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
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
12.4K
+ 4.66%
$19.04 - $20.15 $236K - $249K
278K $5.29M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.78K
+ 150.74%
$28.55 - $29.09 $108K - $110K
6.28K $181K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1
+ 0.01%
$34.58 - $45.97 $34.6 - $46
9.5K $432K
ITOT
Ishares Core S&P Total U.S. St

ETFs
976
+ 67.13%
$120.29 - $134.6 $117K - $131K
2.43K $296K
IAU
Ishares Gold Trust

ETFs
1.34K
+ 47.2%
$49.74 - $58.96 $66.6K - $78.9K
4.18K $246K
DE
Deere & CO

Industrials
151
+ 21.79%
$408.57 - $509.27 $61.7K - $76.9K
844 $396K
LHX
L3 Harris Technologies, Inc.

Industrials
490
+ 357.66%
$194.65 - $222.86 $95.4K - $109K
627 $131K
PRU
Prudential Financial Inc

Financial Services
2.91K
+ 8.96%
$105.04 - $122.33 $306K - $356K
35.4K $3.95M
EFG
Msci Eafe Growth ETF

ETFs
733
+ 8.13%
$96.1 - $106.37 $70.4K - $78K
9.75K $975K
COST
Costco Wholesale Corp

Consumer Defensive
80
+ 8.83%
$890.62 - $1076.86 $71.2K - $86.1K
986 $932K
KHC
Kraft Heinz CO

Consumer Defensive
5.84K
+ 2.12%
$28.51 - $32.22 $167K - $188K
282K $8.57M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.84K
+ 638.06%
$53.6 - $58.97 $98.8K - $109K
2.13K $115K
HCA
Hca Healthcare, Inc.

Healthcare
197
+ 30.17%
$296.7 - $345.55 $58.4K - $68.1K
850 $293K
VEA
Vanguard Ftse Developed Market

ETFs
1.28K
+ 17.63%
$47.4 - $52.99 $60.5K - $67.7K
8.52K $436K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
4.46K
+ 18595.83%
$17.15 - $21.07 $76.5K - $94K
4.49K $89K
UGI
Ugi Corp

Utilities
2.68K
+ 3343.75%
$28.0 - $34.16 $74.9K - $91.4K
2.76K $91K
XLK
Technology Sector Spdr

ETFs
463
+ 164.18%
$206.38 - $242.18 $95.6K - $112K
745 $153K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.34K
+ 15606.67%
$36.64 - $45.76 $85.8K - $107K
2.36K $88K
TMUS
T Mobile Us, Inc.

Communication Services
112
+ 8.95%
$211.3 - $272.83 $23.7K - $30.6K
1.36K $363K
PSA
Public Storage

Real Estate
292
+ 59.35%
$288.99 - $313.98 $84.4K - $91.7K
784 $234K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.07K
+ 190.04%
$77.7 - $78.94 $83K - $84.3K
1.63K $128K
FNDX
Schwab Fundamental U S Large C

ETFs
3.56K
+ 96.66%
$23.03 - $25.01 $82K - $89.1K
7.25K $169K
CMCSA
Comcast Corp

Communication Services
2.27K
+ 66.6%
$33.19 - $38.23 $75.2K - $86.7K
5.67K $209K
VNQ
Vanguard Specialized Funds Van

ETFs
667
+ 2.52%
$85.55 - $94.34 $57.1K - $62.9K
27.1K $2.43M
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 0.53%
$91.75 - $115.81 $4.86K - $6.14K
9.98K $978K
LOW
Lowes Companies Inc

Consumer Cyclical
398
+ 25.3%
$222.66 - $268.42 $88.6K - $107K
1.97K $459K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
178
+ 19.1%
$408.78 - $448.82 $72.8K - $79.9K
1.11K $466K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.49K
+ 91.78%
$25.69 - $26.89 $64K - $67K
5.2K $139K
DUK
Duke Energy Corp

Utilities
384
+ 25.21%
$105.87 - $121.97 $40.7K - $46.8K
1.91K $232K
MKC
Mccormick & CO Inc

Consumer Defensive
817
+ 1256.92%
$71.24 - $84.73 $58.2K - $69.2K
882 $72K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.41K
+ 46.13%
$27.01 - $28.54 $65.2K - $68.9K
7.65K $210K
CL
Colgate Palmolive CO

Consumer Defensive
558
+ 12.59%
$85.68 - $97.5 $47.8K - $54.4K
4.99K $467K
BAR
Granite Shares Gold Trust

ETFs
1.97K
+ 343.13%
$26.01 - $30.84 $51.3K - $60.8K
2.55K $78K
HDV
Ishares Core High Dividend ETF

ETFs
508
+ 423.33%
$110.86 - $121.12 $56.3K - $61.5K
628 $76K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.36K
+ 582.4%
$45.72 - $51.73 $62K - $70.2K
1.59K $73K
TDIV
First Trust Nasdaq Technology

ETFs
841
+ 16820.0%
$73.39 - $83.95 $61.7K - $70.6K
846 $62K
JWN
Nordstrom Inc

Consumer Cyclical
2.48K
+ 58.92%
$24.01 - $24.46 $59.4K - $60.6K
6.68K $163K
MAT
Mattel Inc

Consumer Cyclical
3.07K
+ 10226.67%
$17.73 - $21.94 $54.4K - $67.3K
3.1K $60K
YUM
Yum Brands Inc

Consumer Cyclical
66
+ 3.33%
$123.25 - $162.53 $8.13K - $10.7K
2.05K $322K
XLY
Select Sector Spdr Consumer Di

ETFs
779
+ 21.85%
$192.6 - $233.2 $150K - $182K
4.35K $856K
AMGN
Amgen Inc

Healthcare
50
+ 6.38%
$258.59 - $327.36 $12.9K - $16.4K
834 $259K
LNT
Alliant Energy Corp

Utilities
463
+ 10.23%
$56.66 - $66.04 $26.2K - $30.6K
4.99K $320K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.79K
+ 33.64%
$21.75 - $24.28 $60.6K - $67.6K
11.1K $243K
XLRE
Select Sector Spdr Tr Real Est

ETFs
215
+ 0.37%
$39.18 - $43.52 $8.42K - $9.36K
58.5K $2.42M
ALE
Allete Inc

Utilities
789
+ 646.72%
$64.9 - $65.91 $51.2K - $52K
911 $59K
MET
Metlife Inc

Financial Services
663
+ 117.97%
$77.7 - $87.0 $51.5K - $57.7K
1.23K $98K
CVS
Cvs Health Corp

Healthcare
56
+ 2.74%
$44.22 - $68.64 $2.48K - $3.84K
2.1K $142K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
962
+ 77.08%
$57.21 - $65.8 $55K - $63.3K
2.21K $128K
QCOM
Qualcomm Inc

Technology
313
+ 42.18%
$151.94 - $175.86 $47.6K - $55K
1.06K $162K
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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