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
EXC
Exelon Corp

Utilities
124
+ 90.51%
$36.22 - $40.97 $4.49K - $5.08K
261 $9K
BHF
Brighthouse Financial, Inc.

Financial Services
85
+ 4250.0%
$43.95 - $52.91 $3.74K - $4.5K
87 $4K
MATX
Matson, Inc.

Industrials
46
+ 13.77%
$131.18 - $167.37 $6.03K - $7.7K
380 $51K
MNST
Monster Beverage Corp

Consumer Defensive
72
+ 60.5%
$49.24 - $56.38 $3.55K - $4.06K
191 $10K
HSY
Hershey CO

Consumer Defensive
96
+ 18.32%
$168.67 - $193.65 $16.2K - $18.6K
620 $104K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.54%
$417.69 - $450.94 $2.09K - $2.25K
932 $396K
MSCI
Msci Inc.

Financial Services
7
+ 350.0%
$569.09 - $635.99 $3.98K - $4.45K
9 $5K
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 37.84%
$501.29 - $612.85 $7.02K - $8.58K
51 $26K
TTWO
Take Two Interactive Software Inc

Communication Services
10
+ 16.13%
$147.66 - $190.46 $1.48K - $1.9K
72 $13K
INTC
Intel Corp

Technology
1.29K
+ 20.51%
$19.07 - $26.23 $24.5K - $33.7K
7.55K $151K
NGG
National Grid PLC

Utilities
89
+ 43.2%
$57.68 - $70.03 $5.13K - $6.23K
295 $17K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
166
+ 276.67%
$14.28 - $14.81 $2.37K - $2.46K
226 $3K
MKC
Mccormick & CO Inc

Consumer Defensive
51
+ 364.29%
$73.97 - $84.09 $3.77K - $4.29K
65 $4K
VDE
Vanguard Energy ETF

ETFs
29
+ 322.22%
$116.67 - $136.78 $3.38K - $3.97K
38 $4K
ABR
Arbor Realty Trust Inc

Real Estate
519
+ 20.51%
$13.66 - $15.64 $7.09K - $8.12K
3.05K $42K
MAS
Masco Corp

Industrials
72
+ 54.14%
$72.52 - $85.73 $5.22K - $6.17K
205 $14K
DECK
Deckers Outdoor Corp

Consumer Cyclical
11
+ 183.33%
$152.04 - $211.12 $1.67K - $2.32K
17 $3K
PEGA
Pegasystems Inc

Technology
37
+ 925.0%
$69.42 - $97.28 $2.57K - $3.6K
41 $3K
HPQ
Hp Inc

Technology
207
+ 18.42%
$32.46 - $39.3 $6.72K - $8.14K
1.33K $43K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
131
+ 1310.0%
$22.01 - $66.82 $2.88K - $8.75K
141 $3K
IFRA
Ishares Tr

ETFs
107
+ 4.45%
$45.94 - $51.71 $4.92K - $5.53K
2.51K $116K
CWB
Spdr Bloomberg Convertible Sec

ETFs
26
+ 5.58%
$76.21 - $82.24 $1.98K - $2.14K
492 $38K
FAST
Fastenal CO

Industrials
39
+ 1.72%
$69.99 - $84.35 $2.73K - $3.29K
2.31K $165K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 13.75%
$225.97 - $266.66 $2.49K - $2.93K
91 $21K
IFF
International Flavors & Fragrances Inc

Basic Materials
55
+ 76.39%
$83.96 - $106.19 $4.62K - $5.84K
127 $10K
UVV
Universal Corp

Consumer Defensive
8
+ 1.65%
$49.67 - $57.99 $397 - $464
494 $27K
SCCO
Southern Copper Corp

Basic Materials
30
+ 142.86%
$91.13 - $117.95 $2.73K - $3.54K
51 $4K
VGLT
Vanguard Long Term Treasury Et

ETFs
48
+ 51.06%
$55.1 - $61.74 $2.64K - $2.96K
142 $7K
BLOK
Amplify ETF Tr Trnsformational

ETFs
16
+ 5.9%
$36.5 - $53.22 $584 - $852
287 $12K
TXG
10x Genomics, Inc.

Healthcare
1.33K
+ 65.2%
$13.18 - $21.31 $17.5K - $28.3K
3.37K $48K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
40
+ 8.81%
$46.48 - $51.32 $1.86K - $2.05K
494 $23K
REZI
Resideo Technologies, Inc.

Industrials
88
+ 550.0%
$19.3 - $27.75 $1.7K - $2.44K
104 $2K
DGX
Quest Diagnostics Inc

Healthcare
10
+ 1.33%
N/A
761 $104K
CCJ
Cameco Corp

Energy
19
+ 4.74%
$48.64 - $61.14 $924 - $1.16K
420 $21K
AGNC
Agnc Investment Corp.

Real Estate
410
+ 32.8%
$9.21 - $10.59 $3.78K - $4.34K
1.66K $15K
EA
Electronic Arts Inc.

Communication Services
10
+ 50.0%
$140.69 - $167.97 $1.41K - $1.68K
30 $4K
SCHG
Schwab Strategic Tr Us Large C

ETFs
459
+ 323.24%
$25.93 - $105.3 $11.9K - $48.3K
601 $16K
MTN
Vail Resorts Inc

Consumer Cyclical
11
+ 122.22%
$165.69 - $195.44 $1.82K - $2.15K
20 $3K
PANW
Palo Alto Networks Inc

Technology
85
+ 98.84%
$181.96 - $405.9 $15.5K - $34.5K
171 $31K
FHN
First Horizon Corp

Financial Services
1
+ 0.26%
$14.91 - $21.42 $14.9 - $21.4
379 $7K
CME
Cme Group Inc.

Financial Services
2
+ 50.0%
$221.17 - $246.02 $442 - $492
6 $1K
PAAS
Pan American Silver Corp

Basic Materials
31
+ 24.41%
$19.94 - $25.85 $618 - $801
158 $3K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
44
+ 16.79%
$23.02 - $23.23 $1.01K - $1.02K
306 $7K
BCE
Bce Inc

Communication Services
90
+ 96.77%
$22.53 - $34.84 $2.03K - $3.14K
183 $4K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.63%
$57.27 - $71.33 $57.3 - $71.3
159 $10K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3
+ 0.65%
$84.34 - $95.14 $253 - $285
462 $40K
APAM
Artisan Partners Asset Management Inc.

Financial Services
31
+ 1.69%
$41.74 - $49.17 $1.29K - $1.52K
1.86K $80K
IWN
Ishares Russell2000 Val ETF

ETFs
8
+ 3.96%
$162.69 - $181.35 $1.3K - $1.45K
210 $34K
ABNB
Airbnb, Inc.

Consumer Cyclical
5
+ 25.0%
$125.36 - $147.37 $627 - $737
25 $3K
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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