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
ADBE
Adobe Inc.

Technology
46
+ 17.56%
$377.84 - $464.11 $17.4K - $21.3K
308 $118K
CDE
Coeur Mining, Inc.

Basic Materials
320
+ 10.65%
$5.02 - $7.29 $1.61K - $2.33K
3.32K $19K
AEM
Agnico Eagle Mines LTD

Basic Materials
10
+ 19.23%
$79.66 - $108.41 $797 - $1.08K
62 $6K
INTU
Intuit Inc

Technology
11
+ 3.26%
$555.63 - $630.23 $6.11K - $6.93K
348 $213K
OXY
Occidental Petroleum Corp

Energy
40
+ 2.19%
$45.45 - $52.7 $1.82K - $2.11K
1.87K $92K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
53
+ 1325.0%
$50.87 - $51.09 $2.7K - $2.71K
57 $2K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
66
+ 2.7%
$26.64 - $27.14 $1.76K - $1.79K
2.51K $67K
SYY
Sysco Corp

Consumer Defensive
80
+ 2.65%
$70.0 - $77.13 $5.6K - $6.17K
3.1K $232K
EMN
Eastman Chemical CO

Basic Materials
125
+ 4.65%
$87.05 - $103.47 $10.9K - $12.9K
2.81K $247K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
35
+ 46.05%
$47.59 - $48.35 $1.67K - $1.69K
111 $5K
KGC
Kinross Gold Corp

Basic Materials
50
+ 25.0%
$9.69 - $12.61 $485 - $631
250 $3K
PANW
Palo Alto Networks Inc

Technology
24
+ 14.04%
$167.82 - $208.28 $4.03K - $5K
195 $33K
MOS
Mosaic CO

Basic Materials
41
+ 117.14%
$23.08 - $28.8 $946 - $1.18K
76 $2K
AGNC
Agnc Investment Corp.

Real Estate
15
+ 0.9%
$9.12 - $10.54 $137 - $158
1.68K $16K
FDUS
Fidus Investment Corp

Financial Services
188
+ 3.78%
$20.39 - $23.37 $3.83K - $4.39K
5.17K $105K
EVGO
E Vgo Inc.

Consumer Cyclical
700
+ 233.33%
$2.37 - $4.46 $1.66K - $3.12K
1K $2K
USB
Us Bancorp \De\

Financial Services
115
+ 20.25%
$40.92 - $50.9 $4.71K - $5.85K
683 $28K
ROKU
Roku, Inc

Communication Services
10
+ 50.0%
$67.36 - $99.07 $674 - $991
30 $2K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
50
+ 500.0%
$28.62 - $36.65 $1.43K - $1.83K
60 $1K
FTQI
First Trust ETF Vi First Trust

ETFs
100
+ 100.0%
$18.72 - $21.32 $1.87K - $2.13K
200 $3K
UVV
Universal Corp

Consumer Defensive
7
+ 1.42%
$49.67 - $56.43 $348 - $395
501 $28K
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
9
+ 0.87%
$16.26 - $16.85 $146 - $152
1.04K $17K
GUNR
Flexshares Tr Morningstar Glob

ETFs
10
+ 2.96%
$36.6 - $39.56 $366 - $396
348 $13K
HIW
Highwoods Properties, Inc.

Real Estate
56
+ 4.76%
$27.69 - $30.78 $1.55K - $1.72K
1.23K $36K
VFC
V F Corp

Consumer Cyclical
77
+ 855.56%
$15.52 - $26.93 $1.2K - $2.07K
86 $1K
SCCO
Southern Copper Corp

Basic Materials
5
+ 9.8%
$85.92 - $101.48 $430 - $507
56 $5K
COF
Capital One Financial Corp

Financial Services
3
+ 2.17%
$163.87 - $209.82 $492 - $629
141 $25K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
76
+ 0.15%
$10.53 - $11.08 $800 - $842
51.6K $553K
TU
Telus Corp

Communication Services
13
+ 2.07%
$13.63 - $16.07 $177 - $209
642 $9K
TM
Toyota Motor Corp

Consumer Cyclical
9
+ 15.25%
$176.53 - $195.35 $1.59K - $1.76K
68 $12K
PFL
Pimco Income Strategy Fund

Financial Services
31
+ 2.98%
$8.39 - $8.6 $260 - $267
1.07K $9K
UMC
United Microelectronics Corp

Technology
100
+ 100.0%
$5.69 - $7.15 $569 - $715
200 $1K
PII
Polaris Inc.

Consumer Cyclical
30
+ 230.77%
$40.9 - $58.36 $1.23K - $1.75K
43 $1K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3
+ 0.21%
$32.5 - $33.3 $97.5 - $99.9
1.42K $47K
CRSP
Crispr Therapeutics Ag

Healthcare
20
+ 15.75%
$34.03 - $53.02 $681 - $1.06K
147 $5K
AAL
American Airlines Group Inc.

Industrials
35
+ 2.4%
N/A
1.49K $16K
Shssmurfit Westrock PLC
1
+ 1.18%
N/A
86 $0
DGS
Wisdomtree Emerging Markets Sm

ETFs
1
+ 0.21%
$47.4 - $50.24 $47.4 - $50.2
467 $22K
SDEF
Tidal ETF Tr Sound Enhanced Fi
33K
+ 1.79%
N/A
1.88M $0
CFFN
Capitol Federal Financial, Inc.

Financial Services
5
+ 1.38%
$5.56 - $6.2 $27.8 - $31
368 $2K
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
2.52K
+ 0.27%
N/A
923K $0
Sponsored Adrgsk PLC
11K
+ 2.81%
N/A
402K $0
SPE
Special Opportunities Fund, Inc.

Financial Services
9
+ 1.41%
$14.7 - $15.68 $132 - $141
648 $9K
Superdvdnd Reitglobal X Fds
8
+ 2.02%
N/A
405 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
23
+ 92.0%
$12.89 - $15.19 $296 - $349
48 $0
Apollo Global Mgmt Inc
1
+ 0.46%
N/A
218 $0
BHP
Bhp Group LTD

Basic Materials
2
+ 0.84%
$48.18 - $52.11 $96.4 - $104
241 $11K
TDC
Teradata Corp

Technology
15
+ 19.23%
$21.95 - $32.78 $329 - $492
93 $2K
Shslinde PLC
15
+ 1.28%
N/A
1.18K $0
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
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