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
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
549
+ 9.38%
$9.77 - $10.51 $5.36K - $5.77K
6.4K $62K
FDX
Fedex Corp

Industrials
1
+ 0.68%
$260.5 - $305.15 $261 - $305
149 $41K
FOXA
Fox Corp

Communication Services
9
+ 8.65%
$41.35 - $49.99 $372 - $450
113 $5K
TLRY
Tilray Brands, Inc.

Healthcare
1.01K
+ 5055.0%
$1.16 - $1.77 $1.17K - $1.79K
1.03K $1K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
3
+ 1.13%
$50.52 - $56.61 $152 - $170
268 $14K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12
+ 11.43%
$100.24 - $101.35 $1.2K - $1.22K
117 $11K
TROW
Price T Rowe Group Inc

Financial Services
4
+ 9.09%
$106.48 - $124.69 $426 - $499
48 $5K
Sponsored Adrgsk PLC
42.1K
+ 12.08%
N/A
391K $0
Shsfidelity Wise Origin Bitcoin
374
+ 141.67%
N/A
638 $0
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6
+ 9.09%
$68.25 - $75.42 $410 - $453
72 $4K
World Gold Tr
25
+ 2.84%
N/A
905 $0
PFL
Pimco Income Strategy Fund

Financial Services
29
+ 2.87%
$8.27 - $8.77 $240 - $254
1.04K $8K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 5.99%
$77.02 - $78.58 $770 - $786
177 $13K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 1.94%
$160.89 - $176.18 $483 - $529
158 $25K
SDEF
Tidal ETF Tr Sound Enhanced Fi
62.5K
+ 3.5%
N/A
1.85M $0
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
34K
+ 3.83%
N/A
921K $0
VGSH
Vanguard

ETFs
6
+ 0.81%
$58.02 - $58.88 $348 - $353
746 $43K
Superdvdnd Reitglobal X Fds
9
+ 2.32%
N/A
397 $0
SGU
Star Group, L.P.

Energy
11
+ 1.31%
$10.91 - $12.66 $120 - $139
851 $9K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.78%
$117.09 - $123.07 $117 - $123
129 $15K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
1
+ 5.0%
$12.1 - $14.95 $12.1 - $15
21 $0
Common Stockphinia Inc
1
+ 0.54%
N/A
186 $0
SHV
Ishares Tr

ETFs
3
+ 3.23%
$109.92 - $110.57 $330 - $332
96 $10K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.83%
$60.73 - $64.94 $60.7 - $64.9
122 $7K
Cim Coml Tr Corp
269
+ 2.02%
N/A
13.6K $0
JPHY
Jp Morgan High Yield Research

ETFs
1
+ 0.03%
N/A
3.59K $0
Common Stocksila Realty Trust Inc
817
+ 16.77%
N/A
5.69K $0
CC
Chemours CO

Basic Materials
66
+ 25.48%
$16.82 - $21.94 $1.11K - $1.45K
325 $5K
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 25.0%
$191.61 - $217.84 $383 - $436
10 $1K
Common Stockvitesse Energy Inc
9
+ 2.07%
N/A
443 $0
CFFN
Capitol Federal Financial, Inc.

Financial Services
5
+ 1.4%
$5.54 - $7.18 $27.7 - $35.9
363 $2K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10
+ 0.32%
$24.19 - $24.63 $242 - $246
3.14K $76K
IXP
Ishares Global Comm Services E

ETFs
1
+ 1.32%
$92.71 - $102.47 $92.7 - $102
77 $7K
PEY
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$21.1 - $23.08 $42.2 - $46.2
668 $14K
LCID
Lucid Group, Inc.

Consumer Cyclical
175
+ 51.32%
$2.01 - $3.44 $352 - $602
516 $1K
Common Sharespeakstone Realty Trust
1
+ 0.06%
N/A
1.73K $0
Comjacobs Solutions Inc
142
+ 16.78%
N/A
988 $0
Comge Vernova LLC
57
+ 13.35%
N/A
484 $0
Common Stockge Healthcare Technologies I
288
+ 97.96%
N/A
582 $0
Com Shssolventum Corp
54
+ 9.33%
N/A
633 $0
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 14.58%
$87.25 - $95.52 $611 - $669
55 $4K
Com Shsamerican Healthcare Reit Inc
2.91K
+ 49.15%
N/A
8.83K $0
Ir M Taxawarebondbloxx ETF Trust
157
+ 0.86%
N/A
18.4K $0
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
3
+ 2.31%
$20.17 - $21.84 $60.5 - $65.5
133 $2K
Cum Conv Pfd Arlj Lodging Tr
212
+ 21.2%
N/A
1.21K $0
CNQ
Canadian Natural Resources LTD

Energy
129
+ 9.27%
$29.51 - $37.6 $3.81K - $4.85K
1.52K $46K
Com Unittxo Energy Partners LP
20
+ 3.24%
N/A
637 $0
FDVV
Fidelity High Dividend ETF

ETFs
1
+ 2.13%
$49.66 - $52.63 $49.7 - $52.6
48 $2K
FTF
Franklin LTD Duration Income Trust

Financial Services
67
+ 0.98%
$6.39 - $6.77 $428 - $454
6.92K $45K
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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