFs
395
+ 3291.67%
$95.27 - $107.82 $37.6K - $42.6K
407 $42K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.89K
+ 980.83%
$27.54 - $83.04 $52.1K - $157K
2.09K $57K
EMR
Emerson Electric CO

Industrials
65
+ 3.02%
$108.13 - $134.33 $7.03K - $8.73K
2.22K $275K
KMI
Kinder Morgan, Inc.

Energy
444
+ 8.92%
$22.59 - $28.54 $10K - $12.7K
5.42K $148K
DTE
Dte Energy CO

Utilities
370
+ 45.23%
$117.04 - $129.77 $43.3K - $48K
1.19K $143K
HYG
Ishares Tr

ETFs
452
+ 48.6%
$78.09 - $80.04 $35.3K - $36.2K
1.38K $108K
TT
Trane Technologies PLC

Industrials
92
+ 1314.29%
$369.35 - $419.14 $34K - $38.6K
99 $36K
IWP
Ishares Russell Mid Cap Growth

ETFs
219
+ 33.9%
$116.4 - $138.52 $25.5K - $30.3K
865 $109K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
555
+ 1110.0%
$55.73 - $66.16 $30.9K - $36.7K
605 $36K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
664
+ 289.96%
$51.33 - $53.74 $34.1K - $35.7K
893 $45K
IAU
Ishares Gold Trust

ETFs
658
+ 30.2%
$48.37 - $52.65 $31.8K - $34.6K
2.84K $140K
SPGI
S&P Global Inc.

Financial Services
63
+ 700.0%
$480.36 - $529.17 $30.3K - $33.3K
72 $35K
WMB
Williams Companies, Inc.

Energy
216
+ 9.61%
$46.37 - $59.74 $10K - $12.9K
2.46K $133K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.03K
+ 246.6%
$25.33 - $51.16 $51.5K - $104K
2.86K $73K
VCR
Vanguard Consumer Discretionar

ETFs
79
+ 987.5%
$328.51 - $401.37 $26K - $31.7K
87 $32K
MUB
Ishares National Muni Bond ETF

ETFs
281
+ 124.34%
$105.78 - $108.7 $29.7K - $30.5K
507 $54K
MS
Morgan Stanley

Financial Services
66
+ 6.55%
$104.42 - $134.99 $6.89K - $8.91K
1.07K $134K
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.32K
+ 2.82%
$17.65 - $18.18 $147K - $151K
303K $5.37M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
157
+ 146.73%
$170.03 - $192.78 $26.7K - $30.3K
264 $48K
TLT
Ishares Barclays 20+ Year Trea

ETFs
584
+ 28.09%
$87.1 - $98.49 $50.9K - $57.5K
2.66K $232K
PWR
Quanta Services, Inc.

Industrials
91
+ 700.0%
$296.05 - $346.6 $26.9K - $31.5K
104 $32K
LOW
Lowes Companies Inc

Consumer Cyclical
237
+ 17.74%
$244.52 - $284.07 $58K - $67.3K
1.57K $388K
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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