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
VDE
Vanguard Energy ETF

ETFs
44
+ 115.79%
$119.14 - $132.76 $5.24K - $5.84K
82 $10K
VFH
Vanguard Financial ETF

ETFs
44
+ 4.6%
$114.07 - $127.34 $5.02K - $5.6K
1K $118K
HWM
Howmet Aerospace Inc.

Industrials
45
+ 300.0%
$110.79 - $139.39 $4.99K - $6.27K
60 $7K
AVEM
American Centy ETF Tr Avantis

ETFs
91
+ 50.84%
$57.11 - $62.4 $5.2K - $5.68K
270 $16K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
62
+ 52.54%
$69.81 - $78.9 $4.33K - $4.89K
180 $14K
GOLD
Barrick Gold Corp

Basic Materials
2
+ 0.18%
$15.45 - $19.56 $30.9 - $39.1
1.09K $21K
HBAN
Huntington Bancshares Inc

Financial Services
373
+ 75.2%
$14.28 - $17.39 $5.33K - $6.49K
869 $13K
DD
Du Pont De Nemours, Inc.

Basic Materials
101
+ 7.61%
$72.7 - $84.32 $7.34K - $8.52K
1.43K $106K
RUM
Rumble Inc.

Technology
1.3K
+ 185.71%
$7.07 - $13.77 $9.19K - $17.9K
2K $14K
HES
Hess Corp

Energy
1
+ 0.49%
$135.42 - $160.52 $135 - $161
204 $32K
SRLN
Ssga Active Trust

ETFs
132
+ 244.44%
$41.02 - $41.99 $5.41K - $5.54K
186 $7K
MPC
Marathon Petroleum Corp

Energy
10
+ 1.7%
$134.72 - $159.03 $1.35K - $1.59K
598 $87K
MATX
Matson, Inc.

Industrials
64
+ 16.84%
$127.06 - $149.06 $8.13K - $9.54K
444 $56K
NLY
Annaly Capital Management Inc

Real Estate
208
+ 48.83%
$18.12 - $21.96 $3.77K - $4.57K
634 $12K
WYNN
Wynn Resorts LTD

Consumer Cyclical
51
+ 566.67%
$77.0 - $93.47 $3.93K - $4.77K
60 $5K
NXPI
Nxp Semiconductors N.V.

Technology
40
+ 28.57%
$189.99 - $245.86 $7.6K - $9.83K
180 $34K
EXR
Extra Space Storage Inc.

Real Estate
36
+ 360.0%
$143.8 - $161.28 $5.18K - $5.81K
46 $6K
BDX
Becton Dickinson & CO

Healthcare
19
+ 11.38%
$222.79 - $249.08 $4.23K - $4.73K
186 $42K
TROW
Price T Rowe Group Inc

Financial Services
50
+ 104.17%
$91.57 - $116.93 $4.58K - $5.85K
98 $9K
SYK
Stryker Corp

Healthcare
10
+ 76.92%
$355.18 - $399.9 $3.55K - $4K
23 $8K
CB
Chubb LTD

Financial Services
9
+ 25.71%
$257.71 - $301.99 $2.32K - $2.72K
44 $13K
TRP
Tc Energy Corp

Energy
83
+ 83.0%
$44.29 - $49.27 $3.68K - $4.09K
183 $8K
TJX
Tjx Companies Inc

Consumer Cyclical
12
+ 0.48%
$112.81 - $126.16 $1.35K - $1.51K
2.5K $304K
UNM
Unum Group

Financial Services
3
+ 0.71%
$71.8 - $83.34 $215 - $250
424 $34K
ABR
Arbor Realty Trust Inc

Real Estate
887
+ 29.09%
$11.68 - $13.98 $10.4K - $12.4K
3.94K $46K
FDIS
Fidelity Covington Tr Msci Con

ETFs
62
+ 68.13%
$82.77 - $101.84 $5.13K - $6.31K
153 $12K
APD
Air Products & Chemicals, Inc.

Basic Materials
15
+ 83.33%
$283.24 - $338.07 $4.25K - $5.07K
33 $9K
DFS
Discover Financial Services

Financial Services
22
+ 12.79%
$152.99 - $203.25 $3.37K - $4.47K
194 $33K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 17.86%
$524.81 - $672.19 $5.25K - $6.72K
66 $36K
GAIN
Gladstone Investment Corporation\De

Financial Services
185
+ 1.26%
$12.65 - $13.97 $2.34K - $2.58K
14.8K $198K
TIP
Ishares Tr Tips Bd ETF

ETFs
24
+ 9.88%
$106.22 - $111.09 $2.55K - $2.67K
267 $29K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
262
+ 51.98%
$16.54 - $17.22 $4.33K - $4.51K
766 $12K
WY
Weyerhaeuser CO

Real Estate
18
+ 0.69%
$27.29 - $31.39 $491 - $565
2.64K $77K
GPC
Genuine Parts CO

Consumer Cyclical
23
+ 74.19%
$115.91 - $129.02 $2.67K - $2.97K
54 $6K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
44
+ 18.97%
$65.27 - $71.18 $2.87K - $3.13K
276 $18K
EDV
Vanguard Extended Duration Tre

ETFs
37
+ 127.59%
$65.05 - $73.43 $2.41K - $2.72K
66 $4K
K
Kellogg CO

Consumer Defensive
42
+ 247.06%
$81.06 - $82.9 $3.4K - $3.48K
59 $4K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
141
+ 2.2%
$9.83 - $10.34 $1.39K - $1.46K
6.54K $65K
ARES
Ares Management Corp

Financial Services
18
+ 360.0%
$140.19 - $198.28 $2.52K - $3.57K
23 $3K
HSBC
Hsbc Holdings PLC

Financial Services
53
+ 63.86%
$48.68 - $61.58 $2.58K - $3.26K
136 $7K
IXUS
Ishares Tr

ETFs
49
+ 106.52%
$65.06 - $72.31 $3.19K - $3.54K
95 $6K
SAP
Sap Se

Technology
10
+ 18.87%
$241.4 - $293.69 $2.41K - $2.94K
63 $16K
AJG
Arthur J. Gallagher & Co.

Financial Services
7
+ 233.33%
$275.89 - $345.24 $1.93K - $2.42K
10 $3K
OTIS
Otis Worldwide Corp

Industrials
10
+ 6.62%
$90.77 - $104.01 $908 - $1.04K
161 $16K
SGU
Star Group, L.P.

Energy
10
+ 1.18%
$11.28 - $13.45 $113 - $135
861 $11K
IVZ
Invesco Ltd.

Financial Services
143
+ 317.78%
$14.82 - $19.34 $2.12K - $2.77K
188 $2K
PINS
Pinterest, Inc.

Communication Services
50
+ 29.76%
$29.79 - $40.0 $1.49K - $2K
218 $6K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
100
+ 3.53%
$15.63 - $16.23 $1.56K - $1.62K
2.94K $46K
SAIC
Science Applications International Corp

Technology
16
+ 1.83%
$95.77 - $119.82 $1.53K - $1.92K
888 $99K
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
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