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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
71
+ 43.03%
$34.72 - $42.74 $2.47K - $3.03K
236 $10K
PNW
Pinnacle West Capital Corp

Utilities
37
+ 616.67%
$88.3 - $95.43 $3.27K - $3.53K
43 $3K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5
+ 1.23%
$65.84 - $80.81 $329 - $404
410 $32K
TNL
Travel & Leisure Co.

Consumer Cyclical
71
+ 7100.0%
$38.78 - $51.89 $2.75K - $3.68K
72 $3K
IFF
International Flavors & Fragrances Inc

Basic Materials
44
+ 61.11%
$66.85 - $79.33 $2.94K - $3.49K
116 $8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 3.37%
$160.22 - $209.35 $481 - $628
92 $19K
CDNS
Cadence Design Systems Inc

Technology
2
+ 4.44%
$231.64 - $323.08 $463 - $646
47 $14K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
129
+ 32.33%
$22.73 - $29.21 $2.93K - $3.77K
528 $14K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
30
+ 30.0%
$82.17 - $99.96 $2.47K - $3K
130 $12K
ABNB
Airbnb, Inc.

Consumer Cyclical
15
+ 60.0%
$105.69 - $140.64 $1.59K - $2.11K
40 $5K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
146
+ 2.23%
$9.25 - $10.26 $1.35K - $1.5K
6.69K $68K
RING
Ishares Inc Msci Global Gold M

ETFs
3
+ 0.58%
$34.72 - $45.62 $104 - $137
517 $22K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
51
+ 14.7%
$45.2 - $46.6 $2.31K - $2.38K
398 $18K
UVV
Universal Corp

Consumer Defensive
17
+ 3.39%
$50.84 - $65.39 $864 - $1.11K
518 $30K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
48
+ 8.21%
$23.45 - $26.56 $1.13K - $1.27K
633 $16K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
18
+ 1.51%
$22.63 - $26.95 $407 - $485
1.21K $32K
LNG
Cheniere Energy, Inc.

Energy
6
+ 24.0%
$197.25 - $244.33 $1.18K - $1.47K
31 $7K
VMC
Vulcan Materials CO

Basic Materials
3
+ 12.0%
$226.49 - $276.01 $679 - $828
28 $7K
ICVT
Ishares Tr Convertible Bond Et

ETFs
29
+ 241.67%
$78.98 - $90.1 $2.29K - $2.61K
41 $3K
EQT
Eqt Corp

Energy
10
+ 3.07%
$46.11 - $60.44 $461 - $604
336 $19K
SNPS
Synopsys Inc

Technology
1
+ 4.76%
$380.9 - $517.66 $381 - $518
22 $11K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
74
+ 822.22%
$28.21 - $28.85 $2.09K - $2.13K
83 $2K
SYK
Stryker Corp

Healthcare
4
+ 17.39%
$337.37 - $395.63 $1.35K - $1.58K
27 $10K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.12%
$54.27 - $63.01 $54.3 - $63
852 $53K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
19
+ 95.0%
$101.91 - $134.83 $1.94K - $2.56K
39 $4K
DOV
Dover Corp

Industrials
5
+ 6.94%
$151.14 - $186.7 $756 - $934
77 $14K
LYV
Live Nation Entertainment, Inc.

Communication Services
5
+ 8.93%
$118.81 - $151.28 $594 - $756
61 $9K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
34
+ 2.34%
$49.73 - $51.44 $1.69K - $1.75K
1.49K $76K
BITO
Proshares Tr Bitcoin Strategy

ETFs
100
+ 140.85%
$16.69 - $23.43 $1.67K - $2.34K
171 $3K
DHR
Danaher Corp

Healthcare
16
+ 11.27%
$174.64 - $205.16 $2.79K - $3.28K
158 $31K
SYY
Sysco Corp

Consumer Defensive
6
+ 0.19%
$68.0 - $75.91 $408 - $455
3.1K $234K
NUE
Nucor Corp

Basic Materials
1
+ 0.49%
$103.22 - $131.43 $103 - $131
207 $26K
IXUS
Ishares Tr

ETFs
18
+ 18.95%
$62.37 - $77.63 $1.12K - $1.4K
113 $8K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
6
+ 1.21%
$28.17 - $33.34 $169 - $200
500 $16K
IQV
Iqvia Holdings Inc.

Healthcare
14
+ 350.0%
$137.0 - $174.37 $1.92K - $2.44K
18 $2K
SPE
Special Opportunities Fund, Inc.

Financial Services
15
+ 2.31%
$13.34 - $15.49 $200 - $232
663 $10K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 50.0%
$310.86 - $348.77 $1.55K - $1.74K
15 $4K
TU
Telus Corp

Communication Services
13
+ 2.02%
$13.82 - $16.49 $180 - $214
655 $10K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5
+ 1.25%
$59.8 - $60.07 $299 - $300
405 $24K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
29
+ 10.78%
$20.31 - $24.1 $589 - $699
298 $7K
EA
Electronic Arts Inc.

Communication Services
5
+ 16.67%
$132.53 - $159.7 $663 - $799
35 $5K
DG
Dollar General Corp

Consumer Defensive
5
+ 13.89%
$86.02 - $114.95 $430 - $575
41 $4K
FHN
First Horizon Corp

Financial Services
1
+ 0.26%
$16.21 - $21.2 $16.2 - $21.2
381 $8K
EQIX
Equinix Inc

Real Estate
1
+ 50.0%
$740.07 - $914.43 $740 - $914
3 $2K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
31
+ 0.48%
$10.35 - $11.31 $321 - $351
6.5K $73K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
11
+ 157.14%
$66.5 - $71.25 $732 - $784
18 $1K
INTC
Intel Corp

Technology
145
+ 2.03%
$18.13 - $22.69 $2.63K - $3.29K
7.3K $163K
HYDB
Ishares Tr Edge High Yield Def

ETFs
14
+ 1.3%
$44.64 - $47.48 $625 - $665
1.09K $51K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
13
+ 50.0%
$56.88 - $70.77 $739 - $920
39 $2K
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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email