Sound Income Strategies, LLC Incresed Positions in Q2 2025

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
329
+ 1218.52%
$212.1 - $244.27 $69.8K - $80.4K
356 $77K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
401
+ 13.0%
$114.78 - $133.31 $46K - $53.5K
3.49K $464K
WFC
Wells Fargo & Company

Financial Services
70
+ 0.92%
$60.98 - $80.12 $4.27K - $5.61K
7.67K $614K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
502
+ 5577.78%
$104.23 - $134.39 $52.3K - $67.5K
511 $68K
IWM
Ishares Russell 2000 ETF

ETFs
283
+ 79.72%
$174.82 - $215.79 $49.5K - $61.1K
638 $137K
IXC
Ishares Tr Global Energy ETF

ETFs
1.68K
+ 2153.85%
$34.69 - $42.32 $58.3K - $71.1K
1.76K $69K
MS
Morgan Stanley

Financial Services
264
+ 23.66%
$99.83 - $140.86 $26.4K - $37.2K
1.38K $194K
COF
Capital One Financial Corp

Financial Services
272
+ 192.91%
$150.57 - $212.76 $41K - $57.9K
413 $87K
IWY
Ishares Tr Russell 200 Growth

ETFs
139
+ 18.83%
$187.5 - $246.51 $26.1K - $34.3K
877 $216K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
878
+ 1829.17%
$48.48 - $67.3 $42.6K - $59.1K
926 $62K
IWF
Ishares Russell 1000 Gr ETF

ETFs
81
+ 20.2%
$320.42 - $424.58 $26K - $34.4K
482 $203K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.92K
+ 496.9%
$29.82 - $30.19 $57.3K - $58.1K
2.31K $69K
CAH
Cardinal Health Inc

Healthcare
21
+ 1.23%
$125.0 - $168.0 $2.63K - $3.53K
1.73K $291K
IEFA
Ishares Tr

ETFs
118
+ 2.05%
$67.83 - $84.09 $8K - $9.92K
5.87K $489K
DPZ
Dominos Pizza Inc

Consumer Cyclical
116
+ 11600.0%
$430.72 - $497.52 $50K - $57.7K
117 $52K
MU
Micron Technology Inc

Technology
11
+ 0.8%
$64.72 - $127.91 $712 - $1.41K
1.38K $170K
MTD
Mettler Toledo International Inc

Healthcare
43
+ 477.78%
$970.15 - $1216.57 $41.7K - $52.3K
52 $61K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.61%
$908.13 - $1056.85 $5.45K - $6.34K
992 $982K
VGT
Vanguard Information Technolog

ETFs
36
+ 16.98%
$470.37 - $663.28 $16.9K - $23.9K
248 $164K
CVS
Cvs Health Corp

Healthcare
677
+ 32.28%
$60.04 - $70.18 $40.6K - $47.5K
2.77K $191K
TGT
Target Corp

Consumer Defensive
506
+ 125.87%
$88.76 - $105.77 $44.9K - $53.5K
908 $89K
JEPI
J P Morgan Exchange Traded Fd

ETFs
714
+ 2.11%
$51.14 - $57.0 $36.5K - $40.7K
34.5K $1.96M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.82K
+ 3715.79%
$12.82 - $18.15 $36.2K - $51.3K
2.9K $48K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
2K
+ 325.2%
$17.11 - $21.71 $34.2K - $43.4K
2.62K $56K
CCI
Crown Castle International Corp

Real Estate
409
+ 382.24%
$94.83 - $107.06 $38.8K - $43.8K
516 $53K
TFC
Truist Financial Corp

Financial Services
776
+ 17.76%
$34.79 - $42.99 $27K - $33.4K
5.15K $221K
PNC
Pnc Financial Services Group, Inc.

Financial Services
184
+ 26.78%
$149.76 - $186.42 $27.6K - $34.3K
871 $162K
JXN
Jackson Financial Inc.

Financial Services
470
+ 1342.86%
$70.35 - $89.5 $33.1K - $42.1K
505 $44K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
159
+ 108.16%
$171.4 - $227.1 $27.3K - $36.1K
306 $69K
MAR
Marriott International Inc

Consumer Cyclical
126
+ 80.25%
$211.12 - $274.14 $26.6K - $34.5K
283 $77K
ILF
Ishares Latin America 40 ETF

ETFs
1.4K
+ 288.04%
$21.35 - $26.21 $29.8K - $36.6K
1.88K $49K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
315
+ 3.94%
$45.88 - $54.4 $14.5K - $17.1K
8.31K $452K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
434
+ 19.64%
$51.16 - $62.02 $22.2K - $26.9K
2.64K $163K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
61
+ 103.39%
$328.01 - $475.68 $20K - $29K
120 $56K
JETS
ETF Ser Solutions U S Global J

ETFs
1.43K
+ 285.2%
$17.37 - $23.44 $24.8K - $33.4K
1.93K $44K
EXC
Exelon Corp

Utilities
810
+ 213.72%
$42.2 - $47.37 $34.2K - $38.4K
1.19K $51K
CCL
Carnival Corp

Consumer Cyclical
174
+ 5.35%
$16.43 - $28.12 $2.86K - $4.89K
3.43K $96K
GD
General Dynamics Corp

Industrials
17
+ 1.27%
$247.68 - $291.66 $4.21K - $4.96K
1.36K $396K
PYPL
Pay Pal Holdings, Inc.

Financial Services
334
+ 48.9%
$57.41 - $74.81 $19.2K - $25K
1.02K $75K
TRV
Travelers Companies, Inc.

Financial Services
110
+ 102.8%
$233.83 - $276.34 $25.7K - $30.4K
217 $58K
EEM
Ishares Msci Emerging Markets

ETFs
524
+ 55.04%
$38.52 - $48.28 $20.2K - $25.3K
1.48K $71K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
599
+ 54.16%
$46.41 - $47.7 $27.8K - $28.6K
1.71K $81K
USB
Us Bancorp \De\

Financial Services
535
+ 78.33%
$36.4 - $45.76 $19.5K - $24.5K
1.22K $55K
KMB
Kimberly Clark Corp

Consumer Defensive
238
+ 66.67%
$126.84 - $145.22 $30.2K - $34.6K
595 $76K
BWXT
Bwx Technologies, Inc.

Industrials
39
+ 8.72%
$89.24 - $144.06 $3.48K - $5.62K
486 $70K
FSLR
First Solar, Inc.

Technology
100
+ 42.37%
$120.38 - $192.98 $12K - $19.3K
336 $55K
NOW
Service Now, Inc.

Technology
18
+ 66.67%
$721.65 - $1040.18 $13K - $18.7K
45 $46K
VDE
Vanguard Energy ETF

ETFs
216
+ 263.41%
$105.87 - $130.56 $22.9K - $28.2K
298 $35K
MAA
Mid America Apartment Communities Inc.

Real Estate
175
+ 972.22%
$145.91 - $168.0 $25.5K - $29.4K
193 $28K
Activity Summary
Buys All Purchases 665 New Holdings 195 Increased Positions 470 Sells All Sells 409 Reductions 405 Sold out 4 Options Calls 0 Puts 0
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