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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
211
+ 59.44%
$126.86 - $146.45 $26.8K - $30.9K
566 $71K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
535
+ 88.43%
$47.79 - $59.89 $25.6K - $32K
1.14K $57K
DTE
Dte Energy CO

Utilities
1
+ 0.08%
$117.6 - $138.27 $118 - $138
1.19K $164K
PSX
Phillips 66

Energy
123
+ 19.84%
$113.93 - $131.55 $14K - $16.2K
743 $91K
GD
General Dynamics Corp

Industrials
30
+ 2.29%
$241.94 - $272.58 $7.26K - $8.18K
1.34K $365K
WFC
Wells Fargo & Company

Financial Services
99
+ 1.32%
$66.78 - $81.42 $6.61K - $8.06K
7.6K $545K
KMB
Kimberly Clark Corp

Consumer Defensive
118
+ 49.37%
$124.46 - $147.4 $14.7K - $17.4K
357 $50K
MBB
Ishares Tr

ETFs
153
+ 7.42%
$90.37 - $94.08 $13.8K - $14.4K
2.21K $207K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
374
+ 239.74%
$50.48 - $51.04 $18.9K - $19.1K
530 $26K
VOE
Vanguard Mid Cap Value Index F

ETFs
121
+ 76.58%
$156.61 - $168.02 $18.9K - $20.3K
279 $44K
WM
Waste Management Inc

Industrials
11
+ 1.93%
$200.54 - $233.78 $2.21K - $2.57K
582 $134K
REZ
Ishares Tr Residential And Mul

ETFs
51
+ 1.82%
$78.21 - $88.48 $3.99K - $4.51K
2.85K $244K
GORO
Gold Resource Corp

Basic Materials
100
+ 0.16%
$0.22 - $0.63 $22 - $63
64.3K $32K
FANG
Diamondback Energy, Inc.

Energy
114
+ 3800.0%
$139.9 - $180.18 $15.9K - $20.5K
117 $18K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
830
+ 20.62%
$19.7 - $20.61 $16.4K - $17.1K
4.86K $97K
DGRO
Ishares Core Dividend Growth E

ETFs
287
+ 235.25%
$60.46 - $64.42 $17.4K - $18.5K
409 $25K
NVO
Novo Nordisk A S

Healthcare
375
+ 69.57%
$69.3 - $90.95 $26K - $34.1K
914 $63K
VV
Vanguard Large Cap ETF

ETFs
76
+ 48.41%
$253.32 - $282.66 $19.3K - $21.5K
233 $59K
VXF
Vanguard Extended Market ETF

ETFs
113
+ 61.41%
$170.36 - $201.04 $19.3K - $22.7K
297 $51K
LTC
Ltc Properties Inc

Real Estate
443
+ 246.11%
$33.46 - $36.14 $14.8K - $16K
623 $22K
IDEV
Ishares Core Msci Intl Develop

ETFs
230
+ 3285.71%
$63.77 - $71.36 $14.7K - $16.4K
237 $16K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
114
+ 3.84%
$126.11 - $135.06 $14.4K - $15.4K
3.08K $393K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
291
+ 173.21%
$49.78 - $53.19 $14.5K - $15.5K
459 $23K
NJR
New Jersey Resources Corp

Utilities
159
+ 5.67%
$45.25 - $49.37 $7.19K - $7.85K
2.96K $145K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
342
+ 173.6%
$42.18 - $45.16 $14.4K - $15.4K
539 $23K
PDI
Pimco Dynamic Income Fund

Financial Services
198
+ 2.57%
$18.51 - $20.05 $3.66K - $3.97K
7.9K $156K
KR
Kroger CO

Consumer Defensive
175
+ 46.67%
$58.36 - $67.72 $10.2K - $11.9K
550 $37K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
408
+ 7.93%
$36.63 - $37.45 $14.9K - $15.3K
5.55K $204K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
218
+ 34.44%
$58.32 - $65.09 $12.7K - $14.2K
851 $51K
PWR
Quanta Services, Inc.

Industrials
81
+ 77.88%
$236.71 - $358.03 $19.2K - $29K
185 $47K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
306
+ 63.09%
$44.41 - $45.98 $13.6K - $14.1K
791 $36K
HSY
Hershey CO

Consumer Defensive
76
+ 12.26%
$144.74 - $186.36 $11K - $14.2K
696 $119K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
13.9K
+ 3.06%
$11.22 - $11.8 $156K - $164K
467K $5.24M
EBAY
Ebay Inc

Consumer Cyclical
203
+ 1015.0%
$61.61 - $70.93 $12.5K - $14.4K
223 $15K
AXP
American Express CO

Financial Services
110
+ 20.15%
$255.39 - $325.87 $28.1K - $35.8K
656 $176K
VPU
Vanguard Utilities ETF

ETFs
83
+ 1660.0%
$161.24 - $173.33 $13.4K - $14.4K
88 $14K
CRWD
Crowd Strike Holdings, Inc.

Technology
38
+ 77.55%
$308.86 - $455.36 $11.7K - $17.3K
87 $30K
OEF
Ishares S&P 100 ETF

ETFs
53
+ 588.89%
N/A
62 $16K
VLUE
Ishares Msci Usa Value Factor

ETFs
118
+ 17.35%
$104.89 - $113.56 $12.4K - $13.4K
798 $85K
FDS
Factset Research Systems Inc

Financial Services
31
+ 221.43%
$427.5 - $476.51 $13.3K - $14.8K
45 $20K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
648
+ 487.22%
$20.08 - $21.07 $13K - $13.7K
781 $15K
WEC
Wec Energy Group, Inc.

Utilities
85
+ 33.2%
$92.12 - $108.98 $7.83K - $9.26K
341 $37K
VNQI
Vanguard Global Ex U.S. Real

ETFs
313
+ 381.71%
$38.22 - $41.19 $12K - $12.9K
395 $16K
D
Dominion Energy, Inc

Utilities
116
+ 3.95%
$52.85 - $57.43 $6.13K - $6.66K
3.06K $171K
JPIE
J P Morgan Exchange Traded Fd
248
+ 435.09%
$45.46 - $46.18 $11.3K - $11.5K
305 $14K
HP
Helmerich & Payne, Inc.

Energy
475
+ 329.86%
$24.69 - $36.7 $11.7K - $17.4K
619 $16K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
585
+ 1026.32%
$20.64 - $20.73 $12.1K - $12.1K
642 $13K
COP
Conocophillips

Energy
71
+ 10.09%
$88.6 - $105.85 $6.29K - $7.52K
775 $81K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
169
+ 5.53%
$42.5 - $46.71 $7.18K - $7.89K
3.23K $146K
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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