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
Flexible Incomeblackrock ETF Trust Ii
49
+ 34.51%
N/A
191 $0
PFFV
Global X Variable Rate Preferr

Technology
44
+ 14.97%
$23.57 - $24.48 $1.04K - $1.08K
338 $7K
NAT
Nordic American Tankers LTD

Industrials
6
+ 4.35%
N/A
144 $0
FE
Firstenergy Corp

Utilities
32
+ 8.96%
$39.14 - $44.52 $1.25K - $1.42K
389 $15K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6
+ 1.53%
$59.74 - $60.03 $358 - $360
397 $23K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
152
+ 3.8%
$5.64 - $5.93 $857 - $901
4.15K $23K
JGRO
J P Morgan Exchange Traded Fd
285
+ 537.74%
N/A
338 $0
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
4
+ 1.49%
$5.19 - $7.23 $20.8 - $28.9
273 $1K
NAVI
Navient Corp

Financial Services
25
+ 32.47%
$12.98 - $15.86 $325 - $397
102 $1K
High Yield Bd Etschwab Strategic Tr
8
+ 100.0%
N/A
16 $0
DXC
Dxc Technology CO

Technology
1
+ 1.43%
$19.59 - $22.83 $19.6 - $22.8
71 $1K
BYND
Beyond Meat, Inc.

Consumer Defensive
7
+ 70.0%
$3.41 - $6.71 $23.9 - $47
17 $0
GEFB
Greif, Inc. Cl B
23.2K
+ 7.55%
N/A
330K $0
GVI
Ishares Tr

ETFs
1
+ 0.43%
$103.89 - $107.05 $104 - $107
234 $24K
EQR
Equity Residential

Real Estate
1
+ 0.96%
$69.12 - $77.48 $69.1 - $77.5
105 $7K
ITW
Illinois Tool Works Inc

Industrials
19
+ 2.57%
$253.56 - $278.5 $4.82K - $5.29K
758 $192K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
36
+ 1.29%
$15.43 - $16.42 $555 - $591
2.84K $44K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7
+ 0.5%
$32.65 - $33.68 $229 - $236
1.41K $46K
IQI
Invesco Quality Municipal Income Trust

Financial Services
38
+ 1.91%
$9.59 - $10.5 $364 - $399
2.02K $19K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4
+ 2.06%
$107.06 - $123.74 $428 - $495
198 $21K
GDV
Gabelli Dividend & Income Trust

Financial Services
14
+ 0.37%
$23.77 - $25.59 $333 - $358
3.8K $91K
SJM
J M Smucker CO

Consumer Defensive
68
+ 8.75%
$106.92 - $121.75 $7.27K - $8.28K
845 $93K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
27
+ 1.09%
$28.6 - $29.27 $772 - $790
2.51K $71K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
1
+ 1.96%
$18.5 - $20.08 $18.5 - $20.1
52 $0
WEN
Wendy'S CO

Consumer Cyclical
5
+ 0.71%
$16.26 - $20.42 $81.3 - $102
707 $11K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
27
+ 1.12%
$26.55 - $27.32 $717 - $738
2.45K $65K
BRO
Brown & Brown, Inc.

Financial Services
1
+ 0.09%
$100.93 - $113.42 $101 - $113
1.1K $112K
PGR
Progressive Corp

Financial Services
1
+ 1.05%
$239.6 - $268.88 $240 - $269
96 $23K
ICLN
Ishares

ETFs
4
+ 0.98%
$11.35 - $14.51 $45.4 - $58
411 $4K
FNDX
Schwab Fundamental U S Large C

ETFs
2.46K
+ 200.0%
$23.49 - $71.77 $57.7K - $176K
3.68K $87K
INDA
Ishares Msci India Index Fund

ETFs
13
+ 2.46%
$52.64 - $58.16 $684 - $756
541 $28K
TGT
Target Corp

Consumer Defensive
38
+ 10.89%
$121.59 - $160.69 $4.62K - $6.11K
387 $52K
TU
Telus Corp

Communication Services
11
+ 1.78%
$13.45 - $16.78 $148 - $185
629 $8K
HIW
Highwoods Properties, Inc.

Real Estate
59
+ 5.28%
$29.37 - $36.37 $1.73K - $2.15K
1.18K $35K
BBDC
Barings Bdc, Inc.

Financial Services
101
+ 0.78%
$9.27 - $10.33 $936 - $1.04K
13K $124K
TSCO
Tractor Supply CO

Consumer Cyclical
2.37K
+ 439.96%
$52.59 - $303.74 $124K - $719K
2.91K $154K
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
17
+ 1.67%
$16.2 - $17.93 $275 - $305
1.04K $16K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 1.27%
$130.37 - $146.09 $391 - $438
239 $31K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
1
+ 0.21%
$48.5 - $53.31 $48.5 - $53.3
482 $23K
NEP
Nextera Energy Partners, LP

Utilities
5
+ 3.33%
$15.87 - $26.96 $79.4 - $135
155 $2K
DGS
Wisdomtree Emerging Markets Sm

ETFs
3
+ 0.65%
$48.87 - $53.53 $147 - $161
466 $22K
RING
Ishares Inc Msci Global Gold M

ETFs
3
+ 0.59%
$27.93 - $36.45 $83.8 - $109
514 $14K
IG
Principal Fds Principal Invt G

ETFs
2
+ 0.09%
$20.34 - $21.41 $40.7 - $42.8
2.35K $47K
ADC
Agree Realty Corp

Real Estate
4
+ 0.51%
$69.44 - $77.65 $278 - $311
785 $55K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
55
+ 11.11%
$26.39 - $35.74 $1.45K - $1.97K
550 $14K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
123
+ 2.8%
$16.73 - $19.67 $2.06K - $2.42K
4.52K $78K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.51K
+ 204.24%
$26.93 - $84.95 $94.6K - $298K
5.23K $142K
EEM
Ishares Msci Emerging Markets

ETFs
16
+ 1.71%
$41.82 - $47.36 $669 - $758
952 $39K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
2
+ 0.11%
$22.21 - $24.22 $44.4 - $48.4
1.76K $39K
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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