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
AIG
American International Group, Inc.

Financial Services
10
+ 23.81%
$77.56 - $87.72 $776 - $877
52 $4K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.63%
$53.5 - $71.62 $53.5 - $71.6
161 $11K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17
+ 4.97%
$51.68 - $52.76 $879 - $897
359 $18K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1
+ 0.59%
$75.29 - $91.16 $75.3 - $91.2
171 $15K
DGRO
Ishares Core Dividend Growth E

ETFs
2
+ 0.49%
$55.22 - $63.94 $110 - $128
411 $26K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
132
+ 3.12%
$4.83 - $5.39 $638 - $711
4.37K $23K
NUSC
Nuveen Esg Small Cap ETF

ETFs
36
+ 61.02%
$33.38 - $40.81 $1.2K - $1.47K
95 $3K
JCI
Johnson Controls International PLC

Industrials
10
+ 40.0%
$71.14 - $105.62 $711 - $1.06K
35 $3K
D
Dominion Energy, Inc

Utilities
2
+ 0.07%
$49.66 - $58.0 $99.3 - $116
3.06K $172K
PDT
John Hancock Premium Dividend Fund

Financial Services
18
+ 0.7%
$11.7 - $13.23 $211 - $238
2.59K $34K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
5
+ 0.64%
$18.53 - $20.98 $92.7 - $105
786 $16K
XYL
Xylem Inc.

Industrials
5
+ 166.67%
$102.86 - $129.5 $514 - $648
8 $1K
VPU
Vanguard Utilities ETF

ETFs
2
+ 2.27%
$158.36 - $178.82 $317 - $358
90 $15K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22
+ 137.5%
$75.05 - $77.34 $1.65K - $1.7K
38 $2K
KGC
Kinross Gold Corp

Basic Materials
50
+ 20.0%
$11.79 - $15.85 $590 - $793
300 $4K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 3.03%
$248.61 - $294.96 $249 - $295
34 $9K
BTEGF
Baytex Energy Corp.

Energy
5
+ 0.65%
N/A
772 $2K
GEFB
Greif, Inc. Cl B
22.4K
+ 6.59%
N/A
363K $0
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
14
+ 1.34%
$15.82 - $16.65 $221 - $233
1.06K $17K
CMS
Cms Energy Corp

Utilities
15
+ 13.51%
$68.57 - $75.51 $1.03K - $1.13K
126 $8K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 2.83%
$70.7 - $82.14 $212 - $246
109 $8K
Apollo Global Mgmt Inc
6
+ 2.75%
N/A
224 $0
SSYS
Stratasys Ltd.

Technology
12
+ 26.67%
$8.72 - $11.47 $105 - $138
57 $0
NLY
Annaly Capital Management Inc

Real Estate
44
+ 6.94%
$17.3 - $20.12 $761 - $885
678 $12K
CFFN
Capitol Federal Financial, Inc.

Financial Services
5
+ 1.36%
$5.03 - $6.1 $25.2 - $30.5
373 $2K
Com Newnew York Cmnty Bancorp Inc
1
+ 0.03%
N/A
3.65K $0
Com Shs Class Bnewsmax Inc
1.06K
+ 1558.82%
N/A
1.13K $0
Com Shswk Kellogg CO
1
+ 7.14%
N/A
15 $0
Com Unittxo Energy Partners LP
125
+ 19.03%
N/A
782 $0
Comastera Labs Inc
246
+ 31.06%
N/A
1.04K $0
UNM
Unum Group

Financial Services
2
+ 0.47%
$70.48 - $82.91 $141 - $166
426 $34K
DWAC
Digital World Acquisition Corp.

Financial Services
126
+ 2.88%
N/A
4.5K $0
Cl Atempus Ai Inc
184
+ 736.0%
N/A
209 $0
Cl A LTD Vt Shbrookfield Corp
300
+ 2727.27%
N/A
311 $0
Comcoherent Corp
329
+ 396.39%
N/A
412 $0
CB
Chubb LTD

Financial Services
3
+ 6.82%
$274.32 - $302.46 $823 - $907
47 $13K
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
46.2K
+ 5.01%
N/A
969K $0
Comge Vernova LLC
56
+ 15.47%
N/A
418 $0
CBRE
Cbre Group, Inc.

Real Estate
5
+ 31.25%
$113.94 - $140.12 $570 - $701
21 $2K
Cum Conv Pfd Arlj Lodging Tr
674
+ 160.1%
N/A
1.1K $0
Com Shsveralto Corp
5
+ 11.36%
N/A
49 $0
Com Newniocorp Devs LTD
1K
+ 100.0%
N/A
2K $0
NWE
Northwestern Corp

Utilities
2
+ 1.98%
$50.8 - $59.51 $102 - $119
103 $5K
Proshares Tr
7
+ 1.13%
N/A
624 $0
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.5%
$150.66 - $178.04 $151 - $178
201 $34K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
7
+ 2.5%
$3.37 - $4.33 $23.6 - $30.3
287 $1K
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 16.67%
$183.31 - $241.46 $183 - $241
7 $1K
ROP
Roper Technologies Inc

Industrials
1
+ 50.0%
$519.19 - $590.78 $519 - $591
3 $1K
FTF
Franklin LTD Duration Income Trust

Financial Services
73
+ 1.04%
$5.86 - $6.47 $428 - $472
7.07K $45K
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
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