Sound Income Strategies, LLC Incresed Positions in Q3 2024

Sound Income Strategies, LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SAN
Banco Santander, S.A.

Financial Services
529
+ 24.45%
$4.37 - $5.16 $2.31K - $2.73K
2.69K $13K
CCL
Carnival Corp

Consumer Cyclical
201
+ 6.81%
$14.01 - $19.18 $2.82K - $3.86K
3.15K $58K
NGG
National Grid PLC

Utilities
8
+ 4.04%
$57.14 - $70.48 $457 - $564
206 $14K
LFVN
Lifevantage Corp

Consumer Defensive
2
+ 0.3%
$5.51 - $13.01 $11 - $26
659 $7K
GOLD
Barrick Gold Corp

Basic Materials
1
+ 0.09%
$16.56 - $21.01 $16.6 - $21
1.09K $21K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
31
+ 13.36%
$61.47 - $67.36 $1.91K - $2.09K
263 $17K
DGX
Quest Diagnostics Inc

Healthcare
26
+ 3.59%
$137.09 - $137.09 $3.56K - $3.56K
751 $102K
BSX
Boston Scientific Corp

Healthcare
33
+ 38.37%
$72.96 - $84.0 $2.41K - $2.77K
119 $9K
DOV
Dover Corp

Industrials
8
+ 11.11%
$172.5 - $193.03 $1.38K - $1.54K
80 $15K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 4.26%
$178.94 - $207.0 $1.07K - $1.24K
147 $29K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 2.67%
$210.25 - $231.86 $421 - $464
77 $17K
URI
United Rentals, Inc.

Industrials
2
+ 40.0%
$627.41 - $814.1 $1.25K - $1.63K
7 $5K
JCI
Johnson Controls International PLC

Industrials
21
+ 84.0%
$65.52 - $77.61 $1.38K - $1.63K
46 $3K
NCR
Ncr Corp

Technology
78
+ 61.9%
N/A
204 $3K
CI
Cigna Corp

Healthcare
3
+ 7.14%
$319.12 - $367.1 $957 - $1.1K
45 $15K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
225
+ 11.79%
$7.12 - $7.12 $1.6K - $1.6K
2.13K $15K
COF
Capital One Financial Corp

Financial Services
3
+ 2.34%
$131.42 - $153.05 $394 - $459
131 $19K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
41
+ 33.88%
$36.06 - $46.56 $1.48K - $1.91K
162 $7K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
276
+ 6.31%
$42.59 - $60.56 $11.8K - $16.7K
4.65K $234K
APH
Amphenol Corp

Technology
32
+ 88.89%
$58.39 - $70.41 $1.87K - $2.25K
68 $4K
CMS
Cms Energy Corp

Utilities
10
+ 9.01%
$58.7 - $70.62 $587 - $706
121 $8K
FTF
Franklin LTD Duration Income Trust

Financial Services
64
+ 0.94%
$6.36 - $6.78 $407 - $434
6.86K $45K
UVV
Universal Corp

Consumer Defensive
7
+ 1.46%
$46.58 - $54.85 $326 - $384
486 $25K
SGU
Star Group, L.P.

Energy
169
+ 25.19%
$10.27 - $12.43 $1.74K - $2.1K
840 $9K
FE
Firstenergy Corp

Utilities
3
+ 0.85%
$38.25 - $44.54 $115 - $134
357 $15K
NRG
Nrg Energy, Inc.

Utilities
15
+ 22.73%
$68.89 - $91.22 $1.03K - $1.37K
81 $7K
AEM
Agnico Eagle Mines LTD

Basic Materials
30
+ 96.77%
$65.04 - $84.24 $1.95K - $2.53K
61 $4K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
500
+ 34.06%
$8.08 - $11.02 $4.04K - $5.51K
1.97K $16K
AVB
Avalonbay Communities Inc

Real Estate
2
+ 25.0%
$200.95 - $234.65 $402 - $469
10 $2K
PFFV
Global X Variable Rate Preferr

Technology
2
+ 0.68%
$23.2 - $24.27 $46.4 - $48.5
294 $7K
FMC
Fmc Corp

Basic Materials
5
+ 16.67%
$54.54 - $66.06 $273 - $330
35 $2K
SU
Suncor Energy Inc

Energy
25
+ 28.41%
$36.06 - $41.7 $902 - $1.04K
113 $4K
BOTZ
Global X Fds

ETFs
1
+ 0.53%
$27.68 - $32.27 $27.7 - $32.3
190 $6K
ABEV
Ambev S.A.

Consumer Defensive
500
+ 500.0%
$2.04 - $2.44 $1.02K - $1.22K
600 $1K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10
+ 200.0%
$114.73 - $120.23 $1.15K - $1.2K
15 $1K
TU
Telus Corp

Communication Services
11
+ 1.81%
$14.91 - $17.03 $164 - $187
618 $10K
PEY
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$19.4 - $21.93 $38.8 - $43.9
666 $14K
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
4
+ 0.39%
$16.93 - $18.18 $67.7 - $72.7
1.02K $18K
IBB
Ishares Biotechnology ETF

ETFs
8
+ 44.44%
$135.09 - $149.47 $1.08K - $1.2K
26 $3K
NWE
Northwestern Corp

Utilities
1
+ 0.7%
$48.68 - $57.27 $48.7 - $57.3
144 $8K
WTFC
Wintrust Financial Corp

Financial Services
1
+ 1.79%
$96.43 - $111.89 $96.4 - $112
57 $6K
VDE
Vanguard Energy ETF

ETFs
3
+ 50.0%
$117.44 - $131.06 $352 - $393
9 $1K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
8
+ 57.14%
$58.35 - $66.29 $467 - $530
22 $1K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2
+ 0.77%
$22.94 - $23.16 $45.9 - $46.3
262 $6K
ILF
Ishares Latin America 40 ETF

ETFs
20
+ 2.88%
$23.4 - $26.7 $468 - $534
714 $18K
DEO
Diageo PLC

Consumer Defensive
1
+ 7.14%
$120.02 - $140.77 $120 - $141
15 $2K
IQI
Invesco Quality Municipal Income Trust

Financial Services
36
+ 1.85%
$9.86 - $10.44 $355 - $376
1.99K $20K
DGS
Wisdomtree Emerging Markets Sm

ETFs
5
+ 1.09%
$48.46 - $54.37 $242 - $272
463 $24K
FNF
Fidelity National Financial, Inc.

Financial Services
15
+ 150.0%
$48.08 - $62.04 $721 - $931
25 $1K
Activity Summary
Buys All Purchases 569 New Holdings 158 Increased Positions 411 Sells All Sells 275 Reductions 270 Sold out 5 Options Calls 0 Puts 0
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